Plain-language questions
Ask things like “How many leads did we get last month by source?” or “Which invoices are more than 30 days overdue?”. The assistant chooses the records to look at, runs a read-only query and answers with text, a table or a chart.
Answers you can check
Every answer includes a “How this was calculated” section listing the data it used and the filters it applied, so you can verify the number rather than trust it blindly.
Access is respected
The assistant can only use data the signed-in person is allowed to see. Sensitive fields are never offered to it, and read-only queries mean it can never change your data.