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SettleWise · User Journeys

AI Assistant

How the lodge uses the assistant across every scope: it reads, explains, and prepares; records stay the source of truth and every change needs a confirmation.

Scenario map

Follow the operating track, open a scenario, and see where responsibility changes hands.

1 tracks6 scenarios

AI

Ask and act

Ask for answers, prepare actions with a preview, investigate, understand results, and learn how-to.

Primary path

AI-01Available
Ask for the financial picture
The lodge needs a quick read on balances, overdue invoices, or collections without opening every screen.
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AI-02Available
Prepare an action and confirm it
The user wants to create an invoice, send a reminder, refund, roll over, or transfer a balance by asking in words.
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AI-03Available
Find out whose money it is
A deposit arrived and nobody knows who paid.
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AI-04Available
Understand the numbers
The owner wants to know why costs are above budget or how many vendor bills are still open.
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AI-05Available
Learn how to do something
A user does not know how to do a task, such as a credit memo.
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Shared operating concept

The conversation is not the source of truth

The chat says one thing and the screen says another.