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You can integrate the execution of user alerts with Cegid Pulse, letting you generate business insights based on artificial intelligence after they run.
Configuration
To configure the integration of an alert with Cegid Pulse, follow these steps:
Go to the ERP's Backstage and navigate to Business Monitor | Alerts | Alert Management;
In the list shown, select the alert to configure;
Select the Edit option, available in the toolbar or the context menu;
Press CTRL+E, or double-click the alert;
In the General section, enable the Cegid Pulse Analysis option, which lets you generate business insights based on artificial intelligence;
After enabling the option mentioned above, fill in the following fields in the Cegid Pulse section:
Data Source Context: describe, in natural language, the type of data and its source, so that relevant insights can be produced;
Example: "List of sales by product and by region, taken from sales over the last 30 days.";
Response Instructions: specify, in natural language, how the data should be handled, as well as any specific guidance regarding the desired insights;
Example: "Identify sales patterns by region. Flag products with sales drops greater than 20%. Suggest possible causes or corrective actions, and present the insight as a list."
Note: The Cegid Pulse section will only be available for editing after the Cegid Pulse Analysis option is enabled in the General section.
Analysis and Results
Insights will be generated automatically after the configured alert runs.
If set, the insights can be sent by email, either in the message body or as an attachment, in Text or HTML format;
The results can also be exported to a file, in the formats mentioned above.
Viewing in the Business Monitor
If the alert is configured for analysis with Cegid Pulse and its execution has generated insights, this can be confirmed through the Results with Cegid Pulse column.
The generated insights will be shown in the Cegid Pulse – Alerts side window.
The insights generated by Cegid Pulse are based on the data provided and on artificial intelligence algorithms. Their accuracy and validity must be properly reviewed before making any business decisions.