What is this page about: What LCI, the assistant built into Light, can do for you, where to open it in the web app, the mobile app, Slack and Microsoft Teams, and how your roles decide which actions it can take.
On this page
- What LCI does
- Open LCI
- Reports and charts
- Skills
- Attach files
- Apps in LCI
- Roles and permissions
- Assistant instructions
- LCI in Slack and Microsoft Teams
- Notifications
- Privacy and security
- FAQ and troubleshooting
- Related articles
What LCI does
LCI is the assistant built into Light. Ask in plain language, and LCI works with your company's data in Light. Answers include links to the records they mention.
You can ask LCI to:
- Find bills, vendors, customers, purchase orders, purchase requests, accounts, tax codes and users
- Approve or reject a task assigned to you, such as a bill or purchase request approval
- Submit a draft bill for approval, or update a bill's details and lines
- Create a journal entry or a purchase request
- Create or update a customer
- Build a report from a question
- Answer questions about your company's policies
- Freeze or unfreeze your card, and attach a receipt to a card transaction
- Submit your draft expenses for reimbursement
- View or update an approval workflow
- Raise a support ticket with Light
Open LCI
- Web app: type in the Ask Light... box on Home, or in the Ask Light... box in the side menu. The answer appears as LCI writes it.
- Mobile app: LCI works in the Light mobile app. Charts appear in the web app.
- Slack and Microsoft Teams: message Light once your company has connected the integration. See LCI in Slack and Microsoft Teams.
LCI keeps each conversation as a thread, so you can ask follow-up questions:
You: Show me all pending bills from Acme Corp
LCI: I found 3 pending bills from Acme Corp: [list of bills with amounts and dates]
You: Approve the first one
Reports and charts
Describe the report you want, for example "Show me total spending by vendor for Q4 2025". LCI returns the result as a table.
In the web app, LCI can also show your data as a chart and change a report it made for you, for example "Add a column for percentage of total".
Tip: Name the period, entity or vendor in your question. "Show me spending by department for Q4 2025" gives a sharper answer than "Show me spending".
Skills
A skill is a saved prompt you run often. You give it a name, such as cash-flow, and the prompt it runs.
To run a skill:
- Type
/in the LCI input. The list of your skills opens. - Type part of the name to filter the list, for example
/cash. - Select the skill, or press Enter.
You can also click Run skill, next to the attachment button, to open the list.
The first time you type /, LCI asks: "You don't have any skills yet. Would you like to create one?" Click Yes, show me an example to fill the input with an example prompt that creates a skill, or No thanks to close the list.
Attach files
- Click the paperclip in the LCI input.
- Select a file from your device.
- Type your request and send it.
You can attach up to 10 files per message, each up to 10 MB. A message holds up to 10,000 characters. Files stay in the thread, so you can refer to them in follow-up messages.
Apps in LCI
An admin can let LCI use an app your company has installed:
- Open the app from Apps.
- Click Enable in Light Assistant.
- The first time, accept the terms.
The button turns into an Available in LCI badge, and LCI can use the app when you ask about it. Apps in LCI are unavailable in Microsoft Teams.
Roles and permissions
LCI follows your roles in Light. Each action checks your roles before it runs.
| Action | Who can do it |
|---|---|
| Approve or reject a task | The person the task is assigned to |
| Submit a bill for approval | AP clerk |
| Create a journal entry | Admin or Controller |
| Create or update a customer | Admin or AR clerk |
| View an approval workflow | Admin, Auditor or IT admin |
| Update an approval workflow | Admin |
| Change company assistant instructions | Admin |
LCI approves one task per request. If your roles don't include an action, LCI tells you so. Ask your admin about your roles.
Assistant instructions
Admins can give LCI written instructions for reading bills, contracts and reimbursements. Open Settings > Agents to add or change them.
- Each instruction type holds one instruction.
- An instruction can be up to 15,000 characters. If you go over, the editor shows how many characters to remove.
Admins can also ask LCI, for example "Show me the current bill parsing instructions".
LCI in Slack and Microsoft Teams
An admin connects Slack or Teams first. See Slack Integration and Microsoft Teams Integration.
- Direct messages in Slack: LCI continues your recent conversation for 2 hours, then starts a new one.
- Channels in Slack: mention Light in a thread. LCI reads that thread's messages for context, and everyone in the channel sees the answer.
- Approvals: approval notifications in Slack show Approve, Reject and Add a comment. In Teams they show Approve, Reject, Add a comment and Submit comment.
Send a receipt in Slack
Send a receipt image or PDF to Light. Light handles it based on your roles:
- Cardholder and Reimbursement: Light matches the receipt to a recent card transaction and attaches it. With no match, Light asks "We couldn’t match the receipt to a card transaction. Do you want to create a reimbursement from this item?" Click Reimbursement or Discard.
- Reimbursement: Light creates an expense from the receipt and sends a link to review and submit it.
- Cardholder: Light matches the receipt to a card transaction and attaches it, or tells you it found no match.
- Neither role: Light asks you to contact your admin.
Tip: Use a direct message with Light for questions about sensitive financial data. Everyone in a channel sees the answers there.
Notifications
Light notifies you when:
- A receipt you sent is processed
- Light couldn't read a receipt, with a link to fill in the details
- A reimbursement is rejected, with the reason
- A reimbursement is paid, with the amount
- A card transaction needs a receipt
By default these arrive as push notifications in the Light mobile app. Delivery in Slack or Teams is opt-in.
Privacy and security
- LCI checks your roles for every action and works with the data your roles can see.
- Conversations are stored per user and per company.
- For more on security in Light's AI features, see Security and access controls for AI assistants.
FAQ and troubleshooting
Why does LCI say it can't do something?
The action needs a role you don't have. Ask your admin to check your roles.
Can LCI approve several tasks at once?
LCI approves one task per request. Ask about each task in turn.
Can LCI add accounts to my chart of accounts?
Add accounts in the web app. LCI can find accounts for you.
Why didn't my file attach?
Each file can be up to 10 MB. Split or compress larger files and try again.
How do I raise a support ticket?
Ask LCI to create a support ticket. See Contacting Light Support.
LCI doesn't answer in Slack or Teams. What should I check?
Check with your admin that Slack or Teams is connected to Light. In Slack, message Light directly or mention Light in a channel thread.