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Clarely AI has two features. They’re one tool, so they share one on/off switch and one daily allowance. The rest of this section is about the chat.

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Where to find it

Look for Ask Clarely AI — it’s available from the command palette and from a chat button on every screen once you’re signed in.

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What it’s good for

Ask it things like:
  • “What’s my outstanding balance right now?”
  • “How much have I collected this month?”
  • “What’s my quote pipeline worth?”
  • “How many invoices are overdue?”
It answers from your actual account data — not a guess, not a general answer about how Clarely works. See What it can answer for the full list. It can also search Clarely’s help articles and answer “how do I…” questions the same way, citing the article it found the answer in.

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What it needs from you

Clarely AI needs a little history to be useful — see Getting enough data. It’s also only available on certain plans — see Plan availability.

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What to do next

Open Ask Clarely AI and try asking about your outstanding balance or your quote pipeline — that’s the fastest way to see what it can do.