How Do I Get Help from the WiseFins AI Bot?

How Do I Get Help from the WiseFins AI Bot?

The WiseFins AI Bot is available directly in your chat widget, anytime, day or night, and can answer most common questions instantly using our full Help Center content.

Where to Find the Chat Widget
Look for the chat bubble icon in the bottom corner of your screen, it's available both within the WiseFins platform itself and on our website (wisefins.com), so you can reach it wherever you happen to be.

What the Bot Can Help With
The bot can answer questions about how to use WiseFins, including:

• Getting started, account setup, and navigation
• How to use filters, dashboards, and features
• Understanding your KPIs and what they mean
• Strategies for growing revenue, reducing costs, and improving margin
• Real, anonymized case studies of how other properties have used WiseFins to solve similar challenges
• Billing, subscription, and general policy questions

What the Bot Can't Do
Some requests require a human, since they involve account-specific actions or changes:

• Resetting or creating a user account
• Making changes to your subscription
• Anything requiring us to verify or update something specific to your property

If you ask the bot something outside its scope, it will let you know and offer to connect you with a human. You can also click Talk to human at any point if you'd rather skip straight to our support team.

Getting the Best Answers
The bot works best with specific questions, "How do I read my Financial dashboard?" will get a better answer than "help." If the first answer isn't quite right, try rephrasing or adding more detail, or just ask to speak with a human.