The agent queries your data in read-only mode: it does not create, modify or delete information. Every figure it mentions comes from a real query to your branch; the agent does not make up numbers.
How to use it
1
Go to Home
2
Type the question in the agent box
For example: how much did I sell this month? You can also click one of the suggested questions.
3
Read the answer
The answer appears as it is generated, with the figures and a brief analysis.
4
Keep asking
You can ask follow-up questions in the same conversation: and compared to last month?
What it can answer
Dates
You can use natural expressions: today, yesterday, this week, last month, in March, the last 90 days. If you do not specify a period, the agent uses the last 30 days.Scope
- It answers about the active branch. To see another branch, change it in the top bar.
- It only answers questions about the business data. For questions about how to use the system, use the AI Help Assistant.
- It is available when artificial intelligence is enabled in the business’s plan.