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Chat & AI

Ask a question without hiding the boundary.

Chat answers from a compact, question-relevant snapshot and should show evidence before you rely on its answer.

Current app path

Position → Open financial chat; Settings → AI & UsageChat, modes, encrypted retryable photo intake, sandbox managed access and BYOK are available through the external beta.

Required

  • A connected managed sandbox or your own OpenAI key

Optional

  • Photos or files
  • Permission to use provisional evidence
  • AI + web for current external information

What can block completion

  • Managed AI outage
  • No sandbox allowance
  • Disconnected BYOK key
  • Unreadable attachment
Local financial data
Conversation metadata and chat-only attachments are local; chat-only files use limited retention unless retained or imported.
Privacy or AI boundary
Private AI still uses external AI but no web research. AI + web can use web sources. Managed access uses Position’s gateway; BYOK goes directly to OpenAI.
If it does not work
AI work remains queued when unavailable. Reconnect in AI & Usage, use a valid BYOK key or retry later. Local features continue.
01

Ask and inspect

  1. From Position, choose Open financial chat.
  2. Choose New conversation or Conversation history.
  3. Select Private AI or AI + web.
  4. Ask, then read the answer's separated headings, paragraphs and lists alongside assumptions and cited records.
Position Chat showing a fictional completed-month answer with exclusions, refund treatment and a high-confidence evidence control
A fictional completed-month answer stays tied to visible evidence. This deterministic demo is intentionally disconnected from AI and does not show a live provider response. Fictional sample data.
02

Attach a file or photo

  1. Choose Add a photo or file.
  2. Select Photos or Files through the same intake used by Inbox and asset drafts.
  3. A technically valid photo enters a removable encrypted chat-only preview; Position does not ask you to classify an unseen image first.
  4. Use the preview menu to keep it in Chat, import it to Inbox, associate it with the current asset draft when available, or remove it.
  5. Send only after the disclosure matches the mode. Sending performs one bounded attachment request; it does not automatically import, create an asset or write the ledger.
  6. If sending or processing stops, retry; the selected attachment should remain available.
03

Managed access, BYOK and credits

  • TestFlight managed access uses a bounded beta allowance and cannot collect real money.
  • Certified local parsing and local features use no managed credits.
  • BYOK uses a Keychain-stored OpenAI key and bypasses Position credits.
  • There is no automatic overage or purchase.
04

What Chat cannot do

Chat cannot execute payments, transfers, borrowing or investments. Proposed record changes require the ordinary editor and your confirmation.