Executive Insights
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Recorded against a demo database. Live data gives the assistant evidence; it can still misinterpret the result.
What the example shows
The example asks for a business briefing, explores one customer's invoice aging, compares gross and net receivables, and drafts a collections email.
- Ask for a business briefing and allow the requested tool call.
- Inspect customer invoices and compare receivables before and after unapplied cash.
- Review the draft collections email before using it.
Follow the written receivables example
Free with every tier, including Free. Administrator setup and pack prerequisites are required. Your AI provider's charges are separate.
Check the setup for your assistant. Skills, file handling and interactive charts vary by client.