Create records with Agent
Let Agent draft an invoice, party, item, or employee, review the preview, and confirm before anything is saved.
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TiBook Agent
Hitesh
TiBook Agent
Ask about sales, parties, stockβ¦
Who still owes us money this week?
3 parties have dues totalling βΉ1,47,450. Apple India is the largest at βΉ1,24,800. I can draft a payment-in or a reminder.
Create invoice, add party, or ask a questionβ¦
Preview ready
Confirm before anything is saved
How this looks in TiBook
How to
- 1Open Agent and ask in natural language β for example βcreate invoice for Acme Corp, 10 boxes of bolts at βΉ500β.
- 2Agent builds a preview with parties, lines, rates, and tax it inferred from your books.
- 3Read every field in the preview. Fix typos or missing GSTIN in the chat before you confirm.
- 4Click Confirm (or the confirm action Agent shows) to save the record. Nothing is posted without that step.
- 5Open the created invoice, party, item, or employee from the link Agent returns and verify totals.
- 6If the preview is wrong, cancel and rephrase β do not confirm a bad draft.
Confirmation is required
TiBook never silently posts vouchers from Agent. You always see a preview first. That keeps stray voice or chat mistakes out of your GST books.
Limits
Complex invoices (many lines, batches, serials) may still be faster on the invoice screen. Agent shines on quick creates and lookups.
Create the party first if Agent cannot match a name β or ask Agent to create the party and confirm before the invoice.
Daily Agent limits apply to creates and questions together β plan big imports through Excel instead.
Related articles
- Ask TiBook AgentChat or speak with Agent on /agent to ask about sales, outstanding, parties, items, and employees in plain language.
- Create a GST sales invoiceOpen Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending β Sales.
- Add a customer or supplierCreate a party with name, email, mobile, tax IDs, addresses, opening balance, and custom fields from the Parties screen.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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