Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Identify the client name or period you want to review.
Find information through text AI chat · 1 - 02
Open AI chat, start a conversation and ask a specific text question. Retry sending if an error occurs.
Find information through text AI chat · 2 - 03
Compare the answer with the client card and schedule. Conversation history lets you return to the question.
Find information through text AI chat · 3
Check the result
The answer concerns the intended client or period, and records support important figures.
If things go differently
If data is missing, check the period, unclosed sessions and payment records. When the AI quota is exhausted, use cards and the schedule; retry a failed request.
Keep in mind
AI can be wrong and is limited by context and request quotas. Answers do not automatically change the schedule.