Rask AI shows up as a small “Ask Rask” pill in the page chrome on most pages, and as a floating “Ask Rask” button in the bottom-right corner of your Dashboard and Tasks.

The basic flow (every page)

1. Click the pill / floating button. A chat panel slides in from the right.
2. Pick a seed chip (the suggested questions in the empty state) or type into the composer.
3. Answer Rask’s short questions in plain English. One thing at a time — Rask asks for the values it needs.
4. Review the proposal card. When Rask has enough to draft a change, you’ll see a card showing the current value, the proposed new value, and Save / Edit & save / Skip buttons.
5. Click Save. The change is written through the same code path as the matching app page, with the same audit trail.

That’s it. The flow is the same on every page; only the surface changes (which actions Rask can propose).

Worked examples

From the dashboard or tasks

The floating “Ask Rask” button advertises Rask AI’s full vocabulary — including forms, goals, journal notes, and other supported pages.

“Set up a $20k emergency fund goal for December 2027.”

→ Rask drafts a goal-add card. You confirm. The goal appears in Goals in the Plan section.

“What’s still missing across my forms?”

→ Rask scans your fact-find, risk profile, and preferences and asks one short question at a time about whatever’s blank, drafting a proposal card per answer.

On the Forms hub and any specific form

The pill in the form’s header is scoped to that form’s data.

“I just got a pay rise to $120k including super.”

→ Two cards: a salary overwrite and an includes_super overwrite. Confirm each.

“Add a credit card with $4,000 balance and a $200 minimum monthly repayment.”

→ List-add card on credit_cards. Confirm.

“My partner Eli was born 5 March 2018 — add as a dependant.”

→ List-add card on dependent_children. Confirm.

On the risk profile form

“I’d say my time horizon is 4.”

→ Answer-overwrite card. Importantly, it also surfaces the downstream effect: “this would shift you from Balanced to Growth” — so you understand what the single answer change means before you save.

On the Journal

“Find my notes on CBA from before the dividend ex-date.”

→ Returns matching notes you can navigate to (read-only — no proposal needed).

“Draft a note for VAS — keep DCAing, review next FY.”

→ List-add card. Confirm. The note appears in your journal.

“Set a reminder on that VAS note for 1 July.”

→ Reminder-overwrite card. Confirm.

On the Watchlist

“Add VAS to my growth watchlist.”

→ List-add card. Confirm. (If Rask doesn’t have your investment ID for VAS, it will ask before drafting.)

“Set a $30 below alert on VAS, one-shot.”

→ Price-alert card. Confirm.

“Create an ‘Accounting tech’ watchlist with INTU, XRO, ADP, MYOB, REA, ALU.”

→ One bundled-change card with the watchlist create + each ticker as a numbered step. You click Confirm all once and Rask runs the whole sequence in order, ticking each step off in front of you. If one ticker can’t be added, the others still go through and Rask tells you exactly which step failed and why.

On the tax structures (entities) page

Rask only ever proposes changes against tax structures you legally own (e.g. as trustee, director, member). It never proposes against an adviser-managed structure.

“Add Kate as a beneficiary on the family trust.”

→ Participant-add card. Confirm.

“Add my apartment: $850k value with a $620k mortgage.”

→ One bundled-change card with five steps: create the property, record its valuation, create the mortgage, record its balance, and link the mortgage as secured by the property. You confirm once; Rask runs all five steps in order. If any step fails, Rask stops there (later steps need the earlier ones) and tells you exactly what went wrong.

“Add my Pty Ltd — Joe’s Plumbing — valued at $1.4m, paired with the existing trust.”

→ Business-entity card. Crypto wallets, collectibles (art, watches, wine), employee share schemes, farm equipment, livestock, life-insurance cash value, P2P loans receivable, and “other” catch-alls all work the same way — say what you have and what it’s worth and Rask drafts the right card.

On the net wealth forecaster

“Set inflation_pct to 2.5% on my Retirement scenario.”

→ Assumption-overwrite card. Confirm.

“Add a $50k inheritance event to that scenario in month 36.”

→ Event-add card. Confirm.

“Rename ‘Scenario A’ to ‘Sabbatical at 55’.”

→ Scenario-name overwrite. Confirm.

On the career analyser

The Career Analyser uses an embedded chat (not the pill) because it does resume analysis and the compounding-paths chart in the same conversation.

• “Analyse my resume” → resume scorecard.
• “Where do I sit in my industry?” → AU salary band with citations.
• “Help me fill in the basics” → walks you through the missing Employment + Income fields.

Bundled changes — one card, many writes

Some requests naturally bundle several writes together. When Rask spots one, it offers a bundled-change card instead of a separate card per write:

• Watchlist + investments — “Create a watchlist called ‘Accounting tech’ and add INTU, XRO, ADP, MYOB” → one card with the watchlist create + each add as a numbered step.
• Property + mortgage — “Add my apartment: $850k value, $620k mortgage” → one card that creates the property, records its valuation, creates the mortgage, records its balance, and links them.

How they work:

• The card shows every step in order with a status pill (pending → saving → saved / failed).
• You click Confirm all once. Rask runs the steps in sequence and ticks them off live.
• If something later depends on something earlier (e.g. the mortgage links to the new property’s id), Rask wires the id through automatically — you don’t see it.
• If a step fails, the card tells you which one and why. Earlier steps that already saved stay saved; later steps that depend on the failed one are skipped clearly.
• Watchlist bundles use “best effort” — one bad ticker doesn’t sink the others. Property + mortgage bundles stop on the first failure (later steps can’t exist without earlier ones).

You can always say “forget the bundle, just do the watchlist” and Rask falls back to a single card.

Tips

• Be specific. “I got a pay rise” without a number means Rask asks. “$120k including super” means Rask drafts a card.
• Read the diff before clicking Save. That’s the whole point of the card. If Rask hears a number wrong, click Edit & save to fix it, or Skip and tell Rask again.
• Skipping costs nothing. The conversation continues; nothing is saved.
• Switch surfaces freely. The pill on a form is scoped to that form’s actions; the floating button on Dashboard / Tasks lets you ask anything across all your data.
• Bundle requests naturally. If you’d otherwise type two or three messages, try one — Rask will usually fold it into one confirmation card.

Privacy & security

• Rask AI runs through Google Vertex (Gemini). The conversation context Rask sends to Vertex is the whitelisted data the relevant page already shows you — never your medical history, vault documents, passwords, or your partner’s data.
• Every change goes through the same authentication, RBAC, and validation a manual form save does.
• Every change is audited: the change itself is logged with the value before and after, and the conversation that led to it is also recorded so we can review later if needed.

See also

• What Rask AI can change — the full catalogue of fields Rask can propose changes to.
• What Rask AI deliberately won’t do — the boundaries, and why.