This guide explains how to get started with Ask Brightflag, how to ask questions effectively, and how to navigate and interpret the results.

🚀 Getting Started with Ask Brightflag

Action	Description	Right Click on Images to Enlarge
1️⃣ Access Ask Brightflag	Go to Menu > Ask Brightflag.
2️⃣ Enter Your Question	Type your query in the chat box at the bottom of the page and press Enter or click Send.
3️⃣ Refine Your Query	Specify date ranges or other details to get more precise results. Example: "Break down spend by vendor in 2024 based on the billing period."
4️⃣ Use Prompt Cards	Select a pre-set prompt card to start your query quickly.
5️⃣ Respond to Follow-Ups	If Brightflag AI needs more details, simply type your response in the chat box.
6️⃣ Start a New Conversation	Click New Conversation (top-right corner) to ask a fresh question.
7️⃣ Revisit Past Conversations	Select previous chats from the history bar (top-left corner).

💡 What Types of Questions Can I Ask?

You can ask a wide range of questions related to:

Results may appear at the invoice, matter, or aggregated levels (e.g., spend by department).

Spend Data – Total spend, expenses, etc., in your organization's currency
Matter-Level Details – Matter name, entity, department (only includes matters with invoice spend)
Invoice-Level Details – Invoice number, status, AP route
Important Dates – Start dates, invoice submission dates, billing periods
Purchase Orders – Linked POs at matter/invoice level
Line Items – Timekeeper names, descriptions, and rates

The following roles can use Ask Brightflag: