Use the AI Assistant
A practical guide to getting the most out of the Tetri Copilot AI Assistant.
Overview
The AI Assistant is most useful when you treat it like a knowledgeable colleague — give it clear context and specific questions. This workflow shows you some practical ways to use it.
Using the AI Assistant — Practical Examples
- 1
Click the floating AI button (bottom-right) or go to AI Assistant in the sidebar.
- 2
Try asking: "What are my 3 most overdue invoices?" — the AI will list them with amounts and how long they have been overdue.
- 3
Try asking: "Summarize my expenses for April 2026" — the AI gives you a quick breakdown by category.
- 4
Ask: "What compliance deadlines do I have in the next 30 days?" — the AI checks your calendar and lists them.
- 5
Ask: "Who are my top 5 customers by revenue this year?" — useful for business review.
- 6
After reviewing an AI response, click the thumbs up/down feedback button to help improve accuracy.
Tip
The AI Assistant remembers the context of the current conversation. You can ask follow-up questions like "and what about last month?" after an initial response.
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