> For the complete documentation index, see [llms.txt](https://docs.xenoraa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xenoraa.com/xenoraa-help-center/xena-ai-how-to-guides.md). # Xena AI — How-To Guides ## Xena AI — How-To Guides Xena is your AI-powered business analyst, built directly into your Xenoraa workspace. She understands your CRM, POS, inventory, and financial data and can answer questions, generate reports, create records, and take actions — all through a natural conversation. *** ### Getting Started with Xena #### How do I open Xena? Click the **Xena AI** icon in the bottom-right corner of any page in your dashboard. The Xena chat drawer will slide open. If you have used Xena before, it will automatically resume your last conversation. #### What can I ask Xena? Xena has access to 166 tools across all your modules. Here are some example prompts to get you started: **Sales & CRM** * *"How many leads do I have this month and what are their statuses?"* * *"Show me all deals in the Proposal stage with a value over Rs. 5 lakhs."* * *"Create a new contact: Priya Sharma, , 9876543210, Apex Retail."* * *"What is my Q2 2026 sales forecast attainment?"* **Finance & Accounts** * *"What is my total revenue this month?"* * *"Show me all overdue invoices."* * *"List my top 5 expenses this quarter."* * *"Record a payment of Rs. 25,000 received from Apex Retail via bank transfer."* **POS & Inventory** * *"What were my POS sales today?"* * *"Which products are running low on stock?"* * *"Show me the top-selling product categories this week."* **Projects & Tasks** * *"What are the open tasks on the Apex Retail project?"* * *"How many hours have been logged on Project Alpha this month?"* * *"Create a new task: Design homepage mockup, due July 20, assigned to Ravi."* *** ### Using Xena Effectively #### How do I start a new conversation? Click the **+ New Chat** button at the top of the Xena drawer, or click the **History** tab to browse and resume any previous conversation. #### Can Xena take actions, or does it only answer questions? Xena can both answer questions and take actions. She can create leads, contacts, deals, invoices, tasks, purchase orders, and more — all from a single prompt. She will always show you a confirmation card before creating or updating a record, so you can review the details before they are saved. #### How do I give Xena more context? You can be as specific as you like. Instead of asking *"Show me leads"*, try *"Show me all hot leads from the website source that were created in the last 7 days and assigned to Ravi."* The more context you provide, the more precise Xena's response will be. #### What are the suggestion chips below Xena's responses? After each response, Xena shows 2–3 suggested follow-up actions as clickable chips (e.g., "View in CRM", "Create Deal", "Send Email"). Click any chip to execute that action instantly without typing. *** ### ChatGPT Integration (Custom GPT) #### How do I connect Xenoraa to ChatGPT? 1. Go to **Settings → ChatGPT Integration** in your dashboard. 2. Click **Generate API Token** to create your personal Xenoraa API token. 3. Copy the token and go to [chat.openai.com](https://chat.openai.com). 4. Open the **Xenoraa Business Assistant** Custom GPT (your account manager will share the link). 5. When prompted, paste your API token to authenticate. 6. You can now ask ChatGPT questions about your Xenoraa data directly from the ChatGPT interface. #### How do I revoke my ChatGPT API token? Go to **Settings → ChatGPT Integration** and click **Revoke Token**. Your existing token will be immediately invalidated. You can generate a new token at any time. *** ### Troubleshooting **Xena says "I don't have enough information to answer that." What should I do?** This usually means your workspace data for that module is empty or the query is too broad. Try being more specific (e.g., specify a date range or a name) or check that you have data entered in the relevant module. **Xena is not responding / the chat is stuck.** Refresh the page and reopen the Xena drawer. If the issue persists, check your AI credit balance in **Settings → Subscription**. If your credits are exhausted, Xena will not be able to process new requests until credits are topped up. **Can Xena access data from other workspaces?** No. Xena can only access data within your own workspace. Your data is completely isolated from other Xenoraa tenants. --- # 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.xenoraa.com/xenoraa-help-center/xena-ai-how-to-guides.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.