Wizard AI can help you find information across the parts of Wizard Application you can access. Ask a direct question in the full Wizard AI page or open a quick chat from the sparkles button in the top bar.
Find a record
Give Wizard AI a name, number or other useful detail, such as a customer name, invoice number, project or ticket subject. It searches supported records and can link to matches so you can open them. For candidates, you can also describe experience or skills you are looking for.
Ask about counts, totals and trends
- Ask a count question, such as how many open tasks or invoices you have. Where supported, include a date range or status.
- Ask about a trend, such as how revenue changed over a period. Wizard AI uses a report for analytical questions rather than guessing figures.
- Ask what is on your calendar or when an interview is due to find upcoming bookings.
The answer depends on the data available to your workspace and the records your account is allowed to see.
Ask how to use the application
For questions such as how to approve a timesheet or set up a booking, ask Wizard AI how that feature works. It can look up the product instructions and, when available, offer to open the relevant page or start an in-app tutorial.
Search your organisation knowledge
For a company policy or a question about your organisation, ask Wizard AI to search your knowledge base, accessible documents and past help desk tickets. It uses relevant matches to answer and points to their titles and links. If it cannot find useful information, it should say so rather than invent a policy.
Be specific. Include a name, record number, status or time period when you know it. That helps Wizard AI look in the right place and return a more useful answer.
Wizard AI can also help create and update work across the application. For an introduction, see Get Things Done with Wizard AI.