What it is for. A chat panel that answers questions about your data — invoices, jobs, expenses, contractors — rather than about the product.
What you see. A greeting and six suggested questions to start with, covering unpaid invoices, this month's revenue, active jobs and similar. After the first message the chips disappear and it behaves as a normal chat.
What it can and cannot do. It reads your records and answers about them. It does not create, edit or send anything. Asking it to chase an invoice will get you an explanation, not an email.
Plan. Starter and above.