Heyva AI assistant

Home & Heyva AI

Home & Heyva AI

Heyva AI assistant

Ask in plain words. Approve before anything changes.

The problemFinding a number or doing a routine task means knowing which screen to open and which form to fill in.

The resultAsk in plain words and Heyva looks it up or drafts the change. You approve before anything is saved.

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Example with sample data. Nothing here is real.

Step 1 of 4

Ask or pick a starter

Open Heyva AI from the menu, or type in the bar on Home. The empty chat offers starter prompts under Set up, First steps, Every day and Automate.

What you can do

  • Ask who owes you money, what is booked tomorrow or how a customer stands
  • Have it draft an invoice, a booking or a customer record, then confirm before it saves
  • Ask how to do something in Heyva and get the answer with a link to the help page
  • Attach up to five files to a question
  • Reopen and search your earlier chats
  • Check how much AI your business uses this month

Who can use it

Everyone with a login. The assistant has no permissions of its own: it can only do what you can do.

Ask Heyva AI

  • Give me today's briefing

  • Who owes me money right now?

  • How do I create an invoice?

Questions

Can the assistant see data I am not allowed to see?
No. It acts as you, with your permissions. If your role cannot open something, neither can the assistant.
Will it change my data without asking?
No. It reads on its own, but any step that creates, updates, sends or deletes waits for your confirmation. One request can use up to eight steps, so for a big job ask in smaller pieces.
Does it remember earlier chats?
Your chats are saved to your account and listed under Chats, where you can search and reopen them. Only you see your own chats.
Can I ask how Heyva works?
Yes. Ask how to do something and it looks it up in the Help Center and replies with a link.
Which AI provider answers?
When the assistant uses your data, the request goes to Azure OpenAI or Anthropic. See Your data for where that fits in.
Is there a limit on usage?
A business can have a monthly AI spend cap. When it is reached, AI features may be limited until the next month or the cap is raised.
For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_assistant_conversations
  • heyva_get_assistant_conversation
  • heyva_delete_assistant_conversation
  • heyva_ai_usage_summary

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Last reviewed 31 October 2026