As another year unfurls its wings, resolutions are set to improve our businesses. What better way to do that than by tapping into the tools you already have?

Syft is filled with tons of powerful tools to help you grow your business with the power of real-time insights. But many users become fixated on a handful of features, missing out on some of the greatest offerings, such as Syft Assist AI.

Not sure what Syft Assist AI does or why it's useful? No worries. In this article, I'll take you through 3 different powerful ways to use this feature - and one bonus feature to look out for. Let's get to it.

First thing's first - what is Syft Assist AI? Syft Assist AI is a powerful AI-driven feature that can be found across Syft Analytics. You can use it to highlight trends, provide in-depth insights, and even make suggestions to set you on the road to success.

Syft Assist AI is a favorite feature of many Syft users because it helps you to:

Moreover, by using this AI-powered tool, you can save a lot of time on summarizing pertinent information and explaining features to clients or colleagues. The time saved can then be invested into higher value offerings, such as advisory services. As Johann Goree, Group Managing Director of the Onpoint accounting group, says in our Accelerating Advisory with AI Masterclass:

"My prep is now easier and faster. I used to spend half an hour to 45 minutes before every client meeting going through Syft Analytics, reading all the reports, coming up with conversation points. Now I just press a button, AI looks at all the reports I've put together on the dashboard, analyzes them, comes up with the conversation points, and I'm ready to go in 10 minutes... The AI in Syft Analytics saves me half an hour!"

Combined with AI transcription tools, which Johann uses to summarize meeting notes, he's now able to spend double the amount of time in meetings, actually advising clients.

Bearing this in mind, let's consider some of the best ways you can leverage Syft Assist AI in your organization.

When consulting your daily dashboard, you may have some questions about the data you see in a specific card. If you look closely, you'll see there's a little "AI" button in the middle of each card. If you click on that button for the card in question, Syft will begin generating AI insights for that card.

For instance, when I click on my Client satisfaction card, Syft Assist AI summarizes the data as follows:

The graph shows client satisfaction levels, indicating a 100.0% decrease. Previously, the satisfaction balance was 55 last year. The chart displays fluctuating satisfaction levels across various periods, with a noticeable drop at the end. Overall, there's a significant decline in client satisfaction compared to the previous year's balance.

So, what can I do with this information? Well, it clearly pinpoints a problem with client satisfaction in my business. What has gone so wrong that I've had a 100% decrease since last year? And why did this measure fluctuate so much over the course of the year? This warrants an investigation on my side into what caused my clients to be so unhappy so that I can change the approach to clients and turn this number around. Perhaps we had a faulty product that lots of clients returned or poor customer service. This is something I would need to uncover as soon as possible and find a way to remedy.

Analyzing your data isn't just about finding out what the metrics mean; it's about determining ways to act on it so that you can improve your business. However, this is often easier said than done. Luckily, Syft Assist AI has a neat feature that empowers you to ask our AI engines to recommend areas in which you could improve. Simply click "Suggest ways to improve" and Syft Assist will give you some suggestions.

For example, when I asked how I could improve my restaurant, based off my daily dashboard, Syft Assist AI had a lot of suggestions. Here are the first three:

All of these are suggestions that I could implement in my restaurant to improve my performance in specific areas. I may decide that some of them sound more practical than others. Perhaps I don't have enough staff or resources to host themed nights or new menu items, but I may want to take on board the idea of asking guests to fill in surveys or provide me with online reviews to see how to improve or to hopefully attract more clients thanks to good reviews on Google.

Perhaps offering loyalty points or discounts on certain days could also work hand in glove with this approach. And by training my employees, this may help them to be more engaged with clients. These are all ideas I can consider and use as a starting point - a guideline rather than a manual.

Another way you can use Syft Assist AI is by clicking on the AI button at the top right of the screen and selecting the option "Create a summary for an email." This will then open a dialogue box at the right of your screen with content for an email to your client summarizing the data in your report. For instance, when I generated a recap from my Profit & Loss, I received the following:

Subject: December 2024 Monthly Financial Summary for J's Cupcake Company

Hi [Client's Name],

Please find below the key financial highlights for J's Cupcake Company comparing December 2024 versus November 2024:

Significant Increase in Total Income: From £84,563.84 in November to £110,584.37 in December (+30.8%). Key contributors were Sundry Income from a £15,000 insurance payout and newly recorded Management Fees of £15,000.

Remarkable Decline in Baking Lessons: Revenue dropped by £15,143.68 (-64.9%) which significantly impacted the performance compared to previous periods.

Chocolate Sales Growth: Improved by £4,475.12 (+53.1%) driven by notable transactions like Zoo Chocolates on multiple occasions.

Extraordinary Increase in Tips: Up by £3,179.47 (+204.2%), indicating a positive customer response amid the holiday season.

Surge in Advertising Expenses and Professional Fees: Advertising Fees increased to £3,300 (+135.7%) and Professional Fees to £15,000 (+484.3%), aligned with promotional activities and year-end adjustments.

Reduction in Total Expenses: Although actual expenses increased by £5,642.55 (+7.9%), contributions like Printing & Stationery saw a drastic decline (£-10,000) balancing out costs.

Substantial Improvement in Surplus: A rise to £33,441.53 from £13,063.55, a 156% increase, largely due to high Sundry and Management Income juxtaposed with strategic cost management initiatives.

Please review these insights and let us know if there's further information or a specific discussed topic that you need clarification on.

Thank you for your attention.

Best regards,

[Your Name]

[Your Position]

[Company Name]

[Contact Information]

This takes a lot of pain out of the process of writing an email and condensing the information contained within the relevant report. However, I would always recommend that you double-check everything contained within the summary email draft. Although AI is super powerful, it isn't perfect and you always want to ensure that everything is 100% right before sharing with colleagues, clients, or other stakeholders. That said, the time it takes to fact-check Syft Assist AI's work should be far less than the time it would take to generate a summary by yourself.

Because you read all the way to the end of this article, here's a bonus tip for you - you don't have to read the insights that Syft Assist AI generates. You can have these insights narrated to you out loud. This provides accessibility to the tool for those who are visually impaired and also provides additional options for those who prefer auditory information.

To unlock this option, simply navigate to the "Voice" section of the Syft Assist AI drop-down and select either:

With the help of the Voice options, it's never been easier to find the answers to your most pressing questions. Plus, you can choose the exact voice and language of your narration in the Options menu of the Syft Assist AI drop-down.

As we dive headfirst into 2025, there's never been a better time to try out new tools in the toolbox. Syft Assist AI can provide you with focused insights into cards within your dashboard, concise summaries of pertinent information within reports across Syft, and suggestions for improvement. Plus, you can ask it to narrate summary insights or help in other ways out loud, much like Siri or Alexa.

With the help of this new tool, you can gain insights in no time, act on those insights to improve your business, and use the time you've saved to offer more value-added services. I hope you'll make the most of Syft Assist AI this year.
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