AI Assistant

AI Workspace

Assistant setup pending

Describe what you want done in plain language. The assistant will help translate it into trackable operational work across members, lending, payments, finance, audit, and admin.

Describe the Work

Find members with missing KYC documents and create follow-up tasks for branch staff.

Prepare today’s EOD readiness checklist for HQ Branch.

Track all unreconciled M-Pesa deposits from yesterday and assign owners.

Show PAR risk for group loans and suggest collection priorities.

Suggested Work Plan

Clarify the operating goal

Ready

Identify affected module, branch, date range, risk level, and expected outcome.

Create tracked work items

Draft

Split the request into owner-ready tasks for operations, approvals, reports, or support.

Route to the right workspace

Draft

Link each task to KYC, teller, reconciliation, lending, reports, or audit workspaces.

Monitor progress

Pending API

Keep a single trail of pending, blocked, completed, and escalated actions.

Tracked Work

KYC cleanup queue

Owner: Branch Operations

In progress

M-Pesa reconciliation exceptions

Owner: Finance Ops

Blocked

Loan arrears follow-up plan

Owner: Credit Team

Draft

Assistant Notes

Future API should save each request as a work item with owner, status, due date, and source module.
Assistant actions should require staff confirmation before creating tasks, approvals, messages, or reports.
Every generated plan needs an audit trail, permission checks, and tenant/branch scope.