Chat
Open Chat in your organisation.
If no conversation exists yet, use the starter prompts or type a question.
If you already have conversations, select the one you want to continue.
Use New chat to start a fresh conversation and focus on one topic.
When you start from scratch, Cashfeed creates the conversation after your first message.
You can title a conversation when you create it.
Type your question in the message box.
Send only one conversation at a time; the assistant streams its reply live.
Ask about your own invoices, suppliers, transactions, or Cashfeed how-to questions.
For product questions, the assistant can pull in relevant help articles before answering.
If you want a specific language, match the language you use in your message.
For data questions, the assistant prefers charts, tables, and cards over long text.
Open the conversation list to move between chats.
Select a conversation to load its message history.
If you are a Cashfeed admin, you can see all conversations in the organisation.
If you are not, you only see your own conversations.
Open a conversation from the URL parameter if you were sent a direct link.
When you switch conversations, Cashfeed restores the saved thread and message history.
Use Stop while the assistant is still generating a reply.
Return later if the reply is still processing on the server.
Delete a conversation if you want to remove it from your list.
Remember that deletion is soft, so the conversation is removed from the UI but not hard-deleted.
If you need a new thread after deletion, start a new chat.
If another tab is still streaming, the conversation may temporarily show as still generating.
Check whether your organisation is on the Accounting Automation plan.
Make sure the in-app chat is available for your organisation.
If you should have access but do not, contact Cashfeed support.
Make sure a conversation is selected before sending.
If you are in a blocked month, wait until the next billing period starts.
Stop any current stream before sending another message.
Refresh the page and try again.
Wait a moment if the assistant is still generating on another tab.
Use Stop, then try the message again.
Open the conversation again to reload its saved messages.
If it still does not recover, contact Cashfeed support.
Wait until the next calendar month.
Check the current usage and cap shown in Chat.
Reduce chat use until the period resets.
If you are not a Cashfeed admin, only your own chats are shown.
Ask a Cashfeed admin to review organisation-wide conversations.
Switch to the correct organisation before checking the list.
