How to use Marvin

Ask a question

1. Open the Team Messenger and pick the Marvin conversation (or click Marvin in the left menu).
2. Type your question in plain language, for example “What is the total of invoice #586?” or “Which clients are dormant?”.
3. Press Send. Marvin authorizes the request, fetches the record live and replies in the chat.

Not sure where to start? Ask “what can you do?” and Marvin replies with a short list plus tappable buttons for the things you personally have permission to do.

What Marvin can answer

• A single record — an invoice, project, task, support ticket, client or expense, by number or by name.
• Lists — clients, leads, providers, projects, invoices and credit notes, with filters such as dormant or active clients.
• Overviews and reports — a company overview, your tasks, your to-dos, team activity, and income, expense, invoice or project reports. Reports come back with a chart you can read at a glance.

Marvin only ever answers from data you are allowed to see. If you ask about a record that is not yours, Marvin simply cannot find it — there is no way to read someone else's data by changing a number in your question.

Get work done, not just answers

Marvin can create records straight from the conversation. Every action is checked against the permissions you already have — if you cannot create invoices in NIZU, you cannot create them by asking Marvin either.

• Projects — “create a project for Acme called Website redesign”.
• Tasks and milestones — add, rename or remove them in the project you are working in.
• Documents — an invoice, credit note, order, estimate or proposal.
• People and companies — a client, a lead, or a team member.

Marvin shows you what it is about to create and asks you to confirm before writing anything.

Work inside one project

Say “work in project Website redesign” and Marvin pins that project: the chat header shows which project is pinned, and from then on “add a task” or “how are we doing?” apply to it without repeating the name. Say “unpin” to stop.

Your history

Marvin behaves like any other contact. Your conversation is kept, so you can scroll back through everything you have asked. A new reply appears as an unread message, exactly like a message from a colleague, and is marked read when you open the chat.

Marvin on Telegram

1. Open your profile in NIZU and connect your Telegram account (one click, once).
2. Message the bot in Telegram and ask exactly as you would in the app — the same permissions apply, because Marvin knows which NIZU user you are.
3. In a group, an administrator connects the group first; Marvin then follows the conversation and answers when it is mentioned by name or with an @.

Hear the answers

Click the speaker button in the chat header to have Marvin read its replies aloud. On Telegram you can switch voice notes on per user. Which voice is used is chosen once by an administrator under Settings → Marvin → Voice.

Website chats (guests)

Visitors on your public website chat with Marvin through the embeddable widget. Those conversations arrive in Marvin → Website chats and in the Guests tab of the Team Messenger.

1. Marvin answers first, using only your public knowledge — never client or invoice data. When it cannot help, the conversation is marked waiting and your team is notified.
2. Take over. Sending a reply assigns the conversation to you; Marvin stops answering that visitor.
3. Give it back to Marvin. Click Give back to the assistant in the conversation header. The visitor is told the assistant is back, and Marvin answers again from their next message on.
4. Close it. Click Close conversation. The visitor sees a notice that the support team closed the chat.
5. Or turn it into a ticket. Click Create ticket: the transcript and the visitor's details move to a support ticket, the visitor is given the ticket number, and the chat is closed.

A closed conversation is never a dead end. If the guest writes again, a brand-new conversation opens automatically, keeping the name and email they already gave — they never have to introduce themselves twice, and both threads are linked so you can read the history.

Where the visitor was

Every message a guest sends records the page they were on at that moment. In the conversation, each of their messages carries a small page link next to the time — hover it for the full address, click it to open that page. When a guest asks “how much is this?” you can see whether they were on the pricing page or in the checkout. The page trail is also copied into the ticket when you convert the conversation.

Finding past conversations

The inbox has four tabs, each showing how many conversations it holds:

• Active — still running. This is the live inbox.
• Closed — guest conversations that were closed and never became a ticket. This is where you review what visitors asked when nobody followed up.
• Tickets — conversations that were handed over to a support ticket.
• All — everything.

Open any archived conversation to read the full transcript. If the guest already came back, the conversation shows “The visitor came back and continued in a newer conversation” with a link to it — the reply box is hidden there, because a reply would never reach them.

For administrators

1. Open Marvin → Conversations to review exchanges between users and Marvin for quality.
2. Adjust the persona, answer length and provider under Settings → Marvin.
3. Keep the widget's knowledge current on the Website widget tab — what you put there is exactly what visitors will be told.

Tips

• Be specific: include the invoice number, project name or date you mean.
• Ask follow-up questions — the conversation stays in one thread and Marvin remembers what you were just talking about.
• Pin a project when you are going to work in it for a while; it saves repeating the name.
• If Marvin says it does not have the data, it genuinely was not in the authorized record.