Get entity information from 实体 AI Assistant
With 实体 AI Assistant, you can get information about companies and individuals without navigating the 实体 interface.
The Insights option in 实体 AI Assistant is available in two modes which control how you interact with it. Your administrator controls which mode you use.
Pre-canned prompts In this mode, you can select pre-defined questions to ask about a selected entity.
AMA (Ask Me Anything) In this mode, you can enter your own questions in the chat.
Notes
实体 AI Assistant is an Artificial Intelligence (AI) feature. For information on how AI features use 实体 data, refer to 实体 AI transparency notice.
AI enhancements are available to clients with the 实体 Platform package and clients who joined the 实体 AI Early adopter program. For more information, contact your Customer Success Manager.
Administrators have access to AI features by default. For regular users, AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.
Company information
When prompted, 实体 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
- User-defined fields (custom fields configured by your organization's administrator)
Individual information
When prompted, 实体 AI Assistant can list the following information:
- Name
- Title
- Occupation
- Salutation
- Honours
- Nationality
- Date of birth
- Date of death
- Previous name
- ID
- Passport
- Resident in
- Addresses (all available types)
- Appointments
- Shareholdings
Limitations and considerations
- AI-generated content may contain inaccuracies. Always verify the correctness and accuracy of AI results.
- 实体 AI Assistant retrieves only existing 实体 data. If no data is available for a selected query, 实体 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 实体 interface, 实体 AI Assistant will not be able to give it to you.
Ask 实体 AI Assistant for company information
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To access 实体 AI Assistant, from the Global Banner on top, select Ask AI, or from the side navigation, select the AI icon
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The 实体 AI Assistant chat window appears.
Note
You can also access 实体 AI Assistant in Microsoft Teams. To find out more, go to 实体 AI Assistant in Microsoft Teams.
- Do one of the following:
- Select one of the available questions.
- To ask about an entity, such as a company or an individual, type @ followed by the entity name and enter your question.
The entity you selected displays in a badge above the text input field. 实体 AI Assistant lists the required information. To get more information about the selected company, enter another question. 实体 AI Assistant keeps answering questions about the selected entity until you change it.
- To get information about a different entity, enter “@” followed by the entity name again.
Ask 实体 AI Assistant for company information in modernized version
若要访问现代化 实体 应用程序，请参阅How do I access the modernized 实体 app?。 The AI Assistant works the same way in both classic 实体 and Modernized 实体.
To access the AI Assistant in the modernized version, go to Dashboard and then select AI assistant.
- Do one of the following:
- Select one of the available questions.
- To ask about an entity, such as a company or an individual, type @ followed by the entity name and enter your question.
The entity you selected displays in a badge above the text input field. 实体 AI Assistant lists the required information. To get more information about the selected company, enter another question. 实体 AI Assistant keeps answering questions about the selected entity until you change it.
- To get information about a different entity, enter “@” followed by the entity name again.
