BizCortex documentation

Give the assistant instructions

Change many records with one sentence: skip, approve, set values, map columns or set the cut over date, always with a preview and a confirmation.

On the overview and while reviewing, the assistant sits on the right; on small screens the "Assistant" button opens it. Give short instructions in your own words. The assistant turns every instruction into exactly one change and shows beforehand what it does. Nothing changes until you confirm.

Instructions only change the proposals of the transfer, how its files are mapped and its settings, never your real data.

Who can use this

  • Owner and Admin
  • Instructions about personnel data: only with the permission for personnel data

Steps

  1. 1. Give an instruction

    Type the instruction into the "Instruction" field and click "Send" or press Enter. Shift and Enter start a new line. While the history is empty, the assistant shows examples to click: skip archived customers, set the cut over date, ignore the folder Altfirma.

  2. 2. Read the preview

    The reply describes the change and names, under "Affects n records", the count and up to five examples, followed by "and n more".

  3. 3. Confirm or discard

    Click "Confirm" to carry out the change or "Discard". The history then shows Confirmed or Discarded.

  4. 4. Answer a question back

    If an instruction is unclear, the assistant asks a "Question back", for example which group you mean. Phrase the instruction more precisely.

Fields and options

Skip and approve

Select records by conditions, for example by group, field value, status, match, file kind or folder, and skip them or mark them for applying.

Set a value

Set a field to a value on every matching record, for example the payment term of all customers from one folder.

Move to another group

Assign records to another group, for example suppliers that were recognised as customers.

Map a column

Read a column of every matching table as a certain field, or ignore it. The files are then read again.

Read again

Process matching files again.

Cut over date and chart of accounts

Set the cut over date or the chart of accounts SKR03 or SKR04.

Answer a question

If an instruction fits an open question, it answers it at once. The history then shows Done.

Tips

  • Confirmed instructions to skip, approve, set a value or move, and column mappings, stay as rules. They also apply to files you upload later.
  • Name the group and the condition: "Skip customers without an e mail" works better than "leave out the old ones".

Good to know

  • One instruction makes exactly one change. For two changes, give two instructions.
  • The assistant never changes records that are already applied.
  • While an instruction is being processed, the examples are locked. If the AI service is unavailable, the assistant replies with a note and nothing changes.
  • The assistant's replies are currently worded in German; you can write your instructions in your own language.

Related

  • Review and apply groups

    Read the overview, check and edit records, approve many at once and apply the groups in the right order.

  • Answer questions

    Resolve conflicts, fill in missing values, confirm unsure details and decide policy questions, one question at a time.

  • Check files and map columns

    Read the status of every file, change a kind that was recognised wrongly, map the columns of a table and read files again.