Business Assistant

AI-powered business intelligence, performance analysis and next-best action recommendations.

AI Ready
AI Business Copilot

AI recommendations are based on the business data available to your vendor account. Review suggestions before taking business, financial or customer-facing actions.

Quick Actions

Ask the AI assistant to analyze your business.

Business Snapshot

Current business performance overview.

Updated recently
Leads
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Enquiries
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Quotes
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Orders
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Revenue
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Customers
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Business Performance

AI-generated performance assessment.

Current Period
— Score
Analyzing...

AI is analyzing your latest business data.

Lead Conversion —
Quote Conversion —
Customer Retention —

AI Business Health

Key signals detected by AI.

AI
Sales Activity

Analyzing recent activity...

Customer Engagement

Waiting for business data.

Revenue Trend

Waiting for business data.

Follow-up Risk

AI will identify overdue opportunities.

AI Business Summary

A concise overview of what is happening across your business.

Business analysis will appear here.

Click “Analyze Business” to generate an AI-powered summary.

Growth Opportunities

Areas where AI sees potential for business improvement.

🚀
Opportunity

Customer Reactivation

AI will identify customers who may be ready for another service or purchase.

📈
Opportunity

High-Value Leads

Find leads with stronger purchase intent and prioritize follow-up.

💼
Opportunity

Cross-Sell Potential

Identify customers who may need additional products or services.

Next Best Actions

Recommended actions ranked by business priority.

0 actions
High

Review overdue follow-ups

AI can identify leads and customers that may require immediate attention.

Sales AI Suggested
Medium

Analyze quote opportunities

Find pending quotes where a follow-up could improve conversion.

Quotes AI Suggested
Low

Review service performance

Identify services with strong demand and services that may need improvement.

Services AI Suggested

Sales Intelligence

AI analysis across your sales funnel.

👥
Lead Quality —

AI analysis pending.

📄
Quote Health —

AI analysis pending.

🛒
Order Momentum —

AI analysis pending.

Customer Intelligence

AI signals from your customer base.

Customer Assistant
Active Customers — Customers currently engaged.
At-Risk Customers — Customers requiring attention.
High-Value Customers — Customers with strong business value.

Ask Business Assistant

Ask questions about your business data.

AI
Do not enter passwords, API keys, payment credentials or other secrets.

Ask a business question

Your AI-generated answer will appear here.

Recent AI Activity

Recent analyses and recommendations.

Activity Type Status Date Action
Business analysis Analysis Pending —