Ask is Hexio's conversational AI. It knows your chart of accounts, your clients and your projects. It answers with citations to the original record and never makes things up: if it doesn't know, it says so.
Ask lives inside Hexio. It accesses your tables with permissions enforced and per-client memory so you don't have to repeat the same context twice.
Ask in Catalan, Spanish or English about invoices, projects, clients, hours and banking. Ask translates the question into a real query against your tables.
Implemented in lib/ai/rag.ts and lib/ai/embeddings.ts. Indexes documents, contracts, proposals and notes. Retrieves the relevant fragments before answering.
The client-memory-events module stores relevant events for each client. When you ask about one, Ask remembers the context without you repeating it.
project-memory-events does the same for projects: decisions, risks, scope changes. Ask weighs them when you query project health.
cross-module-insights.ts connects data across modules. Ask "which clients with overdue invoices have also reduced ticket activity" and Ask cross-references for you.
Official SDKs for Anthropic, OpenAI and Google AI. If one provider fails or you have a regional preference, Ask switches. None of your data is used to train models.
"Every morning I ask Ask 'what should I keep an eye on today'. It returns three alerts: two clients with invoices due this week, a project with a 22% cost overrun, and an email from the tax authority about a client. All with a direct link to the record. In 30 seconds I know what's a priority — without asking anyone."
Invoices, PSD2 banking, payments. "How many overdue invoices do I have this month?" with a citation to each invoice.
Explore the packHours, tasks, margins. "Which projects lost money this quarter?" with the breakdown by time-clock entry.
Explore the packPipeline, proposals. "Which leads haven't moved in 30 days?" with each client's memory loaded in.
Explore the packWe'll set up an instance with a sample of your records and Ask trained on your chart of accounts. 15 minutes.