Command Intelligence
Command Intelligence lets you ask the system what is happening right now and what needs action, across sales, stock, money and operations.
Why and when you use it
An owner wants a control-room view: what went wrong today, what is waiting, what needs a decision. Command Intelligence is built for that kind of question. Use it at the start or end of the day for a quick picture, then open the screens it points to. It suits owners and branch managers.
Before you start
- AI set up for your business (see AI Workspace)
- Daily work being entered on time (invoices, payments, challans), so the picture is current
Step by step
- Open Command IntelligenceIn the left sidebar, open Command Intelligence. If it is locked or empty, check that AI is configured in AI Workspace.
- Ask what needs actionStart broad: "What needs my attention today?" Then narrow: "Which challans are still open from yesterday?"
- Sort the answers into must-do and can-waitWrite down the two or three items that need action today. Leave the rest for later.
- Open the screen behind each itemOpen Challans, Receivables, Approval Queue or Inventory and confirm each item yourself.
- Take action and assign workAct on the proper screen, or assign the job on the Team Workboard so someone owns it.
- Ask again at day endRun the same question in the evening to see what is still open.
Worked example
At 9 am on 12 Nov 2026 the owner of Sharma Traders asks Command Intelligence what needs attention before Ravi and Imran leave.
- Open Command Intelligence and type "What needs my attention today?"
- The reply mentions one challan for Ravi still not settled from yesterday, and three orders waiting for approval.
- Open Challans and filter Issued: Ravi's challan from 11 Nov 2026 is still open.
- Open Settlements, press Record Settlement for Ravi and then Run Reconciliation.
- Open the Approval Queue and approve the three pending orders after checking them.
Result: Yesterday's challan is settled and three orders move forward, so stock and receivables are up to date before the day's selling starts.
💡 Tips
- Use the same opening question every day so you notice when the answer changes.
- Pair it with Business X-Ray for a deeper health check once a week.
- Never type passwords, OTPs, bank PINs or full card numbers into any AI box. The AI does not need them to answer.
⚠️ Common mistakes
- Taking the list as complete. Fix: it only sees what is entered; late entries will not show.
- Approving items straight from an AI summary. Fix: open each item and check it first.
Questions
How is this different from the AI Assistant?
Both answer questions in plain words. Command Intelligence is aimed at what is happening now and what needs action; the AI Assistant is a general question box for your business figures.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Command Intelligence.
- Scene 2: Ask What needs my attention today?
- Scene 3: Read the open challan and pending approvals.
- Scene 4: Settle the challan in Settlements.
- Scene 5: Approve orders in the Approval Queue.