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20.1Opening the assistant

Chapter 20 · Fusion AI — the assistant·1 min read

  • Click the Fusion AI button in the top bar. The assistant opens as a docked panel on the right, beside the page you are on, so you can keep working.
  • Collapse to panel / expand to full screen: the full-screen view (also reachable at Fusion AI in the command palette) adds a chat history sidebar with Search chats, New chat and a per-chat menu with Delete.
  • The panel menu offers New chat and Delete current chat.

Each chat is a session with its own title (generated from the first message); come back to one any time from the history.

4.9Opening balances for contactsWhat a customer owed you (or you owed a vendor) on the day you started using LedgersLab is entered as an opening balance at Settings → Accounting → Opening…Contacts — customers and vendors2.3The top barFrom left to right, on every page inside a module: Collapse / expand — narrows the rail to icons. Module switcher — the current module's name. Click it to…The Workspace and finding your way around2.4Keyboard shortcuts and the command paletteKeys What it does ⌘K / Ctrl+K Open the command palette. / Focus the global search box. ? Show the keyboard-shortcut reference. ↑ ↓ Move the highlight inside…The Workspace and finding your way around20.3Doing things — actions and confirmationAsk the assistant to do something and it proposes an action: create a customer, vendor, item or account; draft a sales document (invoice, estimate, sales…Fusion AI — the assistant