Ask Vera a question
Published · Updated
Ask Vera about your office's numbers and she answers from your own data.
1 minute · Owner, or anyone given Vera
Ask Vera a question about your officeVideo walkthrough — coming soon · 1:50
1
Click Ask Vera in the menu.
2
Press New chat, or pick one of the starter questions, such as Who's behind pace this month?
3
Type your question in the box at the bottom.
4
Press Enter to send it. Shift+Enter starts a new line.
5
Read the answer. The square button stops Vera while she is answering.
An answer can hold:
- text, tables and charts;
- a button that opens a page or a window, already filled in;
- follow-up questions to click;
- a line under it starting Vera read:, which names the data she used, and the time.
On a wide window, the right side shows What Vera can see and Vera noticed. Click a Vera noticed card to ask about it.
Tip. Vera can make mistakes. Check an important number on its own page before you act on it.
Frequently Asked Questions
Can Vera change my data?
No. Vera only reads. A button in an answer opens the usual window, and nothing is saved until you press Save there yourself.
Why does Vera say some data is not enabled?
The switch for that kind of data is off. The owner can turn it on: see Choose what Vera can see.
Can Vera answer about another office?
No. Vera answers for the office you are working in.
See what Vera does for an agency on the insurance agency AI assistant page.