When you open the chat bubble in Eano Pro, you’re talking to our help assistant — a friendly guide that answers questions about how the platform works. It’s a great first stop when you’re stuck, but it’s easy to assume it can do more than it actually can, so here’s the honest picture.
The short version: the help assistant is like a knowledgeable teammate standing next to you, explaining where to click and how things work. It is not a set of hands inside your account. It can’t see your projects, and it can’t make changes for you.
What it’s great for
Answering “how do I…” questions. Ask how to create an invoice, set up payment milestones, connect QuickBooks, or send a quote, and it’ll walk you through the steps.
Pointing you to the right screen. If you can’t find a feature, it can tell you which tab or menu to look under.
Explaining how something behaves. Why a milestone shows 0%, what happens when you finalize a quote, the difference between archiving and deleting — that kind of thing.
Passing along feature requests. If Eano doesn’t do something yet, you can let the assistant know and it’ll note it for the team.
Getting you to a human. When you need a person, just ask — more on that below.
What it can’t do
This is the part that trips people up, so it’s worth being clear. The help assistant can’t reach into your account. That means it can’t:
See your data. It can’t look up a specific invoice, project, client, or estimate. If you ask “where’s my invoice 766178?”, it can tell you where invoices live and how to find one, but it can’t actually open yours or confirm what state it’s in.
Create, edit, or delete anything. It can’t build an opportunity, change a price, mark a payment as paid, upload a file, or finalize a quote on your behalf. Those actions only happen when you do them in the app.
Recover deleted items. If a project or invoice was deleted, the assistant can’t restore it — and neither can it confirm whether something was deleted or just archived, because it can’t see your account.
Process payments or move money. Anything involving real transactions happens in the app and through your connected payment tools, never through the chat.
Act on files you mention. If you say “here’s my proposal, set it up for me,” the assistant can explain how you would upload and use that file — but it isn’t holding your document or doing anything with it.
A simple way to remember it: if the task changes something in your account, that’s yours to do in the app. The assistant’s job is to make sure you know exactly how.
When you need something actually done
If you’ve got an account-specific problem — an invoice that genuinely vanished, a payment that didn’t go through, a project you need restored — the chat assistant can explain the general behavior, but it can’t investigate your specific account. For that, you’ll want a real person.
To reach a human teammate, just say so in the chat — type something like “talk to a person” or “connect me with support” — and your conversation will be handed off to our team. It helps to include the specifics (project name, invoice number, what you expected to happen versus what you saw) so we can jump straight in.
The bottom line
Lean on the help chat whenever you’re unsure how to do something — that’s exactly what it’s there for, and it’s quick. Just keep in mind it’s a guide, not a remote control for your account. When it’s time to actually make a change, you’re in the driver’s seat inside Eano Pro, and a human teammate is one message away whenever you need hands-on help.