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Set up your data and read your reports in a dialog with the AI assistant

In Tetri, you can ask the AI assistant about totals, plans and a figure in a report, and set up your data in the same dialog. The assistant is off until you switch it on in settings: without that it does not run and gets no data. Ask "Create a wallet in lari and dollars", and the reply holds a draft: the Tbilisi wallet, GEL and USD, balance 0. Your data changes after you press "Create".

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A request in the dialog and the wallet draft. Your data changes after you press "Create".

Ask about totals, plans and reports

You can ask about workspace totals, plans and active Tetri insights. The reply holds the total and its source: "Current workspace overview" or "Active Tetri insights". Use it to check a figure from a report.

Test a what-if

Ask what happens if you cancel a subscription, and the reply shows the plan now, the plan under that assumption and the difference. The horizon runs from 1 month to 2 years. Nothing is written: your data stays as it was.

A draft for a wallet, budget, goal and more

In the dialog, you can prepare a wallet, category, budget, goal, recurring transaction, automation, tax setup, planning scenario, opening balances and a transaction. The reply holds a draft: "Review the draft before applying these changes". After "Create" you see "Changes applied in Tetri", and after a cancel "Draft cancelled".

Appearance and emails change right away

Appearance, currency-symbol display and email preferences change right away when you ask, with no draft. Security, sign-in and billing do not change in the dialog: the reply points to the page where you set them.

Text, voice, files and mentions

You can type a request or dictate it. Speech is recognized on the device when the browser supports it. You can attach a receipt, a PDF, a bank statement or an app export to the message: the reply holds an import draft, and the transactions are created after you confirm. Use @ to mention wallets, categories and currencies in the text.

Switching on, the dialog and your data

The assistant runs on AI and is off until you switch it on in settings: without that it does not run and gets no data. You can switch it off in the same place. The shared data is your message, a limited recent conversation, workspace totals and active insights. You can download the dialog as Markdown or delete it: messages and replies are deleted, and insights and notifications stay. The workspace owner can switch the assistant off for the whole workspace.

Ask your first question, step by step

  1. Switch the assistant on

    In settings, turn on the "Enable assistant" switch. While it is off, the assistant does not run and gets no data.

  2. Open the panel and write a request

    Click "Open activity and assistant" and, in the "Message to Tetri assistant" field, write a question or a request, attach a file or dictate the text.

  3. Check and confirm

    Read the reply. In a draft, check the fields and click "Create": your data does not change before that button.

Questions about the assistant

Related sections

Start with one question

Open the "Activity and assistant" panel and write a request.

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