What the assistant can do
The assistant has tools for each app you use. It only offers the ones your rights allow.
| Area | Ask for example | Tools |
|---|---|---|
| Any data | "How many open opportunities do we have by stage?" | Find, search, count, group and read records |
| Changes | "Create a customer Amani Traders", "Log a note on this order" | Create and update records, notes, activities (with approval) |
| Sales | "Quote 20 office chairs for Deco Addict" | Find products, create a quotation (with approval) |
| Inventory | "What is running out?", "Order 50 more from Wood Corner" | Stock levels, restock advice, request for quotation (with approval) |
| Project | "How is the website project going?", "Add these tasks" | Project overview, create tasks (with approval) |
| Accounting | "How did we do last month?", "Who owes us the most?" | Financial summary, who owes us / whom we owe |
| Bills | Send a bill and say "record this bill" | Record a vendor bill from a file (with approval) |
| Help | "How do I set up a payment term?" | Documentation search, your company knowledge |
Your company's own knowledge (procedures, price rules, policies) can be added too: see Company knowledge.
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