Versa Chat: ask questions and work your ERP in natural language

Versa Chat is Versa’s AI assistant built into the application. Use it to search your ERP data, get business answers in plain language, look up help articles, manage support tickets, and—when your permissions allow—perform approved operational actions without clicking through every menu.

Chat appears as a side panel on most pages when your company has the Versa AI Agent feature enabled. You can open it from the chat icon in the header (Versa Agent toggle), work in context on whatever screen you are on, and keep the conversation while you navigate.

Who can use Versa Chat?

Versa Chat requires the Versa AI Agent firm feature. Your Versa administrator or account team enables this at the company level—it is not a per-user checkbox in Setup.

Once the feature is on, any signed-in user can open the chat panel. What Chat can show and do still follows your normal Versa permissions:

Financial, sales, inventory, and purchasing answers respect the same access you have elsewhere in the system.
Agent actions (creating orders, adjusting inventory, approving documents, and similar) run only when you have the permissions required for that operation.
Chat is scoped to your current company (organization) context—the same organization you are working in when you send a message.

If you do not see the chat icon or side panel, ask your administrator whether Versa AI Agent is enabled for your firm.

Where to find Versa Chat

Header toggle — Click the chat icon in the top navigation to show or hide the Versa Agent panel on the right side of the screen.
While you work — The panel stays available as you move between pages (orders, invoices, dashboard, Pulse, Momentum, and more), so you can ask follow-up questions without losing context.
Resize — Drag the edge of the chat panel to make it wider or narrower for longer answers and tables.

How Versa Chat works

Versa Chat uses artificial intelligence (AI) to understand your question and route it to the right capability:

Fast record search — Find customers, orders, invoices, products, and other ERP records by name, number, or description.
Business intelligence views — Answer analytical questions (aging, open orders, inventory levels, sales summaries, and more) using Versa’s built-in reporting views.
General assistance — Explain concepts, draft wording, or discuss business strategy when you are not asking for live ERP numbers.
Help center search — Surface relevant articles from this help center.
Support tickets — List or create helpdesk tickets when your account is linked for support.
Agent actions — When enabled and permitted, execute selected operations (such as creating a sales order or adjusting inventory) through a conversational flow with confirmation steps.

Chat remembers the recent messages in your session so follow-up questions like “show me the last five” or “export that to CSV” can build on the previous answer.

Commands at a glance

Start your message with a command prefix to tell Chat what kind of help you need. Type @help anytime for the full list.

Command	Use for	Example
`@erp`	Search and analyze data inside your Versa ERP—records, lists, summaries, exports	`@erp show overdue invoices for Acme Corp`
`@ask`	General AI assistance—guidance, explanations, drafting, or questions that may combine ERP data with broader context	`@ask how should I follow up on a late payment?`
`@help`	Search Versa help center articles	`@help purchase order receiving`
`@ticket`	Support ticket commands (list, show, create)	`@ticket list open`

`@erp` — your ERP data

Use @erp when you want numbers, lists, or facts from Versa. Versa Chat picks the best path—quick record lookup or a structured business view—and returns an answer, often with a table you can scan or export.

Good examples:

@erp customer aging for Smith Industries
@erp open sales orders for customer 1042
@erp inventory on hand for SKU WIDGET-100
@erp sales by customer this quarter
@erp bills due this week

When the answer includes tabular data, you may see an export option to download results for Excel or further analysis.

`@ask` — general AI assistance

Use @ask for guidance, explanations, or mixed questions where you may not need a specific ERP report. Versa may still route some @ask questions to ERP data when it detects you are asking for live business information.

Good examples:

@ask summarize what I should focus on in collections this week
@ask explain gross margin vs net margin
@ask draft a short email to a vendor about a delayed shipment

For a precise list or export from your database, prefer @erp.

`@help` — help center search

Use @help followed by keywords to find articles in the Versa help center. Chat returns clickable links to matching topics.

Example: @help Business Momentum KPI

`@ticket` — support tickets

If your user account is connected for Zendesk support, you can manage tickets from chat:

@ticket — show available ticket commands
@ticket list open — list open tickets
@ticket list closed — list closed tickets
@ticket new — start creating a new support ticket

Ticket features require a linked support account; if tickets are unavailable, contact Versa support through your usual channel.

Agent actions (do work from chat)

When Versa AI Agent is enabled and you have the right permissions, Chat can go beyond read-only answers and help you perform selected operations—for example creating a sales order, adjusting inventory, creating a customer or supplier, or approving a document in workflow.

Typical patterns:

Describe what you want in natural language (often with @erp or @ask).
Chat confirms details and asks for anything missing (customer, products, quantities, dates).
You review before the action is executed in Versa.

Examples (exact availability depends on your permissions):

Create a sales order for ABC Corp with 10 widgets at $50 each
Adjust inventory for SKU123 by -5 due to damage
Approve order 12345

If Chat says you lack permission, you need the same Versa role access you would need to perform that task manually (for example Sales, Inventory Control Full Access, or Workflow Approval).

Versa Chat and Ops Engine (Pulse, Ops Center, Momentum)

Versa Chat complements Versa’s Ops Engine experience:

Pulse — Daily AI briefing and domain cards (“what needs attention today”).
Ops Center — Checklist-style work list tied to the same priorities.
Business Momentum — Financial KPIs and change analysis over time.
Versa Chat — Ad-hoc questions, search, exports, and actions while you work anywhere in Versa.

Use Pulse and Momentum for structured dashboards refreshed on a schedule; use Chat when you want a specific answer on demand or to kick off an operation without leaving your current screen.

Permissions, privacy, and limits

Your data stays in context

Chat runs inside your signed-in Versa session. Answers and actions apply to your firm and current organization; Chat does not expose one customer’s data to another firm.

For how Versa handles AI and data privacy, open AI & Data Privacy from the application footer or from AI feature pages (Pulse, Momentum, Ops Center).

Verify important decisions

AI answers can be incomplete or inaccurate, especially during beta. For financial close, compliance, or customer-facing commitments, confirm amounts and status on the underlying Versa record or official report before you act.

Usage limits

Some firms have a monthly limit on AI token usage. If Chat stops responding or shows a limit message, contact your administrator or Versa support.

Tips for better results

Be specific — Include customer names, document numbers, date ranges, or product SKUs when you know them.
Use @erp for data — When you want a list, total, or export from Versa, start with @erp.
Follow up in the same thread — “Filter that to last 30 days” or “export to CSV” often works on the previous answer.
Check permissions — If an action is blocked, you may need a role change from your User Admin.
Use @help — For “how do I in Versa?” questions, help center search may point you to step-by-step articles faster than guessing menu paths.

Troubleshooting

What you see	What to check
No chat icon or panel	Versa AI Agent firm feature may be off—contact your administrator or Versa account team.
“I don't understand that command”	Start the message with `@erp`, `@ask`, `@help`, or `@ticket`. Type `@help` alone for the command list.
No ERP results / empty answer	Rephrase with more detail; confirm you have permission to that area; try a document number or exact customer name.
Action denied — insufficient permissions	Your user account needs the same permission as for the manual task (Setup → User Management).
Tickets not available	Support ticket integration may not be linked for your user—use Versa support contact options.
Chat error or no response	Retry after a moment; check network; if the firm hit an AI usage limit, contact your administrator.

Getting help

Ask your firm administrator to confirm the Versa AI Agent feature is enabled. For product questions, feature requests, or issues with Chat responses, contact Versa support or your account representative.

When reporting a problem, include the command you used (for example @erp show open orders), the organization you were in, and whether the issue is search, an export, an agent action, or a support ticket.