A Business Assistant That Takes Action
The AI assistant connects to a wide range of built-in business tools. This means the AI doesn’t just answer questions — it can take action on your behalf directly from the chat window. Here’s a sample of what the assistant can do for you:Query Transactions
Search and filter your transaction history by date, category, vendor, or amount.
Generate Reports
Produce profit & loss summaries, expense breakdowns, and cash flow reports on demand.
Create Invoices
Draft and save invoices to clients without leaving the chat window.
Add Expenses
Log new expense transactions by describing them in natural language.
Analyze Trends
Spot patterns across weeks, months, or custom date ranges with comparative analysis.
Answer Ad-Hoc Questions
Get instant answers to any financial question about your business data.
Example Prompts
You can talk to the assistant in Bahasa Indonesia, English, or a natural mix of both. Here are some prompts to get you started:Generative UI: Charts Built Right in Chat
When your question calls for a visual answer, the AI doesn’t just describe the data — it generates an interactive chart directly inside the chat window. You can hover over data points, toggle series on and off, and zoom into specific date ranges, all without leaving the conversation. Generative UI is triggered automatically when the assistant determines a chart would be more useful than a text summary. You can also request a chart explicitly by adding phrases like “tampilkan dalam grafik” (show as a chart) or “buat visualisasi” (create a visualization) to your prompt.How to Open and Use the Assistant
1
Open the AI Assistant
Click the sparkle (✨) floating action button in the bottom-right corner of any page. The assistant panel slides open on the right side of your screen.
2
Type or Speak Your Question
Type your question into the chat input field, or tap the microphone icon to use your voice. The assistant supports Bahasa Indonesia, English, and mixed-language input.
3
Review the Response
The assistant replies with a text answer, a data table, or a generated interactive chart — depending on what best answers your question. If it performed an action (like creating an invoice), it confirms the result with a summary and a direct link.
4
Continue the Conversation
Follow up with additional questions. The assistant remembers the context of your current session, so you can ask “bandingkan dengan bulan lalu” (compare with last month) right after a report without repeating yourself.
Reviewing Past AI Sessions
Every conversation with the assistant is automatically saved. To review a past session:- Open the AI Assistant panel.
- Click the History icon (clock) at the top of the panel.
- Select any previous session to reopen the full conversation thread.