AI Chat
AI chat helps with expense creation, updates, and analysis. Availability depends on plan and workspace settings.
Permission model
owner/admin/member: can execute write actions when policy allows.viewer: read-oriented queries and clarifications.- Policy checks are enforced server-side for each AI intent.
AI chat workspace panel
Capture chat input, assistant response, and visible action controls.
Suggested file: /help/screenshots/ai-chat/chat-panel.png
Best practices
- Use consistent category and recipient naming to improve AI suggestions.
- Confirm amounts before submitting recurring edits.
- Review AI usage analytics monthly in workspace settings.
AI usage analytics view
Capture monthly usage breakdown table with filters.
Suggested file: /help/screenshots/ai-chat/usage-breakdown.png
Integration tip
If you need chatops in external tools, pair AI chat workflows with API keys and OpenClaw automation.