AI assistant

You can ask about your data and prepare actions involving documents and contacts. For example, “find Estudio Ribera’s outstanding invoices” or “prepare an invoice with these items”.

Specify the customer and period to avoid ambiguity. Review the document or result presented in chat. Writing a request does not prove that the action completed.

When an operation presents a confirmation, review the company, recipient, amounts and consequences before accepting. You can correct details during preparation.

A pending operation can be cancelled before execution starts. Cancelling later does not undo an executed action. Check its result and use the document’s correction procedure if needed.

The assistant uses the available actions and your account’s access. It does not replace permissions or make an issued invoice editable.

Check the document’s status, selected company and specific message. Complete missing details. If access is missing, ask the company administrator to review it.

Chat has plan-based quotas and request frequency limits. Read the notice to distinguish an exhausted quota from a temporary service failure.

Before repeating a creation or sending request, check whether the previous action completed or the document exists. Refer to its identifier when querying again instead of requesting another creation.