AI Assistant (LegoBot)

The AI assistant -- internally called "LegoBot" -- is your personal business helper right inside dVersum. It understands your business data, can perform actions on your behalf, and answers questions about invoices, projects, clients, and more.

Opening the Assistant

You can open the AI assistant in two ways:

• Keyboard shortcut: Press Cmd+J (Mac) or Ctrl+J (Windows)
• Toggle button: Click the assistant button at the bottom of the screen

The assistant appears as a floating chat popup at the bottom of the screen.

What the Assistant Can Do

The AI assistant has 53 specialized tools that allow it to directly access your business data and perform actions:

Query Data

• Invoices: View open, overdue, or paid invoices
• Clients: Retrieve client data and contact information
• Projects & Tasks: Project status, open tasks, overdue tasks
• Time entries: Logged hours by project or time period
• Calendar: Upcoming appointments and absences
• Reminders: View sent payment reminders
• Received invoices: Filter by status, supplier, date, or search term
• Suppliers: Supplier list with invoice count and total spending
• VAT pre-return: KZ values (81, 86, 66, 83) per quarter or month
• Revenue & Expenses: Monthly overview with revenue, expenses, and profit
• Credit notes: Search credit notes and cancellation invoices

Create Data

• Create invoices with line items, tax rates, and client assignment
• Create clients with full contact details
• Create tasks and assign them to projects
• Log time entries for projects
• Create calendar entries -- with attendees, location, and Google Meet link
• Record absences (vacation, sick leave, home office, etc.)
• Create and send reminders for overdue invoices
• Set up automations for projects
• Record received invoices -- with automatic supplier matching
• Create suppliers -- with VAT ID duplicate check
• Schedule reminders -- e.g., "Remind me at 4:45 PM to call the client"

Context Awareness

The assistant intelligently adapts to your current page:

Proactive Business Information

The assistant knows the current state of your business and can proactively alert you to important matters:

• Overdue invoices -- Which invoices are unpaid?
• Invoices due soon -- Which payments are coming up?
• Expiring quotes -- Which quotes are about to expire?
• Overdue tasks -- Which tasks are behind schedule?
• Budget warnings -- Which projects exceed 90% of their budget?
• Unbilled time -- Where are more than 5 hours not yet invoiced?

Simply ask: "Is there anything that needs my attention?" -- the assistant will give you a summary.

Language Setting

The assistant automatically detects your configured language and responds in German or English. You can also write in a different language -- the assistant will adapt.

Managing Conversations

Starting a New Conversation

Click the + icon in the chat window to start a new conversation. Previous conversations are preserved.

Renaming a Conversation

Click on the conversation name to edit it. This helps you keep track when you have multiple conversations.

Deleting a Conversation

You can permanently delete a conversation through its context menu.

Voice Input and Output

The assistant supports voice input and output directly in the browser:

• Microphone button: Click the microphone icon in the input field to dictate your message
• Speaker button: Click the speaker icon next to an assistant response to have it read aloud

Example Requests

Here are some examples of what you can ask the assistant:

Invoices & Finances

• "Create an invoice for client X for 500 euros"
• "Which invoices are overdue?"
• "How much revenue did I generate this month?"
• "Create a payment reminder for invoice R-2026-042"

Projects & Tasks

• "Which tasks are overdue?"
• "Create a task 'Design Review' in the Website Relaunch project"
• "How many hours were logged this week on project X?"

Finance Hub

• "Show me all open received invoices"
• "VAT pre-return for Q1 2026"
• "How much revenue do I have this year?"
• "Who are our suppliers?"
• "Record a received invoice from Telekom: RE-2026-001, 119 euros gross"

Calendar & Appointments

• "Create a calendar entry for tomorrow at 2 PM with Google Meet"
• "What's on the calendar this week?"
• "Enter 3 days of vacation starting next Monday"

Reminders

• "Remind me at 4:45 PM to call the client"
• "What reminders do I have scheduled?"
• "Delete the reminder for tomorrow"

General

• "Is there anything urgent I should know about?"
• "Show me a summary of my business situation"
• "Which projects are most active?"

dVersum Tip

Use the assistant for recurring tasks like creating invoices or logging time. Instead of navigating through multiple menus, simply describe what you need -- the assistant takes care of the rest.