> For the complete documentation index, see [llms.txt](https://docs.workfx.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.workfx.ai/features/ask-lumi.md). # Ask Lumi ### What this does Ask Lumi gives you in-product help while you work. You can use it to: * understand features and workflows * troubleshoot common setup or usage issues * get quick strategy guidance inside the platform This helps you move faster without leaving the app. *** ### How to use #### Step 1: Open Ask Lumi Click **Ask Lumi** in the bottom-right corner. This opens the chat panel from anywhere in the platform. *** #### Step 2: Start with a suggested question Use one of the pre-set prompts if you want a quick overview. This is useful when: * you are learning a feature * you want to understand the next step * you need a fast explanation of product logic *** #### Step 3: Ask your own question Type your question directly in the chat. Common examples: * How does this feature work? * Why is my data not updating? * How are keywords generated? *** #### Step 4: Apply the guidance Use Lumi's answer to continue your workflow. If needed, ask a follow-up question to get a more specific answer. *** #### Step 5: Escalate when needed If Lumi cannot solve the issue, contact support or use your team support channel. This is best for account-specific, technical, or edge-case issues. *** ### Result By using Ask Lumi, you can: * find answers without leaving the platform * understand features faster * unblock common questions during setup and daily use *** ### FAQ #### What kind of questions can Lumi answer? Lumi handles product usage, feature explanations, workflow guidance, and common troubleshooting questions. #### Are Lumi's answers always accurate? Lumi is reliable for most product questions. For sensitive or account-specific issues, contact support. #### Why did Lumi not answer my question well? The question may be too broad, too specific to your account, or outside Lumi's supported scope. #### What should I do if my issue is not resolved? Ask a follow-up question first. If the issue continues, contact support for direct help. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.workfx.ai/features/ask-lumi.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.