💬 Chat

Definition

The Advisor is an AI-powered assistant that allows users to interact with the product using natural language. It leverages SaaS MCP tools to query, create, and manage data across the system.

Instead of navigating through multiple interfaces, users can simply describe their intent (e.g., "Create a new OKR for Q2" or "Show incidents impacting this workload"), and the Advisor translates it into structured actions.

Chat interface

The Advisor is accessible through a conversational chat. Type your request in natural language, pick the agent that fits your context, and the Advisor answers using the tenant's structured data.

Capabilities

💡 Smart Suggestions

• Receive contextual suggestions based on:
  • Current data (OKRs, Initiatives, PRDs, etc.)
  • User actions and workflows
• Suggestions help:
  • Refine inputs
  • Identify gaps
  • Propose next steps

🔍 Data Retrieval (Natural Language Queries)

• Ask questions in plain language to retrieve data:
  • "Show all PRDs related to this initiative"
  • "What incidents impacted this workload last month?"
• The Advisor translates queries into structured data access across modules
• Supports filtering, aggregation, and cross-entity queries

✍️ Data Creation & Updates

• Create or update entities using natural language:
  • "Create a new OKR for Q3 focused on scalability"
  • "Update this PRD to include performance requirements"
• Automatically maps user intent to the correct data model
• Can pre-fill forms or execute actions directly (with confirmation if needed)

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The behavior of each conversation depends on the selected agent and the tools it can invoke.