AI Assistant Overview
What the AI Assistant is and how it helps you work faster in Tetri Copilot.
Overview
The AI Assistant is your intelligent workspace companion. It understands your business data and can answer questions, help you find information, and take actions on your behalf. It combines the knowledge of your workspace with AI reasoning to give you practical, context-aware answers.
What the AI Assistant Can Do
The AI Assistant can answer questions like "What are my 5 largest outstanding invoices?" or "How much did I spend on travel last quarter?". It can also help with compliance questions, generate document drafts, and suggest actions based on your data patterns.
AI Features in Tetri Copilot
| Field | Required | Description |
|---|---|---|
AI Chat Assistant | — | A conversational chat interface where you can ask questions about your workspace data. |
AI Expense Categorization | — | Automatically suggests the right category for expenses based on the supplier and description. |
AI Document Generation | — | Generate professional business documents from templates using AI. |
AI Compliance Assistant | — | Ask compliance questions and get guidance on regulatory obligations. |
AI Actions | — | AI can suggest and perform actions in your workspace (subject to approval governance). |
AI Insights | — | AI-generated observations about your business data surfaced on the Dashboard and Analytics pages. |
Note
The AI Assistant operates within your workspace only. It cannot access data from other workspaces or external systems. All AI interactions are logged for audit purposes.
Related Articles
Was this article helpful? ·