AI Business Assistant
Your intelligent companion for instant business insights using natural language queries.
Overview
The AI Business Assistant transforms how you access your business data. Instead of navigating through multiple reports or building complex filters, simply ask questions in plain English and get accurate answers in seconds.
Documentation Structure
1. Getting Started
Complete guide to using the AI Business Assistant including:
- Access requirements and permissions
- How to ask questions effectively
- Common use cases and examples
- Natural language understanding
- Available data and queries
- Tips for best results
- Troubleshooting guide
Future Documentation
As the AI assistant evolves, this section will expand to include:
- Advanced query techniques
- Custom report generation
- Automation and alerts
- Voice commands
- Integration with workflows
- Best practices for different roles
Quick Links
- Time Tracking Reports: See how the AI assistant complements traditional time tracking reports
- Financial Analytics: Learn about financial reporting that the AI can query
- Team Performance: Understand team metrics accessible through AI queries
Key Features
- Natural Language Queries: Ask questions as you would ask a colleague
- Instant Insights: Get answers in seconds without waiting for reports to load
- Intelligent Name Recognition: Use first names, nicknames, or partial names
- Flexible Date Ranges: "Last week," "yesterday," "this month" - all understood
- Multi-Metric Analysis: Combine time tracking, financial, and project data in one query
- Secure Access: Protected by role-based permissions for sensitive data
Who Can Use It
- Organization Managers
- Super Admins
Access is restricted to ensure sensitive business data remains protected.
The AI Business Assistant is continuously evolving with new capabilities based on user feedback and needs.