You can now build your own Custom XBerts using the new XBert Intelligence AI. This is a new way of unlocking your knowledge and building what you want to match your practice needs.
Click play for a quick video guide! ✨
Let's walk through this process -
Firstly, you need to select the area in which you are looking to solve a problem in.
Think of this as the type of information you want to provide instructions to the AI to solve your problem.
Once you select your area, you can type your instructions under “What would you like to be alerted on from within the data area?” and click Let's go.
After you click Let's go, you'll be given the approach by XBert Intelligence.
If you agree with the approach, select Yes or Build.
You’ll then be able to see the Description according to your prompt.
Hit Test, and then select the client you want to check the results on.
Once you're satisfied with the results, click on Configure.
You'll be redirected to XBert Configuration, you can now name what your XBert will appear as.
You can then select the Clients, add Subtasks, Process, Status, select the Role it will be assigned to, the Estimated Time, Due Date, Risk Level, Risk Type, and Business Function.
The alerts will be created on the next sync once set to Active.
💡 TIP – You can edit your instructions or prompts to fit better with what you’re looking for.