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Ask the AI assistant

Ask the in-app assistant questions about your firm's work, and approve any change it suggests before it happens.

Who this is for: any firm staff member using the AI assistant.

Steps

  1. Open the assistant panel and type your question about your firm's clients, tasks, or deadlines. You can also ask for firm-wide summaries — how the firm is doing, who is overloaded, which clients are at risk, or upcoming deadline volume — and about Quebec accounting topics from the built-in knowledge base. (Client invoicing is not part of ComptaFlow, so the assistant cannot answer invoicing or accounts-receivable questions.)
  2. To ask about a document, click the paperclip and pick the file — a PDF or an image (JPEG, PNG, or WebP), up to 10 MB per file and 3 files per message. Each file appears as a chip above the message box; click its ✕ to remove it before sending. The assistant reads the actual file, and it stays available for your follow-up questions in the same conversation.
  3. To speak your question instead of typing it (if voice input is enabled for your firm), click the microphone button and talk. A timer shows while you record; click stop when you are done — recording stops by itself after 2 minutes. Your words are transcribed into the message box: read the transcript, fix anything the transcription got wrong (names and amounts are worth a check), then send it as usual. The recording itself is never stored, and the message is handled exactly like a typed one.
  4. The answer streams back on screen as the assistant works. It only ever uses your own firm's data, and only the parts your role is allowed to see. A document you attach is visible only to you — nobody else in your firm can see it, and it is deleted along with the conversation.
  5. If your question implies a change (for example, updating a task status, logging a time entry, editing a client field, enabling a client service, or updating several tasks at once), the assistant does not make the change on its own. It shows you a proposal describing exactly what it will do — and for a bulk change, it lists every task it will touch.
  6. Review the proposed action, then approve it to run the change or cancel it to discard it. Nothing changes until you approve.

Use the assistant on WhatsApp

WhatsApp access may not be available yet — it is being rolled out, needs to be switched on for your firm by the firm's owner, and is included only with certain plans. If messages to the assistant go unanswered, it is not enabled for you yet.

  1. Managers: on the Team page, enter the staff member's own WhatsApp number in the WhatsApp field on their row and save. The badge shows "pending" until the member confirms. Entering a number that is already in use anywhere is refused. Changing a number later resets it to pending.
  2. Staff member: send any WhatsApp message to the firm's assistant number. It replies asking you to confirm; reply OUI (or YES). That one-time reply links your number — nothing about the firm is shared before it.
  3. From then on, message the assistant like you do in the app: ask questions, send a photo or PDF of a document, or send a voice note. A voice note's answer starts with a "📝" line showing what the assistant understood — check names and amounts there. You get the same answers as in the app, limited to what your role can see.
  4. If the assistant proposes a change, it sends a message describing exactly what it will do, with Confirmer and Annuler buttons. Tap Confirmer to run it or Annuler to discard it — same rules as in the app: one use, and it expires after 30 minutes.
  5. To unlink a number: remove it yourself from your profile page (Settings → Profile), or ask a manager to remove it on the Team page. Deactivated accounts are unlinked automatically.

What can go wrong

  • The assistant is not available on your plan. The assistant is part of certain plans only. If your firm's plan does not include it, you will not be able to use it.
  • A file is refused. Only PDF, JPEG, PNG, and WebP files up to 10 MB each are accepted, at most 3 per message (20 MB combined). An unsupported or oversize file is refused before it is stored, with a message saying what is allowed.
  • You sent messages too quickly. If you send many messages in a short time, you are asked to wait a moment before sending another. Voice has its own separate limit on transcriptions per minute.
  • A recording cannot be transcribed. Silence, an unsupported audio format, or a temporary service problem gives you a clear message and nothing is sent — record again or type instead. If voice input has not been enabled for your firm yet, the mic reports the feature as unavailable.
  • The transcript is too long. A message can be at most 2,000 characters. If your transcript comes back longer, it still appears in the message box with a counter — trim it down and the send button unlocks. Your words are not thrown away.
  • A proposed action expired. A proposed change is good for a limited time after it is suggested. If you wait too long to approve it, it expires and you will need to ask again.
  • You changed your mind. You can cancel a proposed action at any point before approving it. Nothing is written when you cancel.
  • The assistant gives a partial answer. If the service has a temporary problem, the assistant tries again and may return a shorter answer rather than failing outright.
  • WhatsApp does not answer. The channel may not be live yet, your firm's owner may not have switched it on, your plan may not include it, or your number may not be linked (or still pending — reply OUI to the confirmation prompt). If your account was deactivated, the link is dead.
  • WhatsApp refuses a file or voice note. The same limits as the app apply on WhatsApp: PDF or image up to 10 MB, and a voice note within the recording limits. Video and stickers are not supported. A voice message that transcribes to more than 2,000 characters is refused — send a shorter one.
  • A WhatsApp approval button does nothing. The proposal may have expired (30 minutes) or already been used; ask again. If your firm's account is in a read-only state, questions still work but approvals are refused.

Limits

  • The assistant is included only with certain plans.
  • Asking questions and having the assistant make changes for you are on different plans: making changes (proposing and running write actions) requires a higher plan than asking questions. Attaching documents needs no extra plan — it comes with the assistant.
  • There is a limit on how many messages you can send in a short period.
  • Attachments: PDF, JPEG, PNG, or WebP; up to 10 MB per file, 3 files per message, 20 MB combined. In a long conversation the assistant keeps the three most recent documents in view.
  • Voice input may not be available yet — it is being rolled out and needs to be enabled for your firm. When available, a recording is at most 2 minutes, transcription follows your interface language (French or English), and the audio is discarded after transcription — only the message you send is kept.
  • WhatsApp access may not be available yet, requires your firm's owner to switch it on, and is included only with certain plans (it also requires the plan that includes the assistant). Your number must be recorded by a manager and confirmed by you before it works, one number belongs to one person across the whole platform, and your WhatsApp conversation with the assistant is kept separately from your in-app one. Messages sent on WhatsApp count against the same per-minute message limit as the app.