Trudy, your AI assistant

Trudy is the AI assistant built into your TruSync dashboard. She’s aware of the page you’re on and can answer questions or make changes without you having to hunt through settings screens.

What Trudy can help with

• Explaining why an order became an exception, and what to map to resolve it.
• Walking through account, payment method, and tax jurisdiction mapping.
• Explaining a Bank Deposit or why a specific order posted the way it did.
• Making settings changes on your behalf when you ask, the same way you’d make them by hand.

Where to find her

Trudy is available from a chat panel inside your TruSync dashboard on every main page, and she has context on whatever page you’re currently viewing — you don’t need to explain what you’re looking at.

FAQ

Does Trudy have access to my QuickBooks data? Trudy can see the same TruSync account data you can from your dashboard, used to answer your questions and make the changes you ask for.

Can Trudy fix an order exception for me? Trudy can walk you through resolving the underlying mapping, or make the mapping change directly if you ask her to.

Is there a record of what Trudy changed? Yes — changes Trudy makes are recorded the same way changes you make yourself are.