> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Use COUNT's Built-In AI

COUNT AI helps you get answers faster and take actions directly in your COUNT workspace. Instead of manually searching through transactions, reports, and records, you can ask questions in plain English and let COUNT AI do the work for you.

## **What Is COUNT AI?**

COUNT AI is a built-in chat assistant that can:
* Answer questions about your financial data
* Create records and complete actions in COUNT
* Organize conversations into saved threads
* Reference COUNT Help Center articles

|| Unlike traditional chatbots, COUNT AI is connected directly to your live accounting data, allowing it to provide contextual answers and perform actions within your workspace.

## **Accessing COUNT AI**

1. Open your COUNT workspace.
2. Click the **AI Chat** icon at the top right side of the screen.
3. Enter your question or request in plain English at the bottom of the screen.
4. Review the response or confirm any suggested actions.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/untitled-design-26_1rsdvru.png =683x483)

## **Ask Questions About Your Financial Data**

COUNT AI can analyze data across your workspace and provide immediate answers.

###### ***Example Questions: What were my total expenses for last quarter?***

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/untitled-design-27_j9d40.png =683x269)

### **Data COUNT AI Can Analyze**

COUNT AI can pull information from:
* Transactions
* Invoices
* Projects
* Budgets
* Payroll
* GST-related records

## **Create Records and Take Action**

COUNT AI can perform tasks directly in COUNT.
### **Supported Actions**

* Create journal entries
* Create tasks
* Assign tasks to team members
* Set due dates automatically
* Generate opening balance journals

|| COUNT AI will create the task, assign it, and set the due date automatically.

###### ***Example Prompt: Create a task to reconcile the bank account by next Friday.***

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/untitled-design-29_1l6stgv.png =683x446)


## **Use Threaded Conversations**

COUNT AI supports threaded conversations so you can organize your chats by topic, client, or workflow.

With threaded conversations, you can:
* Save multiple conversations
* Rename threads
* Return to previous chats

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/untitled-design-28_as6893.png =683x269)


## **Ask Product Questions About COUNT**

COUNT AI can reference COUNT's Help Center to answer product questions.

###### ***Example Questions: How do I connect my bank account?***

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/untitled-design-25_14t4ia9.png =683x366)

This allows you to get product guidance without leaving COUNT.