Sia can serve as an interactive guide for new staff members learning to use the Sumung Firm Portal. This article shares best practices for using Sia in onboarding.
Ask Sia — Support tab ready for onboarding questions
What You Can Do
- When a new staff member joins, encourage them to open Ask Sia from the bottom-right corner.
- Direct them to the 'Support' tab for platform-related questions.
- New staff can ask Sia: 'How do I add a client?', 'Where is the billing section?', 'How do I assign a client to myself?'
- Sia provides step-by-step guidance without requiring them to search the Help Center manually.
- Pair Sia with the Help Center (? icon) for deeper documentation on specific topics.
💡 Good to Know: Sia is available 24/7 and responds instantly — ideal for staff in different time zones.
💡 Good to Know: Create a quick-start guide for new staff listing common Sia questions to accelerate onboarding.
Related Articles
Was this article helpful?
Your feedback helps us improve our documentation.