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 Standard and Premier Support Plans, you can type your query straight into the digital assistant. Named support contacts are users who are registered to escalate conversations to a support specialist (previously raise a case via the Customer Success Portal). Typically, this is four users for Standard and eight users for Premier plans.
Our dedicated Support Team is on hand to deal with more complex or technical queries. Escalate your conversation using the Digital Assistant in Access Ledger or MyAccess portal.
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:
From within Access Ledger, click the Digital Assistant icon.
Click on Ask a question.
Type in your specific query, then press the enter key.
The assistant will search the full knowledge base to return a suitable answer.
Review the answer or click the hyperlinked article for more guidance.
If you require further assistance, and if you are a named contact in your firm's support plan, type, talk to the team to escalate your query to a support specialist.
How to use the Digital Assistant in MyAccess portal
Play the video below to see how to use our Digital Assistant.