Introduction
Kevin is your AI-powered analytics partner in Beacon, designed to provide instant insights into your inventory and sales performance. Kevin is available to warehouse and office users via the in-app chat interface.
Getting Started
Locate the chat icon — Find the circular chat icon in the lower right corner of your Beacon screen.
Click to open — Click the icon to open the chat interface.
Review Kevin's greeting — Kevin will greet you with a summary of his capabilities so you know what you can ask.
Core Capabilities
Kevin can return answers for you based on the information in our knowledge base to resolve questions or issues you come across. For these types of questions, select "Documentation Chat".
He can also, at times, help you to access and analyze your data. For these types of questions, select "Analytics Chat".
Analytics Chats:
Kevin specializes in two key areas of your Beacon data:
Inventory Insights
Ask Kevin questions about your inventory, such as:
Stock level inquiries for specific items
Active device identification
Aged inventory (90+ days)
Container assignments
Events & Sales Data
Get quick financial snapshots by asking about:
Monthly profit metrics
Quarterly revenue tracking
Pending commissions
Case counts by time period
Advanced Filtering
Kevin can narrow down results using natural language filters, including:
Sales representative names — Ask about a specific rep's data
Specific facilities or physicians — Filter by location or provider
Natural language date ranges — Use phrases like "yesterday," "last week," "this quarter," etc.
Pro Tips for Getting the Best Results
Simple, specific questions work best — Rather than broad requests, ask focused questions for more accurate answers.
Kevin's scope is limited to inventory and events data — He cannot access settings, user management, or other system areas.
Verify critical figures independently — For important financial decisions, always cross-reference Kevin's answers with your reports.
Reports remain superior for comprehensive analysis — Kevin is great for quick insights, but use Beacon's reporting tools for in-depth analysis and exports.