Ask Genaya AI about your team, roles, security and billing
open_in_newOpen Genaya AI in Genayaarrow_outwardAsk the way you would ask an office manager. Genaya AI reads the same pages you would open yourself - Settings > Roles and Permissions, Settings > Security, Settings > Billing and the Team page - and answers from them, never from memory. A member who cannot open one of those pages gets a plain answer saying who can.
What you can ask
| Topic | Ask something like | Who can ask |
|---|---|---|
| Roles and permissions | "Who can see invoices?", "What can a dispatcher do?", "Can employees delete clients?" | Everyone can ask about their own role. Other roles need access to Roles and Permissions. |
| Security | "Who does not have two-step sign-in?", "When did Dana last sign in?", "Which invites are still pending?" | Members with access to the Security page. A sign-in shows the city, country and device, never an IP address. |
| Billing | "What plan are we on?", "What is on the next invoice?", "What do we pay for add-ons?" | Members with access to Billing. |
| Usage | "How many texts did we send this month?", "How many Genaya AI credits are left?" | Members with access to Billing. |
| Activity | "Who deleted invoice 1042?", "What did Dana change today?" | Everyone can ask about a record they can open. The full change list needs access to the Security page and a plan that includes audit logs. |
| Who is available | "Who is free right now?", "Who is on a call?" | Members with the Call Center, the Team page or the Live Control Center. |
The change list behind "who changed this"
Genaya keeps a list of the changes members make in the app: who made the change, what kind of change it was, which record and when. It never keeps what was typed. The list covers the last 180 days and only members of your organization appear in it.
Buttons Genaya AI can press on a record
Genaya AI can also press the buttons you find on a record. Each one shows a card first and nothing changes until you confirm. It uses the same permission as the button itself, so a member who cannot cancel an invoice in the app cannot ask Genaya AI to do it either.
| Say | What happens | Undo |
|---|---|---|
| "Cancel invoice 1042" or "reopen estimate 2051" | The invoice or estimate is canceled or reopened, like its own button. An invoice that already took a payment needs a refund first. | Yes, for 15 minutes |
| "Turn estimate 2051 into an invoice" | A new invoice with the estimate's client, items and totals. An estimate that was already billed names its invoice. | No. Delete the invoice from its page. |
| "Invoice today's job for Jane" or "make an estimate from that visit" | A draft invoice or estimate from the appointment, ready to review and send. | Yes, for 15 minutes |
| "Set the permit number on that job to B-2231" | The custom field is filled on the appointment, client, estimate or invoice. A dropdown field takes only its own options. | Yes, for 15 minutes |
| "Reply to Dana's review" | Your reply is posted under the review on your public profile. | No. Delete the reply from the review in Engage. |
| "Stop the monthly rent expense" | The recurring expense stops making new copies. The ones already made stay. | No |
| "Restore the contract I deleted" | The file comes back from the File Manager trash. | No |
Frequently asked
Still stuck?
Our team typically replies within one business day.