Ask e-manage (BETA) - Only Available to Cloud Users

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: yesterday at 5:11 pm
3 min read

Overview

Welcome to Ask e-manage (BETA), our first step in integrating artificial intelligence (AI) into e-manage|ONE. This new feature allows users to get real-time answers directly from their database and our Help Guide, providing instant support and making your workflow smoother. Whether you need project insights or guidance on system functionality, Ask e-manage is designed to respond quickly to your queries.

As we continue to improve this feature, your feedback is crucial. Please explore it, use it regularly, and share your thoughts to help us make it even better. Future updates will connect it to our Help Desk, enabling you to submit tickets directly through the tool.

 

What Can Ask e-manage Do?

Here are a few examples of what Ask e-manage can help you with:

  • Database Insights:
    "How many projects were created yesterday?"
    "What is the project status of Project #500?"

  • How-To Guidance:
    "How do I create a customer invoice?"
    "What report can I view to see all my open opportunities?"

The tool pulls data from your e-manage|ONE database and searches our Help Guide to deliver accurate answers and helpful guidance – all in one place.

How to Use Ask e-manage (BETA)

Step 1: Launching Ask e-manage

  • When you start e-manage|ONE, Ask e-manage will open automatically in a small window.

  • Place your mobile app key in the Connection String. Reach out to Support if you are not sure what your Connection String is.

    image-20241121-171030.png

  • You can minimize it to your taskbar alongside your other open applications or close it entirely.

image-20241023-213123.png

Step 2: Reopening Ask e-manage

  • If you close the tool, it will remain active in the background. To reopen it:

    1. Click the small arrow next to your clock (in your task tray).

    2. Look for the e-manage logo with a small question mark icon.

    3. Right-click the icon and select "Show" to bring the tool back to your screen.

Asking a Question

Once open, simply start typing your question. Whether it’s a data-related inquiry or a how-to question, Ask e-manage will respond with the most relevant answer.

Additional Features

  • Feedback:
    After receiving a response, click the thumbs up or thumbs down to rate the answer’s helpfulness.

  • Detailed Feedback:
    If you select a thumbs down, you will be prompted to rate the response on accuracy, speed, and overall experience.

  • Copy Response:
    Use the copy icon to quickly copy the response and share it with a coworker or customer.

Tips for Best Results

  • Be Specific: The more precise your question, the more accurate the response.
    Example: Instead of "Show me recent projects," try "How many projects were created in the last 7 days?"

  • Explore How-To Questions: Use it as your first stop for support!
    Example: "How do I generate a customer invoice?" or "What is the best way to manage leads?"

What’s Next for Ask e-manage?

We’re excited to keep building on this tool. In future updates, Ask e-manage will be integrated with our Help Desk, allowing you to submit support tickets directly through the tool. Stay tuned!

We Value Your Feedback

As this feature is still in BETA, your input is incredibly important to us. Please use the thumbs up/down options and detailed feedback prompts to let us know how we can improve your experience. If you encounter any issues or have ideas for new features, don’t hesitate to share them.

We hope Ask e-manage (BETA) enhances your experience with e-manage|ONE by giving you quick, easy access to answers and support. Try it out today and let us know what you think!