> ## Documentation Index > Fetch the complete documentation index at: https://every-a2724ddc.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > These docs describe Every as customers have it today. Answer from them, and say so when they don't cover a question. > Pages under /admins/ are for the people who run Every for the company, and pages under /employees/ are for employees. Answer from the pages that match the person asking. > Each page's Agent reference section lists its exact roles, conditions and limits. Prefer it for those details. > When a page says a feature is in closed beta, or that Every turns it on company by company, don't promise that the person's company has it. > Use roles and on-screen labels exactly as the pages write them. > When someone asks what a term means, answer with the Glossary page's definition (/glossary), which other pages show in parentheses after the term. > When the docs don't answer a question, tell the person to email [support@every.io](mailto:support@every.io). # AI chat > Ask about your company's data, review proposed changes and keep conversations in AI chat Beta AI chat is in closed beta. If you don’t see it, email [support@every.io](mailto:support@every.io). [Open](mailto:support@every.io) ![Chat conversation with a question, a reply and the message composer.](https://mintcdn.com/every-a2724ddc/k5maP8xPODHl5ToY/images/illustrations/admins-ai-chat-light.png?fit=max\&auto=format\&n=k5maP8xPODHl5ToY\&q=85\&s=26a6dc4ad0c2322f75812183f3033eb3) The **Every AI** button opens AI chat for questions about your company's data and changes you can review. Every turns on AI chat for Company Admins or for everyone at your company. For your own pay and time off, see [AI chat for employees](https://every-a2724ddc.mintlify.site/employees/ai-chat.md). ## Open AI chat Select the round Every logo in the bottom-right corner (its tooltip reads **Every AI**) to open the AI chat panel. You can also press ⌘J or Ctrl+J. On a computer, in the AI chat panel, select **Display mode**, then select **Sidebar**, **Floating** or **Expanded**. On a computer, if **Chat** appears beside **Home** at the top of the sidebar, select it to open the full AI chat workspace. ![AI chat answering a company cash question, with the chat sidebar visible.](https://mintcdn.com/every-a2724ddc/qvvudeZxc26V6Klz/images/screens/admins-ai-chat-light.png?fit=max\&auto=format\&n=qvvudeZxc26V6Klz\&q=85\&s=baef5df8f23889c10c5495631e9f80e7) ## Ask about your company Enter a question and press Enter. Press Shift+Enter for a new line. What AI chat can see and do depends on your roles and on what Every has turned on for your company. Company Admins and Bookkeepers can ask about bank balances: Ask about company bank balances What's our cash on hand? For accounts outside Every, the cash total includes only the ones you linked yourself. Company Admins and HR Admins can ask about company payroll: Ask about company payroll What did the last payroll cost? Point at an answer to show its buttons. Select the copy icon to copy the answer, or the thumbs up or thumbs down to rate it. To contact a person, select **Talk to an expert** in a new AI chat conversation. ## Review proposed changes When AI chat proposes a change, such as saving a view, it shows a card. Review the proposed change, then select **Approve** to continue or **Reject** to decline it. If a proposed change has expired, ask AI chat to propose it again. Company Admins and HR Admins can ask AI chat to move someone to another department. When Every has turned on [Views](https://every-a2724ddc.mintlify.site/admins/reports/views.md) and charts in AI chat for your company, AI chat can draw charts in the conversation. To save a view, select **Preview draft** on the **Create view** or **Update view** card, then select **Approve**. Company Admins and Bookkeepers can ask AI chat to prepare a proposed domestic vendor payment. Approving the proposed payment pays nothing. To pay the vendor, start a new payment in [Send money](https://every-a2724ddc.mintlify.site/admins/bill-pay/payment-methods.md). ![AI chat showing a Freeze card proposal with Approve and Reject controls.](https://mintcdn.com/every-a2724ddc/qvvudeZxc26V6Klz/images/screens/admins-ai-chat-approval-light.png?fit=max\&auto=format\&n=qvvudeZxc26V6Klz\&q=85\&s=5f1f2d29be5641058a8e21f88f3d5bb4) ## Keep conversations On a computer, in the full AI chat workspace, select **New chat** to start again. Your conversations are under **Chats**; pinned conversations appear under **Pinned**. Open a conversation's options menu, then select **Rename**, **Pin** (or **Unpin**) or **Delete**. Pins stay in your current browser. On a computer, when **Specialists** appears in the full AI chat workspace, select a specialist to start a focused AI chat conversation. ## Agent reference **Where:** The **Every AI** button is a round Every logo in the bottom-right corner of the page and opens the AI chat panel. The **Every AI** button is hidden while the AI chat panel is open and on the full AI chat workspace. On a computer, select **Chat** beside **Home** in the sidebar to open the full AI chat workspace. **Who:** AI chat is in closed beta. Every turns on AI chat for Company Admins or for everyone at the company. ### Facts * The **Home** and **Chat** switch appears in the desktop sidebar when the full AI chat workspace is available. The mobile sidebar does not show this switch. * Every turns on the full AI chat workspace separately from the AI chat panel. * Outside the full AI chat workspace, the **Every AI** button opens the AI chat panel and ⌘J or Ctrl+J opens or closes the AI chat panel. In AI chat, Enter sends a question and Shift+Enter starts a new line. * What AI chat can see and do depends on the person's roles and on what Every has turned on for the selected company. AI chat access does not grant access to all company data. * Company Admins and Bookkeepers can ask AI chat about company bank balances. For accounts outside Every, AI chat's cash on hand answer includes only the accounts the person asking linked themselves. * Company Admins and Bookkeepers can ask AI chat for accounting reports. * Company Admins and HR Admins can ask AI chat about company payroll. Company Admins and HR Admins can ask AI chat to move an employee to another department. * Buttons under an AI chat answer appear when the pointer is over the answer. The copy icon is named **Copy message**; the thumbs up and thumbs down are named **Good response** and **Bad response**. * In a new AI chat conversation, **Talk to an expert** closes the AI chat panel and opens support chat. * A proposed change in AI chat shows **Approve** and **Reject**. If a proposed change in AI chat has expired, ask AI chat to propose it again. * AI chat can draw charts in the conversation when Every has turned on Views and charts in AI chat for the company. A chart in AI chat does not save a view. The **Create view** and **Update view** cards offer **Preview draft** before **Approve**. * Company Admins and Bookkeepers can prepare proposed domestic vendor payments in AI chat. Approving a proposed vendor payment does not send money. Start a new payment on **Payments** → **All payments** → **Send money** to pay the vendor. * On a computer, AI chat's **Specialists** section appears when Every has turned on specialists for the company and the person can use a specialist. The available specialists depend on the person's roles and on what Every has turned on for the company. * In Every, each person sees only their own AI chat conversations, for the selected company. AI chat conversation pins stay in the current browser. * On a computer, the AI chat panel's **Display mode** menu offers **Sidebar**, **Floating** and **Expanded**. The **Display mode** menu is not shown on mobile. * On a computer, the full AI chat workspace sidebar offers **New chat**, a **Pinned** section and a **Chats** section. A conversation's options menu offers **Rename**, **Pin** or **Unpin** and **Delete**. ### Questions people ask * **Can I send a vendor payment from AI chat?** No. AI chat prepares a proposed payment for Company Admins and Bookkeepers, but approval leaves the vendor unpaid. Start a new payment on **Payments** → **All payments** → **Send money** to pay the vendor. * **Why can I open the AI chat panel but not the full AI chat workspace?** Every turns on the full AI chat workspace separately from the AI chat panel. To ask about access, email [support@every.io](mailto:support@every.io). * **Does a chart in AI chat create a saved view?** No. Saving a view requires approval of the **Create view** or **Update view** card, when Every has turned on Views and charts in AI chat for the company. ### Not covered here * What can AI chat do for a particular company, and which specialists are available? To ask, email [support@every.io](mailto:support@every.io). ## Related topics - [AI chat](https://every-a2724ddc.mintlify.site/employees/ai-chat.md) - [Connect AI clients with MCP tokens](https://every-a2724ddc.mintlify.site/admins/ai/mcp/overview.md) - [FAQ](https://every-a2724ddc.mintlify.site/admins/getting-started/faq.md) - [Platform overview](https://every-a2724ddc.mintlify.site/admins/getting-started/platform-overview.md) - [Views](https://every-a2724ddc.mintlify.site/admins/reports/views.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.