1
Open ZenAI
From the admin sidebar, select ZenAI. The assistant panel opens alongside your current screen or in a dedicated view depending on your layout.
2
Ask a question
Type a business question in plain English. For example:
- “What was my best-selling product last week?”
- “Which branch had the highest refunds this month?”
- “How many repeat customers do I have?”
3
Review the response
ZenAI returns a summary, chart, or table drawn from your live data. Check the date range and filters shown to confirm the scope of the answer.
4
Pin the answer
If you want to keep the result visible, use the pin option to add it to your dashboard or save it for later reference.
ZenAI availability and response format may vary by plan. Exact labels for the pin or save options may differ in the in-app UI.