The AI Assistant

Freely’s AI Assistant isn’t a chatbot that answers questions — it’s an operator that does the work. Ask it to create an invoice, chase a late payment, build a checkout link, or tell you your cash flow, and it carries out the task and shows you the result as a card you can act on.

You’ll find it on the Assistant page (/agent), in the dashboard chat, and as a floating helper across the app.

“Create an invoice for Acme Co for $2,400, due next Friday.” → done, as a card you can review and send.

How it works

1. You ask in plain language — no forms, no menus. “Send a payment reminder to everyone overdue.” “What were my sales last month?”
2. The assistant picks the right action — it has ~90 tools covering every part of Freely and chooses the ones that fit.
3. It does it, and shows you a card — an invoice card, a payment link, a chart — with buttons to send, edit, or confirm.
4. Anything sensitive waits for you — sending emails, taking payments, and refunds surface for approval first (see Approvals & safety).

Specialist agents

Behind the scenes, Freely routes your request to the right specialist so answers are sharp:

You don’t pick an agent — Freely routes automatically based on what you ask.

What you can ask it to do

The assistant can run most of Freely for you. A sample of what’s just a sentence away:

Invoicing & payments

• Create, send, duplicate, update, void, or cancel an invoice
• Record a payment received, or send a payment reminder for an overdue one
• Create a one-time payment request or a reusable checkout link
• Generate an invoice PDF link
• Create an invoice from a calendar event or from a project’s tracked time

Sales & customers

• Search customers, view a customer’s detail, orders, invoices, or licenses
• Create, update, or delete a client
• Create, update, or delete products, categories, and stock
• Create discount codes
• View abandoned checkouts and send recovery emails

Money & insights

• Revenue stats, sales trends, top products
• Profit & loss, spending analysis, tax summary
• Cash-flow forecast and predictive cash flow
• Business health score, customer stats, invoice aging report
• Adaptive checkout performance and buyer segments

Work & operations

• Start / stop a timer, log and edit time entries
• Create and update projects; get a project summary
• Add, list, or delete expenses; run a spending analysis
• Create and send contracts
• Manage subscriptions and subscription plans
• Refund an order, cancel an order

Communication & connections

• Send an email, a bulk email, or search a customer’s email thread
• Sync your calendar, list events, and turn them into invoices
• Review bank transactions and confirm matches (reconciliation)
• Check notifications and mark them read

Australia (Sortedly)

• GST threshold tracking, BAS summary, outstanding invoices
• Draft an AU-styled chase, run an expense report, emit a Nota Fiscal-equivalent

Cards, not walls of text {#cards}

When the assistant does something, you get a rich card — an invoice with line items and a Send button, a payment link ready to copy, a revenue chart — not a paragraph to decipher. Act right from the card.

Approvals & safety {#approvals-and-safety}

The assistant is powerful, so it’s bounded:

• Sensitive actions require your OK. Sending client emails, taking payments, and issuing refunds surface for approval before they happen.
• It won’t guess with your money. If a request is ambiguous (e.g. which invoice), it asks rather than assumes.
• Your data is yours. The assistant only ever works within your business — fully isolated from every other merchant.

Bring your own AI

By default the assistant runs on Freely’s built-in AI. Prefer your own? Add your OpenAI or Anthropic API key in Settings → AI API Keys — see How your AI is powered.

→ For automated revenue recovery specifically, see the Company Brain.