Help Center · Analytics & Management Reporting

Ask ProfitLens

Ask questions about company data in Arabic or English, by text or voice, and get answers built only from ProfitLens records and reports.

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Ask about sales, collections, accounting, stock, staff, payroll, and operations

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. See which report or records each answer came from

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Look up a named client, product, employee, vendor, or job opening

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. List job applicants and summarize their PDF CVs against the job requirements

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Ask by voice and hear answers read aloud

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Continue saved conversations with follow-up questions

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. Answer a clarifying question when a name or metric is ambiguous

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Ask about sales, collections, accounting, stock, staff, payroll, and operations
  2. See which report or records each answer came from
  3. Look up a named client, product, employee, vendor, or job opening
  4. List job applicants and summarize their PDF CVs against the job requirements
  5. Ask by voice and hear answers read aloud
  6. Continue saved conversations with follow-up questions
  7. Answer a clarifying question when a name or metric is ambiguous

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Available to the general manager and administrators only. Read-only: it never approves, posts, or edits records. Voice input needs Chrome or Edge, and spoken Arabic depends on the voices installed on the device.