Ask for a client's balance.
Before you start
- Sign in as
- Any SettleWise user with assistant access
- Starting state
- A client with an open invoice
Run the scenario
- 1OwnerSettleWise · Assistant
Ask "How much does <client> owe?"
Expected evidence
The answer matches the client's balance card.
Scenario completed
Answer with records
- User's knowledge
- Question→Answer from records
If it does not match
- If the client is not found, use the name exactly as in Customers.