Solavel has AI help in three places: the SolaBot help assistant in the portal, SolaAI in SolaCount (a help chat plus dashboard briefings), and the AI tab in SolaProjects. This page explains what each one can and cannot do, and what data it uses.
At a glance
| Where | Name | What it does | Reads your business records? |
|---|---|---|---|
| Solavel portal | SolaBot | Answers "how do I…" questions from these docs. | No |
| SolaCount sidebar | SolaAI chat | Answers questions about any Solavel app from these docs, with suggestions for the page you are on. | No. It only knows which page and record type you are on. |
| SolaCount dashboard | SolaAI briefing and analysis | Explains your dashboard figures in plain language. | Yes, aggregated dashboard figures only. |
| SolaProjects project | AI tab | Project summaries, health, risks, suggested tasks and automations. | Yes, that project's data. |
| SolaStock, SolaHR | — | No AI features. | — |
Barcode scanning, receipt scanning (OCR) and reorder or safety-stock calculations are automated tools, not AI assistants.
SolaBot (portal)
- On any portal page, click the round SolaBot button (bottom corner).
- The panel says "Ask me anything about Solavel". Type a question in Message (up to 1,000 characters) and click Send.
- The answer includes links to the documentation pages it used. Click one to read more.
SolaBot remembers the last few messages of the open conversation only. It cannot change settings or see your organizations' data.
SolaAI in SolaCount
The chat
- In SolaCount, click SolaAI at the bottom of the sidebar rail ("Open SolaAI").
- The panel SolaAI — Solavel assistant opens with suggested questions for the current page (for example on an invoice, a bill, a bank page or a report).
- Type in "Ask about any Solavel app…" and press Send. Stop generating stops a long answer.
Answers come from the public Solavel documentation: "Powered by the Solavel docs · Answers may be imperfect". SolaAI does not read your ledger, customers or amounts. It only knows which module and record type (invoice or bill) you are viewing, so it can give relevant steps.
Conversations:
- New chat starts a fresh conversation. Conversation history lists earlier ones, with Search conversations.
- On a conversation: Rename, Archive / Restore, Delete permanently ("This permanently deletes the conversation and every message. This cannot be undone.").
- On an answer: Copy response, Retry.
Privacy: conversations are private to you within the organization ("Your private conversations in Organization"). Organization owners and administrators cannot read them.
Limits: up to 4,000 characters per message and 20 messages per minute. Above that: "You are sending questions too fast." Wait a minute.
Dashboard briefing
On the SolaCount Dashboard, the intelligence briefing summarises your figures: profit, cash, receivables and payables, overdue items, expenses and tax position. Open the analysis drawer for Financial brief, Financial pulse and Variance story. A badge shows whether the text was written by SolaAI or produced from rules or a cached result.
The briefing uses only aggregated dashboard numbers for the current organization, and only figures your role may see. Treat it as an explanation, not an accounting approval. Check the underlying reports before acting.
SolaProjects AI tab
The AI tab appears inside a project when the organization's plan includes the AI assistant and you can manage the project (Projects Administrator, or Projects Manager on that project).
- It produces sections such as Summary, Health explanation, Risks, Next actions, Client status, Guest status, Docs summary, Playground summary, Suggested tasks and Suggested automations.
- Suggestions can be applied (creating the tasks or automations) or dismissed. Applying needs write permission and AI writes being enabled for the organization; otherwise "AI actions are disabled or not permitted."
- You can schedule recurring briefs.
- The provider status shows Configured (an AI model is used) or Local only (rule-based summaries).
Review every suggestion before you apply it.
Good practice
- Don't paste passwords, card numbers or personal data of customers or employees into any chat.
- If an answer seems wrong, check the linked documentation page or ask your administrator.
- AI features never post, approve or delete accounting records for you.
Worked example
Sara is on a SolaCount bill and isn't sure how to record a partial payment. She opens SolaAI. The suggested questions already include bill topics, and she asks "How do I record a partial payment on a bill?". The answer explains the steps in Payments and links to the payments guide. Meanwhile her manager reads the dashboard briefing: "Receivables rose 18% while cash fell", and opens the AR aging report to see which customers are late.