Using Muin Chat AI Assistant

Muin Chat is your AI-powered business assistant. Ask questions in natural language, get instant answers from your business data, and take actions—all through conversation.

What is Muin Chat?

Muin Chat is more than a search box. It’s a conversational interface that:

Understands context - Knows your documents, modules, and business data
Answers questions - Provides accurate, sourced responses
Takes actions - Creates tasks, routes approvals, exports data
Adapts to context - Uses your feedback to help us continuously improve responses
Available 24/7 - Get answers anytime, no waiting

Starting a Conversation

Where to Find Chat

Access Muin Chat from anywhere in the application:

Navigation bar - Click the chat icon (speech bubble)
Keyboard shortcut - Press Ctrl+J (Windows) or Cmd+J (Mac)
Command palette - Type /chat from any screen

Starting a New Session

Click the chat icon or use the keyboard shortcut
The chat panel opens on the right side
Type your question in the input field
Press Enter or click Send

Chat History and Sessions

Your conversations are saved automatically:

Session history - Scroll up to see previous messages
Past sessions - Click “Previous Chats” to browse history
New session - Click “New Chat” to start fresh
Search history - Find past conversations by keyword

Full Capabilities

Muin Chat includes 29 built-in tools across 9 categories. See the complete capabilities guide for details on every tool, example prompts, and module requirements.

Category	Tools	Module
Document Intelligence	Search, retrieve, summarize, merge, review, create, create versions	Documents
Financial Operations & Payments	Invoice lookup, expense submit, pending invoices, check payment status, create payment request	Finance
Vendor & Contracts	Vendor search, contract search	Vendors
HR	Unified certifications, certification summary, expiring certifications	HR
Calendar & Scheduling	Calendar check	Platform
Approvals & Inbox	Approval status, inbox summary	Platform
Communications	Send message, get conversations, check unread	Communications
Help & Web Research	Help search, web search	Platform
Support	Search tickets, ticket status, create ticket, support dashboard	Support

Types of Questions You Can Ask

Muin Chat understands a wide range of business questions.

Document Questions

Ask about specific documents or document content:

Examples:

“What’s the total amount on invoice #1234?”
“When is the Acme Corp contract due for renewal?”
“Summarize the key terms in the NDA I uploaded yesterday”
“What’s the payment method on the Smith Electric receipt?”
“Show me the line items from last week’s purchase order”

How it works: Muin searches your documents, extracts relevant information, and presents it with source references.

Business Questions

Ask about your business data across documents and modules:

Examples:

“What invoices are overdue?”
“How much did we spend on office supplies this quarter?”
“Which vendors have missing insurance certificates?”
“Show me employees with certifications expiring in the next 30 days”
“What’s our total outstanding AP balance?”

How it works: Muin queries across your data, aggregates information, and provides summaries with drill-down options.

Cross-Module Questions

Ask questions that span multiple business areas:

Examples:

“What’s our overall compliance status?”
“Give me a summary of Q4 activity”
“What needs my attention today?”
“Show me a vendor report with compliance scores and spend totals”
“Which items are blocking our month-end close?”

How it works: Muin combines data from Finance, HR, Vendors, and other modules to give you a unified view.

Document Operations

Go beyond searching — create, merge, review, and adapt documents:

Examples:

“Merge these three reports into a summary”
“Review this contract for compliance issues”
“Create a memo about Q4 results based on these documents”
“Create email and WhatsApp versions of this policy update”
“Do a gap analysis on our vendor onboarding documents”

How it works: Muin uses AI to analyze document content, generate new documents, and create channel-optimized versions for different communication platforms.

Comparison Questions

Ask Muin to compare data:

Examples:

“How does this month’s spending compare to last month?”
“Which vendor gave us the better price on widgets?”
“Show me the difference between the original and amended contract”
“Compare employee certification rates by department”

Trend Questions

Ask about patterns and changes over time:

Examples:

“What’s the trend in our invoice processing time?”
“Are we paying vendors faster or slower than last quarter?”
“Show me certification compliance over the past year”

Taking Actions via Chat

Beyond asking questions, you can execute actions through chat.

Available Actions

Action	Example Command
Create task	”Create a task to follow up with Acme Corp”
Route for approval	”Route this invoice to Sarah for approval”
Set reminder	”Remind me about the contract renewal in 30 days”
Export data	”Export these results to CSV”
Update status	”Mark this invoice as paid”
Tag document	”Add tag ‘urgent’ to this invoice”
Start workflow	”Run the vendor onboarding workflow for this vendor”

How to Take Action

Ask your question or view data
When you want to act, state your intent naturally:
- “Create a task for this”
- “Send this to John for review”
- “Export this list”
Muin confirms the action before executing
Approve or modify as needed

Action Confirmations

For actions that modify data, Muin asks for confirmation:

You: "Route this invoice to Finance Manager for approval"

Muin: "I'll create an approval request for Invoice #1234
      ($4,567.89 from Acme Corp) and assign it to Sarah Johnson
      (Finance Manager). Should I proceed?"

You: "Yes" or "Confirm"

Muin: "Done! Approval request created. Sarah has been notified."

Quick Action Buttons

When Muin identifies an action you might want to take, it displays clickable action buttons directly in the chat response:

How Quick Actions Work:

Contextual appearance - Buttons appear when relevant to your query
One-click execution - No need to type a follow-up command
Confirmation when needed - Destructive actions still require confirmation

Common Quick Action Buttons:

Button	Appears When	What It Does
View Details	Discussing a document/vendor	Opens the item in full view
Approve	Reviewing an approval request	Approves the item
Create Task	Discussing follow-up needed	Creates a task with context
Set Reminder	Time-sensitive discussion	Opens reminder creation
Export	Viewing data results	Downloads as CSV/PDF
Verify Vendor	Discussing vendor compliance	Starts verification process

Example with Action Buttons:

You: "Show me vendors with expiring insurance"

Muin: "Found 3 vendors with insurance expiring in the next 30 days:

      1. Acme Corp - Expires Jan 25 (7 days)
      2. Smith Electric - Expires Feb 1 (14 days)
      3. Metro Supply - Expires Feb 5 (18 days)

      [View All] [Create Tasks] [Set Reminders] [Send Notifications]"

Clicking Create Tasks generates follow-up tasks for each vendor. Clicking Set Reminders creates reminders for each expiration date.

Creating Reminders via Chat

Ask Muin to create reminders using natural language:

Quick Reminder Creation

Simple reminders:

“Remind me to follow up with Acme Corp tomorrow”
“Set a reminder for the contract renewal in 30 days”
“Remind me about the insurance expiration next Monday”

Reminders with context:

“Remind me about this invoice when it’s due”
“Create a reminder to check on this vendor verification”

Reminder Details

When you create a reminder, you can specify:

Detail	Example
Title	”Follow up with Acme”
Due date/time	”tomorrow at 9am”, “in 2 weeks”, “March 15”
Priority	”high priority reminder”
Linked item	Automatically linked to current context

Example Reminder Flow

You: "Remind me to renew the office lease in 60 days"

Muin: "I'll create a reminder:

      📅 Reminder: Renew office lease
      ⏰ Due: March 19, 2026 (60 days)
      🔗 Linked to: Office Lease Agreement

      [Create Reminder] [Modify] [Cancel]"

You: [clicks Create Reminder]

Muin: "Reminder created! You'll be notified on March 19.
      [View Reminder] [View All Reminders]"

Managing Reminders

After creation, reminders appear in your Reminders page where you can:

Snooze - Delay the reminder (1 hour, 1 day, 1 week)
Edit - Change title, due date, or priority
Complete - Mark as done
Delete - Remove the reminder

Access your reminders anytime by saying “Show my reminders” or navigating to the Reminders page.

Tips for Better Results

Be Specific with Details

Less effective:

“Show me invoices”

More effective:

“Show me unpaid invoices from Acme Corp over $1,000”

Reference Document Numbers When Possible

Less effective:

“What’s the total on that invoice I uploaded?”

More effective:

“What’s the total on invoice #INV-2024-0892?”

Use Natural Date References

Muin understands natural language dates:

“this month”
“last quarter”
“past 30 days”
“next week”
“before December 15th”

Ask Follow-Up Questions

Chat remembers context, so build on previous responses:

You: "Show me overdue invoices"
Muin: [displays list of 5 invoices]

You: "Which of these are from Acme Corp?"
Muin: [filters to show 2 Acme invoices]

You: "Create a task to follow up on the largest one"
Muin: [creates task for $4,500 invoice]

Use Specific Language for Actions

When you want to take action, be explicit:

“Create a task…” (not “should we follow up?”)
“Export this to CSV” (not “can I download this?”)
“Route for approval” (not “this needs review”)

Understanding Chat Responses

Source Citations

When Muin references a document, you’ll see source citations:

Muin: "The payment terms are Net 30 from invoice date,
      with a 2% early payment discount if paid within 10 days."

      Source: Acme Corp Master Agreement, Section 4.2
              [View Document →]

Click source links to open the original document.

Confidence Indicators

Muin indicates certainty level:

High confidence - Direct data from documents
Inferred - Calculated or derived values
Uncertain - May need verification

Data Freshness

For aggregate data, Muin shows when data was last updated:

“Based on data as of 5 minutes ago”
“Includes documents uploaded through today”

Privacy and Security

Conversations Are Private

Chat history is visible only to you
Team members can’t see your conversations
Admins don’t have access to chat logs

Data Processed on Secure Infrastructure

Muin’s AI runs on AWS Bedrock, reached from our own controlled infrastructure:

Your questions are processed privately within our controlled environment
Your data is never used to train AI models
No data shared with or accessible to third parties for their own purposes

Encryption

All conversations encrypted in transit (TLS)
Chat history encrypted at rest
Session tokens expire after inactivity

Limitations

What Chat Can’t Do (Yet)

Muin Chat is powerful but has some limitations:

Limitation	Workaround
Can’t access external websites	Upload documents to query them
Can’t make purchases/payments	Creates tasks for human completion
Can’t access other accounts	Ask about your organization only
Complex calculations	Export to Excel for advanced analysis

When to Use Other Features

Sometimes a different Muin feature is better:

Need	Better Option
Bulk document operations	Document Hub batch actions
Complex multi-step automations	Workflow Builder
Detailed financial reporting	Finance Module dashboards
Historical compliance audit	Compliance Reports

Keyboard Shortcuts

Shortcut	Action
`Ctrl/Cmd + J`	Open chat
`Ctrl/Cmd + K`	Open command palette
`Escape`	Close chat
`Enter`	Send message
`Shift + Enter`	New line in message
`↑`	Edit last message
`Ctrl/Cmd + /`	Clear conversation

Troubleshooting

Chat Isn’t Responding

Check your internet connection
Refresh the page
Clear browser cache
Try a different browser
Contact support if issue persists

Answers Seem Incomplete

Rephrase with more specific details
Check that relevant documents are uploaded
Verify document processing completed
Try breaking complex questions into parts

Can’t Find Expected Data

Verify documents are uploaded and processed
Check the correct time period
Ensure you have access to the relevant module
Try searching in Document Hub directly

Example Conversations

Invoice Inquiry

You: "Show me all unpaid invoices from this month"

Muin: "Found 8 unpaid invoices from January 2026:

      | Vendor | Amount | Due Date | Days Until Due |
      |--------|--------|----------|----------------|
      | Acme Corp | $4,567 | Jan 25 | 7 days |
      | Smith & Co | $1,234 | Jan 28 | 10 days |
      ...

      Total outstanding: $12,345.67

      Would you like to see details on any of these?"

You: "Yes, tell me more about the Acme invoice"

Muin: "Invoice #INV-2024-0892 from Acme Corp:
      - Amount: $4,567.00
      - Invoice Date: January 5, 2026
      - Due Date: January 25, 2026 (Net 20)
      - Line items: Office Supplies ($2,500),
        Equipment Rental ($2,067)
      - PO Match: Matched to PO #4521
      - Status: Awaiting Approval (assigned to Sarah)

      [View Invoice →] [View PO →]"

Compliance Check

You: "What's our vendor compliance status?"

Muin: "Vendor Compliance Summary:

      ✅ Compliant: 45 vendors (85%)
      ⚠️ Expiring soon: 5 vendors (9%)
      ❌ Non-compliant: 3 vendors (6%)

      Non-compliant vendors missing:
      - Johnson Electric: Insurance certificate expired
      - Metro Supplies: W-9 never received
      - Quick Print: Business license expired

      Would you like me to create follow-up tasks for the
      non-compliant vendors?"

You: "Yes, create tasks for the non-compliant ones"

Muin: "Created 3 tasks:
      - Follow up: Johnson Electric insurance certificate
      - Follow up: Metro Supplies W-9 document
      - Follow up: Quick Print business license

      All tasks assigned to you, due in 7 days.
      [View Tasks →]"

Next Steps

Now that you understand Muin Chat:

Chat Capabilities - Full guide to all 29 built-in tools
Asking Better Questions - Advanced query techniques
Chat Actions - Complete action reference
Building Workflows - Automate based on chat insights