Virtual Assistant

Basics

• What kinds of questions can the Virtual Assistant answer?
• Does the Assistant take actions on its own, or does it ask first?
• How do I open and use the Virtual Assistant?
• How do I turn the Virtual Assistant on or off?
• What are proactive nudges, and how do I control them?
• What is the Morning Brief?
• How do I teach the assistant how I like to work?
• How do I rename the assistant?

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Oversight

• How do I see everything the assistant is doing across my firm?
• How do I undo something the Assistant did?
• How accurate is the assistant, and how should I verify its answers?

Routines — scheduled work

• How do I test, pause or delete a routine?
• How do I create a routine?
• How do I see what a routine did?
• What is a routine?