Plain-language questions

In simple words

Plain-language questions is part of AI Intelligence. Across every panel's data. This guide takes you through it in 5 short steps.

Where it fits in your work — Ask. Type a question the way you would ask a colleague.

Before you start

• You need to be signed in to your company's workspace. AI Intelligence appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Plain-language questions belongs to Ask your business in AI Intelligence. Across every panel's data.

Step by step

1. 1

   Step 1

   Open AI Intelligence

   Sign in and open the AI Intelligence panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Ask your business data”

   In the left menu of AI Intelligence, open the page called “Ask your business data” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“Ask a question about your business…”) to find a record quickly.

4. 4

   Step 4

   Other actions on this screen

   You will also see these buttons:

   • Who are our top 5 clients by revenue?
   • Give me a report on leads and revenue this quarter.
   • How many active clients do we have?
   • Which projects are delayed?
   • Which employees are assigned to each active project?
   • How many tasks are overdue, by assignee?
5. 5

   Step 5

   Done

   Across every panel's data.

Tips

• The search box accepts: Ask a question about your business…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open AI Intelligence → Open “Ask your business data” → Find what you need → Other actions on this screen → Done

What it connects to

• Workspace

  Reads the same live records the dashboards show.

• AI Assistants

  Build assistants for specific audiences.

• Finance

  Finance questions answered from the ledger.

What you will see on this screen

These are the parts of the Ask your business data screen, exactly as they appear in the product.

Why use AI Intelligence

AI Intelligence replaces business-intelligence & reporting tools, on the same login and the same data.

• Leadership decisions in seconds, not after a report is built
• Answers come from live records, never guessed
• Every answer shows how it was calculated
• People only get answers from data they may see

Who uses AI Intelligence

• Leadership

  Get an answer in seconds instead of waiting for a report.

• Managers

  Ask about their own team's numbers.

• Finance, HR & sales leads

  Cross-check figures without exporting.

• Anyone

  Revisit and refine earlier questions.

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