Kevin—Beacon's in-app AI helper—has evolved to feature Conversational Analytics. Instead of just answering support questions from the knowledge base, Kevin can now leverage Beacon's reporting tools to analyze your data and deliver critical sales and logistics insights through a conversational chat interface.
How to Start a Data Analytics Chat Open the Beacon AI helper from the navigation menu and click "New Chat" to begin, then select "Analytics Chat". You can type your request into the prompt or click the microphone icon to interact with Kevin verbally.
You can ask Kevin direct questions about your data, such as:
"How many events did each of my reps have in the last 6 months?"
"How much did I spend in shipping last week?"
"How much will my profit be impacted if I increase the price of catalog number 12345 by 4%?"
What Kevin Can Analyze Kevin is currently trained to access and pull information for the following specific areas:
📦 Inventory: View stock levels, active devices, item age, and containers.
💰 Events & Sales: Analyze revenue, profit, commissions, and case counts.
🔎 Filtering & Sorting: Narrow down your data requests by representative, facility, physician, or specific dates.
Best Practices and Limitations
Keep it Simple: Be as specific as possible with your parameters and use clear, direct language for the best results.
Scope Limitation: Currently, Kevin only has access to your inventory and event data. Ask only for data that is collected and stored in your Beacon account.
Double-Check Critical Figures: Kevin is AI-powered and relies on the parameters you provide; always double-check critical financial figures.
Use Pre-Built Reports for Deep Dives: For highly detailed or granular line-item data, you should continue to use the pre-built Looker dashboard reports located in the "Reports" section.