How-toReviewed 2026-09-29

Ask the help assistant

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.

Ask the help assistant

Get an answer from the help articles without leaving the screen you are on, and follow a task one step at a time.

Before you start

Nothing to set up: every signed-in user has the View permission on Help & Documentation. If your administrator has switched Record help-assistant chats off under Organization, answers still come but cannot be rated.

Steps

  1. Click Ask NirmaanOne in the top bar, or open the ? drawer on the screen you are working on and click Ask the assistant. The panel docks on the right.
  2. Type your question in Ask a question… and press Enter. Say what you want to do, or paste the message you see on screen in quotes. On a record's page (the header shows Context: and the record), ask about that record: "what is still unpaid on this booking?". The assistant shows what it is doing, then the answer with a link to its source article.
  3. For a how-to, read step 1 on the step card, click its Open … button to go to the screen, do the step, then click Done, next (or type "next"). A locked step tells you who can do it.
  4. Click 👍 or 👎 under the answer.
  5. Click New chat in the panel header to move on to another question or record, or End chat to close the conversation and keep it on screen.

What happens next

Nothing changes in your records: the assistant only reads the help articles and, for live checks, the record you are on. When recording is on, the conversation is kept (with personal data masked) for 180 days so the help can be improved.

If something goes wrong

  • The header says Search only: the assistant model is offline and answers are lists of articles: see The assistant cannot answer.
  • The answer says the help content has nothing on your question: try other words, or search the help site.
  • Feedback off under an answer: chat recording is off for your organization.

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.

  • Help assistantConcept

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

  • 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.