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You only ever talk to one assistant. This page explains what happens underneath — enough to trust her with your books and read her replies fluently.

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One assistant, many seats

When you message Tia, a single model sees every tool she has — sales, finance, operations, inventory, and personal-assistant. There is no menu to pick from and no “department” to address. You write in plain language and she routes the work herself. That means one message can cross seats. “Carpenco won the JBR job, schedule the install Thursday and remind me to invoice the deposit” touches sales, operations, and your reminders in a single turn. Tia handles the whole thing and tells you what she did.
You don’t need command syntax. Write the way you’d write to a colleague. Tia asks a follow-up question when something is ambiguous rather than guessing.

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Draft, then confirm — the two-step on books

Anything that changes your books of record — recording an expense, logging a payment, pushing an entry to your accounting system — is a two-step action.
1

Tia drafts

She extracts the details and proposes an entry. Forward a receipt and she replies with a draft showing vendor, amount, VAT, category, and project — nothing is recorded yet.
2

You confirm

Reply confirm and the entry is recorded. Send a correction instead — “project: JBR Villa 4” — and she re-drafts. Nothing posts until an owner or manager approves it.
This is the two-step on books rule, and it has no exceptions. VAT, journal entries, payments, and posted invoices always wait for a human. Reads — “how’s cash this morning?”, “what’s overdue from Carpenco?” — happen immediately, because they change nothing.
Team members on the Member role can submit receipts and updates, but their entries queue for an Owner or Manager to confirm before anything reaches the books. See roles.

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Conversations

A conversation is one inbound message you send to Tia. Forwarding a receipt is one. Asking a follow-up is one. Tia’s replies back to you don’t count. Conversations are how usage is measured on your plan — see billing. Tia keeps the thread in mind as you go, so you can correct or build on the previous message without repeating yourself.

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Sending photos, PDFs, and voice notes

Tia handles more than text. You can forward:
  • A receipt or supplier invoice — a photo or PDF. Tia reads the vendor, amount, VAT, and date and drafts an expense.
  • A business card — a photo. Tia extracts the name, company, phone, and email, saves the contact, and offers to log a lead.
  • A voice note — spoken in English or Arabic. Tia transcribes it and acts on it like any message.
  • A document — a statement, a quote, a PDF. Tia reads it and decides what to do, or asks.
When you send an image or PDF, Tia first runs a quick check to recognise what it is — a receipt, a business card, or a general document — and leans toward the right seat. It’s a hint, not a hard rule: a caption like “this is for the JBR project” always wins.

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The morning brief

Every business day, Tia assembles a single message that tells you what needs attention — pulled from your pipeline, project status, overdue receivables, low-stock items, cash movements, and anything due today. It’s terse when the day is routine and pointed when something needs your eyes: You can also ask for it any time — send brief me and Tia replies on demand. The brief is covered in full under the personal assistant.

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Privacy and trust

  • Tia is internal. She replies only to numbers registered in your workspace. Messages from unknown numbers are politely turned away — Tia never handles customer-facing chat.
  • Your messages don’t train AI models. Customer messages and attachments are excluded from model training under Anthropic’s commercial terms.
  • Your books stay yours. When you connect an accounting system, it remains the system of record; Taskezy writes to it only on your confirmation.

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What’s next

  • Getting started — set up a workspace and forward your first receipt.
  • Finance — see the draft-confirm flow in action on expenses and bank reconciliation.
  • Personal assistant — reminders, renewals, and the full morning brief.