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Profit Assist: Training Guide for Users

Profit Assist is a conversational AI chatbot that helps you get fast, data-driven insights from your Profit Isle platform. It empowers you to ask natural language questions and receive instant responses about your business's profitability, performance, and opportunities for improvement.

Quick Start Checklist

  • Log into the Profit Isle platform
  • Open Profit Assist (via chat widget or voice icon)
  • Ask your first question (e.g., “Top 5 profitable items in 2024”)
  • Ask for more insights or recommendations
  • Try a chart or comparison question

1. Accessing the Chatbot

  • Profit Assist is available directly within the Profit Isle platform.
  • You can use it through text or voice commands.

2. Best Practices for Effective Use

  • Start with simple and specific questions for quicker responses.
  • Focus on top/bottom performers, trends, and comparative analysis.

Example queries:

  • “What are my top 5 most profitable items in 2024?”
  • “What are my bottom 5 suppliers in 2024 and why?”
  • “Show me profit growth for [Customer Name] from 2023 to 2024.”
  • “Which SKUs had the biggest drop in profit from 2023 to 2024?”
  • “What are my top 10 customers for 2024?”
  • “What was the profit trend by channel over the past 6 months?”
  • “Which supplier had the highest cost variance in Q1 2024?”

What Profit Assist Is NOT

  • It is not a customer support chatbot. Profit Assist is focused on business insights and data analysis.
  • It does not handle billing, login, or account access issues.
  • It does not initiate changes to your data or configurations.
  • It is not a general-purpose chatbot; it is trained specifically to support data-driven decisions on the Profit Isle platform.

Suggested Workflow with Profit Assist

1. Ask a specific question

  • Example: “Give me the top 10 customers in Q1 2024.”

2. Request insights

  • Follow up with: “Give me insights.”

3. Request recommendations

  • Example: “Give me recommendations and quantifiable actions.”

4. Loop it back

  • You can copy any insight or action back into the chatbot and ask it to expand or execute on it.

5. Create charts

  • Ask Profit Assist to create a visual: “Show me a chart of SKU profit trends in 2023.”

Key Capabilities

  • Analyze profitability by customer, product, channel, supplier, and time.
  • Surface top/bottom performers.
  • Compare metrics year-over-year.
  • Offer recommendations for improvement.
  • Generate charts and visual insights.

Troubleshooting Tips

  • “It didn’t understand my question” → Try rephrasing or using simpler terms.
  • “It gave incomplete results” → Add more filters like time frame, customer, or SKU.
  • “It’s not responding” → Refresh the page or confirm you’re logged into the platform.
  • “It said it couldn’t help” → Your question may not be supported yet we we trace this so we can improve.
  • “It says the customer/product/SKU doesn’t exist” → Double-check spelling or formatting. Sometimes it confuses numbers (e.g., customer ID vs. name). Try to rephrase the question
  • “It misidentifies names with numbers or vice versa” → Try providing more context, e.g., “Customer named ‘123 Supplies’” or “SKU code: 45678.”
  • “It’s mixing up filters or showing wrong year” → Reconfirm your request with clear date or segment filters.

Security and Privacy

  • Data Usage: Your data is not used to train AI models outside of Profit Isle.
  • Third-Party Sharing: No data is shared with external parties
  • Security Standards: Your data is encrypted and protected with strict access controls.

Common Questions

1. What can I ask?

  • “What are my top 10 customers for 2024?”
  • “Did product X grow in 2024 compared to 2023?”
  • “Which are my most profitable SKUs in January 2023?”
  • “What are my bottom channels for 2022 full year?”
  • “Which suppliers had the lowest gross margins in 2024?”
  • “How has profit changed by division since last year?”
  • “Give me a breakdown of revenue by customer segment in Q2 2024.”

2. Can it provide recommendations?

  • Yes! It will offer insights and suggest quantifiable actions.

3. Is this secure?

  • Absolutely. Data is processed within a secure, encrypted environment.

4. Can I use it for support or IT help?

  • No. Profit Assist is not designed for customer support issues like login errors or technical bugs.

5. What if it doesn’t know the answer?

  • No problem! It means we haven’t added that capability yet. We track unanswered queries to improve future releases.

Feedback and Beta Access

This is an early beta release. If Profit Assist doesn’t know the answer yet, don’t worry! We are constantly updating its capabilities. Your feedback is invaluable.

To request beta access for more team members, just reach out to the Product Team.