Preparing and changing records
Review a preview and confirm supported changes.
1 min readUpdated 2026-10-01
Provide the details
Describe your task, such as "Create a customer named Ravi Traders" or "Help me create a purchase order." The assistant may request missing details or direct you to the appropriate form. Support varies by record and operation.
- 1Describe the record you want to prepare or change.
- 2Answer follow-up questions about required details.
- 3Read the proposed action and every field in the preview.
- 4Type corrections in chat before confirming.
- 5Confirm only when the preview is correct.
- 6Check the completed record on its ZentBill page.
Warning:A preview does not mean a record has been saved. If it expires, send the request again for a fresh preview. Deletions also require careful review before confirmation.