Use IDup AI

IDup AI is not a chatbot bolted onto the side. It sits inside your workspace and answers from your own data: your invoices, your customers, your projects.

The rule is simple: it can look things up freely, and anything that changes data is confirmed by you first.

Step by step

1. Open IDup AI.
2. Ask in your own language, for example about open invoices, a customer's history or what is overdue.
3. It answers with figures and links to the records it used, so you can check rather than trust.
4. Ask it to prepare something, such as a reminder run, a draft reply or a summary of a long ticket. It shows you the result before anything is sent or saved.
5. Confirm or discard. Nothing that changes data happens without that step.

What it is good at

• Finding something you know exists but cannot navigate to.
• Summarising a long history, such as a ticket thread, a project or a customer relationship.
• Drafting the reply you were going to write anyway.
• Reading a receipt and proposing the booking.

Where the limits are

• It answers from your workspace, not from general knowledge about your industry.
• It does not act on its own. Critical actions require your confirmation.
• It is bounded by your permissions. It cannot show you what your role cannot see.

Your monthly allowance

Your plan includes a monthly AI allowance. IDup AI, AI bookkeeping, receipt recognition, invoice and expense import and the translation of shop and template texts all count against it.

• At 80 % the administrators get one notification in the bell.
• At 100 % you see a friendly message instead of an answer. The allowance is counted per month.
• A company can enter its own AI key in the settings of the AI feature. Its use is then not counted against the plan.

More about plans: AI Studio, AI Inbox and AI allowances by plan.