Home and Ask Spodus

Home is the first page you see when you open Spodus. It shows your day at a glance, with Ask Spodus at the top to answer questions from your own records.

Things to know

• Ask Spodus only reads what you can read. If your role can't see invoices, it can't answer questions about them for you.
• Ask Spodus asks before it changes anything. Nothing is written or sent until you confirm it.
• Each question uses credits. See Models and credits.
• If an admin has switched Ask Spodus off, Home shows only the greeting, the setup card and your widgets.

What's on Home

From top to bottom:

• The greeting, with your first name.
• Your last chat, as a link under the greeting, so you can pick it up again.
• The Ask Spodus box, where you type a question.
• Get set up, a checklist of first steps, while there are still some to do. Close it with ×.
• Suggestions for today, such as Daily brief, Deals that need attention or planning your overdue tasks. Each shows only when it's relevant. Click one to ask it straight away.
• Events, today's events from your calendar. Open calendar opens the full view.
• My tasks, the work assigned to you, with how many are open and overdue.
• Customize and Add widget, to choose which sections you see. You can also add Waiting for you and Activity. See Customize Home.

The sidebar next to Home lists your Chats, with New chat at the top.

Ask a question

1. Click Home on the rail.
2. Type your question in the box, in plain words. For example, "What are our biggest open deals?"
3. Press Enter to ask. Press Shift+Enter for a new line.

Ask Spodus reads your records and answers with real data, linking the records it names. Under the answer, Ask next suggests follow-up questions. Click one, or type your own follow-up in the same chat.

Every chat is saved in the sidebar. Click New chat to start a fresh one.

Related

• Ask about a record
• Ask from any page
• Slash prompts
• Your chats