> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/ask-assistant.md).

# Ask Assistant

Ask focused questions and get answers from the Commercial Lending documentation.

Ask the Assistant questions about Commercial Lending. It searches this documentation to give you a direct, sourced answer. Use it when you need help finding a workflow, understanding a term, or resolving a blocker.

<button type="button" class="button primary" data-action="ask" data-icon="gitbook-assistant">Ask a question…</button>

{% hint style="info" icon="lightbulb" %}
Ask one specific question at a time. Include the role, screen, or workflow stage when it matters.
{% endhint %}

### Start with a common question

<table data-card-size="large" data-view="cards"><thead><tr><th>Question</th><th>Ask Assistant</th></tr></thead><tbody><tr><td><h4><i class="fa-square-plus" style="color:$primary;">:square-plus:</i> Create an application</h4><p>Find the steps for starting and submitting a new financing request.</p></td><td><button type="button" class="button secondary" data-action="ask" data-query="How do I create an application?">Ask this question</button></td></tr><tr><td><h4><i class="fa-arrows-spin" style="color:$primary;">:arrows-spin:</i> Understand deal stages</h4><p>Learn how a deal progresses and what work belongs in each stage.</p></td><td><button type="button" class="button secondary" data-action="ask" data-query="What stages does a deal move through?">Ask this question</button></td></tr><tr><td><h4><i class="fa-sliders" style="color:$primary;">:sliders:</i> Set up a loan product</h4><p>Find the configuration steps for products, intake, policies, and workflows.</p></td><td><button type="button" class="button secondary" data-action="ask" data-query="How do I set up a loan product?">Ask this question</button></td></tr></tbody></table>

### Ask better questions

{% tabs %}
{% tab title="Find a task" %}
Include the action and your role.

**Example:** How does a Loan Officer invite a borrower to submit documents?
{% endtab %}

{% tab title="Understand a workflow" %}
Name the product or stage you are working in.

**Example:** What must I complete before moving a deal to Pre-Screening?
{% endtab %}

{% tab title="Resolve an issue" %}
Include the screen, message, and action that is blocked.

**Example:** Why can’t I advance an application from Closing to Closed?
{% endtab %}
{% endtabs %}

### Continue exploring

<table data-view="cards"><thead><tr><th>Resource</th><th data-card-target data-type="content-ref">Open</th></tr></thead><tbody><tr><td><strong>Help Center</strong><br>Browse troubleshooting guidance and common questions.</td><td><a href="/commercial-lending/help.md">Help Center</a></td></tr><tr><td><strong>Glossary</strong><br>Look up Commercial Lending terms and acronyms.</td><td><a href="/commercial-lending/getting-started/glossary.md">Glossary</a></td></tr><tr><td><strong>Role guides</strong><br>Follow the recommended learning path for your role.</td><td><a href="/commercial-lending/getting-started/role-guides.md">Roles</a></td></tr></tbody></table>

***

{% columns %}
{% column width="83.33333333333334%" %}

<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
{% endcolumn %}

{% column width="16.666666666666664%" %}

<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
{% endcolumn %}
{% endcolumns %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.uptiq.ai/commercial-lending/ask-assistant.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.