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How to Understand the 'Ask Sia' Floating Widget

The 'Ask Sia' widget in the bottom-right corner of every portal page is your always-available AI assistant. It offers both AI-powered conversation for…

The 'Ask Sia' widget in the bottom-right corner of every portal page is your always-available AI assistant. It offers both AI-powered conversation for financial queries and support via Help Center articles.

Ask Sia widget opened from the Firm Portal bottom-right corner

Ask Sia widget opened from the Firm Portal bottom-right corner

What You Can Do

  1. On any page in the Firm Portal, locate the 'Ask Sia BETA' button in the bottom-right corner.
  2. Click it to open the Sia chat panel.
  3. The panel has two tabs: 'Conversation' (for AI-powered financial queries) and 'Support' (for Help Center article-based answers).
  4. Type your question in the message field and press Enter to send.
  5. Sia responds with an answer and may link to relevant Help Center articles.
  6. Click the X to close the panel — it can be reopened at any time.

💡 Good to Know: Sia's Conversation tab requires Sumung Pro (AI CFO) access. The Support tab is available on all plans.

💡 Good to Know: Sia is in beta — answers are based on Help Center content and may not cover every scenario.

Related Articles

→ Getting Started with Ask Sia

→ How to Use the Support Tab in Sia

→ How to Upgrade to Sumung Pro for Sia Conversation

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