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:
Invoices
Matters
Results may appear at the invoice, matter, or aggregated levels (e.g., spend by department).
📊 Key Data Points Available
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
Access & Availability
The following roles can use Ask Brightflag:
Admin
Overview