💬 Saathi AI Assistant

What is Saathi?

Saathi (साथी — "companion" in Hindi) is a conversational AI built into SolvexaRetail. Ask her anything about your shop and she answers using YOUR data. Unlike ChatGPT, Saathi has secure, read-only access to your books — so she can tell you facts, not just opinions.

How to access

Three ways:

1. Chat bubble — bottom-right corner of every back-office page. Click to open, type, press Enter.
2. Full page — /AI/Saathi for longer conversations.
3. WhatsApp — Owners can opt into WhatsApp chat with Saathi. Enable at Admin → User Management → your user → WhatsApp Saathi.

Ask for reports

Saathi can pull real numbers instantly. Try:

• "Show today's sales"
• "Top 5 customers this month"
• "Which items are low on stock?"
• "How much GST do I owe this quarter?"
• "Compare last week's sales vs the week before"
• "Show me all vendors I owe more than ₹10,000"
• "What's my cash balance across HDFC + SBI + Petty?"
• "Which recipe has the highest food cost %?"

Behind the scenes, Saathi routes to curated SQL queries (never freeform — safe from injection or bad reads).

Ask her to do things

Saathi can draft actions for you to approve. Try:

• "Draft a PO for milk supplier for 100 litres" — she proposes a PO with vendor + item + qty, shows preview, waits for your YES
• "Send dunning to customers overdue more than 30 days" — she lists them, waits for your OK, sends WhatsApp/SMS
• "Reorder items below their minimum stock" — she generates a shopping list

Explain errors

When something breaks (payment failed, GST invalid, inventory negative), you'll see a small Ask Saathi pill next to the error. Click it — she explains what went wrong in plain English + suggests the fix.

Example error: "Insufficient stock for PARA-500B"

Saathi answer: "Batch B26-3C3E5 has 3 units remaining but the sale needs 5. Either (a) open a new batch from your latest purchase, or (b) receive tomorrow's supplier delivery and re-try. To receive: go to Purchase → GRN → confirm."

Bilingual: Hindi + English

Ask in Hindi, get Hindi back. Ask in English, get English back. Mix the two — Saathi handles it.

• "आज कितनी बिक्री हुई?" → "आज ₹5,240 की बिक्री हुई है — 8 बिल।"
• "Show me kal ke top customers" → "Kal ke top 3 — Rohit ₹1200, Priya ₹950, Anil ₹720."

Privacy — where does your data go?

Two AI options:

• Ollama (default for Trial & Starter) — runs on our Bangalore server. Your data never leaves India.
• Claude (optional for Growth & Enterprise) — routes queries to Anthropic (US) for higher-quality answers. Only the specific query + the SQL result go — never full DB dumps. Configure at Admin → AI Settings.

See our Privacy Policy for full details.

Fair-use limits

Beyond limit: Saathi falls back to a keyword-matcher (still useful, just less nuanced) so you're never fully blocked.

Power tips

1. Be specific — "top 5 customers this month" beats "who are my best customers"
2. Ask follow-ups — Saathi remembers the conversation. Say "and show me their contact numbers" after the first query.
3. Voice input — click 🎙 in the chat box (browsers permit it). Speak in Hindi or English.
4. Copy the SQL — power users can click "Show query" on any report to see + copy the underlying SQL.
5. Feedback — thumbs up/down on any answer. This trains Saathi over time.
6. Kbd shortcut — Ctrl+/ anywhere opens the Saathi bubble.