Ask BizOS (AI assistant)
You are on a site, your hands are full, and a customer wants a quotation now. Or it is 8 am and you want to know who owes you before you open the shop. Ask BizOS is the AI assistant inside BizOS: type or speak in your own words, from the phone or the web, and it looks things up or does the work, using your records and your permissions. It also sends a short morning Brief and can draft replies to customers’ WhatsApp messages for a person to send.
Where do I open Ask BizOS?
- On the phone: the raised centre tab of the BizOS app. It opens on a fresh conversation; past conversations and today’s Brief are behind the history button at the top right.
- On the web: the robot at the bottom right of every page opens a panel with the same conversation. The Ask BizOS page holds the Brief and scheduled asks.
- From a record: customer, quotation and invoice screens have Ask about this, which opens a conversation with that record pinned, so “send this to him” needs no searching.
What can I ask it to do?
Typical asks:
- “Make a quotation for Anand Stores: 20 m of 2.5 sq mm wire and 4 modular switches.”
- “Record ₹5,000 cash from Meena Residence against INV-0042.”
- “Who has an invoice more than 30 days overdue? Send them a reminder.”
- “Turn the accepted quote for Ravi into an order and take a ₹10,000 advance.”
- “Send the Diwali offer to every lead tagged hot.”
| Area | What Ask BizOS can do |
|---|---|
| Customers and items | Search, create and update customers and catalogue items |
| Quotations and invoices | Create, update, share the PDF, send on WhatsApp, send a payment reminder, refresh HSN codes from the catalogue |
| Sales orders | List and read orders, make an order from an accepted quote, bill an order (all, delivered, or chosen lines), record an advance |
| Payments | Record a payment against an invoice or an advance against an order |
| Leads | Search, create and update leads, move a stage, add a note or a call, add what the lead asked about, show lead owners’ results |
| Follow-ups | List, create, complete and reschedule |
| Expenses | List and record expenses, including from a photo of the bill |
| Campaigns | Pick an approved marketing template, preview how many people a described audience reaches, and send it as one campaign |
Ask BizOS works through a fixed set of tools that call the same services as the app’s screens, so it can only do what you could do by hand, with the same checks: a quotation waiting for approval cannot be sent, and a campaign from a chat goes through the same opt-out, template and sending-window rules as one built on the Campaigns page. When it cannot do something yet, it says so instead of guessing.
Does Ask BizOS ask before it saves something?
No. Your ask is the go-ahead. When you ask for a quotation, it is created; when you say “send it”, it is sent. What you check instead is the result card that follows: the record as saved in the database (lines, quantities, rates, GST and total for a document; a receipt for a payment; the fields of a customer, lead, follow-up or expense), with Open, PDF and Share. If something is wrong, say so in the next message and it corrects the record. The reply under the card is a single sentence, because the card already shows the details.
Two limits protect you from a runaway ask:
- At most 20 sends in one ask. A bulk ask like “remind everyone who is overdue” stops at 20 and reports the count. A campaign counts as one send; the campaign’s own caps apply to its recipients.
- A campaign with nobody reachable is refused, with the breakdown of who was excluded and why, and a first large campaign needs you to say yes in the chat.
Photos, PDFs and voice notes
Bills and lists
Attach a photo (JPEG, PNG, WebP) or a PDF of a supplier bill or a handwritten list. Ask BizOS shows what it read, including HSN codes and GST rates on a GST bill, and asks before using a doubtful line or an unpriced item. HEIC photos are not read.
Voice notes
Tap the mic, speak, and send, as on WhatsApp. The note is transcribed in the language you spoke, the transcript is shown under it, and it is treated as a typed ask.
This conversation's records
“Send it”, “add one more line to that invoice” and “the same lead” refer to what this conversation already made.
Your custom fields
When a customer, quotation, invoice or lead needs a required custom field, Ask BizOS asks you for the value instead of inventing one.
The Daily Brief
Every morning at 08:00 IST, each member who has opted in gets a Brief: what is overdue, what is due today and who has gone quiet. It arrives in the app, as a push to the phone and browser, and optionally on the member’s own WhatsApp number. Each member sees their own view: the owner’s view, an operations view, a financial summary for the Accountant, or “my work today” for a Field technician. Money appears only for roles that may see it.
- Opt in under Settings → You → Preferences & Brief: switch on Send me the Brief, pick the days, and choose whether it also comes on WhatsApp. The business must have the Daily Brief turned on first.
- Language: English, Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati or Bengali, set for the business.
- When nothing needs attention, it says so without calling the AI model.
- Run my Brief now on the Ask BizOS page refreshes today’s Brief.
- If the AI is unavailable or credits run out, the scheduled Brief still arrives: the same items in the app’s own order, without the written summary.
How do I set up a scheduled ask?
A scheduled ask is a standing question, such as “what’s pending for tomorrow?”, answered on a timetable.
- 1
Open Ask BizOS
In the web app, open the Ask BizOS page and find Scheduled asks.
- 2
Write the question
Type the question in New scheduled ask, the way you would ask it in a chat.
- 3
Pick days and time
Choose the weekdays and an IST time, then press Schedule. Each member can keep up to 10.
- 4
Read the answer
At that time the answer arrives as a new conversation and a notification. Use Run now to try it straight away.
Scheduled asks only read and report: nobody is watching a result card at that hour, so they never create, change or send anything.
Business notes
Facts you want Ask BizOS to know, such as opening hours, delivery areas or a returns policy, go in Business notes under Settings → Connections & AI → Ask BizOS, up to 4,000 characters. They are treated as facts, never as instructions. A line that looks like a phone number or an email address is refused, so contact details cannot leak through the notes. Clearing the box removes them.
WhatsApp reply drafts
With WhatsApp reply drafts on, a customer’s incoming message in Chats gets a suggested reply above the composer. Ask BizOS reads the conversation and that customer’s quotations, invoices, follow-ups and your catalogue with look-up tools only. It cannot send: a member presses Send, edits the draft first, or dismisses it. A question that needs a person’s decision, such as a discount negotiation, is marked “needs a person” instead of drafted. By default drafts are made only for numbers that match a known customer (Only for known customers), in the customer’s language unless you set a draft language. A draft expires with WhatsApp’s 24-hour reply window.
Who can use Ask BizOS?
Ask BizOS can only use the tools your role already allows.
| Role | Ask BizOS | Daily Brief | Reply drafts |
|---|---|---|---|
| Owner, Admin | Every tool; manage Settings → Connections & AI → Ask BizOS (switches, business notes, credits, what it could not do) | Owner view | Yes |
| Manager | Every tool, including sending campaigns | Operations view, with money | Yes |
| Accountant | Look up sales, items and expenses; send invoices and payment reminders; record expenses. No creating quotes or invoices, no recording payments | Financial summary | No |
| Office staff | Customers, quotations, invoices, sales orders, payments, follow-ups, leads, own expenses, preparing campaigns (not sending them) | Operations view, without money | Yes |
| Field technician | Their own follow-ups and expenses, item look-up, a payment on their own job’s invoice. Ask BizOS has no job tools yet | My work today | No |
Credits, plans and limits
| Item | Detail |
|---|---|
| Plan | Ask BizOS and the Daily Brief come with the Billing base; WhatsApp reply drafts come with the WhatsApp Business module. See Plans & pricing |
| AI credits | One credit is ₹1. Each plan with the assistant includes a monthly allowance; a trial includes ₹100 |
| What is charged | Each AI call at the model’s list price plus a margin, and voice transcription, charged after the call from actual usage. A failed call costs nothing |
| When credits run out | Ask BizOS and Run my Brief now can continue from your prepaid wallet; when the wallet is empty they stop with an upgrade prompt. The scheduled Brief falls back to its plain version; reply drafts and scheduled asks pause until the next month’s credits |
| Where to see usage | The credits meter and ledger under Settings → Connections & AI → Ask BizOS, and Plan & billing |
| Retention | Conversations are stored encrypted, deleted 30 days after their last message, and transcripts are blanked after 90 days |
| Switching off | Each part can be switched off for the business; BizOS support can switch the whole assistant off for a business |
See Security & your data.
Common questions
- Can Ask BizOS create an invoice or send a WhatsApp on its own?
- Only when a member asks for it in a chat. Ask BizOS then creates or sends straight away, as that member, through the same rules as the app, and shows a result card of the saved record. The Daily Brief, scheduled asks and WhatsApp reply drafts never write or send anything.
- Does Ask BizOS show a confirmation before saving?
- No. In BizOS your ask is the go-ahead, so a quotation you ask for is created at once. The result card that follows shows the record exactly as saved, and you correct it with your next message if needed.
- Can Ask BizOS see everything in my business?
- Ask BizOS sees what the member asking can see. A Field technician gets only their own assigned work through it, and an Accountant cannot use it to create quotations or invoices, exactly as on the screens.
- Which languages does Ask BizOS understand?
- Ask BizOS replies in the language you write or speak in, and the Daily Brief can be set to English, Hindi, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati or Bengali. The records it creates are written in English so documents and reports stay consistent.
- Can I make an invoice from a voice note or a photo of a bill?
- Yes. Ask BizOS transcribes a voice note and reads photos and PDFs of bills or handwritten lists, shows you what it read, and asks before using a doubtful line. Check the result card and correct anything in your next message.
- What happens when the BizOS AI credits run out?
- Ask BizOS can continue from your prepaid BizOS wallet; when that is empty it stops with an upgrade prompt until next month or a top-up. The scheduled Daily Brief still arrives in its plain form without the written summary.
- Can Ask BizOS reply to my customers on WhatsApp automatically?
- No. With WhatsApp reply drafts on, BizOS suggests a reply to an incoming customer message, but a member must press Send, edit it or dismiss it. The drafting has no way to send.
- How long does BizOS keep Ask BizOS conversations?
- BizOS stores conversations encrypted, deletes them 30 days after their last message, and blanks transcripts after 90 days.