AI Assistant

Ask about this workspace’s lists and revenue in Arabic or English. It does not create invoices or manage team.

  1. Step 1

    Check plan and credits

    The plan must include AI agent. Unused credits do not roll over to next month.

    Screenshots show the English workspace UI.
    Check plan and credits

  2. Step 2

    Open AI Assistant

    It only sees the current workspace. It answers in the same language you type.

    Screenshots show the English workspace UI.
    Open AI Assistant

  3. Step 3

    Use a suggestion or type a question

    Starter chips: Show my records, Monthly revenue, Recent entries, Search entries, Revenue trend. Click one or type your own question. Replies can include tables or charts.

    Screenshots show the English workspace UI.
    Use a suggestion or type a question

  4. Step 4

    Continue the chat

    Follow-up questions stay in the same conversation. The sidebar holds past chats. Watch the AI credits / month meter.

    Screenshots show the English workspace UI.
    Continue the chat

  5. Step 5

    What it will not do

    It will not create or send invoices, talk to ETA, change Chart of Accounts, team, or roles, see another workspace, or invent numbers. Lists not on the revenue dashboard are not in the revenue total.

    Screenshots show the English workspace UI.
    What it will not do

Related articles

Home dashboard and revenue

See KPIs, charts, and plan usage on home for lists with Include in revenue dashboard turned on.

Add and manage entries

Open a list under My Records, add or edit rows, import Excel, filter the table, and download a barcode label when the list has a barcode field.

Plans and billing

What each plan unlocks, how to request a change, and what Pending payment means.