Lesson 2 of 19

Ask one agent a question

For: Tax managerAbout 5 min

What you will be able to do

This lesson is for the tax manager. When you want one agent's view, ask that agent directly. You will open a chat with Hind, the VAT preparer, ask how far the third-quarter VAT return has got, wait for Hind's answer and check it against Tax Intelligence. Hind is an AI agent: it reads the records with only the permissions it was given, and a question changes nothing.

Before you start

  • You are signed in as the tax manager of Meridian Souq Trading LLC.
  • You hold the permission to talk to the AI team (AI agents, Instruct).
  • The third-quarter transactions, July to September 2026, have been imported but not yet classified.

Steps

  1. 1

    Select Ask Hind

    On the Team page, find Hind's card. Hind is the VAT preparer. Select Ask Hind at the foot of the card.

    • Select Ask Hind
  2. 2

    Check who will receive it

    The chat opens on a conversation with Hind, marked AI. Above the message box, the line To: says Hind. The small grey line at the top of the page says that only you can see your conversations with the agents. Under To: are Hind's skills, ready-made requests you can start from.

  3. 3

    Type your question

    Select the message box and type your question in plain words: How many Q3 2026 transactions are still unclassified, and when is the Q3 VAT return due?

    • Type Message to the AI team: How many Q3 2026 transactions are still unclassified, and when is the…
  4. 4

    Select Send and wait for the answer

    Select Send. A message confirms Sent to Hind, and your question appears on the right. Under it the status says In progress while Hind reads the records through ComplianceOS. An answer usually takes two or three minutes. You can leave the page and come back: the conversation keeps it.

    • Select Send
    The screen at step 4: Select Send and wait for the answer
  5. 5

    Read Hind's answer

    Hind's reply appears on the left, under the name Hind with the AI label and the word Answer. Hind reports that the 78 transactions of July to September 2026 are all still unclassified, and that the third-quarter return is due on 28 October 2026. Hind also lists a few points noticed while reading, such as foreign services that may need the reverse charge, and says that nothing was changed, because you only asked for information.

  6. 6

    See that it is finished

    Under the answer, the status tag reads Done, and a lock says that only you can see this conversation. Reply lets you ask a follow-up in the same conversation, so Hind keeps the context.

  7. 7

    Check the answer in Tax Intelligence

    An answer is a report: the record is in the module. In the left menu, under Tax, choose Tax Intelligence. The summary shows 82 lines unclassified across all of the entity's transactions. Hind's answer explains the difference: 78 of them are in July to September, and 4 fall outside the quarter. Checking an answer against the record like this is how you know you can rely on it.

    • Select Tax Intelligence

How to check it worked

The conversation with Hind shows your question, Hind's green Answer and the status Done, and the figures in the answer match Tax Intelligence: 78 unclassified lines for July to September, out of 82 for the whole entity, and a return due on 28 October.

Common mistakes

  • Taking an agent's answer as the record. Check the figures on the module's own screen before you act on them.
  • Asking the whole team when you need one agent's view. Address the agent directly: start from its card, or type @ and its name.
  • Waiting on the page. An answer can take a few minutes: you can leave the chat, and the answer is there when you come back.

Check your understanding

  1. 1. How do you address a question to one agent rather than the whole team?

    1. A.Send it by e-mail
    2. B.Start from the agent's card with Ask, or type @ and the agent's name in the chat
    3. C.Write the agent's name in capitals
    4. D.Ask an administrator to forward it
    Show answer

    Answer: B. Start from the agent's card with Ask, or type @ and the agent's name in the chat

    The line To: above the message box shows who will receive it.

  2. 2. Hind answers that 78 lines are unclassified. What do you do before relying on it?

    1. A.Nothing: agents are always right
    2. B.Check the count in Tax Intelligence
    3. C.Ask Hind again until the number changes
    4. D.File the return
    Show answer

    Answer: B. Check the count in Tax Intelligence

    An answer is a report. The record is in the module, and that is where you check it.