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Lineos AI Features Guide

Lineos is an AI-powered suite of insightsoftware that integrates seamlessly with existing applications to enhance productivity and enable faster data-driven decision-making. This comprehensive AI solution automates tasks, uncovers hidden insights, and empowers informed decision-making across core financial processes including planning, budgeting, closing, consolidation, and equity management.

Key features

Lineos provides four primary AI-powered features:

  • Doc Assist: Access product help information instantly without leaving your application.
  • Lineos AI Features Guide: Perform real-time trend analysis and anomaly detection based upon the data.
  • Text Assist: Summarize comments and identify key points efficiently.
  • Report Assist: Create and refine financial reports with minimal effort.

Doc Assist

Doc Assist enables you to ask questions within your application and receive quick, accurate answers using generative AI and proprietary product documentation.

Benefits

  • 24/7 availability: Get instant help anytime
  • In-product access: No need to leave your current workflow
  • Personalized responses: Receive relevant and concise answers
  • Nested questions: Ask follow-up questions for deeper understanding

Perform the following to use Doc Assist,

  1. Select the Lineos icon in your insightsoftware product. The Lineos chat window opens with the Doc Assist tab selected by default.
  2. From the dropdown menu, select the insightsoftware product you need information about.
  3. In the Ask Lineos text box, enter your question. For example, How do I add a user?
  4. Select Enter or select the upward arrow icon. Lineos provides a tailored response.
  5. Optionally, under the References section, select any related help articles to view additional information from the documentation website and knowledge base.
  6. Optionally, select Clear to clear up the current chat session and start a new conversation.

Report Assist

Report Assist allows you to request specific reports with designated data, and Lineos generates them instantly. You can then refine the report based on additional guidance.

Benefits

  • Professional report creation: Build reports with just a few clicks
  • Easy customization: Refine reports without advanced training
  • Ready-to-use insights: Access insights tailored to your specific tasks

Perform the following to use Report Assist,

  1. Select the Lineos icon in your insightsoftware product. The Lineos chat window opens with the Doc Assist tab selected by default.
  2. Select the Report Assist tab.

  3. In the Ask Lineos text box, enter your query. For examples,

    • Help me build a monthly sales report
    • Show me the expense analysis from 1998 to 2020

    A detailed report appears in your insightsoftware product interface.

  4. Optionally, enter additional queries to refine or customize the report created by Lineos.
  5. Optionally, select Clear to clear up the current chat session and start a new conversation.

Text Assist

Text Assist summarizes data and user comments, enabling you to quickly identify trends, flag anomalies, and recognize patterns in large volumes of feedback, notes, and commentary.

Benefits

  • Data organization and summarization: Group and summarize large datasets to identify patterns that manual review might miss
  • Comment processing: Organize and understand user comments effectively
  • Enhanced collaboration: Process and organize textual data from multiple sources automatically
  • Time savings: Eliminate time-consuming manual processing through automated summarization

Perform the following to use Text Assist,

  1. Select the Lineos icon in your insightsoftware product. The Lineos chat window opens with the Doc Assist tab selected by default.
  2. Select the Text Assist tab.
  3. Choose one of the following options:
    • Select the data you want to summarize.
    • Copy and paste the data into the Ask Lineos text box.
  4. Select Enter or select the upward arrow icon. Lineos provides summarized information and identifies patterns in the data.
  5. Optionally, select Clear to clear up the current chat session and start a new conversation.

Note:  

  • The above-mentioned steps are generic - Each insightsoftware product has its own specific ways of implementing Lineos AI services. The steps mentioned in this section are generic steps.
  • Product-specific documentation is available – We recommend referring to the individual product documentation for detailed instructions.
  • Phased Rollout in progress - insightsoftware is introducing AI capabilities through a phased rollout. Depending on your insightsoftware product, you may already have access to some or all AI features of Lineos, with more enhancements coming soon as the rollout progresses.

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