The Blu Business Assistant looks across your whole Buildxact account, so you can ask it questions about your business and get answers based on your own data. This article shows you where to find it and how to use it.
Watch the video below to see this in action, or continue reading for step-by-step details.
Where to find the Business Assistant
Go to the Dashboard in your Buildxact account. You'll find the Blu Business Assistant in the very top right-hand corner.
What can I ask it?
Because the Business Assistant looks across your whole account, you can ask it all kinds of questions, such as:
Summaries - get a summary of information from your account.
Conversions - see how your leads, estimates and jobs are tracking.
Anything else you need to know - there are a few example questions to get you started, but you'll likely think of plenty more.
You don't need to worry about spelling, either. Blu will still understand what you're asking.
Ask a question
Open the Business Assistant from the top right-hand corner of your Dashboard.
Type your question, or choose one of the example questions. For example: What portion of my leads convert to jobs?
Blu will have a think and look up the information it needs. As it works, you'll see exactly what it's checking, such as your estimates and leads.
Read the answer. For example: Of your 41 leads, 14 converted to jobs (35%).
Where the answers come from
Blu looks directly at the data in your account. Its answers will often mention an ID or say where the information came from, so you can see exactly what it used to work out the answer.
Give it a try
Try asking different questions and see what works best for you. If you have any feedback, let us know.
Need help? Reach out to our support team — we're here to help!