--- title: "Sales Assistant" slug: "1730890632" tags: ["Smart Assistants", "Sales"] updated: 2026-09-17T11:22:44Z published: 2026-09-17T11:22:44Z canonical: "help.ila.cegid.com/1730890632" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales Assistant - [x] PT - [ ] ES - [x] AO - [x] CV - [x] MZ - [ ] ST - [ ] GW - [ ] Professional - [ ] Executive - [ ] Public Sector - [ ] Omnia - [x] Evolution --- The Sales Assistant is an Artificial Intelligence solution designed to **optimize sales management**. This tool is [located](/primavera/docs/en/1730890632#acesso) in the top-right corner of the ERP, and already comes with a [base context](/primavera/docs/en/1730890632#contexto-base) so it can be used right away. Thanks to its customization capabilities, you can [create other contexts](/primavera/docs/en/1730890632#configuração-do-contexto-de-vendas) and set which users have [access to the context settings](/primavera/docs/en/1730890632#acesso-à-configuração) (whether enabling access, or the ability to change other users' settings). > [!WARNING] > To access the business assistant, you must [enable the Cegid Account authentication method](https://help.ila.cegid.com/primavera/docs/en/1730223989), and the [user must have a Cegid Account](https://help.ila.cegid.com/primavera/docs/en/1730394704). > [!NOTE] > You interact with the Sales Assistant using **natural language.** When you ask questions about your business, it will respond in a contextualized way, based on the available sales data. --- ## Access You can access the Sales Assistant through its **icon**, located in the top-right corner of the ERP. Whenever you are working in a window related to sales (whether browsing or viewing), the Assistant will show a **message** on its icon indicating that **it can help you with sales information.** In that case, when you access the Assistant, it will already be set to the sales context. This lets you quickly access critical information about **performance**, view **trends**, and run **analyses**, as well as get **insights** into sales behavior, **all in an intuitive way and in real time**. **Note**: Although it indicates that it has context information, no information from the window is passed to the Sales Assistant. In other words, this tool **does not have the window's context**, but rather a **global** sales context, which can also be **customized** and viewed. --- ## Base Context The Sales Assistant already comes with a system-level **base context**, so it can be used without needing to create a context. This context is set up as follows: - Time span: last **3 Years**; - Grouped by **Month**; - Applies to **All Users** (who don't have their own configuration); - Includes **All Transaction Types**: 1. Financial; 2. Orders; 3. Quotes; - Includes **All Metrics**: 1. Costs; 2. Discounts; 3. Margins; - **Does not** include any **additional information**. --- ## Configuring the Sales Context By default, the Assistant [already comes with a sales context](/primavera/docs/en/1730890632#contexto-base); however, this context can be **changed and adapted to the needs** of each company or user. In the Sales Assistant's configuration creation feature, you can **create additional configurations and specify which users have access to them.** However, a user can only have a single configuration. To create a configuration for the Sales Assistant, follow these steps: 1. Go to **Marketing & Sales | General | Cegid Pulse | Sales Configuration**; 2. Click **New** to create a configuration; 3. Specify the configuration's **Code** and **Description**; 4. Enter the **Analysis Period**, which is defined by the time span and the type of data grouping: - Time span: can be the last **Years** (recommended), **Months**, or **Days**; - Grouping: can be by **Year**, **Half-Year**, **Quarter**, **Four-Month Period**, or **Month** (recommended); 5. In the **Users** section, specify which users use the configuration: - All; - Specific users: in this case, click **Assign** and select the desired users; 6. Specify which **Transaction Types** to include: - Financial; - Orders; - Quotes; 7. Specify which **Metrics** to include: - Costs; - Discounts; - Margins; 8. Specify any other additional information to include: - District; - Country; - Area; - Section; - Branch; - Salesperson; - Warehouse; - Article Family; - Article Brand; - Project/Work; 9. Click **Save**. You can view, at any time, the data that will be sent to the Sales Assistant. To do this, go to **Context** and select the **Preview Data** option. **Note**: You should keep in mind the **number of records generated by the configuration**, since it will have a direct impact on **token usage** (reaching the maximum token limit per conversation). --- ## Access to the Configuration Access to the Sales Assistant's configuration is **controlled by user profiles**. In addition to the profile setting that indicates **whether or not a user has access to the configuration**, there is an **additional permission** to set whether the user has permission to **change other users' configurations**. Without this permission, they can only change their own configuration. **Enabling access to the Sales Assistant's configuration** 1. Go to **Administrator | Profiles**; 2. Create a profile or select an existing one; 3. Go to the **Operations** tab; 4. Go to **PrimaveraEvolution – ERP v10.00 | Modules | Sales | Resources | Tools | Cegid Pulse;** 5. Enable the **Sales Configuration** option; 6. Click **Confirm.** ### Enabling the ability to change other users' configurations 1. Go to **Administrator | Profiles**; 2. Create a profile or select an existing one; 3. Go to the **Operations** tab; 4. Go to **Primavera Evolution – ERP v10.00 | Modules | Sales | Resources | Tools | Cegid Pulse;** 5. Enable the **Change Other Users' Configuration** option; 6. Click **Confirm**. --- ## Practical Question Examples Below are examples of how to ask questions in the Chatbot: - Give me some insights about my sales. - What are the main sales indicators? - What is the sales growth rate per year? - What is the conversion rate of quotes into orders? - What is the conversion rate of orders into sales? - What is the conversion rate of quotes into sales? - What are my sales grouped by year and month? - Have the discounts granted had a positive impact on my sales and their respective margins? - What are my margins grouped by year and month? - Assuming growth conditions remain the same and there are no variations or factors external to the business, give me a sales forecast for next year. - What is the margin trend per year? A warehouse is a building/place/field for storage of goods. Trade name used by a company which identifies its products.