Ask Brightflag is an AI-powered tool that enables admin users to explore legal spend data effortlessly. This guide covers how to get started, ask questions, and navigate through results.
π Getting Started with Ask Brightflag
Step | Action |
---|---|
1οΈβ£ Access Ask Brightflag | Go to Menu > Ask Brightflag. |
2οΈβ£ Enter Your Question | Type your query in the chat box at the bottom of the page and press Enter or click Send. |
3οΈβ£ 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." |
4οΈβ£ Use Prompt Cards | Select a pre-set prompt card to start your query quickly. |
5οΈβ£ Respond to Follow-Ups | If Brightflag AI needs more details, simply type your response in the chat box. |
6οΈβ£ Start a New Conversation | Click New Conversation (top-right corner) to ask a fresh question. |
7οΈβ£ Revisit Past Conversations | Select previous chats from the history bar (top-left corner). |
π‘ What Types of Questions Can I Ask?
For now, you can ask a wide range of questions related to invoices and matters. Results will appear at the invoice level, matter level, or as aggregated data (e.g., matters summarized at the department level).
π Key Data Points Available
β Spend Data β Total spend, expenses, and other financial insights in your organizationβs currency.
β Matter-Level Details β Matter name, entity, department, and associated information. (π Only matters with invoice spend appear.)
β Invoice-Level Details β Invoice numbers, statuses, and AP route assignments.
β Important Dates β Key timestamps, such as matter start date, invoice submission date, and billing period.
β Purchase Order Numbers β POs linked to relevant matters and invoices.
π Note: Ask Brightflag is currently only available to Admin users.