Meet the improved AI Assistant in Qbil-Trade
Ask a question about your business and get the information you need without searching through different screens.
The AI Assistant in Qbil-Trade has been improved, with specialized AI agents working behind the scenes, better conversational context and the ability to include documents in your questions.
And intelligent AI summaries are now also available for Call Off Orders.
One Assistant, different specialists
You still interact with one AI Assistant. But behind the scenes, your question is automatically routed to the specialist best equipped to answer it.
The AI Trading agent handles questions about areas such as Positions, Contracts, hedging, risk and mark-to-market.
The AI Finance agent focuses on invoices, receivables, P&L, credit exposure and cash flow, while the AI Logistics agent handles questions about shipments, transport, storage costs and inventory.
There are also specialized agents for Template Generation and Support. The Support agent can answer support questions and can create a support ticket directly.
You don’t have to decide which agent you need. Just ask your question and the Assistant takes care of the routing.
Continue the conversation
The Assistant remembers the context within a conversation.
That means you can ask a follow-up question without having to repeat all the information from your previous question.
You can also add a document to your conversation. The Assistant can read PDF, JPG, XLSX and CSV files of up to 10 MB and use the information in the attachment as part of its answer.
Your existing permissions still apply
Easier access to information doesn’t mean bypassing the controls already in place.
The AI Assistant follows your existing permissions in Qbil-Trade and only uses information you are authorized to access.
For tasks that require additional control, the Assistant can prepare a proposal for you to review rather than taking action automatically.
New: intelligent summaries for Call Off Orders
Sometimes you don’t need to ask a question. You simply need a quick overview.
The intelligent AI summary already available for Contracts now also works with Call Off Orders.
Open a Call Off Order and the summary brings together the order lines, linked attachments and key information in a clear set of cards.
Instead of going through the different tabs yourself, you can quickly see the information that matters.
The summary automatically follows your interface language.
With specialized AI agents, conversational context, document support and intelligent summaries, the AI Assistant makes it easier to use the information already available in Qbil-Trade — while you remain in control.
Would you like to know more about this? Contact us ».
Qbil-Trade users can find more information and manuals in the Qbil-Trade knowledge base.