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xLog, the AI assistant

Meet xLog, LogAI's AI assistant: ask about your leads, deals, tasks, orders and money, get figures drawn by the app, build branded PDF reports for any day or period, let it create customers, invoices, payments, orders and deals — every change waits for your approval — and see which products xLog spotted as worth a campaign.

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xLog is LogAI's built-in AI assistant — ask · analyse · act, and it confirms before any change. It lives on Home → Agentic AI and is one keystroke away everywhere: press Ctrl J / ⌘J or tap the floating launcher. Opened from another page, it knows what you're looking at — “summarise this lead” or “these numbers” just work.

What you can ask

  1. Questions about your data. “How many open leads do I have?” · “What's due today?” · “What does Ceilon Bake House owe us?” · “Which orders are still to ship?” xLog reads leads, customers, deals, tasks, the calendar, products and stock, orders, invoices, payments, returns, carts and coupons, campaigns and the help centre. Ask “what happened with Priya?” and it reads the lead's full history — notes in full, logged calls with their notes and duration, emails sent, status changes and reassignments. Records are named by their record numbers (LD-00042, INV/26-27/0017, ORD-42-00117), and you can quote a number back — “show invoice INV/26-27/0017”, “what's our next invoice number?”.
  2. Figures and charts. Counts, totals, averages, rankings and trends are computed by the database over all your data — never worked out from a partial list — and drawn by the app as tiles, ranked bars or a trend you can scrub. Ask “revenue this month compared with last month”, “leads by source for the last 30 days as a chart”, or “top products this quarter”. Every table can be saved as CSV.
  3. Reports as PDF. “Build a sales report for this month”, “my daily task report for 1 October”, “an invoices report for Ceilon Bake House” — xLog builds a report for exactly that day, period, person or customer, carrying your logo, brand colour and tagline from Settings → General → Organization. Preview it on screen, download or share it, and find every report again under the Reports tab of Agentic AI.
  4. Actions, behind a card. “Create a lead for Priya Sharma”, “create a task to call her tomorrow at 10”, “add a customer”, “create an invoice for 2 desk lamps”, “record the ₹500 they paid by UPI”, “create a phone order”, “mark that order shipped”, “mark Priya as contacted”, “move the Acme deal to Proposal”. Each proposed change appears as a card showing exactly what will happen; nothing runs until you press Approve. Several changes from one request can be approved together; anything that cannot be undone is asked on its own.
  5. How-to help. “How do I connect WhatsApp?” — xLog answers from the built-in help centre with numbered steps, and points you to support when it does not know.

Free, private, permission-bound: xLog consumes no AI credits and acts strictly with your permissions — the same View / Create / Update / Delete flags as your role. Data you cannot see shows a lock; a change is checked again at approval time. Every tool call is audit-logged. Conversations are private to you, saved under the Chats tab, renameable and deletable.

What xLog won't do: It can move a lead between New, Contacted and Qualified, but it cannot convert a lead or mark it lost — those guarded workflows run from the lead's page. It refuses duplicate leads, refuses a payment larger than the invoice's balance, checks stock before an order or invoice, and declines off-topic questions. Shipment tracking, HR, workflows and plan changes are not yet in its reach — it says so and points to the page.

Approving changes

  • Edit before you approve — a card for a new or changed record has an Edit button. Change the fields (text, a choice from a list, a date, a teammate) and Save changes; xLog re-checks the result and redraws the card with an Edited tag. Which record the card acts on can't be edited — ask again for a different one.
  • 3-second undo — after Approve the card shows “Approving in 3s…” with an Undo button; nothing is saved until the countdown ends. Changes that can't be undone (marked “Needs your approval · can't be undone”) say Keep it instead of Decline.
  • Approve from the keyboard — with the message box empty, ⌘↵ (Mac) or Ctrl+Enter (Windows) approves the first open card on the latest reply. Cards that delete something, and cards being edited, are never approved from the keyboard.
  • Bulk changes from a table — tick rows in a table of leads, tasks, orders or invoices that xLog has drawn and a bar rises with the changes you can make to all of them: lead status (New, Contacted or Qualified) or owner; task status, priority, assignees or due date; order status; invoice status (approved, pending or cancelled). One card covers every selected row. Ask xLog on the same bar starts a question about the selected rows instead.

Talk instead of typing

Press the microphone in the message box (Talk instead of typing) and speak — English, Hindi or a mix of the two. xLog shows your voice level, stops by itself when you pause (or press Enter to finish, Esc to throw it away; a note can run up to 90 seconds), then writes the words into the message box for you to check before sending. Nothing is sent until you press send. Your browser will ask for microphone access the first time.

AI credits from xLog

Ask “how many credits do I have?” or “how much does a video cost?” and xLog shows a credits card: your balance, what used it this billing period (or the last 30 days) by feature, and roughly how long it will last. “Buy 500 credits” shows the same card with a pack picked; Buy 500 credits opens the normal top-up checkout — xLog never charges anything by itself, and nothing is paid until you complete checkout. People without Update on Subscriptions see “Ask a workspace admin to add credits.” instead of the button. Chatting with xLog itself still uses no credits.

Working with conversations

  • ⌘N starts a new chat; the Chats tab groups sessions by Today / Yesterday / Previous 7 days / Older, with rename and delete.
  • Close the slide-over while xLog is working and it carries on: the launcher pulses while it works and shows a dot when the reply, a card awaiting approval, or a problem is waiting for you.
  • Under the latest answer xLog offers two or three suggested follow-ups — tap one to ask it.
  • A finished step names the record it made or changed — press the name to open it.
  • Esc stops a reply; Try again re-runs a turn that was interrupted, even after a reload.
  • Rate any answer with 👍/👎; a 👎 asks what went wrong, and your rating stays with the reply.

xLog spotted: products worth a campaign

On Marketing → Campaigns and Catalog → Products, the xLog spotted strip suggests up to six products worth a campaign right now. The suggestions come from your own orders, invoices, stock and carts, with no guesses and no AI credits, and every card shows the number behind it. The strip starts as a single line summing up what's at stake — for example “₹42,000 of stock not selling” — so click it to open the cards (it stays open for the rest of your visit). Products with a campaign in the last 30 days are left out.

CardWhen it appearsButton
Not sellingStock with no sale in 30 days, or none since it was listed, valued at your priceDraft a clearance sale
Selling wellSold at least 3 in 30 days with no campaign behind it — shown with the 30 days before and how long stock will last (skipped if it would sell out within a week)Draft a bestseller push
New, not announcedAdded in the last 14 days and in stockDraft a launch
Left in cartsIn at least two shoppers' carts from the last 7 days, with how many of them can be remindedDraft a cart reminder
Coming upAn occasion within four weeks — Diwali, Black Friday, Christmas, UAE National Day and others, by your organization's country — for your top sellers, with a date to start byDraft your … sale
Gone quietA digital product or service nobody has ordered latelyDraft a win-back or Draft a relaunch
  • Start a draft — the card's button starts a free draft campaign for that product; nothing is sent or charged until you launch it. If you already started one from that card it says Continue draft instead. If a draft can't be started, the card says nothing was created and offers Try again.
  • Ask xLog about this — opens xLog with the card's figures and asks whether it's worth a campaign and what to run.
  • Not now — hides the card for a week, with Undo and Hide this product for 3 months. Hiding is yours alone and follows you across devices; the next suggestion takes its place, and the card only comes back if it's still true. Once you've cleared everything, Show N hidden brings them back.
  • Look again — re-checks your latest sales (at most once a minute). How xLog picks these explains the rules, and each card's chart shows 30 days of daily sales, a countdown for occasions, or how recent the carts are.

Access

xLog — the Agentic AI page, the slide-over and the voice notes — needs View on AI Studio (the permission behind Home → Agentic AI). Each lookup and action then enforces your own flags on that record type — View to read leads, Create on Invoices to create one, Update on Orders to change a status or run a bulk change — the same roles and permissions that govern the rest of the app. Credits balances follow Organization access, and the Buy button appears only for people with Update on Subscriptions. The xLog spotted strip appears for people with Create on Campaigns, the permission needed to start a draft.

Frequently asked questions

What can xLog actually do?

Answer questions about your workspace data with figures computed by the database, draw charts and tables, build branded PDF reports for any day, period, person or customer, explain LogAI features from the built-in help, and take actions — leads, tasks, events, products, categories, customers, invoices, payments, orders and deals — always behind a card you approve.

Does xLog cost AI credits?

No — chatting with xLog and its reports use no credits. It can show your organization's credit balance and usage, and open the normal top-up checkout when you ask to buy more; credits are only spent by generation features like AI Studio images and videos and workflow AI drafting.

What is “xLog spotted”?

A strip on Marketing → Campaigns and Catalog → Products that flags products worth a campaign — not selling, selling well, new and unannounced, left in carts, a coming occasion, or gone quiet — each with the numbers behind it. It's worked out from your own sales, stock and carts, uses no credits, and starting a draft from a card is free. Not now hides a card for a week.

Can xLog see data I don't have permission for?

No. It acts strictly with your own role: a menu item you cannot View is not offered to it at all, a change is re-checked against your Create / Update / Delete flags at approval, and every tool call is audit-logged.

Can I change what xLog is about to do before approving?

Yes. Press Edit on the card, change the fields and Save changes; the card is re-checked and marked Edited. After Approve you still have 3 seconds to press Undo before anything is saved.

Can I speak to xLog in Hindi?

Yes. The microphone understands English, Hindi and a mix of the two. Your words land in the message box for you to check before you send.

Can xLog update many records at once?

Yes. Select rows in a table of leads, tasks, orders or invoices that xLog has shown and pick a change from the bar that appears — one approval card covers them all, and each record is still checked against your permissions.

Why does a report show only some sections?

A section whose data you cannot View is left out and listed at the end of the report under “Left out because you do not have access”. Figures are never filled in partially.

Are my conversations private?

Yes — saved per user under the Chats tab, renameable and deletable. No one else in your organization can open them.

Why won't xLog convert my lead?

Converting a lead or marking it lost runs a guarded workflow (customer creation, deal closure), so xLog leaves both to the lead's page under Sales → Contacts. It can still move leads between New, Contacted and Qualified — one at a time or several from a table. A sale to a lead is different: “create an order for …” converts them as the order is placed.

What's the keyboard shortcut?

Ctrl+J (Windows) or ⌘J (Mac) opens xLog as a slide-over anywhere; ⌘N inside it starts a new chat; Esc stops a reply; ⌘↵ / Ctrl+Enter approves the latest card when the message box is empty.

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