Tools — section map

Issues, automation, AI assistant, and HR. Four modules that belong neither to sales nor to the warehouse.

Step by step

In the side menu, find the Tools heading. It contains three items and one group: Issues, Automation, AI assistant, and the HR group (Employees, Schedules, Leave, Reports).
Note the names. The issue module is called Issues in the menu, and the rules module is called Automation. They are the same things people call “tickets” and “workflows” in conversation.
Each item has its own permission, so a role without access to any of these modules will not see anything here (Role — what it is and how permissions are calculated).

Click the assistant icon in the top bar — its tooltip says Assistant.
The conversation panel slides out from the side. Your current screen remains open.
While the assistant is working, the tooltip changes to Assistant is working.... If it responds while the panel is closed, a green dot appears on the icon and the tooltip says Assistant replied.
The full-screen module is separate, in the menu under Tools → AI assistant.

The rule itself is under Tools → Automation.
Execution history is not there. The log moved to Advanced (the second-to-last menu item) → Automation logs (Menu map).
HR events that may have triggered the rule are next to it under Event log.
If a rule action failed, it should have created an item in the Issues list — check there first (Where issues come from and how they close automatically).

Module (menu name)	About	Start here
Issues	Automatically created alerts that require a decision	Issues — what they are and what they are not
Automation	Rules that work for you	Automations — WHEN, IF, THEN
AI assistant	Questions about data and how to use the system	AI Assistant — what it can do and where it gets its answers
HR	Employees, Schedules, Leave, Reports	HR and time tracking — what the module includes

These four modules work together more often than you might expect:

Automation creates an issue when an action fails. This is the most common source of items in the Issues list (Where issues come from and how they close automatically).
A loop of rules also ends with an issue (Automation pitfalls).
The assistant can explain rules if you have permission for settings (Assistant limitations and common misunderstandings).
HR and warehouse events trigger rules (Events — what starts a rule).

You do not create issues manually — they are system alerts, not a helpdesk (Issues — what they are and what they are not).
Automation has no test mode — a saved, enabled rule runs on real data (Create and organize rules).
The assistant sees what your role allows — two people can get different answers (AI Assistant — what it can do and where it gets its answers).

Want to see this with your orders? We’ll show you NOXTI with your sales channels and warehouse.