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The Access Ledger Digital Assistant

To further enhance your digital support options and provide a more seamless and convenient experience, we've designed the Access Digital Assistant. All users can now use this fantastic new feature in Access Ledger.

For users who are 'named support contacts' of customers on Access Ledger, you can escalate your conversation using MyAccess portal. Our dedicated Support Team is on hand to deal with more complex or technical queries.
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How to achieve more from Access Ledger using the Digital Assistant

  • Instant assistance: Looking to perform common tasks in your software? We've designed the Digital Assistant to provide easy access to articles that answer frequently asked questions.

  • Convenient access: Access knowledge articles directly from your software.

  • 24/7 availability: Your Digital Assistant is available around the clock, helping you to get answers day or night.

How to use the Digital Assistant in Access Ledger

To use the Digital Assistant, follow the steps below:

  1. From within Access Ledger, click the Digital Assistant icon.

  2. Click on Ask a question.

  3. Type in your specific query, then press the enter key.

  4. The assistant will search the full knowledge base to return a suitable answer.

  5. Review the answer or click the hyperlinked article for more guidance.

  6. If you require further assistance, and if you are a named contact in your firm's support plan, you can escalate your conversation using MyAccess portal.

How to use the Digital Assistant in MyAccess portal

Play the video below to see how to use our Digital Assistant.

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