Access your payment data easily with Melio’s built-in AI assistant

How to access and use Agent Mel

• Find the chat assistant: Locate the diamond icon in the top right corner of your Melio dashboard to open Agent Mel
• Ask in plain language: Type questions naturally without learning special commands or syntax
• Get quick responses: Receive context-rich answers pulled directly from your payment history and vendor data

What kinds of questions Agent Mel can answer

• Track payment history: Ask when the last payment was made to specific vendors and see detailed transaction information
• Check bill status: Find out if you have unpaid bills for particular vendors and when they’re due
• Monitor upcoming obligations: Request lists of all bills due within specific timeframes like “this week” or “this month”
• Analyze spending patterns: Query how much you’ve spent with specific vendors over defined periods like quarters or months
• Review pending items: Check on pending approvals for specific clients or view payment statuses by ID number
• Questions about Melio: From new features to existing workflows, Agent Mel can help navigate our platform

How Agent Mel benefits different user types

• Save time for businesses: Eliminate manual searching through records and gain immediate confidence in your cash flow status
• Streamline accountant workflows: Reduce clicks when managing multiple clients and access the right records faster with fewer follow-ups
• Accelerate decision-making: Get the information you need to move forward without interrupting your workflow

How Agent Mel maintains security and permissions

• Respect role-based access: Ensure team members only see information they’re authorized to view based on their assigned permissions
• Keep data secure: Benefit from built-in security since Agent Mel operates entirely within Melio’s protected environment
• Maintain data accuracy: Access information that stays in sync with your actual payment records and vendor data