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Getting Started with Ask Sia

Ask Sia is Sumung's AI-powered assistant. It's accessible from every page in the Firm Portal and the CFO12 app. This article introduces Sia and explains how to…

Ask Sia is Sumung's AI-powered assistant. It's accessible from every page in the Firm Portal and the CFO12 app. This article introduces Sia and explains how to start using it.

Ask Sia panel open — Conversation and Support tabs visible

Ask Sia panel open — Conversation and Support tabs visible

What You Can Do

  1. On any portal page, click the 'Ask Sia BETA' button in the bottom-right corner.
  2. The Sia panel opens with two tabs: 'Conversation' and 'Support'.
  3. For help with Sumung features, click the 'Support' tab and type your question.
  4. For AI-powered financial analysis (CFO-level queries), click the 'Conversation' tab (requires Sumung Pro).
  5. Type your message in the text field and press Enter to send.
  6. Sia responds with an answer and may link to relevant Help Center articles.
  7. Click the X button to close the Sia panel.

💡 Good to Know: Sia is in beta — answers are helpful but may occasionally be incomplete or imperfect.

💡 Good to Know: The Support tab draws answers from Help Center articles — it's great for how-to questions about the platform.

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