Brain and Advisor

Brain is the AI assistant of BizCortex: you ask in plain language, and it reads your data and prepares changes that you confirm. Advisor watches the company every day and tells you what needs attention, with the numbers, the reason and the next steps. The Company Brain links compliance rules, your company data, documents and templates, checks what is met and shows which documents you can already create.

In this section · 35 pages

• Brain at a glance

  What Brain is, what it can do and the rules it always follows.

• The Brain chat and your conversations

  Use the Brain app to hold conversations, rename them and delete them.

• The Brain panel on every page

  Ask Brain about the page you are on without leaving it.

• Confirming what Brain proposes

  How proposed changes work: confirmation cards, statuses, expiry and the extra safety step.

• Letting Brain fill a form

  Brain can fill the form that is open on your page. You review and save.

• Attaching files to a Brain conversation

  Give Brain a PDF, image, spreadsheet or document to read.

• Brain settings

  Switch Brain on or off for the company, choose the model, set the budget and control HR data.

• Brain, privacy and limits

  What Brain can see, what it stores and how long.

• Advisor at a glance

  How Advisor finds what needs attention and turns it into insights.

• The insight feed and its filters

  Browse, filter and page through your insights.

• Insight cards and their actions

  What an insight card shows and everything you can do with it.

• The daily brief

  A short daily summary of your most important open insights.

• Your Advisor notifications

  Choose your email summary, its time, your areas and urgent emails.

• Company settings: checks, thresholds and AI wording

  Switch checks on or off, tune thresholds, control AI wording and run a check now.

• Finance checks

  Every finance check of Advisor, when it triggers and its default thresholds.

• People checks

  Every people check of Advisor, when it triggers and who sees it.

• Sales checks

  Every sales check of Advisor, when it triggers and its default thresholds.

• Operations checks

  Every operations check of Advisor, when it triggers and its default thresholds.

• Compliance checks

  The compliance checks of Advisor on the Product side, when they trigger and their default thresholds.

• Who sees which insight

  The rules that decide who receives an Advisor insight.

• Advisor on the home page, in the header and on records

  Where Advisor insights appear outside the Advisor app.

• The company graph

  A 3D map of how people, customers, vendors, projects and conversations connect.

• Company Brain at a glance

  How the Company Brain links rules, company data, documents and templates, and the rules it always follows.

• The knowledge graph

  Rules, requirements, documents, templates and data fields, how they connect and the original documents behind them.

• The compliance library

  Every data package of the compliance database, how they connect, their documents with obligations and the thresholds of the law.

• Cross check a requirement

  Check a rule against your data and documents, with a status and a source for every statement.

• Templates and readiness

  See which templates your data can already fill, what is missing and create a document when one is ready.

• Import legacy documents

  Upload old documents, review the values the AI found with page and confidence, and apply what you confirm.

• Field references in documents

  Insert company data into wiki pages and page templates once, and every document shows the current value.

• Triggers

  One place for everything that happens automatically: documents the AI found, active triggers, suggestions and the history.

• Documents found by the AI

  See what the AI recognised in a document, open the document at the quote, and correct the kind if needed.

• Switching system triggers

  Turn the platform's own triggers on or off, adjust their thresholds and recipients, and run them now.

• Accepting suggestions

  The AI suggests triggers that fit your documents, obligations and contracts. You decide which ones to use.

• Creating and running triggers

  Create a trigger in one sentence or step by step, test it with a dry run and run it now.

• Privacy of mailbox documents

  Documents from a personal mailbox stay private to their owner, also when the AI recognises them.