AI Assistant Overview

The SettleWise AI Assistant lets you perform common tasks using natural language in English or Spanish (Argentinian dialect). Instead of navigating menus and forms, describe what you need and the assistant handles it.

What the Assistant Can Do

The assistant routes your request to a specialist agent based on intent:

How It Works

Step by step

1. Open the assistant — click the chat icon in the sidebar
2. Type your request — use natural language in English or Spanish
3. Review the preview — the assistant shows exactly what will happen before executing
4. Confirm or adjust — confirm to execute, or say "cancel" / "actually, make it $2,000 instead"

How routing works

When you send a message, the system first checks for known patterns (like confirmation words or credit operation keywords). If no pattern matches, an LLM-based router analyzes your message and routes it to the right specialist agent. Each agent has its own set of tools and can only perform actions within its domain.

Conversational resolution in WhatsApp

When a payment confirmation arrives through WhatsApp and the match is unclear, the assistant can ask follow-up questions in the same conversation to resolve it. This lets the agent handle the same ambiguity that would otherwise send the payment to a manual-resolution flow in the UI.

Preview-confirm pattern

Every action that changes data — creating invoices, processing refunds, applying credits — follows a preview-confirm pattern:

1. The agent prepares the operation and shows you a preview card with all the details
2. You review the preview (amounts, customers, invoices involved)
3. You confirm to execute, or cancel to abort

This means the assistant never makes changes without your explicit approval.

Example Commands

Spanish

• "Reembolsar la factura 0032 al 100%"
• "El cliente García canceló, quiero guardar el depósito para el año que viene"
• "Transferir el crédito de Juan Pérez a María López"
• "Crear una factura para María García por $2,000"
• "Mostrame las ventas de este mes"
• "¿Cuánto esperamos cobrar en los próximos 30 días?"

English

• "Refund invoice 0032 at 100%"
• "Customer García canceled, I want to keep the deposit for next year"
• "Transfer credit from Juan Pérez to María López"
• "Create an invoice for María García for $2,000"
• "Show me this month's sales"
• "Cash flow forecast for the next 30 days"

Languages

The assistant understands both English and Spanish (Argentinian dialect). It responds in the language you use. You can switch languages mid-conversation.

What the Assistant Cannot Do

The assistant is designed for common operations, not everything:

• Cannot edit existing invoices — only create new ones
• Cannot process Stripe payments — only manual and credit operations
• Cannot delete records — only create, void, or adjust
• Cannot configure settings — organization settings, users, and permissions must be managed through the UI
• Cannot access data outside your organization — scoped to your org's customers, invoices, and payments

Tips for Better Results

• Include names and amounts — "Invoice García for $1,500" works better than "create an invoice"
• Use invoice numbers — "Refund invoice 0032" is unambiguous
• Be specific about intent — "rollover" vs "refund" triggers different workflows
• Confirm or cancel clearly — say "sí", "confirm", "cancel", or "no" when prompted

Explore by Task