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After you connect, the assistant can read your documents and answer questions. It uses the tools below. You do not name a tool. You ask a question, and the assistant picks the tool.

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Read your data

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Read the documentation

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Run actions

The assistant can also run recovery actions for your organization. For example:
  • Resend the stamped files of a document to CargoWise.
  • Retry a failed document.
  • Cancel a CFDI or replace it.
  • Promote a test document to live.
  • Read and change the document settings of a company.
  • Read the messages that CargoWise sent.
Some actions, such as cancel, replace and promote to live, need a preview first. Other actions, such as resend and retry, run at once. Your chat app can ask you to approve each action. Read each request before you approve it.

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Questions to ask

  • “Which documents are failed?”
  • “Why did invoice INV-1042 fail, and how do I correct it?”
  • “Show the timeline of invoice INV-1042.”
  • “How many stamp credits do I have?”
  • “What does the status Waiting for related documents mean?”
  • “Which messages did CargoWise send today?”

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Limits

  • The assistant works in one organization.
  • It reads documents in pages. Ask it to find a document by number if the list is long.
  • It uses the status, the timeline and the failure explanation of Transitive. If an answer seems wrong, open the document in Transitive.