Chat Klyrr vs the in-app AI Assistant
When to use public Chat Klyrr versus the AI Assistant inside your Klyrr account.
Chat Klyrr (chat.klyrr.ca) |
AI Assistant (in the app) | |
|---|---|---|
| Who | Anyone (anonymous OK at first) | Signed-in Klyrr users |
| Context | General Canadian finance knowledge | Your active finance file + Plan context when available |
| Best for | Learning & exploring | Questions about your spending and plan |
| Path to more | Signup links history into your account | Already inside your workspace |
When to use Chat Klyrr: you’re researching, comparing concepts, or not ready to connect banks / snap receipts yet.
When to use the in-app assistant: you already track spending in Klyrr and want answers grounded in that data.
Tip: Start on Chat if you’re new; move to the app assistant once your file has a few weeks of activity.
Ready to follow these steps in your account?
Open KlyrrRelated guides
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Chat with Klyrr’s AI using your spending and Plan context.