The "Need help?" assistant
Ask the built-in AI assistant where things are in the dashboard and how any flow works.
Ask it anything about Meridian#
Every dashboard page has a "Need help?" button in the bottom-right corner. Open it and ask in plain language — "how do I invite a crew member?", "where do I run payroll?", "how do customers book online?" — and the assistant answers with the steps, links to the right pages in your dashboard, and a link to the relevant help article when there's more to read.
It's a conversation, so you can ask follow-ups ("what if they don't get the email?") and it keeps the context.
What it knows — and what it doesn't#
Answers come from this documentation and the dashboard's navigation — the same pages you could read yourself, just faster to search. If the docs don't cover something, it says so instead of guessing.
It has no access to your business data: it can't see your customers, jobs, invoices, or payroll, and it can't take actions in your account. It explains how Meridian works; the doing stays with you.
If it points you at a page you can't see, remember two things: your workspace may have renamed or hidden features (Settings → Navigation), and your role controls which areas you can access — see "Your team & roles."
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