Asking eggheadz

Eggheadz is the team you ask. Open the panel, ask in your own words, and the answer arrives while the page you were on stays where it is.

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The panel sits beside your page

Click Ask in the top bar and the panel opens down the right-hand side of the screen, and your page makes room for it. Nothing behind the panel is dimmed. You can still click, scroll and type on the page while an answer is on screen, so you can read a bill and ask about it at the same time. Folding is not closing. Eggheadz keeps working behind the pill. The pill says Working while it works, and how many answers are ready once they arrive. Click it and the panel comes back where it was, with your cursor in the ask line. The Ask button in the top bar keeps a count too. When things are waiting on you, a number appears beside the word (it stops at 99+). It reads Working while eggheadz is busy. Esc only folds the panel when you are working inside it. If you are typing on the page behind, Esc belongs to the page. And an open menu in the panel, such as the @ menu, takes the first Esc. Make it wider or narrower. Drag the left edge of the panel. Hover over it and the edge thickens and turns gold so you can see what you are about to grab.

• Anywhere from 320 to 640 pixels wide. Past either end it slows and springs back.
• It settles on three widths as you pass them: 360, 400 and 480.
• Double-click the edge to put it back to 400.
• Or use the keyboard. Tab to the edge, then press the left and right arrow keys to move it 40 pixels at a time. Home makes it as narrow as it goes, End as wide.

It remembers your width. The width you chose comes back next time, and so does where you left the panel: docked, floating where you put it, or folded. Each browser tab keeps its own, and a new tab starts from the last choice you made. It is remembered for you, not for the computer, so two people signing in on the same machine each get their own panel back. On a phone or a narrow window there is no room to read a page and a conversation side by side. Below 1024 pixels wide the panel slides in from the right and covers the page. Close it to get back to what you were doing.

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A new chat offers questions

A new chat opens with Try asking: up to four questions about what you have to do. Tap one to ask it. The questions come from what is waiting for you right now:

• Tasks that are overdue or due today.
• Expenses waiting for your approval.
• Receipts with no date, and purchases that look like the same bill.
• Customers who owe money.
• Emails held back from your books. An admin sees every held email. Everyone else sees the ones from their own Gmail.

When more is waiting than four questions can cover, the last one becomes What’s waiting on me?, and its answer links to all of it. When nothing is waiting, the chat says All clear. Nothing needs you. Showing the questions costs nothing. Tapping one asks it just as if you had typed it, so it counts as one of your AI messages. New chat at the top of the panel opens a fresh, empty chat with the questions again. Chat history brings back an earlier one.

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An answer offers what to ask next

Under an answer, eggheadz offers up to two questions that follow from it. After a month’s spending, for example, it offers How does that compare with August? Tap one to ask it. An answer that waits on you, such as a card to approve, offers none.

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Tasks

Tasks is the list of jobs waiting on you. It shows in the Command+J (Ctrl+J) box, and each row has a count beside it:

• Receipts not in any month yet
• Approve waiting expenses
• Emails held back from your books
• Purchases that look like the same bill

Pick a row and it opens the place where you do that job. A receipt that an admin or accountant sent back to you also gets a row, marked Sent back. With nothing waiting, the list is empty and the panel says All clear. Nothing needs you. What you see depends on your role:

• Receipts not in any month yet: admins and accountants count every such receipt in the business. Members and expenses users count their own.
• Approve waiting expenses and Purchases that look like the same bill: admins and accountants only. Members and expenses users never see these two rows.
• Emails held back from your books: admins count every held email in the business. Everyone else, accountants included, counts only the ones from a Gmail they connected themselves.

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eggheadz asks before it reads

Before eggheadz reads your invoices, quotes and bills, your email history or your account details, or collects documents for you, the chat shows an Approval needed card. It lists what eggheadz will read or collect and has a Reads or Acts tag, so you can see whether it only looks or changes something. Choose Approve or Deny. The chat will not take another message until you decide: it says Approve or deny the request above before you send anything else.

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What eggheadz can do

Ask in your own words and the answer comes back as a card or a short reply. It can:

• Draft an invoice or a quote. It fills in the next free reference and today’s date, then 14 days to pay on an invoice or 30 days valid on a quote. The card lists every guess under I assumed. Nothing is sent.
• Show who owes you. The Owed invoices card opens Sales with those invoices filtered. See Sales invoices.
• Show what you spent and what came in, as a card.
• Show your profit and loss, covered below.
• Find stuck receipts, and tidy undated receipts by proposing dates from your bank. You approve each fix one at a time.
• Read a document you upload into the chat.

eggheadz tells you when something belongs elsewhere. On the web it can’t read a web page (that works in eggz Tab Manager & Bill Capture), and it can’t publish to Xero. Open the receipt, invoice or quote and use Publish to Xero on its page. See Publish invoices & quotes to Xero. To stop an answer part way, click Stop reply. The chat marks the spot with Reply stopped here.

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Ask about the record you are on

Under the title of a customer, contact, bill, invoice, quote or receipt page is a link that reads Ask eggheadz about this and then the kind of record, for example Ask eggheadz about this customer. It opens the panel and attaches the record to your question as a chip. It never sends anything by itself. Remove the chip and click the link again to put it back.

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Limits in the chat

Your plan sets a monthly AI message allowance shared by your workspace, plus daily and per-minute limits for each person. See Plan limits for the figures. When you reach one, the chat tells you instead of answering:

• When the month’s allowance is gone, a card offers the next plan up.
• Today’s AI messages are used up and That was a lot of messages at once each end with Got it.
• A message longer than 4,000 characters on Free, Solo and Growth is refused before it appears, and your words stay in the box so you can shorten them.

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When you run out of documents

If eggheadz stops because you have no documents left, the chat offers two cards. The first upgrades your plan. The second, Buy a pack, lets you pick 100, 500 or 1000 documents, or type another number from 100 to 10,000. A pack is yours until used and is added the moment you click. The price per document drops at 500. The card pays from your account credit first, then the card on file. If your card is declined, the card says CARD DECLINED and offers Retry and Update card. Not now folds the card away. Scale has no packs. See Document packs.

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Name a record with @

Type @ in the ask line and a menu opens over it. Keep typing to search your suppliers, customers, bills, invoices, quotes, receipts and months.

• Up and down move through the matches. Left and right switch between the kinds, so you can jump from suppliers to months.
• Enter picks the highlighted one, or click it.
• The name becomes a chip in your question, marked with what it is, so @Bunnings Warehouse and @August 2026 each say what they are.
• Backspace right after a chip removes the whole chip. So does the × on it.

The answer is about the record you named. “How much did we spend with @Bunnings Warehouse?” is answered for that supplier, not for one with a similar name, and “what came in during @August 2026?” reads that month. @ works in the ask line of the panel.

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Ask what you made

Ask what you earned, made or took in, for one month or several: “how much did we make in July?” or “what was our net profit last quarter?” The answer is a Profit and loss card for that period, with Income, Expenses and Net profit, before GST if your business is registered for GST. Ask about revenue, income or sales and Income is the big figure at the top; otherwise it’s Net profit. It counts the way your dashboard does: your own pinned view, else your business’s Accounting method from Settings > General, else Money in and out (Cash). If your pin is Outstanding, it uses the business’s method. To count it the other way, ask by name, for example “count it by invoices and bills”. Under the card, eggheadz also offers Want me to count it by invoices and bills instead? Money in and out reads your bank and accounting software, so only people who see the whole business’s books can use it. Everyone else is offered the invoices and bills count. The line under the title names the method, then anything the figures leave out: Questions about spending count the same way and leave out drawings, loans and assets too. A question about one supplier or one category is answered from your bills and receipts when it’s counted by invoices and bills. Counted by money in and out, it’s answered from your payments, and a supplier’s refunds come off.