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Ask Monitr

The AI assistant, Penny, provides instant answers to your questions about how to use Monitr, analyses your financial data (on Premium plans), and helps you manage support tickets directly within the application.

Accessing Ask Monitr​

Click the Ask Monitr (sparkle) icon at the bottom of your sidebar to open the AI panel. The panel slides out from the right side of your screen.

Panel Layout and Views​

The AI panel features an expandable layout and is organized into three tabs:

  • Chat: Chat with Penny, browse your conversation history, manage pinned or shared discussions, and ask questions about Monitr, your reports, budgets, or day-to-day bookkeeping.
  • New Ticket: Create a new support ticket directly from the panel. If your chat conversation requires further assistance, Penny will provide a link to open a pre-filled ticket here.
  • My Tickets: View the status and history of your existing support tickets.

Expanding the Panel​

When viewing the Chat tab, you can click the Expand panel (maximize) icon in the header to switch to a side-by-side view. This displays your conversation history and resources on the left and your active chat on the right. Click Shrink panel (minimize) to return to the standard width. Click Close panel (dismiss) to close the panel entirely.

Chat Capabilities and Data Access​

Penny assists you based on your subscription tier and current screen context:

  • Financial Data (Premium plans): On Premium plans, Penny can read your reports, budgets, transactions, scenarios, and accounting mappings to answer specific data questions, draw charts, and build structured tables.
  • Lite Plans: If your organisation is on a Lite plan, data-driven queries require a Premium plan. Penny will still happily help you with any questions about how to use Monitr.

When Penny processes a request, you will see real-time progress indicators such as Thinking…, Reading your data…, Putting the answer together…, or Almost there…, alongside the specific tools called (such as reading reports, checking budgets, or looking up transactions).

When opening the Chat tab with a fresh view, the home screen provides:

  • Search: Use the Search conversations… field to quickly filter your previous conversation history by keyword.
  • Scope Filtering: Use the scope dropdown next to the search box to filter conversations across all organisations or narrow them down to a specific organisation or entity.
  • Pinned conversations: Pin important discussions to keep them at the top of your list for quick access.
  • Recent conversations: Access previous conversation sessions, rename them, share them, or remove sessions you no longer need.
  • Shared with you: View conversations shared with you by other team members. Shared conversations open in read-only mode, showing a note indicating who shared the discussion.
  • Resources: Direct links to the documentation and Monitr release notes.
  • Example Prompts: Quick starter prompts to check your runway, review revenue trends, inspect unmapped accounts, or ask about your current screen view.

Editing Messages, Branching, and Regenerating Answers​

Within an active conversation:

  • Edit user messages: Click the Edit (pencil) icon on your messages to modify your question and update the discussion path.
  • Regenerate answer: Re-run an assistant turn if you want a fresh response.
  • Branch from here: Create a new conversation branch from any point in the discussion to explore alternative follow-up questions. You can view existing branch indicators and switch between branches using the branch menu.

Sharing Conversations​

Click the Share… menu item in the conversation options to share a discussion with other team members in your organisation. You can choose specific recipients, view who currently has access, update shared snapshots when the conversation changes, or revoke access at any time.

What the support ticket system does​

  • Submit new tickets: Create new support requests with a subject, detailed message, tags (e.g., Bug, Integration, Improvement), urgency level, and file attachments.
  • Track existing tickets: View a list of all your submitted tickets, filtered by status (New responses, Open, Closed & resolved).
  • Communicate with support: Expand any ticket to view the full conversation thread and send replies directly from within the application.
  • View ticket details: See the subject, associated organisation, tags, creation date, and current status of each ticket.
  • Monitor development status: For bug-related tickets, a development status (e.g., "open", "in progress", "closed") may be displayed.

Submitting a new ticket​

  1. In the AI panel, click the New Ticket tab.
  2. In the Subject field, enter a concise title for your request.
  3. In the message area, describe your issue or request in detail.
  4. Select one or more Tags that best categorize your ticket (e.g., Bug, Styling / UI, Integrations, Improvement).
    • If you select "Bug", an Urgency section appears. Select the appropriate level from "Low" to "Critical".
    • If you select "S.O.S.", the urgency is automatically set to "Critical".
  5. To add attachments, click or drag files into the Attachments drop zone (max 10 MB per file).
  6. Click Submit ticket.

Upon successful submission, the panel switches automatically to the My Tickets tab.

Viewing and replying to tickets​

  1. In the AI panel, click the My Tickets tab.
  2. Tickets are organized into collapsible buckets:
    • New responses — tickets with unread replies from the Monitr team. This bucket is open by default when new responses exist.
    • Open tickets — active tickets awaiting resolution.
    • Closed & resolved — tickets closed by the Monitr team.
  3. Use the Search tickets… field to filter by subject.
  4. Click any ticket card to expand the full conversation thread. Expanding a ticket with new responses marks them as read.
  5. To reply, type in the Type your message here… field at the bottom and click the Send (paper plane) icon.

Notifications​

The Ask Monitr icon in the sidebar shows a counter when there are unread responses on any of your tickets.