Feature Requests
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Use caseOperations managers need to report earned revenue by company (client) YTD to understand w...
Use caseAccount managers want to review and merge duplicate contacts directly in the Wilson 360 a...
Gives users a direct, read-only connection to the database where we store data extracted from the...
Use caseThe user wants to query Aspire field service data directly from Claude (or any AI assi...
Lets users subscribe to webhook events from the platform so they can trigger their own automation...
Lets users create dashboard metrics by describing what they want to track in plain English. Inste...
Use caseUsers want to upload an XLSX file directly in chat and have the AI analyze, summari...
Use caseA user wants to take data from their dashboards (the aggregated metrics, tables, or...
Use caseA user wants to easily copy text from AI responses to use elsewhere (e.g.,paste into e...
Use caseA user wants the microphone input to persist after capturing voice input, so they can ...
Use caseDrive user adoption of the AI assistant by adding gamification elements that reward en...
Use caseAs an Aspire user accessing data via the API, I can currently READ data (contacts, pro...
Use caseA user wants to paste a screenshot directly into the chat interface (e.g., Ctrl+V or r...
Use caseUsers managing account access want to see the linked Aspire contact role directly in the ...
Use caseA user wants to share a screenshot of Aspire data directly in chat β for example, a ma...
Use caseUsers need to query Purchase Receipts from Aspireβs Purchasing module to track vendor ord...
Use caseUsers logging into the chat have different roles (Account Admin, Branch Manager, Sales Re...
Use caseWhen users submit feedback through the AI chat, they may want to scope that feedbackβs...
When users search for concepts like βincomplete holdβ, the AI should recognize that βincomplet...
Use caseThe Feedback Show page has a discussion section where users can comment on feedback. The ...
Use caseOperations managers (or other roles) signed into Wilson donβt know what questions to ask....
Nothing here yet.
Nothing here yet.
Use caseThe admin tool (this chat interface) shows feedback descriptions in a collapsed JSON form...
Use caseThe user expects consistent formatting across all chat responses. When presenting grou...
A built-in survey platform for sending and managing customer surveys on behalf of landscaping com...
A natural language interface for querying Aspire field service data. Users ask questions in plain...
Use caseFix a NameError that occurs when loading the opportunities summary on a property show ...
Use caseUser requesting Year-over-Year sales report for account managers in enhancement, seaso...
Use caseUsers are unable to query recent opportunities from Aspire. When querying the opportuniti...
Use caseUsers need to view statistical reports and benchmark data visualized in charts/graphs wit...