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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>The AI Chat — Veru365 Tutorial</title>
<meta name="description" content="How to use Freddy, Harvey, and Anna — Veru365's AI assistants: starter prompts, in-chat tools, conversation search, and sharing.">
<link rel="icon" href="assets/img/favicon-192.png">
<link rel="stylesheet" href="assets/css/style.css">
</head>
<body>
<header class="topnav">
<div class="topnav-inner">
<a class="topnav-logo" href="index.html"><img src="assets/img/veru365-combined.png" alt="Veru365"></a>
<button class="nav-toggle" aria-label="Toggle navigation">☰</button>
<nav class="topnav-links">
<a href="index.html">Home</a>
<a href="getting-started.html">Getting Started</a>
<a href="chat.html" class="active">AI Chat</a>
<a href="your-finances.html">Your Finances</a>
<a href="financial-planning.html">Financial Planning</a>
<a href="stock-tools.html">Stock Tools</a>
<a href="admin.html">Advisors & Admins</a>
<a href="faq.html">FAQ & Glossary</a>
</nav>
</div>
</header>
<div class="page">
<div class="docs-shell">
<aside class="docs-sidebar">
<h4>On this page</h4>
<a href="#personas">Choose your assistant</a>
<a href="#first-chat">Your first conversation</a>
<a href="#what-to-ask">What can you ask?</a>
<a href="#inchat-tools">Tools inside the chat</a>
<a href="#data">What the assistant knows</a>
<a href="#history">History & search</a>
<a href="#sharing">Sharing a conversation</a>
<a href="#spend">The daily usage indicator</a>
</aside>
<main class="docs-content">
<h1>The AI Chat</h1>
<p class="subtitle">Chat is the heart of Veru365. You don't fill out forms and then get a report — you talk, and the assistant works your financial tools with you, live in the conversation.</p>
<h2 id="personas">Choose your assistant</h2>
<p>The home screen presents the AI assistants your organization has enabled. Pick the one that matches what you're doing — you can switch any time, and each keeps its own conversation style:</p>
<div class="persona-grid">
<div class="persona freddy">
<h4>Freddy</h4>
<div class="persona-role">AI Financial Assistant</div>
<p>General financial planning: budgets, retirement, savings goals, net worth, insurance questions, “can I afford this?” Freddy is the assistant most firms lead with.</p>
</div>
<div class="persona harvey">
<h4>Harvey the Hedgehog</h4>
<div class="persona-role">DIY Investor Assistant</div>
<p>Stocks and portfolios. Harvey backs the Stock Analyst tool and speaks fluent ticker — ask for “Harvey's Take” on any company.</p>
</div>
<div class="persona anna">
<h4>Anna</h4>
<div class="persona-role">Financial AI</div>
<p>A planning assistant designed around women investors' priorities, with the same tools as Freddy behind her.</p>
</div>
</div>
<p>When you select an assistant for the first time, a short audio introduction plays so you know who you're talking to.</p>
<h2 id="first-chat">Your first conversation</h2>
<ol class="steps">
<li><strong class="step-title">Pick an assistant</strong> Click a persona card on the home screen. A new conversation opens.</li>
<li><strong class="step-title">Use a starter or just type</strong> Starter prompts suggest good first questions; or type anything — “Help me figure out if I'm saving enough for retirement.”</li>
<li><strong class="step-title">Answer follow-ups</strong> The assistant asks clarifying questions and starts building your financial picture as you answer.</li>
<li><strong class="step-title">Let it open tools</strong> When the conversation needs structured data — income, assets, a budget — the assistant opens the matching tool as a panel right inside the chat and can pre-fill it from what you've said.</li>
</ol>
<div class="callout tip"><strong>Tip</strong> You don't need to know which tool you need. Say what you want in plain English (“I want to see what happens if I retire at 60”) and the assistant picks the right tool — in this case a What-If scenario against your plan.</div>
<h2 id="what-to-ask">What can you ask?</h2>
<ul>
<li><strong>Planning:</strong> “Am I on track to retire at 65?” · “How much house can I afford?” · “Build me a monthly budget.”</li>
<li><strong>Your data:</strong> “What's my net worth?” · “What did my spending look like?” · “Update my income to $150k.”</li>
<li><strong>Markets & stocks (Harvey):</strong> “What's your take on AAPL?” · “Show me this week's earnings setups.” · “Any notable insider buying lately?”</li>
<li><strong>Documents:</strong> “I uploaded my mortgage statement — what's my balance?” (works with the <a href="your-finances.html#vault">File Vault</a>).</li>
<li><strong>Scenarios:</strong> “What if we have a second child in 2028?” · “What if the market drops 30% the year I retire?”</li>
</ul>
<h2 id="inchat-tools">Tools inside the chat</h2>
<p>The assistant can open and fill nearly every Veru365 tool without you leaving the conversation. These appear as interactive panels in the chat:</p>
<div class="table-wrap">
<table>
<thead><tr><th>In-chat panel</th><th>What it does</th></tr></thead>
<tbody>
<tr><td><strong>Fact Finder</strong></td><td>Structured intake — family, income sources, goals. The assistant fills fields from your answers; updated fields flash “Updated from chat.”</td></tr>
<tr><td><strong>Financial Statements (PFS)</strong></td><td>Assets, liabilities, income, and expenses — your personal balance sheet.</td></tr>
<tr><td><strong>Financial Plan</strong></td><td>Opens your AI-generated plan and its charts mid-conversation.</td></tr>
<tr><td><strong>What-If Scenarios</strong></td><td>Models a life change and compares it against your baseline plan.</td></tr>
<tr><td><strong>Budget</strong></td><td>Builds or edits My Personal Budget.</td></tr>
<tr><td><strong>Tax Organizer</strong></td><td>Collects tax documents and details.</td></tr>
<tr><td><strong>File Vault</strong></td><td>Upload or reference documents during the conversation.</td></tr>
<tr><td><strong>Portfolio</strong></td><td>Reviews or edits your stock portfolio holdings.</td></tr>
<tr><td><strong>Stock Analysis</strong></td><td>Harvey's per-ticker analysis card.</td></tr>
<tr><td><strong>EVS Signals & Insider Trades</strong></td><td>Live screener results (earnings setups, insider activity) rendered as tables in the chat.</td></tr>
</tbody>
</table>
</div>
<h2 id="data">What the assistant knows about you</h2>
<p>The assistant grounds its answers in the data you've given Veru365:</p>
<ul>
<li>Your <strong>Financial Statements</strong>, <strong>Fact Finder</strong>, budget, and plan data.</li>
<li>Balances and holdings from <strong>Connected Accounts</strong> (Plaid), if linked.</li>
<li>Values extracted from documents in your <strong>File Vault</strong>.</li>
<li>If your organization enables <strong>AI Memory</strong>, durable facts you've shared in past conversations (“my daughter starts college in 2027”) — reviewable and deletable in Settings.</li>
</ul>
<div class="callout note"><strong>Privacy</strong> Your data belongs to the organization context you're chatting in. Advisors at your firm may review conversations for compliance; other organizations never see them.</div>
<h2 id="history">Conversation history & search</h2>
<ul>
<li>Every conversation is saved in the left <strong>sidebar</strong> — click any to resume it, or start fresh with new chat.</li>
<li><strong>Search</strong> supports keyword matching, <em>semantic</em> matching (find “college savings” when you typed “529”), or both — result badges show which kind of match you're seeing.</li>
<li>Delete conversations you no longer want from the sidebar.</li>
</ul>
<h2 id="sharing">Sharing a conversation</h2>
<p>You can generate a <strong>read-only share link</strong> for a conversation — useful for showing your advisor (or spouse) exactly what was discussed. Portfolios and vault files support the same token-based sharing. Anyone with the link sees a view-only copy; they can't continue the chat or edit anything.</p>
<h2 id="spend">The daily usage indicator</h2>
<p>Chat shows a small <strong>daily usage indicator</strong> reflecting your day's AI usage against your organization's budget. Most users never hit the limit; if you do, it resets the next day.</p>
<div class="pager">
<a href="getting-started.html"><span class="pager-label">← Previous</span><br><span class="pager-title">Getting Started</span></a>
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<p class="tagline">“When personal financial information meets AI, Magic can Happen.”</p>
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<h5>Tutorial</h5>
<a href="getting-started.html">Getting Started</a>
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<a href="financial-planning.html">Financial Planning</a>
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<h5>More</h5>
<a href="stock-tools.html">Stock Tools</a>
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<div class="fineprint">This tutorial describes the Veru365 application. Feature availability depends on your organization's settings. Nothing here is investment, legal, or tax advice.</div>
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