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Example · What to do today

Every morning, everyone knows what to do

A services company of 40 people, with an office and technicians working at the customers. We follow the week of Anna, in the office, and Luca, a technician who joined a month ago.

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How it is today

Every morning, the round of the pages

With a few people you remember everything. With forty, on different customers, the things to do sit in ten different pages.

Half an hour to get started

Anna opens tickets, quotes, holidays and invoices, one at a time, before doing anything else.

The deadline seen too late

The quote expired on Friday. The customer has already chosen someone else.

The questions of the new ones

Luca joined a month ago. For every new thing he asks Anna.

Duplicate records

Two records with the same VAT number. The invoice ends up on the wrong one.

The outline

Five steps, from the data to the right page

1
The checks

Every morning the assistant looks at tickets, quotes, shifts, work reports and registry, with the permissions of each person.

Who: the assistantAI Assistant module
2
The suggestions

The AI puts the things to do in order. Anna also sees the office ones, Luca only his own.

Who: the assistantAI Assistant module
3
The buttons

From each suggestion you open the detail, or all the counted cases.

4
The questions

Luca asks in the chat how hours are logged. The answer comes from the guide, with the button that opens the form.

5
The preferences

Anna says what matters most to her. The assistant notes it and keeps it in mind in its answers.

Who: whoever worksAI Assistant module
The story

A week of Anna and Luca

Monday, 8:30
The tile

Anna opens the dashboard. Two quotes expire on Thursday, a holiday request is waiting, three tickets have nobody.

Monday, 8:35
The first button

From the suggestion she opens the biggest quote and calls the customer.

Monday, 9:00
The tickets

See all opens the three tickets that arrived overnight. Anna assigns them, one to Luca.

Monday, 9:10
The holidays

Paolo's request falls on a week with an uncovered shift. Anna sees it and answers right away.

Tuesday
Luca's question

Luca asks in the chat how to log hours. Three steps and the button that opens the form, ready.

Wednesday
The duplicate records

Anna opens the cases of the duplicate VAT numbers. Each VAT number has its records, and she fixes them.

Thursday
The preference

Anna writes in the chat that she wants the biggest quotes first. The assistant notes it.

Friday
Nothing expired

No quote expired in silence. The tile says all clear.

The numbers

Anna's Monday morning

Monday · Anna's checks

Quotes expiring in the next 7 days2
Holidays and leave to decide1
Open tickets without an assignee3
VAT numbers on more than one record2
All the other checksnothing to report
Things to look at4

The assistant reads the data with the permissions of whoever is looking. Luca sees his tickets, his shifts and his work report, not the office checks. It changes nothing on its own.

Names and figures are made up.

Other examples

Other ways of working, on the same base

Do you still do the round of the pages every morning?

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