ZentBill AI Business Assistant
Ask supported business questions in chat, prepare supported record changes for review, or use voice input to draft a request. ZentBill AI is a beta assistant, not an autonomous operator or a tax adviser.
Ask, inspect, and confirm in the selected company
- Sign in, select the intended company, and open ZentBill AI from the sidebar. Check the company name before sending a request; availability depends on your deployment and AI service setup.
- Ask a specific supported question such as 'Show today's sales', 'Show this month's profit', or 'Show low-stock products.' Check the period and records covered, then inspect the relevant report or product page.
- For a supported task, describe the details, for example 'Create a customer named Ravi Traders' or 'Help me create a purchase order.' Answer follow-up questions. Some requests open a form instead of changing a record in chat.
- Read every field in the proposed-action preview. Type corrections before confirming, and check the completed record on its ZentBill page. A preview is not a saved record; expired previews require a fresh request and review.
- For voice input, allow microphone access, speak, stop, and review the transcription before sending. Check names, amounts, and quantities in particular. Type instead if recording or transcription is unavailable.
Illustrative worked example
Illustrative review exercise: ask 'Create a customer named Ravi Traders.' If the assistant asks for missing details, supply the correct contact information rather than guessing. Read the preview, correct any misspelling, and confirm only when the fields are right. Finally, open Customers to verify the saved record. This example does not imply that every record type or operation can be completed in chat.
What to verify before relying on this workflow
Supported operations vary by record and deployment. AI answers and transcriptions can be wrong; inspect source records before making decisions. Voice requires microphone permission, a supported browser on HTTPS or localhost, and an online transcription service; the recording is uploaded when you stop. AI processing depends on server configuration and external services. Use the normal form if a service is unavailable.
Frequently asked questions
Which languages can I use?
For a company set to India, requests can use English, Hindi, or Hinglish. The AI page offers English, Hindi, or Use app language; the latter follows the app setting, not automatic spoken-language detection. Other company-country settings use English.
Is purchase invoice scanning part of chat?
No. Scanning is a separate purchase-invoice workflow. It accepts PDF, JPG, PNG, and WebP and requires an available extraction service. The current documentation includes it in Trial, Professional, and Enterprise, not Starter. Compare extracted supplier, item, quantity, price, and tax details against the original before saving.
Does confirming a preview replace a final check?
No. Inspect the completed record on its own page. Review deletions especially carefully, and never assume that a displayed preview means a change has already been applied.