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ASSISTANT — Q&A

Q: What can users ask the in-app AI assistant? 6 categories of questions:
  1. Navigation help: “Where do I configure dunning sequences?” → Step-by-step with exact UI labels: “Settings → Collections → Dunning → + New Sequence”
  2. Feature settings: “How do I set up advance billing?” → Full configuration walkthrough
  3. Accounting scenarios: “How does Fincelo handle a PO-delayed invoice?” → Complete explanation including the accounting treatment and design rationale
  4. India compliance: “What is the difference between SEZ and Overseas GST treatment?” → Precise compliance answer with Fincelo-specific navigation
  5. Troubleshooting: “Why is my invoice on hold?” → Most likely cause first, then step-by-step resolution
  6. Quick actions: suggestions to navigate directly to the relevant page
Q: Should the chatbot use a generic chat icon or Fincelo’s logo? Fincelo’s logo — always. A generic chat bubble looks like Intercom, Zendesk, or any third-party support widget. The Fincelo logo icon (white “A” with cyan crossbar on navy/teal gradient background) communicates that this is the product’s own intelligence — built-in, not bolted-on. The FinceloLogoIcon component (components/brand/FinceloLogoIcon.tsx) is reusable:
  • size prop: any size from 14px to 200px
  • color prop: stroke colour (white on dark backgrounds)
  • accentColor prop: crossbar colour (Fincelo cyan #26D6E6)