Entities AI Assistant

Entities AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use Entities data, refer to Entities AI transparency notice.

Note

AI enhancements are available to clients with the Entities Platform package and clients who joined the Entities AI Early adopter program. For more information, contact your Customer Success Manager.

AI features are inactive by default. Before you can use them, your organization's administrator must provision them for you. For information on how to activate AI features, refer to Managing AI features.

About Entities AI Assistant

With Entities AI Assistant, you can get the key corporate information without navigating the Entities interface.

When prompted, Entities AI Assistant can list the following information:

  • Addresses
  • Appointments
  • Company profile
  • Industry classifications
  • List of directors
  • List of shareholders
  • Share classes
  • Pending events
  • Ultimate parent
  • Upcoming due dates

Limitations and considerations

  • AI-generated content may contain inaccuracies. Always verify the correctness and accuracy of AI results.
  • Entities AI Assistant retrieves only existing Entities data. If no data is available for a selected query, Entities AI Assistant will not generate it.
  • You can only access information you have access permissions for. If you can’t access a piece of information from Entities interface, Entities AI Assistant will not be able to give it to you.

Ask Entities AI Assistant for company information

  1. To access Entities AI Assistant, from the Global Banner on top, select Ask AI, or from the side navigation, select the AI icon search.

    The Entities AI Assistant chat window appears.

    Note

    You can also access Entities AI Assistant in Microsoft Teams. To find out more, go to Entities AI Assistant in Microsoft Teams.

  2. To ask about an entity, such as a company or an individual, enter “@” followed by the entity name and enter your question.

    Entities AI Assistant lists the required information.

  3. To get more information about the selected company, enter another question. Entities AI Assistant keeps answering questions about the selected entity until you change it.
  4. To get information about a different entity, enter “@” followed by the entity name again.