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Documentation Index

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The Hedwig AI assistant is built into every part of your workspace. It reads your invoices, projects, clients, and calendar to give you a daily snapshot of where things stand, draft documents on demand, and nudge you when something needs attention. You don’t need to set it up—it’s on for every account.

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What the assistant does

Daily brief

Every day, the assistant generates a summary of overdue invoices, active projects, pending payment links, upcoming calendar events, and outstanding balances. Open the dashboard to see it.

Creation Box

Type a plain-language request and the assistant drafts an invoice, payment link, or recurring invoice—pre-filled with amounts, client details, and due dates it extracts from your message.

Chat interface

Ask questions about your business in plain English. The assistant looks up your live workspace data to answer accurately.

AI insights

The Insights screen shows earnings trends, payment rates, pending invoice totals, and your top client—calculated from your actual payment history.

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The Creation Box

The Creation Box is the fastest way to create a document. Instead of filling out a form, you describe what you want and the assistant fills in the details.
1

Open the Creation Box

On mobile, tap the + button on the home screen. On the web dashboard, find the Creation Box in the sidebar or at the top of the Documents page.
2

Type your request

Describe the document you need in natural language. You don’t need to follow a specific format.Examples:
  • Invoice for Tunde $1500 due next Friday
  • Payment link for Amara, $200 for logo design
  • Monthly invoice for Chidi, $800, recurring from Jan 1
The assistant extracts the client name, amount, currency, and due date from your message. If a client by that name already exists in your workspace, it matches them automatically.
3

Review and create

The assistant shows you the extracted details before creating anything. You can edit any field before confirming.
The Creation Box defaults to USDC on Base for all invoices and payment links. You don’t need to specify a network unless you want Solana.
The Creation Box supports invoices and payment links. Contract creation is not available through the Creation Box—use the Documents page to create contracts.

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The chat interface

The chat interface lets you ask questions about your business and get answers based on your live data. Each conversation is saved so you can come back to it later.

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How to access it

  • Mobile: tap the Chats tab at the bottom of the screen
  • Web dashboard: open the assistant panel from the sidebar

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What you can ask

The assistant has access to your clients, projects, milestones, invoices, payment links, and transactions. It can answer questions like:
  • “How much have I earned this month?”
  • “Which clients have unpaid invoices?”
  • “What’s the status of the Acme project?”
  • “Do I have any invoices due this week?”
  • “Who is my highest-paying client?”
  • “How many active projects do I have right now?”
You can also ask the assistant to help you draft content, analyze a document you upload, or explain a transaction.

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Uploading files

You can attach PDFs and images directly in the chat (up to 5 files, 10 MB each). The assistant reads the content and can summarize contracts, extract invoice amounts, or answer questions about what’s in the file.

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AI insights

The Insights screen gives you an analytical view of your business performance. The assistant generates written insight cards alongside the charts. The following metrics are available, filterable by 7 days, 30 days, 90 days, or 1 year:
MetricWhat it shows
Monthly earningsTotal from paid invoices and payment links in the period
Earnings trendPercentage change versus the previous equivalent period
Pending invoicesCount and total outstanding amount
Payment ratePercentage of documents that have been paid
Active projectsProjects currently in progress
Top clientThe client with the highest lifetime payments
The ring chart on the Insights screen tracks your earnings against a monthly target. Tap the trend badge to set or update your target.

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AI suggestions

The assistant continuously scans your workspace and surfaces suggestions when something needs your attention. These appear inline on relevant pages and in the assistant panel. Every suggestion requires your explicit approval before any action is taken. The assistant generates suggestions for:
  • Overdue or upcoming invoices — when a sent invoice is approaching or past its due date, the assistant drafts a reminder email you can approve and send
  • Projects without invoices — when an active project has gone 21 or more days since the last invoice
  • Upcoming milestones — when a milestone is due within 7 days and has no linked invoice
  • Contracts needing follow-up — when a draft contract has been sitting unsent, or a contract in review hasn’t been signed
  • Payment links without activity — when a payment link has been open for 5 or more days
  • Recurring invoices due soon — a reminder when a recurring invoice is scheduled to send within 3 days
The assistant never sends emails, creates documents, or takes action automatically. Every suggestion shows you what it would do and waits for you to approve or dismiss it.

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Example prompts to try

Here are some prompts to get started in the chat interface: 
How much did I earn last month?

Which invoices are overdue?

Show me all active projects

Create an invoice for Kofi, $2000, due in 2 weeks

What's my payment rate this year?

List all unpaid invoices from the last 90 days

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Assistant preferences

You can control which notifications the assistant sends. Go to Settings → Assistant to toggle:
  • Invoice alerts — in-app notifications when invoices are overdue or about to be due
  • Deadline alerts — notifications when a project deadline is within 3 days
  • Daily brief email — a morning email summarizing your workspace status
  • Weekly summary email — a weekly digest of earnings and activity

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FAQ

Not automatically. When the assistant suggests sending a payment reminder, it prepares the email draft and shows it to you first. You review the content and choose to approve or dismiss it. The email only sends after your explicit approval.
The assistant has access to your workspace data: invoices, payment links, contracts, clients, projects, milestones, transactions, calendar events, and notifications. It does not access your email unless you have connected Gmail through Integrations, and even then it only reads threads relevant to your business (see Email intelligence).
The Creation Box is accurate when your request includes an amount and a recognizable client name. It matches client names against your saved clients list, so partial names and first-name-only mentions usually resolve correctly. Due dates are parsed from natural language (“next Friday”, “end of month”, “Feb 25”) and converted to exact calendar dates. Always review the pre-filled details before confirming.
No. The assistant requires a connection to fetch your live workspace data and generate responses.
Yes. In the Chats tab on mobile, long-press any conversation to enter selection mode, then delete the selected chats. Individual conversations can also be deleted by opening them.