Analyst
Executive Summary
Analyst is your in-app business assistant. Open it from the header to ask questions about your data, get summaries, and receive suggested actions based on activity in modules such as insurance, sales, inventory, and HR — without exporting spreadsheets or switching tools.
Who This Is For
- Managers who want quick insights
- Insurance and finance teams reviewing trends
- Operations leads monitoring exceptions and follow-ups
Key Capabilities
- Natural-language questions about business data
- Module-aware insights and summaries
- Suggested actions and follow-up prompts
- Accessible from any screen via the header
Table of Contents
Opening Analyst
Click Analyst in the page header. The assistant panel opens alongside your current work.
![Screenshot: Analyst panel — placeholder]
Asking Questions
Type a question in plain language — for example:
- “What submissions are waiting for quotes?”
- “Summarise this month’s sales.”
- “Which policies renew in the next 30 days?”
Press send and wait for the response.
![Screenshot: Analyst question input — placeholder]
Understanding Responses
Analyst returns summaries, lists, and explanations based on data in modules your organisation uses and that you have permission to view. Responses may include links or suggestions to open the relevant screen.
![Screenshot: Analyst response — placeholder]
Acting on Suggestions
When Analyst highlights an item needing attention — overdue task, unusual figure, or pending approval — follow the suggested link to the detailed screen and complete the action there.
![Screenshot: Analyst suggested action — placeholder]
Tips for Best Results
- Be specific about the module or time period you mean.
- Ensure you have access to the underlying data — Analyst respects the same permissions as the rest of the system.
- Use Analyst for exploration; confirm critical decisions against official reports.