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Billoxy AI Chat

Open Billoxy AI Chat at `/ai-chat` (Try AI Chatbot / header AI Chat). Ask in plain language or tap quick intents — Create Invoice, Business Report, Marketing Report, Billoxy Support, and General Help. Complements Dashboard AI Insights; plan permissions and request limits apply.

Marketing

Marketing Report

Marketing Report helps you grow invoicing customers — full strategy, retention ideas, offers & discounts, industry news, WhatsApp promo copy, and sample payment reminder messages.

Marketing options

  • Full Strategy — marketing plan to grow invoicing customers
  • Customer Retention — keep clients returning and reordering
  • Offers & Discounts — early-pay and seasonal billing offers
  • Industry News — billing, GST, and SMB market updates
  • WhatsApp Message — ready-to-send WhatsApp promo for customers
  • Payment Reminders — friendly messages for unpaid invoices

Product screenshot coming soon

Tap Marketing Report, then a sub-option; chips keep the same choices handy while you refine the reply.

Get marketing help

  1. 1Tap Marketing Report
  2. 2Choose strategy, retention, offers, news, WhatsApp, or payment reminders
  3. 3Tell the assistant your business type, audience, and tone if you want a tighter draft
  4. 4Copy useful text into WhatsApp / email — configure templates also under Settings reminders where available
Tip

Marketing Report needs the marketing AI permission. Pair payment-reminder drafts with real outstanding from Business Report or Payment In follow-up.

Frequently asked

Can I edit the AI message before sending?+

Yes — treat chat output as a draft. Adjust names, amounts, and offer terms before you send to customers.

Marketing card is hidden+

Plan permissions may disable marketing. See Plans & permissions.

Related features

Overview

What is Billoxy AI Chat?

Billoxy AI Chat is your full-page assistant at `/ai-chat`. Type business questions or tap quick intents to create invoices, pull reports, get marketing ideas, or ask for Billoxy help — without hunting every menu.

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Intents

Business Report

Business Report opens a set of billing and sales report options. Tap the parent card, then choose a sub-option or chip — Revenue, Outstanding Payments, Product/Service Sales, Customer list, This month revenue, or Full Business Report.

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Using chat

Ask your own questions

You do not have to use an intent card. Type any business or Billoxy question in the composer. Clear period, party, and item names produce better answers.

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Ready to try Marketing Report?

Jump into Billoxy and see it in action on your own data.

Open AI Chat