Talking to Your Assistant
Learn how to interact with the SettleWise AI Assistant
Talking to Your Assistant
Learn how to effectively communicate with the SettleWise AI Assistant.
Getting Started
Opening the Assistant
- Click the chat icon in the sidebar
- Use keyboard shortcut:
Cmd + K(Mac) orCtrl + K(Windows/Linux) - The assistant opens in a sidebar panel
Basic Interaction
- Type your request in natural language
- Review the preview of what will happen
- Confirm or modify the action
- Complete the operation
Language Support
The assistant understands both English and Spanish (Argentinian dialect).
Switching Languages
You can mix languages in the same conversation. The assistant adapts to your language preference.
Conversation Patterns
Simple Commands
Direct, single-action requests:
"Crear una factura para Juan Pérez por $1,500"
"Show me unpaid invoices"
Multi-Step Operations
The assistant guides you through complex operations:
"El cliente García canceló, quiero devolverle el depósito"
The assistant will:
- Find the invoice
- Show refund options
- Confirm the action
- Process the refund
Questions and Information
Ask for information:
"¿Cuánto crédito tiene María López?"
"Show me all invoices for customer García"
Best Practices
Be Specific
Good: "Reembolsar la factura 0032 al 100%" ❌ Vague: "Refund something"
Include Context
Good: "El cliente García canceló, quiero guardar el depósito" ❌ Missing context: "Rollover"
Use Invoice Numbers or Customer Names
Good: "Registrar pago de $1,500 para la factura 0032" ❌ Unclear: "Record a payment"
Common Patterns
Creating Invoices:
- "Crear factura para [customer] por $[amount]"
- "Create invoice for [customer] for $[amount]"
Recording Payments:
- "Registrar pago de $[amount] para factura [number]"
- "Record payment of $[amount] for invoice [number]"
Viewing Information: - "Mostrar facturas impagadas" - "Show unpaid invoices" - "¿Cuánto crédito tiene [customer]?" - "How much credit does [customer] have?"
Updating Status:
- "Reembolsar factura [number]"
- "Refund invoice [number]"
- "Rollover depósito de factura [number]"
- "Rollover deposit from invoice [number]"
Confirmation Flow
When you request an action, the assistant shows:
- Preview: What will happen
- Details: Invoice, customer, amounts
- Confirmation: Option to confirm or cancel
Always review the preview before confirming actions that modify data.
Related
- AI Assistant Overview - Introduction to the assistant
- Common Phrases - Useful commands
- Credit Operations - Credit-related commands