About Trimble Assistant

Trimble Assistant is a chat agent you can use to ask specific questions about the tasks you can perform in Trimble Financials.

To start a chat, select the Trimble Assistant icon in the navigation bar.

Important: Trimble Assistant is trained only on product-related content on the Trimble Help website. This help assistant does not have access to any of your company's data or any data within the application database.

Tips for Chatting With Trimble Assistant

  • Trimble Assistant is still learning. To improve results, ask specific questions. If you do not get a helpful answer the first time, try rephrasing your question and asking it again.

  • Trimble Assistant is looking for feedback. Select the Rate button in the lower right of the chat window to rank and comment on the answer to your question. Your feedback will be used to improve the assistant and documentation as needed.

  • Trimble Assistant is enabled by default.

  • If you move to a different screen, select refresh , or close the Trimble Assistant window, you will lose your chat history.

Trimble Assistant FAQs

Can Trimble Assistant perform tasks within the product?

No. Trimble Assistant cannot complete tasks in your product. However, it can provide detailed instructions on how you can complete a given task.

Can I ask Trimble Assistant context-specific questions? For example, what is my vendor balance?

No. Trimble Assistant can answer only product-related questions that are covered in the Help content.