Chat Overview & Capabilities
Your myDATA-savvy assistant that answers fast, explains clearly, and helps you fix things right away.
🤝 What it is
Think of Chat as the colleague who knows myDATA rules, your clients/vendors, and your current workload. Ask a question in Greek 🇬🇷 or English 🇬🇧 and get a clear answer with next steps—often with the exact AADE rule it’s based on.
Pain solved: No more hunting through screens or guessing which rule applies. Ask once, act with confidence.
⚙️ What you can use it for
Error diagnosis: “Why did these 7 invoices fail?” → You get the reasons and the fixes.
Submission readiness: “Is Client A’s March batch ready for AADE?”
Bulk help: “Suggest safe bulk fixes for missing VAT categories.”
Regulatory guidance: “Which exemption applies to software sold to EU clients?”
Daily triage: “What needs my attention today?”
Pro tip: Open Chat from a client, batch, or document page and it automatically uses that context in the answer.
🧠 How it works (without the jargon)
Understands your context (current client/batch/document).
Looks up the right rule (your Knowledge Base + myDATA guidance).
Reads your data (validation results, key fields).
Gives a clear answer (what’s wrong + how to fix + optional citations).
Example: “Invoice INV-2024-1234 fails myDATA rule 3.2.1. Change VAT category to 6 and add exemption code 1, then revalidate.”
📎 Upload & check files on the fly
Drop up to 10 files (PDF, XLSX/CSV, JPG/PNG, ≤10MB each) straight into chat for quick checks—without importing them to your main workspace.
Great for:
One-off PDF invoice checks
CSV sanity checks before a bulk import
Receipt photos → key fields + VAT maths
Tip for speed: Clear scans under 5MB work best.
📋 Managing your chats Create a new chat:
Click the "New Chat" button (+ icon) in the chat sidebar
Start typing your first message to begin the conversation
Each new chat gets an auto-generated title based on your first question
Rename a chat:
Hover over any chat in the sidebar
Click the three dots (⋯) menu that appears
Select "Rename" and enter your preferred title
Useful for organising by client, period, or topic (e.g., "March Close - Client X")
Delete a chat:
Hover over the chat you want to remove
Click the three dots (⋯) menu
Select "Delete" and confirm
Warning: Deleted chats cannot be recovered
🗂️ Organising your chat history Chat sidebar shows:
Most recent conversations at the top
Chat titles (auto-generated or custom)
Last message timestamp
Quick preview of the last exchange
Best practices for organisation:
Rename chats by client/topic for easy finding
Start a new chat for different subjects (don't mix invoice questions with VAT rule queries)
Delete old test chats to keep your sidebar clean
Use descriptive names like "Q1 2024 - VAT Issues" or "Client ABC - Validation Errors"
🎯 Ask better, get better (prompt patterns that work)
Scoped: “Show validation errors for Client X in March.”
Action-oriented: “Explain these XSD fails and give step-by-step fixes.”
Bulk: “Suggest safe bulk fixes for VAT category mismatches in this batch.”
Audit-ready: “Include the rule reference in your answer.”
Shortcuts you can copy:
“List invoices over €1,000 still pending this month.”
“Which vendors caused the most errors last quarter?”
“Are these selected documents ready for production? What’s missing?”
⚡ What to expect (timings)
Simple questions: 2–5s
Single PDF/receipt: 10–30s
Complex validation across many docs: 30–60s
Large CSV analysis: 1–3 min
You’ll see status like “Analysing document…” → “Checking compliance rules…” → “Complete.”
👍👎 Improve responses with feedback
Rate responses to help Chat learn your preferences:
👍 Thumbs up: Mark helpful, accurate responses
👎 Thumbs down: Flag responses that missed the mark
✏️ Correction input: Provide the exact answer you expected
Why feedback matters:
Teaches Chat your firm's specific needs and style
Improves accuracy for similar future questions
Builds a learning loop tailored to your workflow
How it works:
After each Chat response, you'll see thumbs up/down buttons
Click the appropriate rating based on helpfulness
For corrections, click the edit icon and type what the response should have been
Your feedback trains the system to give better answers over time
Best practices for feedback:
Rate consistently to build reliable patterns
Use corrections for specific technical details or preferred formatting
Focus feedback on accuracy, not just style preferences
Include context when correcting (e.g., "For this client, we always use exemption code 2")
Examples of good corrections:
Original: "Use VAT category 1" → Correction: "For software services to EU clients, use VAT category 2 with exemption code 16"
Original: "This looks correct" → Correction: "Invoice missing required field: customer VAT number for B2B transactions"
This feedback loop makes Chat smarter about your specific needs, compliance requirements, and preferred workflows—turning it into a truly personalized assistant for your firm.
🔒 Privacy & control (plain English)
Private to your firm: Your data never trains a public model.
Role-based access: You only see what you’re allowed to see.
Audit trail: Every interaction is logged.
GDPR-compliant: Data encrypted in transit and at rest.
💡 Pro tips
Be specific: include client, period, amount thresholds.
Select items first, then ask—answers become laser-focused.
Use Greek or English—Chat speaks both.
Start with safe fixes; expand to bulk once you’re confident.
Add “with AADE citation” when you need audit-ready answers.
🛠️ Troubleshooting (fast)
Answer seems generic? Add page context or mention the client/batch.
Missing recent data? Refresh the page; check your permissions.
Upload failed? Keep files ≤10MB and not password-protected.
Too slow? Narrow the scope (“this month”, “selected docs only”).
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