Help Agent
View how to ask Drive AI how to do anything in Drivetrain and get step-by-step guidance, without leaving your work.
How the Help Agent works in Drivetrain
It starts with a question you ask Drive AI, right next to the report or model you’re working on.
Ask a how-to question in plain language
- Open Drive AI in a side panel, with the report or model you are working on still in view.
- Ask how to do something in Drivetrain, for example how to create a variance waterfall chart.
- Get an ordered walkthrough of where to click, which options to select and what to check.
Open the matching guide in the product documentation
- See the sources behind each answer, drawn from the Drivetrain product documentation.
- Follow a link to go straight to the relevant section of the guide for more detail.
Start a new chat for a different question
- Start a fresh chat when you move on to a new topic, for example adding a NetSuite connector.
- Get setup guidance and a link to the exact guide, without leaving the product.
- Pick from suggested follow-up questions to go further.
Return to an earlier chat and continue where you left off
- Chats are saved with their context, and each one is named after its topic.
- Reopen an earlier chat and ask a follow-up, for example how to change chart colors to match your branding.
How Drivetrain simplifies getting product help
Get answers to how-to questions as you work, without waiting on support or a consultant.
Learn new parts of Drivetrain as you go, with guidance on where to click and what to select.
Go from an answer straight to the right section of the product documentation.
FAQs
Can Drivetrain answer how-to questions about the product?
Yes. Drive AI answers questions such as how to create a variance waterfall chart or how to add a NetSuite connector, with an ordered walkthrough of where to click, which options to select and what to check.
Can users get help without leaving Drivetrain?
Yes. Drive AI opens in a side panel next to the report or model you are working on, so guidance appears alongside your work.
Does Drivetrain link its answers to the product documentation?
Yes. Each answer lists its sources and links to the relevant section of the Drivetrain product documentation, so you can read more detail there.
Does Drivetrain save Drive AI chat history?
Yes. Chats are saved with their context, so you can return to an earlier chat and continue where you left off. You can also start a new chat for each new question.
Can Drivetrain guide users through setting up a data connector?
Yes. Asked how to add a NetSuite connector, Drive AI explains where to start the connection and which credentials to enter, and links to the NetSuite integration guide.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
