NirmaanOne Help
ConceptReviewed 2026-09-29

Help assistant

What Ask NirmaanOne is, where its answers come from, what it can and cannot see, and what is recorded when you use it.

Help assistant

The help assistant (Ask NirmaanOne) is a chat inside the app that answers questions from the help articles you are reading now, and walks you through a task one step at a time.

How it works in NirmaanOne

  • Guidance only. The assistant explains and guides; it never takes an action in the app and never changes a record. It answers questions about using NirmaanOne and nothing else; anything outside that is declined, and anything the help does not cover ends with a recommendation to open a case with the NirmaanOne team.
  • Answers come from the help articles only. For every question the assistant searches the articles (by meaning as well as by the exact words, so "194-IA", "Mofa" and "PAP" are found, and your organization's renamed labels are understood), then writes a reply from what it found and links the article it used. When nothing matches, it says so; it never guesses a button or a rule.
  • A how-to becomes a step card. The assistant gives one step at a time, each with the screen it happens on, an Open button and the permission it needs. A step you cannot do is still shown, with the roles and people in your organization who can.
  • It knows the record you are on. Opened from a record's page, the assistant reads that record and the ones linked to it (a booking's demands and receipts, an estimate's approvals, a project's readiness) as you, so the first answer is already about your booking or project. Live checks and record reads use your own permissions; the assistant never changes a record.
  • A chat has a start and an end. New chat or End chat in the panel closes the conversation with an outcome (answered, guide completed, case raised, abandoned); those outcomes are what the usage insights count.
  • Recording. With Record help-assistant chats on under Organization (the default), your questions, the answers, the articles used and your 👍 / 👎 are kept for 180 days so the help can be improved: questions nobody could answer become new articles. PAN, Aadhaar numbers, phone numbers, emails and bank account numbers are masked before anything is stored; names are not. With recording off, nothing is stored and answers cannot be rated.
  • Not an AI connector. AI connectors let an outside assistant such as Claude or ChatGPT act on your records through a connection you authorise. The help assistant is built in, needs no connection, and reads the help content rather than your records.

Example

A sales executive on a project's page asks "why can't I book unit A-1203?". The assistant checks the project's readiness as that user, reports "Blocked: Suhani Developers has no collection bank account for this project", and links Make a project ready to sell. Asked "how do I add it", it starts that how-to as a step card; the step that adds the bank account needs the Create permission on Bank Accounts, which the executive lacks, so the card names the Finance Lead role and the two people who hold it.

Where you see it

Related

  • Ask NirmaanOne (help assistant)Screen

    A chat panel on the right of every page that answers questions from the help articles, walks a how-to one step at a time with buttons that open the right screen, and checks live records such as a project's readiness as you.

  • Ask the help assistantHow-to

    Open Ask NirmaanOne from the top bar or the ? drawer, ask in your own words, follow a how-to step by step with the Open buttons, and rate the answer.

  • The assistant declines, answers with a list of articles, says the model is offline, or cannot answerTroubleshooting

    What each message from Ask NirmaanOne means: the question was outside NirmaanOne, no article matches, the answer engine is unreachable (you still get the closest articles), the answer stopped, or feedback cannot be saved.

  • OrganizationScreen

    Your organization's profile and policies: name and invitation expiry, the two-factor requirement, the AI connectors switch, the help-assistant recording switch, the project defaults every project inherits (RERA gate, estimate validity, the two chargeable areas, carpet area offered, revenue method and trigger) and the effective-dated rules: the RERA escrow share that splits every sweep of a project's collection account, TDS on sales and booking cancellation.

  • AI connectorsConcept

    How an AI assistant such as Claude or ChatGPT connects to NirmaanOne, acts as one user within that user's role, what it can and cannot do, and how connections are watched and stopped.

  • Roles and permissionsConcept

    What a permission is (a module plus an action), how roles bundle permissions, the twelve default roles and what each is meant for, the one-role-per-user rule, and when a change reaches a signed-in user.