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User Manual · Chapter 2 — Business intelligence: cockpits, dashboards, and the AI assistants

2.13 Ask AI — questions the analyst can answer

Ask AI is the analyst: the read-only half of the assistant. Its home is its own page — Business Intelligence → Ask AI — which stands on its own: no dashboard is needed to reach it, and the Ask AI button on every module cockpit opens that page. The same surface also appears as the AI Insights at the top of every dashboard. It is switched on per company (0.6). You ask about your numbers in plain words — "How did revenue do this period, against last?", "Where is our stock value concentrated?", "What changed in spend this month?" — and the analyst answers in the same terms, with the figures worked out for you.

If your company has not switched the analyst on, the page does not simply vanish for the people who could change that: anyone who can edit company settings still sees Ask AI in the menu, and opening it names the switch that turns it on — Enable AI analyst, under Company settings → AI & Capture. For everyone else the item stays out of the menu, as with every gated surface.

With question planning switched on for your company (the Enable Ask AI question planning switch, in the same company AI settings, and a live AI provider configured), each question is planned first: the analyst works out which governed measures, period and breakdown answer it, runs that calculation, and answers from the result. You do not need to know the names of the measures to ask — ask the way you would ask a colleague. Above the Ask box, example questions for the modules your company uses are shown as chips; tap one and it is asked for you. Questions about the house itself — "What period are we in?", "What date is it in the company today?" — are answered directly, without any calculation at all.

It also works unprompted, in two ways. It writes the short narrative summaries on your dashboards — the story of the period in sentences, for the reader who will not open a chart. The Ask AI page opens with the same kind of summary, written for the company as a whole rather than for any one dashboard. And it raises anomaly alerts when the numbers step out of their recent pattern: sales spiking or dropping sharply against their recent average, a day with no sales at all, stock running out, donations falling away. An alert is an observation with its figure attached, not a verdict — it tells you where to look. On the Ask AI page the alerts sit in one slim line under the heading — tap it to read them all — and the company summary is a one-line card you can open, or dismiss with its ×, so the conversation gets the room.

Snapshot: portal-v0-2026-11-10