ELI insights

Meet ELI, your AI-powered smart companion, built into Scoro. The name stands for electronic intelligence - a unique blend of AI and Scoro's native smart algorithms.

Today, ELI can already help you with product knowledge (via ELI chat) and data insights (via ELI insights). But this is just the beginning! As a fast-learning AI-powered expert, ELI is evolving quickly and will soon support you not just with insights, but with actions and even full workflow automation.

This article covers everything you need to know about ELI insights and how to use it.

Read more about ELI chat here.

1. What are ELI insights?

ELI insights is a brand new skill set for ELI that helps you and your site's users ask for data in natural language. ELI quickly scans the site and generates the right view, with all the relevant filters and grouping in place, so you save time and get the insights in seconds.

Your Scoro site holds a wealth of information. With ELI, all relevant insights are just a prompt away. There's no need to know the ins and outs of every report and filter to find the data you’re looking for. Simply prompt ELI to help you with anything from simpler stuff, such as priority tasks or projects in danger of budget overruns, to more complex questions, such as profit margin, revenue, or capacity trends and comparisons over months and quarters, or clients, teams, and services.

2. Enabling ELI insights

Note! Only site administrators can enable ELI insights.

ELI insights is a paid add-on, with some Scoro pricing packages including a limited amount of free prompts:

• All Enterprise and Ultimate packages include 100 free prompts per site by default. Site admins simply need to enable ELI insights from Settings > Administration > ELI settings. You can get more prompts by purchasing the Additional prompts for ELI insights add-on.
• For all the other packages, ELI insights is available as a paid add-on, which you can enable via Settings > Administration > Plan, add-ons and billing > Manage add-ons. Each add-on includes 100 prompts per site per month.
  

3. Using ELI insights

Once ELI insights is activated on your site, you can use it by following these steps:

1. Click on the ELI insights icon on your site's menu bar
2. Ask ELI what data you're looking for on your site and hit Enter
3. ELI will then scan your site and generate the right view - click on the view to open it.

ELI insights also takes into account user permissions - ELI's answers don't contain data that the users can't access in Scoro.

After checking out the view ELI insights offered, you can rate how helpful ELI was by clicking the 👍 Good or 👎 Bad buttons at the bottom of the screen. By providing your feedback, you're helping ELI learn and improve!

4. Data processing in ELI insights

Since ELI insights leverages artificial intelligence, here's what you need to know about data processing:

• ELI insights is powered by Amazon Bedrock, allowing us to integrate state-of-the-art foundation models without transmitting data externally.
• All data processed by ELI insights stays securely within our cloud environment. For more information on where the data is handled, go to Settings > Administration > ELI settings.
• No data is sent to third-party subprocessors or used to train shared or public AI models.
• The data processed by ELI Insights may include, but is not limited to, site-level information such as statuses, custom fields ,and related metadata. Data processing is performed solely to deliver the ELI insights functionality, in full alignment with our privacy and data handling standards.

5. Disabling ELI insights

To disable ELI insights on your site:

1. Go to Settings > Administration > ELI settings
2. Switch off the ELI insights toggle.

You can always switch ELI insights back on whenever you're ready to use it.