This guide walks you through using Simiz AI for the first time.

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Prerequisites

  • A Simiz account with at least one project
  • At least one completed transaction for data-driven queries

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Access the AI assistant

1

Open your dashboard

Log in to your Simiz dashboard.
2

Find the AI assistant

Open the merchant chat that contains the AI Assistant.
3

Start chatting

Type your question in natural language. The assistant responds either immediately or as a stream, depending on the request.

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What you can do

CapabilityExample
Transaction questionWhere is payment ORDER-12345?
Product / docs questionWhich currencies are supported?
Assisted creationCreate a payment link for 15,000 XAF
Assisted reminderSchedule a reminder for this invoice tomorrow
Quality follow-upRate the answer with positive or negative feedback

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Example queries to try

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Transaction lookup

Where is payment ORDER-12345?
Show me all failed transactions from this week
What's the status of tx_abc123?

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Documentation and product help

Which currencies are supported?
How do payment links work?
Show me the relevant docs for reminders

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Action proposals with confirmation

Create a payment link for 25,000 XAF
Search for transaction tx_abc123
Schedule a reminder for tomorrow at 9 AM

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Tips for better results

Be specific

Include dates, amounts, or reference numbers for precise results.

Ask follow-ups

The assistant remembers conversation context, so there is no need to repeat information.

Review proposals

Before confirming an action, review the detected parameters in the confirmation block.

Rate answers

Use positive or negative feedback to improve answer quality and help the ops team track weak cases.

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Limits

AspectDetails
ActionsSome actions can be proposed, but nothing is executed without confirmation
LanguagesEnglish and French
Data scopeYour organization’s data only
AvailabilityIf the AI layer is unavailable, Simiz falls back to rule-based answers for simple cases
If the assistant does not answer correctly, use the built-in feedback controls, then contact human support via Dashboard -> Support or support@simiz.io.