VanessaH
2 months agoContributor 2
Tips to label 'Products & Services' and 'line items' so AI can identify
Can we get some tips please on best way to set up 'line items' or 'products & services' in QB to ensure Copilot and AI Receptionist can identify?
I tried the question 'how many deep cleans in 2024 have we served' in Copilot and it said it 'couldn't use real-time date to answer the question.'
We currently have our line items listed as follows for example:
- Cleaning Services - Residential - Deep Clean
- Cleaning Services - Residential - One-Time or Initial General House Clean
- Cleaning Services - Residential - General House Clean - Every 2 weeks
- Cleaning Services - Commercial - General Clean - Weekly
- Cleaning Services - Commercial - Deep Clean