Psalm/AI employee/AI in action
Real sentences, real records
Nothing below is a special command or a phrase you have to learn. They are the words you would use with a colleague, typed or spoken into the box at the bottom of the screen. Every one of them is something Smarty does today.
A morning with it
The total outstanding, how much of it is overdue, and who the worst offender is, counted from your invoices this second. Then: “write the oldest one a chase” and there is a message waiting, with their name and the real figure in it, for you to send from your own phone.
A drafted quotation, with the rate, the unit and the tax code read off your own price list. It has no number on it and it has gone nowhere. Open it, change what you like, and send it when you are happy.
The list, by customer, with what each one is worth and how long it has been sitting there. Revised quotations are counted once rather than three times, which is the sort of thing a spreadsheet gets wrong quietly.
On the board at Enquiry, and a contact at the same time, so nobody types her in twice. Say who referred her and that goes on too.
Moved, and it tells you it was at Quoted before, in case that was not what you meant. Every change reports what the value used to be.
It counts them first and asks before it starts, because forty records is a big thing to do on a guess. Then it does all forty while you make the tea.
Take the picture, send it, ask what the delivery charge was. It reads the page. A customer's PDF specification works the same way, and it remembers the file for the rest of the conversation so the follow-up question still works.
It changes how your documents print, there and then. Settings it is not allowed to touch become a ticket with the people who built Psalm, in your own words, with a reference you can quote.
On the phone, in the van
Every field in Psalm has a microphone on it, and so does Smarty. Dictate the quotation on the drive back from the measure and it is drafted before you are home. It appends to what you have already written rather than replacing it, because somebody halfway through a sentence means “and also this”.
Ask on your phone and finish on the computer. The conversation lives on the account rather than in the tab, so it is the same thread either way, with the receipts of what changed still attached to it.