Lani Tech AI assistant guide

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Open the assistant

The assistant is available on every page of the app.

Ask in plain language. The assistant looks up the answer in your workspace.

“What needs my attention today?” Overdue invoices, follow-ups, low stock and unanswered conversations.

Find contacts, invoices, tasks and appointments, and get the full picture on one customer.

Sales, expenses and other reports for a period, and comparisons between two periods.

“How do I set up a made product?” The assistant explains and can take you to the right page.

The assistant can prepare new records with the same fields as the forms in the app.

Contacts, with an owner from your team.
Customer companies and suppliers, with address, registration, tax and VAT numbers, status and owner.
Products, raw materials and made products, with category, supplier, unit, expiry date, SKU, barcode and minimum stock allowed.
Services and one-off expenses.
Invoice and quotation drafts, tasks, deals, notes and appointment changes.
Tell it everything you know in one message, for example: “Add flour as a raw material in kg, 25 kg at $1.20 per kg, category Baking.”

Made products need their raw materials

The assistant can create a made product, but you add the raw materials it uses on the product's Raw materials tab afterwards.

The assistant never changes your data on its own.

1
Review the preview
Before anything is saved, the assistant shows exactly what it will create or change.
2
Confirm or cancel
Nothing is saved until you confirm. If the record changed in the meantime, you are asked to prepare it again.

Share files with the assistant so it can read them, for example a supplier price list to import.

Attach up to 5 files per message, 10 MB each and 30 MB in total.
Supported files: images (PNG, JPG, WebP), PDF, Word (.docx), spreadsheets (CSV, TSV, XLS, XLSX), text, Markdown, JSON and contact cards (.vcf).
For a large list of contacts or products, the assistant can hand the file to Import & export.

Use live voice to talk to the assistant hands-free.

Select the microphone in the assistant and allow microphone access in your browser.
Speak naturally; changes still need your confirmation on screen.
Select the microphone again to stop.

The assistant works within your account's permissions.

It can only read and change what your role allows; ask an admin if something is blocked.
It only helps with LaniTech 360 and your business, not general questions.
Answers come from your live data, but check important figures before acting on them.
There is a usage limit; if you reach it, wait a moment and try again.