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AI assistant · included in every SoloWOS plan

An AI assistant for freelancers that does the admin work

Write it the way you'd tell an assistant. SoloWOS does it and shows you each step.

Ask for "a short link to my portfolio, a meeting link for Ana and a $5,000 invoice for her, and add it to my board" and the assistant does all four in your account. It searches your contacts, drafts the invoice, creates the link and the task, and shows every step. Anything that would reach a client, like sending an invoice or an email, waits for you to press Confirm.

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14 days free, no card needed · Then Basic for $2/month

IN SHORT

The SoloWOS AI assistant does admin work from a plain request: it creates invoices, quotes, short links, one-time meeting links and tasks, drafts follow-ups and payment reminders, reads receipts into Expenses and answers questions about your clients and money. Sends always wait for your Confirm. Basic includes 10 requests a month; Solo ($15/month) includes 500.

Prices and limits as of .

How it works

  1. 1

    Open the assistant from the top bar or your dashboard

  2. 2

    Write what you need, in English or Spanish

  3. 3

    Watch each step as it happens

  4. 4

    Confirm anything that goes to a client

What you get

Does several things in one request

Invoices, quotes, short links, meeting links, tasks and expenses, in the order you ask, using your real contacts and prices.

You confirm every send

Invoices, proposals and emails to clients show up as a card with the full message and a Confirm button. Nothing is sent without it.

Ask your account

"Who owes me money?", "What do I have this week?" or "How much did I bill Carla this year?" are answered from your own data, with links to each record.

Reads receipts and CFDI XML

Upload a photo or PDF of a receipt and Expenses fills in the vendor, date, amount, tax and category for you to check. Mexican CFDI XML files are read exactly, without AI.

Drafts that sound like you

Follow-ups, payment reminders that adapt to how each client pays, replies to new leads, meeting briefs and a weekly summary of what needs you.

Quotes and pricing help

Describe a job and get a quote draft with line items. While you write, it shows what you charged for similar past jobs, and it reviews the quote before you send it.

A receptionist on your public pages

On Solo and Team, visitors to your booking page or link in bio can ask questions and get your free times. It answers from what you've published and never books or charges by itself.

Works in Claude and ChatGPT too

Connect SoloWOS to Claude or ChatGPT with the SoloWOS connector and ask for the same things from there, on every plan.

Works with these tools

  • InvoicingCreates invoice drafts and holds the send for your Confirm.
  • ProposalsDrafts quotes from a description, with your prices.
  • SchedulingOne-time meeting links and a receptionist on your booking page.
  • ExpensesReads receipts, CFDI XML and bank statements.
  • Notes & BoardsAdds tasks to your boards.
  • Short LinksCreates short links with click tracking.

What it doesn't do

  • Sending to clients without your confirmation
  • General chat, coding help or questions outside your business
  • Stamping CFDI invoices with the SAT
  • Tax or legal advice

Questions

Can the assistant send things to my clients by itself?
No. It can draft and prepare, but anything that reaches a client (an invoice, a proposal, an email) appears as a card with the full message and only goes out when you press Confirm.
Which AI does it use?
Claude models from Anthropic. What you write and the records it needs are sent to Anthropic to answer; under Anthropic's commercial terms that data isn't used to train their models. The privacy policy has the details.
How many requests do I get?
10 a month on Basic, 500 on Solo and 1500 on Team. The free trial is on Basic, so it has Basic's 10. One request is one thing you ask, even if it takes several steps. Questions outside your business in SoloWOS are declined and don't count.
Can I use it for things outside SoloWOS?
No. It's an assistant for your business in SoloWOS: clients, money, quotes, bookings, tasks and follow-ups. For general questions, use a general chatbot.
Does it work in Spanish?
Yes. Write in English or Spanish and it answers in the language you use.
Does it cost extra?
No. It's part of SoloWOS, along with 13 tools, for $15/month on Solo. There are no add-ons.

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Related pages

All 13 tools, for $15/month

14 days free, no card needed · Then Basic for $2/month.

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