Billoxy · Features
WebBilloxy 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.
AI Chat vs Dashboard AI Insights
Billoxy AI Chat (`/ai-chat`) is the full-page conversational assistant. Dashboard AI Insights is a panel on the home Dashboard with highlights, anomalies, forecasts, and recommendations — often refreshed weekly.
Use AI Chat when you want to
- Ask a specific question or follow-up in conversation
- Draft an invoice, marketing message, or payment reminder
- Pick a structured Business or Marketing report option
- Get product support without leaving the chat page
Product screenshot coming soon
Use AI Insights when you want to
- See weekly (or on-demand) highlights on the Dashboard
- Spot anomalies, forecasts, and recommended actions at a glance
- Start the day without typing a prompt
- Drill into Billoxy Solution / metrics on each insight card
Product screenshot coming soon
Recommended daily flow
- 1Open Dashboard — skim AI Insights and finance cards
- 2Jump to `/ai-chat` for a deeper question or invoice / reminder draft
- 3Finish formal work in Sales Invoice, Payment In, Reports, etc.
Keep invoices and expenses posted daily so both chat and Insights have fresh data. Subscription entitlement covers AI features — Subscription.
Frequently asked
Is `/billoxy-ai` the chat URL?+
No — use `/ai-chat` for Billoxy AI Chat on this site.
Do I need both?+
They complement each other. Insights for push highlights; chat for pull questions and drafting.
Related features
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.
View featureBusiness 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.
View featurePlans, permissions & limits
AI Chat intents are gated by plan permissions (create, report, marketing, help, support). Expired plans and request rate limits open a subscription modal so you can upgrade or wait for the limit to reset.
View featureReady to try AI Chat vs Dashboard AI Insights?
Jump into Billoxy and see it in action on your own data.