Chat
Chat with the AI assistant for smart help, or communicate with the service team through customer service groups. The App supports push notifications so you can stay connected anytime, anywhere.
Chat
Chat with the AI assistant for smart help, or communicate with the service team through customer service groups. The App supports push notifications so you can stay connected anytime, anywhere.
Quick Start
ccMonet offers two chat features: AI Assistant Chat and Customer Service Group Chat.
Chat with the AI Assistant: App > bottom "Chat" to open the AI chat page. Type your question in the input box, and the AI assistant will reply in real time. Each conversation is an independent "thread", and past threads can be viewed and continued.
Communicate with the Service Team: App > bottom "Chat" > Customer Service Group to open the customer service chat interface. New customer service groups are served by Monet AI by default, and you can switch to a human agent at any time.
Org Chat: If your organization uses FlatFee services, an org chat group is automatically created for members to communicate.
AI assistant chat is only available to organization owners. Customer service chat and org chat are available to all members.
Detailed Guide
AI Assistant Chat
Open AI Chat
Entry: App > bottom "Chat"
Opens the AI chat page where you can have real-time conversations with the AI assistant.
Send a Message
Type your message in the input box at the bottom and send it. After sending, the page immediately shows your message and a "thinking" placeholder, which is automatically replaced when the AI reply arrives.
While the AI is generating a reply, the input box is temporarily disabled and becomes available again once the AI reply is complete.
Conversation Threads
Each conversation forms a thread. When you send the first message in a thread, the system automatically uses the first 50 characters of your message as the thread title.
Thread Cache
The App caches conversation thread data, so you can still view past conversation history while offline.
Agent Welcome Message
When you first open the AI chat, the AI assistant sends a welcome message to guide you in getting started.
AI Artifact Preview
While answering, the AI may generate visual "artifacts" such as interactive dashboards, reports, or web pages.
While the AI generates an artifact, a "generating" placeholder card appears inline in the conversation. Once complete, it becomes a card you can tap to open. Tapping the card opens a full-screen dialog with an embedded web view showing the artifact, with loading / ready / failed states. It follows your device's dark/light mode and adapts automatically when you rotate the device.
AI artifact preview is only available to organization owners, matching AI assistant chat's visibility. When you switch organizations, previously viewed artifact cache is cleared.
Customer Service Group Chat
Open Customer Service Chat
Entry: App > bottom "Chat" > Customer Service Group
On first use, a customer service representative is automatically assigned to you and a customer service group is created. Members of the same organization will be assigned to the same representative whenever possible.
AI Mode and Human Mode
New customer service groups are served by Monet AI by default. After you send a message, the AI replies automatically. AI replies are shown with a purple Monet AI avatar and an "AI" badge.
If you prefer to speak with a human agent, tap the "Talk to a human" button in the chat window to transfer. After the transfer, a divider line appears in the chat window indicating you are now chatting with a human agent.
If the agent does not reply in time, the chat automatically returns to AI mode so Monet AI can continue assisting you. A divider line appears in the chat window letting you know Monet AI is ready to help.
If the AI is temporarily unavailable in AI mode, a prompt message is sent to let you know to try again shortly.
The "Intervene" button (for customer service staff to step in) and org chat management are only available on desktop.
Send a Message
Send messages in the input box at the bottom of the group chat interface. The following message types are supported:
| Type | Description |
|---|---|
| Text | Plain text messages |
| Rich Text | Formatted messages |
| Image | Image messages |
| Video | Video messages |
| File | File attachments |
You can quote other messages to reply, or @mention other members in the group.
Message Recall
You can recall a message within 5 minutes of sending it:
- Tap the action menu on a message you sent
- Select "Recall"
- After recall, other members in the group see a "message recalled" notice
The recall time window defaults to 5 minutes. The actual duration may vary depending on your company's configuration.
Unread Messages
In the group chat list, each group displays its own unread message count. Opening a group chat automatically clears its unread count.
Pin Groups
Long-press a group in the group list to pin or unpin it. Pinned groups are fixed at the top of the list.
Online Status
You can see other members' online status in group chat.
Org Chat
If your organization uses FlatFee services, an org chat group is automatically created for your organization so members can communicate with each other.
Members: All activated non-service members in the organization. Membership is synced automatically -- no manual management needed. New members who join the organization are added automatically, and members who leave are removed automatically.
Org chat membership is synced automatically and cannot be manually added or removed. Org chat management is only available on desktop.
Message Notifications
Push Notifications: When there is a new message in a group, other members receive an App push notification. Push notifications are the primary notification method on the App.
Email Reminders: If you do not view messages sent by customer service in time, the system sends an unread message summary email between 08:00-20:00 (Beijing time).
Daily Summary: Every morning at 08:00 (Beijing time), the system automatically generates a summary of the previous day's chat conversations and to-do items, sent to you by email.
Common Scenarios
How do I contact customer service?
App > bottom "Chat" > Customer Service Group. Send a message directly in the group. The system will automatically assign a customer service representative to you.
What can the AI assistant help me with? You can ask the AI assistant business-related questions, and the AI will respond based on the conversation context.
I sent a message by mistake. What can I do? You can recall the message within 5 minutes. After recall, others see "message recalled".
Why can't I see the AI chat entry? AI assistant chat is only available to organization owners. If you are not an organization owner, you will not be able to use the AI chat feature.
Is it AI or a human replying in the customer service group? New customer service groups are served by Monet AI by default. AI replies are shown with a purple Monet AI avatar and an "AI" badge, so you can easily tell the difference. If you want to speak with a human agent, tap the "Talk to a human" button to transfer.
What is Org Chat? If your organization uses FlatFee services, an org chat group is automatically created with all organization members, making it easy to communicate and collaborate. Membership is synced automatically -- no manual management needed.
Why did I receive an email reminder? When customer service sends a message in the group but you do not view it in time, an unread message summary email is sent to remind you.
The following features require a computer: Chat history search, opening a specific conversation thread via URL link (deep linking), scheduled AI agent tasks, AI follow-up form cards, and exporting AI-generated tables to a document or spreadsheet file.
If you have any other questions, please contact our support team.
Integration Settings
Connect QuickBooks accounting software and link your Lark/Feishu account on the App for contact matching, category mapping, bill export, and expense claim approval sync.
Todo
A system-generated reminder list based on business events, helping you handle items that need attention promptly, such as AI recognition issues, duplicate record detection, and new purchase order notifications.