Use Invoday AI on Mobile

Open and use the responsive business assistant from a mobile dashboard.

Before you start

The assistant appears when AI is enabled and the current account has access or needs to review its allowance.

Dashboard → Invoday AI

Start from Dashboard, select Invoday AI. On mobile, open the workspace menu first when the named menu is not visible.

Open the dashboard on a mobile device. Review the information shown before continuing to the next step.

Select the assistant button. Review the information shown before continuing to the next step.

Wait for the responsive chat panel to open. Review the information shown before continuing to the next step.

Ask a concise company-scoped question. Review the information shown before continuing to the next step.

Review the answer and linked source records. Review the information shown before continuing to the next step.

Close the panel when finished. Review the information shown before continuing to the next step.