The AI overview widget is designed to search the metrics, properties, and notes in your account use AI to create an overview of your portfolio company performance.
Step One: Create a new property from the Companies page.
Click Custom Properties at the top right side of your screen.
Step Two: Create a new rich text property.
Click +New property and then select rich text as the property type.
Step Three: Toggle on Use AI to auto-generate.
Click the toggle for Use AI to auto-generate into the on position.
Step Four: Add the data sources, time period, tone of the AI content, and add your prompt.
Choose the data sources for the AI widget, add the time period, set the tone, and write your prompt. Then, click Generate.
Step Five: Add the AI widget to your dashboard of choice.
Click +New in the top right of your dashboard. Then, select Property & add your AI widget to your dashboard.
Let us know if you have any questions.