We've reviewed your feedback, and now you can get the answers to your Access HandiSoft Evo questions faster with a new Help Centre and Digital AI Assistant in one location.
The Digital AI Assistant and the Help Centre work together to answer your Access HandiSoft questions. For more information about the Help Centre, review Navigate the Help Centre.
The benefits of the Digital Assistant include:
Instant Solutions: No more waiting - get your answers instantly.
Seamless Workflow: Quickly resolve common queries.
Always Ready: 24/7 support - day or night.
Find the Digital Assistant
The Digital Assistant is accessible in Access HandiSoft, or add the Help Centre link https://help-handisoft.theaccessgroup.com/en to your favourites:
Within Access HandiSoft, click the Digital Assistant icon located on the menu bar.
This will open the Help Centre, and in the bottom right, click the Digital Assistant icon to open it.
Tip: To hide or minimise the Digital Assistant, click the teal button in the bottom right corner of your screen. This will hide the window until you need it again.
Digital Assistant navigation
Click Ask a question.
Type your question in the message field and click the Arrow icon.
The Digital Assistant will search the Help Centre articles and return an answer.
Throughout the answer, you'll see circled numbers; these are the Help Centre article sources. To expand the Help Centre content to read the full article hover over the number and click the article title for more guidance. You can also open the Help Centre if you click the link at the bottom of the expanded article.
If the Digital Assistant returns the correct answer, type Yes when the Digital Assistant asks if this answers your question, and enter to ask another question or to complete the conversation. If you answer No, add extra information or rephrase your question, or continue to the Customer Success Portal, where you can create a case if you're a named Company contact.
Additional features of the Digital Assistant
Icon | Description |
The Home icon takes you back to the first screen, and the Ask a question field to ask the Digital Assistant another question. | |
The News icon shows what's new. To view each news article, click the News icon, then click each item to read it. This is where we'll add software release notes and customer newsletters. | |
| Banners: When we would like to invite you to an event or notify you of product performance issues, and when we have something exciting to announce, a banner will appear on the Digital Assistant web page. |
| Posts may pop up from time to time with important information to take note of, e.g., a pending release. Once you've read a post, you can dismiss it by clicking the X. The post can be found again in the messages area. |
Click the featured articles on the home screen for access to answers to the most frequently asked Access HandiSoft questions.
Tips when asking the Digital Assistant a question
To get the most out of the Access HandiSoft Digital Assistant, follow these guidelines to ensure you quickly find accurate answers:
Clearly state your question: Type your questions clearly and concisely, exactly as you'd ask a human support agent.
Keep it short and specific: Short, precise questions help the Digital Assistant quickly identify and deliver the right information.
The Digital Assistant doesn't know your employees, dates, or calculations, so don't include these details in your question.
Type the exact error messages that you see.
Use familiar terminology: Use terms directly related to Access HandiSoft features, which helps the Digital Assistant match your questions accurately. This includes adding the module you are in HandiLedger, HandiTax, HandiSoft Online, Evo, etc., to your question.
Natural language: Phrase your questions naturally. The Digital Assistant is trained to understand various ways of asking the same question.
Common topics: For routine issues like installation, passwords, or specific features, you ask directly about these topics.
Follow-Up questions: If the initial response doesn't fully resolve your issue, ask a follow-up question or rephrase your query for further clarification.
What to avoid when using the Digital Assistant
Avoid one-word or very complex Questions: Single-word replies or overly complex questions are less effectively processed by the Digital Assistant.
Incorrect or unclear terminology: Use the correct terms related to Access HandiSoft. Incorrect terminology can hinder the Digital Assistant’s ability to provide accurate answers.
Excessively long queries: Limit your queries to fewer than 30 words. Long, continuous text can be too complicated for the Digital Assistant to interpret effectively.
Overly technical language: Avoid heavy technical jargon. Stick to straightforward, simple language for the best results.
Review your answers
The Digital Assistant provides immediate, detailed responses, often accompanied by helpful links, images, or videos.
If the information from the Digital Assistant is helpful, please type Yes. If you're not satisfied with the bot’s responses, type No to ask another question or to be directed to the Customer Success Portal to raise a case online with our Support Team.
Close the Digital Assistant
To close the Digital Assistant when finished, click on the X at the top right of the chatbot or click the launcher icon.