XBuddy Chat (Copilot)
XBuddy Chat is the AI assistant available inside the app on every page. It’s not a generic chatbot: it reads your live business data (through the same permission checks as you), understands the page you’re on, and can take real action — with your confirmation.
What it can do
- Answer questions over your data — “which invoices are overdue this month?”, “how many open deals does Lan own?” — answered from your tenant’s records, not general knowledge.
- Understand the current page and record — open an invoice and ask “why is this one flagged?”; the copilot knows which record you’re looking at.
- Run deep analyses — for bigger questions it hands off to the AI Assistants (e.g. AR aging, pipeline health) and returns their findings in the chat.
- Suggest and execute actions — it can propose things like creating a task or navigating you to the right screen. Writes are shown as confirmation cards: nothing changes until you approve.
- Speak your language — works in English and Vietnamese, following your interface language.
Your permissions apply. Chat can only read and act on what your role and data scope allow — it never becomes a side door around access control. Write actions are also rate-limited per user.
When to reach for it
- You’d rather ask than click through filters and reports.
- You’re on a record and want context or a next step (“summarize this customer’s history”).
- You want a quick analysis without setting up an agent run yourself.
Learn more
- How the AI layer is organized: AI Features overview
- The full assistant roster: Agent & Skills Catalog