AI features overview

AI features overview

HelloSolo's AI is built into every part of your workflow. It's not a chatbot -- it's a colleague that does the admin work so you can focus on your craft.

AI Writing Assistant

Available throughout the app:

• Proposal scopes: Draft professional scopes from client briefs
• Contract clauses: Generate standard contract language
• Invoice messages: Write follow-up and reminder messages
• Inquiry replies: Respond to potential clients quickly

AI Business Insights

Ask your data anything in plain English:

• "What's my revenue trend this quarter?"
• "Which clients owe me the most?"
• "How does this month compare to last month?"

Proactive AI Alerts

The AI monitors your business and flags issues before they become problems:

• Overdue invoices: Get alerted when invoices are past due
• Stale proposals: Follow up on proposals that haven't been viewed
• Budget alerts: Know when projects are approaching their budget limit
• Daily briefing: Start each day with a summary of your top priorities

Privacy

Your data is processed securely and never used to train AI models. AI features are powered by Anthropic's Claude, which does not retain your data.