Invoicing
Create and send invoices, check what’s unpaid, turn a workflow into an invoice.
Taspi Overview
Taspi is Taskip’s built-in AI agent, already inside your workspace. Click its brain icon in the top bar and a chat panel opens, right there in the app, no external tool or setup required. Ask it to do something in plain language and it drafts invoices, creates tasks, moves deals, replies to tickets, and more, checking with you first before anything gets created or sent.
Who can use it
Taspi’s icon only appears for people who actually have access to it. It’s included for Administrators, Managers, and Members on a paid, internal, or active trial plan with the AI module enabled, Clients never see it. If your plan or role doesn’t include Taspi, the icon is simply not shown, there’s no locked-out button or upgrade prompt in its place.
Where you’ll find it
- Top bar — a brain icon next to your notifications opens the main panel, available from any page in the workspace.
- Inline on records — the same brain icon appears on invoice, quotation, lead, contact, and company pages (including their Quick View sheets), and inside the email compose/reply view. Opening Taspi from one of these scopes the conversation to that specific record, for example opening it from an invoice greets you with options to check its status, send it, or update it, instead of a generic greeting.
What Taspi can do
Tasks & Projects
Create and list tasks, update task status, add a team member to a project.
Leads & Deals
Create and list leads, move a deal to its next pipeline stage, list active deals.
Support Tickets
Create tickets, list open ones, update ticket status.
Reports
Pull dashboard stats, monthly or sales reports, and a pipeline/leads summary.
Send a message to a contact, or broadcast to multiple clients at once.
Draft a reply, send one, summarize a thread, or write a new email from scratch.
See Using Taspi for what an actual conversation looks like, step by step.