Looking for AI?
AI is only as useful as the information underneath it.
Ask TESSA reads the record you have open and everything hanging under it, so it can answer questions about your business.
What happened with Acme?
First call in March. Quote sent in May and revised twice. Signed in June. Kickoff is next week. Last touch was two days ago.
Why is the project behind?
Two milestones moved after the scope change on the ninth. The approval waited six days for a signature.
What should happen next?
Send the revised schedule to the customer. Ask finance to confirm the deposit invoice.
What you will ask
Questions you would put to a colleague.
- What happened with Acme?
- What did we quote them?
- Why is the project behind?
- When did the customer last hear from us?
- What is our margin?
- What should happen next?
Questions about money need the QuickBooks connection and the finance permission. Everything else follows the roles you set in the core.
What is in it
- Ask TESSA across the suiteAvailable
- Answers that follow your permissionsAvailable
- Margin and finance answers where QuickBooks is connectedAvailable
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On this site, I answer from these pages only and pass anything else to the team.
Ask it about your own records.
We will connect a sample of your data and let you try it.