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Ask Upflow is an AI assistant built into the app. Ask it a question in plain language and it answers from your own Upflow data and from the Upflow documentation. It is available to all organizations, with no setup required. Image

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Open the assistant

Click the Upflow AI button in the bottom-right corner of any page. The assistant opens in a panel docked above the button, so you can keep working while you chat. The panel stays open as you navigate between pages. From the panel header you can:
  • Expand the panel to fill the page for longer conversations, or shrink it back down.
  • Start a new chat or reopen a past conversation from the history picker. You can search your past conversations by title.
  • Close the panel. Your conversation is saved, so you can pick it up where you left off.

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What you can ask

Ask anything about your receivables, customers, actions, and collections. For example:
  • “Who are my top debtors?”
  • “What is my aging breakdown?”
  • “Why has our DSO gone up?”
  • “Which due actions should I prioritize?”
  • “How do invoice workflows fire?”
The assistant looks up your invoices, customers, payments, workflows, analytics, and more to build its answer. Questions about how Upflow works are answered from the Upflow documentation. Each answer links to its sources so you can verify it.

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Data access

The assistant is read-only. It can look up and report data, but it cannot create, change, send, or delete anything in your account. It is scoped to your organization and your permissions, so it only sees what you already see.

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Rate the answers

Under each answer you can:
  • Mark it as a Good answer or Bad answer. Your feedback helps improve the assistant.
  • Copy the answer as markdown.
  • Try again to regenerate the answer.