AI Assistant
Your always-available business partner.
The AI Assistant in Business Essentials goes beyond simple automation—it combines Generative and Agentic AI to help entrepreneurs and small businesses work faster, smarter, and with greater confidence. It not only answers questions and automates tasks but also understands your goals, adapts to your workflows, and proactively acts on your behalf.
Features and Functionalities
- Natural language queries across all modules (tasks, expenses, documents, and more)
- Smart document search—find policies, templates, or contracts instantly
- Automated task creation and updates from plain text requests
- AI-generated summaries for reports, meetings, or project updates
- Proactive insights that highlight risks, trends, or opportunities
- Context-aware recommendations that learn from your actions
- Custom workflows triggered by simple prompts
- Available anywhere in the platform—one click away
Common Business Scenarios
- Ask: “What’s our latest remote work policy?” → Get the exact document instantly
- Tell: “Create a task for John to finalize the client contract by Friday” → Task auto-created
- Ask: “Summarize open tasks by priority for this week” → Instant overview
- Tell: “Generate a follow-up email for yesterday’s client meeting” → Draft ready to send
- Ask: “What contracts are expiring next quarter?” → Quick report without searching folders
- Tell: “Prepare a weekly summary for the team” → Automatically generated and delivered
Pain Points It Resolves
- No more wasting time hunting for documents or answers
- Eliminates manual data entry and repetitive admin
- Reduces reliance on IT or technical know-how
- Keeps important updates from slipping through the cracks
- Frees up time so business owners can focus on clients and growth
VALUE AND ADVANTAGES
With Generative and Agentic AI, Business Essentials doesn’t just make work faster—it changes how work gets done
Time savings
Automate manual processes, write summaries, and generate reports instantly
Smarter decisions
Get insights and suggestions based on real company data
Proactive assistance
The AI acts on signals and context to prevent delays and bottlenecks
Fewer mistakes
Automated workflows reduce human error and missed steps
Empowerment
Small businesses gain the kind of digital intelligence previously available only to large enterprises
A SMARTER WAY TO WORK
With Generative and Agentic AI at its core, the AI Assistant doesn’t just respond—it collaborates, predicts, and acts. It’s like having a digital colleague who learns your priorities, anticipates your needs, and helps your business move forward with speed and precision.