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Sense Assist

Ask in plain language. Act with approval.

Answers grounded in your own records and documents, with citations — running as the person asking, on web and in the field app.

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Senseacting as Sara Khan · audited
Which distributors are behind on collections this quarter?
Three are past their credit terms — combined outstanding 1,860,000. Meridian Distributors leads at 32 days late.
grounded in 47 invoice records you can access
Draft reminders → approveShow trend
HOW IT WORKS
AskGroundAnswerDraftApprove
01 · IN DEPTH

Grounded in your business, not the internet.

GROUNDED, NOT GUESSING
It reads the manual before it answers
Module cookbooks and per-field AI descriptions teach Sense what your model means; for canned business questions it finds and runs your existing report instead of inventing the logic.
DOCUMENTS TOO
Ask the agreement, not just the table
Attach or reference documents and ask across them — extraction and retrieval are built in, and files attached to records flow into the knowledge base automatically.
DRAFTS YOU APPROVE
From answer to artifact
Sense drafts reports and dashboards from a plain-language ask — every draft lands as an approval, never a silent write.
IN THE FLOW OF WORK
The page you’re on is context
Open a record and ask “why is this late?” — Sense sees what you see; on mobile, the same assistant rides along on the beat.
NUDGES & THE DAILY BRIEF

Proactive, not just responsive.

Deterministic signals on your records — overdue receivables, scheme gaps, PO quantity drift, dormant customers — that explain themselves, act with one tap through governed APIs, and can be snoozed. Plus the daily AI brief: one metered summary per user per day over facts they’re allowed to see, and a Sense home page that puts “needs your attention” first.

NUDGE
Northgate Agencies hasn’t ordered in 5 weeks — usually every 2.
Why?Draft follow-upSnooze
YOUR BRIEF · TODAY
Two SLAs at risk before noon, collections ahead of plan, and one PO worth trimming — details below.
TRY IT ON YOUR DATA

Ask what you’d ask a colleague.

Who’s behind on collections?Which SLAs breach this week?What goes below reorder?
THE NUDGE LIBRARY

Nine nudges, stated plainly.

Nine deterministic signal providers, each producing a finding with structured evidence and — where applicable — a one-click action applied under the user’s own permissions and written to the audit trail. The findings are computed deterministically; Sense explains them, answers follow-ups, and carries the action. Deterministic signals, AI delivery.

Purchase-order quantityNets on-hand, in-transit, pending POs, requisitions and open sales orders against the reorder point — flags a line the pipeline already covers, or one that still leaves the item short.
Scheme gapThe shortfall to the next scheme slab, and what reaching it is worth.
Alternate itemAn available substitute when an ordered item is short.
Overdue receivablesMoney past due, aged.
Awaiting invoiceDelivered but not yet invoiced.
Dormant customerAn account gone quiet against its own pattern.
Quote follow-upA quote past the point quotes usually convert.
Service recommendationService work indicated by the record.
Stale draftA document started and abandoned.

Tenants can also author agents that publish their own nudges alongside the built-in nine.

THE ANSWER, IN THE RIGHT FORM

Charts when a chart is the answer. Your dashboard when it already is. The screen when you ask.

Sense is not only a text box. It draws, it runs what the business already trusts, and — with your confirmation — it operates the application in front of you.

A question“collections by distributor, this quarter vs last” Is there a saved reportor dashboard for this? YESNO Run itsame evaluator as the pagethe figure finance signs Query + aggregatenames, not identifierstrue count, not page size Answer · cited · charted where a chart fits
REPORT-FIRST, DASHBOARD-FIRST
A canned business question usually has an official answer already. Sense looks for the saved report or dashboard first and runs it; only when none exists does it assemble the answer from raw records.
Outstanding by distributoraggregate_data · compare: previous quarter this quarter last quarter MeridianNorthgateApexShreeBalajiSunrise Others 47 groups · top 6 shown · 41 in Others (total − shown) Sunrise fell to zero this quarter — still shown, gap-filled drill a bar for its records · Others does not drill
CHARTS ON THE FLY
Aggregations come back as dashboard charts — any grouped chart kind, more than one series, period-over-period in one step. Top groups plus an honest Others bar; the true group count is always stated.
Collections dashboardrun_dashboard · as Sara Khan · 4 widgets LIVE RUN OVERDUE1,860,000 PAST TERMS3 accounts COLLECTED MTD↑ ahead of plan COLLECTIONS · LAST 8 WEEKS BY AGE 30d+ Same evaluator as the dashboard page · same permissionsWidgets return as cards · drill opens the tile’s records
YOUR DASHBOARDS, RUN FOR YOU
Ask for a dashboard and Sense runs it through the same evaluator the dashboard page uses, as you, and returns its widgets as cards you can drill into.
CHARTS IN THE CHAT
Drawn by your dashboards
Aggregations render as dashboard charts — any grouped chart kind, multiple series, period-over-period in one step, top groups plus an honest Others. Names, not identifiers; the true group count, not the page size. Why →
REPORT-FIRST, DASHBOARD-FIRST
Runs the one the business agreed on
For a question your organisation already answers with a saved report or dashboard, Sense finds it and runs it through the platform's own evaluator — raw tables are the fallback, not the first move.
ACTS ON THE SCREEN
Opens, reads, presses, fills — with a confirmation
In the web app Sense can navigate, read the controls, press one and stage values in a form — as you, in your browser. Filling never saves; you do. How →
ALSO IN CLAUDE & CHATGPTThe same tools, the same permissions, from the assistant you already use.Sense in Claude and ChatGPT →
02 · SENSE ASSIST AT A GLANCE

The capabilities, stated plainly.

Every row ships today and traces to a capability described on this page.

CapabilityxMatix Sense Assist
Plain-language questions over your recordsNative
Answers grounded in your data, with citationsNative
Runs with the asking user's permissionsNative
Document extraction and retrievalNative
Drafts land as approvals, never silent writesNative
Proactive nudges with one-tap actionsNative
Daily AI brief per userNative
Works on web and in the field appNative
Every action metered and auditedNative
03 · COMMON QUESTIONS

The questions evaluators ask.

Can Sense see records the user cannot see?

No — Sense runs as the person asking, through the same permissions that govern every screen. If you cannot open a record, neither can your assistant, and the answers it gives are grounded in the records you can access, with citations showing exactly which ones. There is no privileged service account behind the curtain answering from data you were never meant to reach.

Can it change data, or only answer questions?

Both — but it never writes silently. Sense drafts the change and lands it as an approval: the reminder emails, the report, the record update all wait for your confirmation before anything persists. Proactive nudges act the same way, executing through governed APIs with one tap from you. Answering is autonomous; acting always has a human on the trigger.

Does it need to be trained on our data?

No — there is no model training on your data. Sense reads the manual instead: module cookbooks and per-field AI descriptions teach it what your data model means, and for canned business questions it finds and runs your existing report rather than inventing the logic. Documents attached to records flow into the knowledge base automatically, searched with citations — retrieval, not training.

What stops a cleverly worded prompt from getting more access?

Permissions are enforced outside the model. Every read and write Sense performs goes through the same APIs and record-level security as the signed-in user — a prompt cannot grant access the account does not have, because the access check never consults the model. Writes additionally pause for human approval, and every action is metered and audited, so even the attempt leaves a trail.

Is what Sense does recorded?

Yes — every action is audited and metered. Each session is stamped with the user Sense was acting as, answers carry citations to the records that grounded them, and usage draws against visible credits and budgets. When someone asks “why did this change” six months later, the answer is in the audit trail, not in anyone's memory.

What does Sense do without being asked?

It watches for nine kinds of findings — the nudge library above — from a purchase-order line the pipeline already covers to an account gone quiet against its own pattern. Each nudge arrives with structured evidence and, where applicable, a one-click action applied under your own permissions and written to the audit trail. Tenants can author agents that publish their own nudges alongside the built-in nine, using the same delivery and audit path.

Are the suggestions generated by a language model?

No — and that is deliberate. The findings are computed deterministically by signal providers working over your records: the scheme-gap shortfall, the pipeline netting, the receivable ageing are arithmetic, not generation. What the model does is deliver them — Sense explains the finding, answers follow-ups, and carries the action. Deterministic signals, AI delivery: the numbers are checkable, and the conversation about them is natural.

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TRUST, BUILT IN
Runs as youWrites only with approvalMetered & audited
How Sense earns trust →

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