AI Assistant Overview

The SettleWise AI Assistant lets you perform common tasks using natural language in English or Spanish.

What You Can Do

The AI Assistant can help you with:

• Credit Operations: Issue refunds, rollovers, balance transfers
• Cash Sales: Process cash transactions quickly
• Financial Advisor: Get insights and recommendations
• Invoice Management: Create and manage invoices
• Payment Processing: Record and track payments

How It Works

1. Open the Assistant: Click the chat icon in the sidebar or use the keyboard shortcut (Cmd + K or Ctrl + K)
2. Type Your Request: Use natural language in English or Spanish
3. Review and Confirm: The assistant shows a preview of what will happen
4. Complete the Action: Confirm to execute the operation

Example Commands

Spanish (Argentinian)

• "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"

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"

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