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AI Pulse guides

How to use AI Pulse

AI drafting and guidance across products — without raw Vault secrets.

Open AI Pulse About AI Pulse

These guides give a short tour of each menu.

Start here

New to AI Pulse? Do these in order.

  1. New chat 5 steps
  2. Use with product context 5 steps
  3. Escalate to Support 5 steps

Get set up

Do these once, when you start.

Use with product context Set company, FY, and branch so AI Pulse answers against the right workspace. 5 steps Privacy / Vault rules Keep raw credentials in Vault — never paste secrets into AI Pulse. 5 steps

Daily work

The jobs you do every day or every week.

New chat Start a AI Pulse session and ask for drafting or guidance. 5 steps

Work with your team

Bring in colleagues and your accountant.

Escalate to Support Know when AI Pulse ends and human Support or the Manage desk should take over. 5 steps

Good to know

  • Sign in at my.aicountly.com — AI Pulse uses your Aicountly identity.
  • Confirm company, branch, and financial year in Manage so AI Pulse answers in the right context. See the guides
  • Keep credentials in Vault — never paste raw secrets into AI Pulse prompts. See the guides
  • Use AI Pulse for drafting and guidance; escalate account or product issues via Support. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

Ask the community Contact support