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How can the Beacon AI agent, Kevin, help me get more value out of my Beacon Account?

Meet Kevin, your new AI-powered partner for data analytics. Whether you're in the warehouse or the front office, Kevin is designed to take the guesswork out of your data by providing instant insights into your inventory and sales performance.

Here is everything you need to know about how to get started and what Kevin can do for you.

Getting Started with Kevin

Accessing Kevin is simple and available from any screen within the platform. To start a conversation:

  1. Locate the Icon: Look for the circular chat icon in the lower right corner of your screen.

  2. Click to Open: A single click will pull up the chat interface.

  3. Read the Prompt: Kevin will greet you with a quick summary of his skills to help you stay on track.

What Can You Ask Kevin?

Kevin is a specialist in two core areas: Inventory and Events/Sales. He excels at parsing through complex data to give you quick, conversational answers.

📦 Inventory Insights

Need to know what’s on the shelf without pulling a full spreadsheet? Ask Kevin about:

  • Stock Levels: "How many units of [Item Name] do we have in stock?"

  • Active Devices: "Which devices are currently marked as active in the system?"

  • Item Age: "Show me inventory that has been sitting for more than 90 days."

  • Containers: "What items are currently assigned to Container A-12?"

💰 Events & Sales Data

Stay on top of your bottom line by asking Kevin for financial snapshots:

  • Performance Metrics: "What was our total profit for last month?"

  • Revenue Tracking: "Give me the total revenue for the current quarter."

  • Commissions & Counts: "What are the pending commissions for this week?" or "What is the total case count for February?"

🔎 Advanced Filtering

You can narrow down any of the above by getting specific. Kevin can filter data by:

  • Representative: "Show me sales for Rep Sarah Jenkins."

  • Facility/Physician: "What is the inventory level at Mercy Hospital?" or "How many cases did Dr. Smith complete?"

  • Date Ranges: Use natural language like "yesterday," "last week," or "since January 1st."

Pro-Tips for Success

To get the most out of your interaction with Kevin, keep these guidelines in mind:

  • Be Direct: Simple, specific questions work best. Instead of "Tell me about sales," try "What was the total revenue for yesterday?"

  • Know the Limits: Kevin currently only has access to Inventory and Events data. He cannot assist with HR, settings, or external web searches.

  • Verify Critical Data: While Kevin is highly intelligent, he is AI-powered and can occasionally make mistakes. Always double-check critical figures before making major business decisions.

  • Use Reports for Detail: Kevin is great for quick answers. If you need a comprehensive, multi-page PDF or a deep-dive data visualization, our pre-built reports are still your best tool.

Ready to try it out? Click the icon in the bottom right and ask Kevin: "What are our current stock levels for active devices?"