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IMPULSO AI

IMPULSO AI limits

Understand that IMPULSO AI helps review information and prepare messages, while final business decisions stay under your review.

Updated

For: Owner, Admin

Before you start

  • Use AI as operational support, not as a replacement for your judgment.
  • Confirm amounts, customers, dates, and messages before acting.
  • For payments, taxes, contracts, or sensitive decisions, review the information with the responsible person.

1. Review what help is available

  1. The panel says you can ask about customers, invoices, jobs, and visits.
  2. It can also prepare messages for you to review before sending.
  3. If you need something outside those areas, use the matching IMPULSO screen.
Clean IMPULSO AI panel ready for a request

2. Stay within safe actions

  1. Ask for summaries, lookups, and drafts when you want to save time.
  2. Avoid requesting final changes if you are not ready to review them.
  3. If something looks wrong, open the original record before continuing.

3. Use human review for important work

  1. Before sending messages, review recipient and content.
  2. Before recording payments or operational changes, verify the real state in invoices, jobs, or customers.
  3. If AI cannot complete something, use the normal IMPULSO buttons and screens.

Statuses and options you may see

Customers, invoices, jobs, and visits

Meaning: Main areas the panel lists as available for questions.

Next step: Use names, numbers, or dates to locate information better.

Prepare messages

Meaning: AI can help draft messages for review.

Next step: Do not treat a draft as sent until it is approved.

Review

Meaning: Step where you confirm information before acting.

Next step: Always do this for collections, schedule, and communications.

Not available

Meaning: Possible state when an action is not ready or does not apply.

Next step: Use the normal screen or contact support if you need help.