Where to find Loggy
Loggy is Worklog's helper. Once you're signed in, he sits in the bottom-right corner of every screen: tap him to open the chat, and tap × or press Esc to close it. The "Help" button at the top of your home screen opens the written guides in the Help Centre instead.
- Loggy isn't shown during setup, or on the plan and payment pages.
- He isn't shown at all while the business has AI switched off. The owner sets that in Business Hub → Business details → Use AI features.
Ask how to use Worklog (❓ Help)
Loggy opens on ❓ Help. He says hello and lists anything that needs you today, the same list as on your dashboard: tap one to go there, or × to hide it for today. Under that are questions to start with. On most screens they're about that screen, headed About this screen; elsewhere, such as the home screen, they're Popular questions.
- Tap a question, or type your own in "Ask Loggy a question…" and tap ↑.
- Read the answer. When one guide covers it, "📖 Read the full guide →" opens that guide. When it's about a tool, a button such as "📤 Open Invoice →" takes you there.
- Tap a suggested follow-up to keep going, or type your next question.
Answers that fit you
With each question, Loggy is told which screen you're on, your plan, whether you're the owner, which tools you can open or only look at, whether the business is read-only, and your VAT and tax set-up. So "how do I add VAT to this?" asked on Invoices is about invoices.
- Ask about a tool your plan doesn't include, and he tells you which plan has it rather than walking you through it.
- Ask about a tool the owner hasn't given you, and he says the owner can give you access under Team.
- An Open button only appears for a tool you can open.
- A business that isn't registered for VAT is told what changes when it registers, not how to claim VAT.
Ask about your books (📒 My books)
Tap "📒 My books" at the top of the chat to ask what your own figures say. Loggy answers from the same figures your dashboard and reports show, and lists them under his answer so you can check them. You can ask about:
- What you made — income and costs, without VAT, and your profit or loss before tax.
- Your income, and where most of it came from.
- What you spent, and your biggest costs.
- How much money you have right now.
- Who owes you, and what you owe suppliers, with the names listed from your books.
Say the period in your own words: today, this week, this month, last month, this tax year, last tax year or since you started. Starter questions include "How much did I make this month?" and "Who owes me money?". For anything else, Loggy says what My books can answer and points you back to ❓ Help.
The My books tab only shows if you can open at least one of the screens its answers come from: Profit & Loss, Cash Flow, Invoices or Supplier Invoices. Ask about one that isn't on your plan, or that the owner hasn't given you, and Loggy gives that reason instead of a figure.
What's sent, and what isn't
- ❓ Help sends your question and the conversation so far, with the screen you're on and your plan, access, VAT and tax settings. Never your figures or your customers.
- 📒 My books works the figures out on your phone or computer, then sends your question and the totals that answer it so AI can put them into words. Your customers' and suppliers' names are never sent: they're shown on your screen, straight from your books.
- If the words quote a figure Loggy wasn't given, or can't be written at all, you get the plain figures instead.
- Both go to Anthropic in the United States, which uses them to send the answer back and to check them against Anthropic's Usage Policy, and deletes them within 30 days (longer only if the law or its safety rules require).
Limits
- ❓ Help: 20 questions an hour for each person.
- 📒 My books: 30 requests an hour for each person. A question usually takes two, so that's about 15 questions.
- The count starts again on the hour. Neither uses the business's monthly AI Quick Logs.
- Each tab keeps its own conversation. Closing Loggy clears both, and a very long conversation asks you to start a new one.