SettleWiseAI AssistantShared concept
CX-01Shared language

The conversation is not the source of truth

The chat says one thing and the screen says another.

Track

Shared concept

Phase

Shared language

Starts with

Chat and screen disagree

Ends with

Record trusted

You are here

CX-01

    The situation

    An answer is a reading of the records at that moment. Records can change after it.

    What starts it

    An answer looks different from a record.

    How it unfolds

    AccountingSystem
    1. 1

      The record in SettleWise is what counts

      Accounting

      Invoices, payments, registers, and credits as recorded.

    2. 2

      The assistant's answer is a reading at that moment

      System

      This is the key moment of the journey: an answer can go stale. This is the key moment of the journey.

    3. 3

      After any confirmed action, check the linked record

      Accounting

      The result card always links it.

    4. 4

      Ask again if the records changed

      Accounting

      The assistant reads fresh data each time.

    Who's involved

    Accounting

    Owns money movement, registers, and reconciliation.

    System

    Automates emails, matching, reminders, and sync.

    What each person sees

    Accounting

    The record the answer links to.

    Why: Check the truth in one click.

    The rule to remember

    When words and records disagree, the record wins.