Chatting with AI assistant
Accessing and using the AI chat interface from the personal home dashboard to review tasks, briefings, and schedule
Preview these flows
Accessing and using the AI chat interface from the personal home dashboard to review tasks, briefings, and schedule
Related user flows
User opens AI advisor modal from dashboard and engages in multi-turn chat to request spending analysis, cash flow summaries, subscription insights, forecasts, and personalized recommendations with generated charts and reasoning steps
Testing and inspecting live AI agent execution through trace logs, JSON payloads, variables, and real-time chat panel
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