🧭 Ask your business: 20 questions for the AI Assistant

Beginner · 10 min · AI & automation

Twenty ready-to-use questions an owner can ask the AI Assistant, grouped by sales, stock, money and GST, with advice on checking each answer.

Why and when you use it

Most people open the AI Assistant once, type "hello" and never come back because they do not know what to ask. These 20 questions cover the checks an owner of a trading business does every week. Use them as they are, or change the names and dates to match your business. Each group ends with the screen where you confirm the answer.

Before you start

  • AI Assistant working: included on Field Pro or Enterprise, or your own Groq key connected (see the AI Assistant lesson)
  • At least a few weeks of invoices, purchase bills and payments entered
  • Customers and products named consistently, so the AI can match them

Step by step

  1. Open the AI Assistant and start freshOpen AI Assistant from the sidebar. Type each question below, press Send ➤, read the answer, then move to the next one.
  2. Sales questions 1-31. "What were my total sales today, and how many invoices?" 2. "Compare my sales this month with last month." 3. "Who are my top 10 customers by sales value this financial year?"
  3. Sales questions 4-54. "Which customers have not bought anything in the last 30 days?" 5. "Which salesman billed the most this month?" Confirm in Customer-wise Performance or Performance.
  4. Stock questions 6-86. "Which products are below their low stock alert level?" 7. "What are my 10 best-selling products by quantity this month?" 8. "Which products have not sold at all in the last 90 days?"
  5. Stock questions 9-109. "What is the total value of my stock today at purchase price?" 10. "How many units of Chakki Atta 10 kg do I have, and how many did I sell last week?" Confirm in Inventory or Item-wise Performance.
  6. Money questions 11-1311. "How much do customers owe me in total today?" 12. "Which customers have bills overdue by more than 60 days?" 13. "How much do I owe suppliers, and what is due this week?"
  7. Money questions 14-1514. "How much did I collect in cash, UPI and bank this week?" 15. "What were my biggest expense categories last month?" Confirm in Receivables, Accounts Payable, Payments or Expenses.
  8. GST questions 16-1816. "What is the total output GST on my sales for October 2026?" 17. "How much GST did I pay on purchases in October 2026?" 18. "Split my October sales into intra-state (CGST + SGST) and inter-state (IGST)."
  9. GST questions 19-2019. "Which customers with sales this month have no GSTIN saved?" 20. "Which products have no HSN code saved?" Confirm in GST Reports and GST Rate Review, and check filing decisions with your CA.
  10. Check, then actFor every answer you plan to act on, open the matching screen and confirm the figure. The AI reads your data; the screens and reports are the official record.

Worked example

On Monday 16 Nov 2026 the owner of Sharma Traders spends ten minutes with the AI Assistant before the weekly team meeting. He picks one question from each group.

  1. Sales: asks question 2 and learns sales this month are ₹18,40,000 against ₹16,90,000 for the same days last month.
  2. Stock: asks question 6; the AI lists 7 products below their alert level, including Refined Oil 1 L pouch.
  3. Money: asks question 12; Gupta Kirana Store appears with ₹42,500 overdue by more than 60 days.
  4. GST: asks question 18 for October 2026; most sales are intra-state Rajasthan (CGST + SGST), a small part to other states (IGST).
  5. He opens Receivables to confirm Gupta Kirana Store's balance, then Reorder Assist to raise the oil order.
  6. He saves the four questions in his notes to ask again next Monday.

Result: The meeting starts with four checked numbers: sales growth, items to reorder, one overdue customer for Imran to visit on the Sanganer route, and the GST split to share with the CA. No data was changed by the AI.

💡 Tips

  • Replace the sample names (Chakki Atta 10 kg, Gupta Kirana Store) with your own product and customer names.
  • Ask the same weekly questions every Monday; trends are easier to spot when the questions do not change.
  • If an answer looks wrong, rephrase with an exact date range, for example "1 Oct 2026 to 31 Oct 2026".
  • GST answers help you prepare; the filing figures come from GST Reports and your CA.
  • Never type passwords, OTPs, bank PINs or full card numbers into any AI box. The AI does not need them to answer.

⚠️ Common mistakes

  • Treating an AI total as the GST return figure. Fix: generate the period in GST Reports and give that to your CA.
  • Asking about a customer by nickname. Fix: use the name exactly as saved in Customers.
  • Asking ten things in one message. Fix: one question per message, then a follow-up.

Questions

Can I ask in Hindi or Hinglish?

Try it; many people get usable answers. If an answer is unclear, ask again in simple English with exact names and dates.

Will asking questions use up my plan?

On plans with included AI, questions count towards the AI help meter on Plan & Usage. With your own Groq key, usage depends on your Groq account.

🎬 Video walkthrough (script — recording coming soon)
  1. Scene 1: Open AI Assistant; show the four groups as on-screen titles: Sales, Stock, Money, GST.
  2. Scene 2: Ask a sales comparison question and read the answer.
  3. Scene 3: Ask for products below their low stock alert.
  4. Scene 4: Ask which customers are overdue by more than 60 days.
  5. Scene 5: Ask for the October CGST + SGST and IGST split.
  6. Scene 6: Open Receivables and GST Reports to confirm two of the answers.

Related lessons

AI AssistantReceivablesInventoryGST ReportsCustomer-wise PerformanceItem-wise Performance
WhatsApp us
Englishहिन्दी