Core Intelligence AI Intents

Overview

AI Intents represent something you want to achieve (action) via user commands or input. The purpose of the intents is to define conversations between you and your AI assistant in the form of questions and responses. Core Intelligence allows you to ask questions and also know about the rank or position of a specific entity, say client or employee. It gives you the name of an nth entity in the list in terms of ranking. Click to watch this video on using Core Intelligence on your mobile phone.

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Here you can check the complete list of possible questions and responses to have a conversation with your AI assistant, Core Intelligence.

Your feedback will help us plan and improve Core Intelligence. Please e-mail your comments, suggestions and ideas to CI-Beta@bqe.com.

What you can ask Core Intelligence?

General

Projects

Clients

Employees

To-Dos

Chart of Accounts

Clients and Employees Ranking

Update

Business

Accounting

Time Entry

Projects Due

Assigned Work/Work-in-Hand

Timers

Reports

 

General

Questions/Requests Answers/Responses
Okay Google, talk to Core Intelligence. If you are using Core Intelligence for the first time, you are asked to link your Core account to it.
Okay Google, talk to Core Intelligence. Sure. Here's Core Intelligence. How can I help you?
  Is there anything else I can help you with?
Yes/No/Sure  

 

Projects

Questions/Requests Answers/Responses
Projects > Performance > Billing  
  • What is the billing status for <project name>?

  • Are the bills being paid for <project name>?

<x>% of the billings have been paid. A total of $<x> has been billed, $<y> of which has already been paid, leaving a balance of $<z>.

Contextual Questions:

  • What is the billing status?

  • What is the total billing status?

  • What percentage of the bills have been paid for <project name>?

  • What percentage has been paid for <project name>?

<x>% of the bills have been paid.

Contextual Questions:

  • What percentage of bills have been paid?

  • What percentage of bills have been invoiced?

  • What is the net bill amount for <project name>?

  • How much have we billed on <project name>?

  • How much has been billed for <project name>?

  • How much revenue has been generated by <project name>?

  • What is the invoiced amount for <project name>?

A total of $<x> has been billed.

Contextual Questions:

  • What is the net bill amount?

  • How much has been billed?

  • What is the invoiced amount?

  • How much has been paid for <project name>?

  • What is the amount paid for <project name>?

  • What is the income from <project name>?

  • How much income has <project name> produced?

  • Are bills getting paid for <project name>?

A total of $<x> has been paid.

Contextual Questions:

  • How much has been paid?

  • What is the paid amount?

  • How much is owed on <project name>?

  • What is the account balance for <project name>?

  • What is the billing balance on <project name>?

  • What is the open invoice balance for <project name>?

  • How much does the client owe me for <project name>?

The amount owed is $<x>.

Contextual Questions:

  • What is the account balance?

  • What is the billing balance?

  • How much is owed?

Projects > Performance > Earned Value
  • What is the earned value for <project name>?

  • Give me the overall picture of earned vs. remaining for <project name>.

  • What is the value of billed time and expense for <project name>?

  • What has been gained for <project name>?

The project is at <x>% earned value. At $<x> contracted and $<y> earned, there is a remaining of $z work-in-hand.

Contextual Questions:

  • What is the value of billed time and expense?

  • How about earned value?

What is the earned value percentage for <project name>? The earned value percentage is <x>%.

Contextual Questions:

What is the earned value percentage?

  • What is the contract amount for <project name>?

  • What is the contract balance for <project name>?

  • What is my fee for <project name>?

The contract amount is $<x>.

Contextual Questions:

  • Contract balance?

  • What is the remaining contract balance?

  • What is the contract balance?

  • How much has been earned for <project name>?

  • What is the total invoice amount for <project name>?

  • How much have I earned for <project name>?

$<x> has been earned.

Contextual Questions:

  • What is the earned value?

  • What is the total invoice amount?

  • How much have I earned?

  • How much is the work-in-hand for <project name>?

  • What is the work-in-hand for <project name>?

The work in hand is $<x>.

Contextual Questions:

  • What is the work-in-hand?

  • How much is work-in-hand?

  • How about work-in-hand?

Projects > Performance > Profitability
  • Compare billing and costs on <project name>.

  • What is the profitability on <project name>?

  • What are the margins looking like on <project name>?

  • What is the health of <project name>?

  • How is the health of <project name>?

  • What is the margin on <project name>?

  • How is the margin for <project name>?

The profit margin is <w>%, with $<x> billed and $<y> of costs. The total profit is $<z>.

The profitability is <w>%, which is approximately $<z>.

Contextual Questions:

  • Compare billing and costs.

  • What is the profitability?

  • How much is the profitability?

  • What are the margins looking like?

  • What are the margins?

  • How about the margin(s)?

What is the profit percentage on <project name>? <Project name> is at <x>% profit.

Contextual Questions:

What is the profit percentage?

  • How much has been billed for <project name>?

  • How much has been invoiced for <project name>?

A total of  $<x> has been billed.

Contextual Questions:

  • How much is billed?

  • What has been billed so far?

  • What are the total costs for <project name>?

  • What is the total cost of billed time and expense for <project name>?

The total costs for <project name> are $<x>.

Contextual Questions:

  • What are the costs?

  • How about the costs?

  • What is the total cost of billed time and expense?

  • How much profit did I make on <project name>?

  • What is the profit on <project name>?
The profit is $<x>.

Contextual Questions:

  • How much profit did I make?

  • What are the profits?

  • How about the profit?

Projects > Performance > Utilization
  • What is the utilization rate of <project name>?

  • What is the total time on <project name>?

  • How many hours have been spent on <project name>?

 

The utilization rate is <w>%, with <x> billable hours and <y> non-billable hours for a total of <z> hours.

Contextual Questions:

  • What is the utilization rate?
  • How about the utilization?

  • What is the total time?

  • How many hours?

  • What is the percentage of billable hours for <project name>?

  • What percentage of billable hours does <project name> have?
<Project name> has 100% billable hours.

Contextual Questions:

  • What is the billable percentage?

  • What is the percentage of billable hours?

  • What are the billable hours on <project name>?

  • Give me the billable hours for <project name>?

  • How many billable hours are there on <project name>?

  • How many billable hours are left on <project name>?

There are <x> billable hours for <project name>.

Contextual Questions:

  • What about the billable hours?

  • How many billable hours are there?

  • Give me the billable hours.

  • How many non-billable hours are there on <project name>?

  • Give me the non-billable hours for <project name>.

  • What are the non-billable hours on <project name>?

There are <x> non-billable hours.

Contextual Questions:

  • What are the non-billable hours?

  • Give me the non-billable hours.

  • How many non-billable hours are there?

  • What are the total hours for <project name>?

  • How many total hours were spent on <project name>?

  • What is the total amount of time spent on <project name>?

There are a total of <x> hours.

Contextual Questions:

  • Total hours?

  • How many total hours were spent?

  • What are the total hours?

Projects > Performance > Work-in-Progress
  • How much work is in progress for <project name>?

  • What is the WIP value for <project name>?

  • What is the total unbilled amount for <project name>?

  • What is the total unbilled time and expense for <project name>?

  • What is the overall work in progress?

Work-in-progress for <project name> is $<x>.

Contextual Questions:

  • How much work is in progress?

  • What is the work-in-progress?

  • What is the total unbilled amount?

  • What is the total unbilled time and expense?

  • What is the amount of unpaid invoices for <project name>?

  • How much is overdue for <project name>?

  • How much is past due for <project name>?

  • What is the aging on <project name>?

  • What is the accounts receivable on <project name>?

  • What is the AR on <project name>?

Currently (date may be dynamic), <project name> owes $<x>.

Contextual Questions:

  • What is the amount of unpaid invoices?

  • Total unpaid amount?

  • How much is overdue?

  • How much is past due?

  • What is the aging?

  • What is the accounts receivable?

  • What is the AR?

Projects > Performance > Retainer Balance
  • What is the retainer balance for <project name>?

  • What is the remaining retainer for <project name>?

  • How much retainer is left for <project name>?

The retainer balance for <project name> is $<x>.

Contextual Questions:

  • What is the retainer balance?

  • What is the retainer remaining?

  • How much retainer is left?

  • What’s left in the retainer?

  • How much is ready to be billed for <project name>?

  • How much approved work is in progress for <project name>?

  • What is the total approved unbilled amount for <project name>?

  • What is the total approved unbilled time and expense for <project name>?

  • What is the total approved unbilled status for <project name>?

  • What can I bill today on <project name>?

  • What is the value of the approved work in progress for <project name>?

  • What is the value of approved time and expenses for <project name>?

  • What is the overall ready to be billed amount?

There are $<x> worth time and expenses ready to be billed for <project name>.

Contextual Questions:

  • How much is ready to be billed?

  • How much approved work is in progress?

  • What is the total approved unbilled amount?

  • What is the total approved unbilled time and expense?

  • What is the total approved work in progress?

  • What can I bill today?

  • How much is ready to bill?

  • What is the value of approved work in progress?

  • What about ready to bill?

  • Ready to be billed?

 

Clients

Questions/Requests Answers/Responses
Clients > Performance > Billing  
  • What is the billing status for <client name>?

  • Are the bills being paid for <client name>?

<w>% of the billings has been paid. A total of $<x> has been billed, $<y> of which has already been paid, leaving a balance of $<z>.

Contextual Questions:

  • What is the billing status?

  • Are the bills being paid?

  • What percentage of the bills has been paid for <client name>?

  • What is the paid percentage for <client name>?

<x>% of the bills has been paid.

Contextual Questions:

  • What is the percentage paid?

  • What percentage has been paid?

  • What about paid percentage?

  • What is the net bill amount for <client name>?

  • How much have we billed for <client name>?

A total of $<x> has been billed.

Contextual Questions:

What is the net bill amount?

  • What is the amount paid by <client name>?

  • What is the income from <client name>?

  • How much money has been earned from <client name>?

  • Is <client name> paying their bills?

  • Are the bills getting paid for <client name>?

A total of $<x> has been paid.

Contextual Questions:

  • What is the amount paid?

  • What amount has been paid?

  • How much is owed by <client name>?

  • How much does <client name> owe us?

  • What is the billing balance for <client name>?

  • What is the account balance for <client name>?

  • What is the open invoice balance for <client name>?

  • Does <client name> owe us anything?

The amount owed is $<x>.

Contextual Questions:

  • What is the account balance?

  • What is the billing balance?

  • Does the client owe us anything?

  • Do they owe us anything?

  • How much do they owe us?

Clients > Performance > Work-in-Hand
  • What is the work-in-hand for <client name>?

  • How much work has been accomplished for <client name>?

The client is at <x>% completed, with $<x> contracted and $<y> used. There is a balance of $<z>.

Contextual Questions:

Work in hand?

  • What percentage of work has been done for <client name>?

  • What percentage of the contract has been used for <client name>?

  • What is the work completed percentage for <client name>?

  • What is the work-in-hand percentage for <client name>?

<x>% work has been completed.

Contextual Questions:

  • How much work is in hand?

  • Work-in-hand percentage?

  • What percentage of work has been done?

  • What is the contract amount for <client name>?

  • How much is <client name> contracted at currently?

  • Give me the contract amount for <client name>.

  • How much is the client’s contract amount?

The contract amount is $<x>.

Contextual Questions:

  • What is the contract amount?

  • How about the contract amount?

  • What is the total amount used for <client name>?

  • What is the total billed service and expense for <client name>?

  • How much has been used for <client name>?

$<x> have been used.

Contextual Questions:

  • How much has been used?

  • What is the used amount?

  • What amount of work is remaining for <client name>?

  • How much work is remaining for <client name>?

  • What is the work in hand balance for <client name>?

Currently, <client name> has a balance of $<x>.

Contextual Questions:

  • What is the work-in-hand balance?

  • How about the work in hand balance?

  • How much work is remaining?

Clients > Performance > Profitability
  • Compare billing and costs for <client name>.

  • What is the profitability for <client name>?

  • How profitable is <client name>?

  • What is the health of <client name>?

  • How is the health of <client name>?

  • How is <client name> doing?

 

The profit margin is <w>% with $<x> billed and $<y> of cost. The total profit is $<z>. The profitability is <w>%, which is approximately $<z>.

Contextual Questions:

  • Compare billing and costs.

  • What is the profitability?

  • How about profitability?

  • What is the margin for <client name>?

  • How is the margin for <client name>?

  • What are the profit margins for <client name>?

  • What is the profit percentage for <client name>?

The profit margin is <x>%.

Contextual Questions:

  • What is the margin?

  • How is the margin?

  • What are the profit margins?

  • How about profit percentage?

  • What are my earnings from <client name>?

  • What is the total invoice amount for <client name>?

  • What is the billed amount for <client name>?

  • Give me the billed amount for <client name>.

  • How much have I billed <client name>?

$<x> have been billed so far.

Contextual Questions:

  • What are my earnings?

  • What is the total invoice amount?

  • What about the billed amount?

  • How about the billed amount?

  • How much has been billed?

  • What are the costs of <client name>?

  • What are the costs looking like for <client name>?

  • How much costs are there for all projects of <client name>?

Total cost of all the projects of <client name> is  $<x>.  

Contextual Questions:

  • What are the costs looking like?

  • What about the costs?

  • What is the cost amount?

  • How much profit did I make from <client name>?

  • What is the profit for <client name>?

The profit is $<x>.

Contextual Questions:

  • How much profit did I make?

  • What about the profit?

Clients > Performance > Billability
  • What is the billability for <client name>?

  • Compare billable to non-billable hours for <client name>.

  • What is the utilization rate of <client name>?

  • What is the total amount of time spent on the projects of <client name>?

  • How many hours have been spent on the projects of <client name>?

 

The utilization rate is <w>%, with <x> billable hours and <y> non-billable hours for a total of <z> hours.

Contextual Questions:

  • What is the billability?

  • Compare billable to non-billable?

  • What is the utilization rate?

  • What is the total time?

What is the percentage of billable hours for <client name>?

Client name> has % billable hours.

Contextual Questions:

  • Billable percentage?

  • What is the percentage of billable hours?

  • How many billable hours are there for <client name>?

  • Number of billable hours for <client name>?

  • What are the billable hours for <client name>?

  • Give me the billable hours for <client name>.

<Client name> has <x> billable hours.  

Contextual Questions:

  • How many billable hours?

  • Number of  billable hours?

  • How about billable hours?

  • How many non-billable hours are there for <client name>?

  • What are the non-billable hours for <client name>?

  • Number of non-billable hours for <client name>?

<Client name> has <x> non-billable hours.

Contextual Questions:

  • How many non-billable hours are there?

  • How about the non-billable hours?

  • How many hours are there for <client name>?

  • What are the total number of hours for <client name>?

  • Give me the total hours of <client name>.

  • How many hours for <client name>?

  • How many hours were spent on the projects of <client name>?

  • What are the total hours spent on the projects of <client name>?

  • What is the total amount of time spent on the projects of <client name>?

  • How much time did we spend on the projects of <client name>?

The total hours are <x>.

Contextual Questions:

  • How many hours?

  • What are the total hours spent?

  • What is the total amount of time spent?

  • Total hours?

  • What are the total hours?

Clients > Performance > Work-in-Progress
  • How much work is in progress for <client name>?

  • What is the total unbilled amount for <client name>?

  • What is the total unbilled time and expense for <client name>?

  • What is the WIP for <client name>?

Work-in-progress for <client name> is $<x>. .

Contextual Questions:

  • How much work is in progress?

  • What is the total unbilled amount?

  • What is the total unbilled time and expense?

  • What is the amount of unpaid invoices for <client name>?

  • How much is overdue for <client name>?

  • How much is past due for <client name>?

  • What is the aging for <client name>?

Currently (date may be dynamic), <client name> owes $<x>.

Contextual Questions:

  • What is the amount of unpaid invoices?

  • Total unpaid amount?

  • How much is overdue?

  • How much is past due?

  • What is the aging?

Clients > Performance > Retainer Balance
  • What is the retainer balance for <client name>?

  • What is retainer remaining for <client name>?

  • How much retainer is left for <client name>?

The retainer balance for <client name> is $<x>.

Contextual Questions:

  • What is the retainer balance?

  • What is the retainer remaining?

  • How much retainer is left?

  • What’s left in the retainer?

 

Employees

Questions/Requests Answers/Responses
Employees > Info Bar  
  • What are the unpaid reimbursables for <employee name> on <date>?

  • What were the unpaid reimbursables for <employee name> on <date>?

  • How much do I owe <employee name> on <date>?

The unpaid reimbursable for <employee name> is $<x>.  

Contextual Questions:

  • What about unpaid reimbursables?

  • Unpaid reimbursables?

  • Unpaid reimbursable expenses?

  • How much time and expense is awaiting approval for <employee name> on <date>?

  • How much time and expense was awaiting approval for <employee name> on <date>?

  • What is the value of time and expenses for <employee name> awaiting approval?

  • What is the value of pending time and expenses for <employee name>?

  • How much is awaiting approval for <employee name>?

  • What is the value of awaiting approval for <employee name>?

There are $<x> worth of time and expenses for <employee name> awaiting approval.

Contextual Questions:

  • Total time and expense awaiting approval?

  • Total value of time and expense awaiting approval?

  • What is the value of time and expenses awaiting approval?

  • What is the total time and expense waiting for approval?

  • What is the effective cost rate for <employee name> on <date>?

  • What is <employee name>’s effective cost rate on <date>?

The effective cost rate for <employee name> is $<x>/hour.

Contextual Questions:

  • Effective cost rate?

  • What about effective cost rate?

  • What is the bill rate for <employee name> <this year>?

  • What is the minimum bill rate for <employee name>?

  • Bill rate of <employee name>?

  • How much should I charge for <employee name>?

The bill rate for <employee name> in <this year> is $<x>. You charge $<x> for <employee name>. You were charging $<x> for <employee name> <last year>.

Contextual Questions:

  • What is the bill rate?

  • What about bill rate?

  • What is the minimum bill rate?

  • What is the ideal pay rate for <employee name> <this year>?

  • Pay rate of <employee name>?

  • How much do I pay <employee name>?

  • What is the ideal pay rate for <employee name>?

  • What is the ideal hourly salary for <employee name>?

  • What is the ideal hourly pay for <employee name>?

 

The ideal pay rate of <employee name> is $<x>. The ideal pay rate of <employee name> would have been $<x> <last year>.

Contextual Questions:

  • What is the ideal pay rate?

  • What about ideal pay rate?

  • What is the pay rate?

  • What is the effective bill rate for <employee name> on <date>?

  • Effective bill rate for <employee name>?

The effective bill rate for <employee name> is $<x>.

Contextual Questions:

  • What about effective bill rate?

  • Effective bill rate?

Employees > Performance > Utilization
  • What is the utilization rate of <employee name>?

  • How efficient is <employee name>?

  • What is the overall performance of <employee name>?

  • Compare billable and non-billable time entries for <employee name>?

  • How useful is <employee name> for our company?

The utilization rate is <x>%. With <x> billable hours and <y> non-billable hours. <Employee name> has <y> overhead hours and <z> paid time off hours.

Contextual Questions:

  • What is the utilization rate?

  • How about <his/her> efficiency?

  • What about <his/her> performance?

  • How useful is <he/she>?

  • What is the percentage of billable hours for <employee name>?

  • What percentage of billable hours does <employee name> have?

  • What is the billable hour percentage for <employee name>?

The utilization percentage is <x>%.

Contextual Questions:

  • What is the percentage of billable hours?

  • What is billable hour percentage?

  • What are the billable hours on <employee name>?

  • Give me the billable hours for <employee name>?

  • How many billable hours does <employee name> have?

  • How many billable hours are left for <employee name>?

On <date> <employee name> has <x> billable hours .

Contextual Questions:

  • What about the billable hours?

  • How many billable hours are there?

  • Give me the billable hours.

  • How many non-billable hours does <employee name> have?

  • Give me the non-billable hours for <employee name>.

  • What are the non-billable hours of <employee name>?

On <date> <employee name> has <x> non-billable hours.

Contextual Questions:

  • What are the non-billable hours?

  • Give me the non-billable hours.

  • How many non-billable hours are there?

  • How many overhead hours does <employee name> have?

  • Give me the overhead hours for <employee name>.

  • What are the total overhead hours for <employee name>?

The overhead hours for <employee name> are <x>.

Contextual Questions:

  • What are the overhead hours ?

  • Give me the overhead hours.

  • How many overhead hours are there?

  • How much paid time off does <employee name> have?

  • How much personal time off does <employee name> have?

  • Give me the total time off hours for <employee name>.

  • What are the total time off hours for <employee name>?

  • How much PTO does have?

The paid time off hours for <employee name> are <x>.

Contextual Questions:

  • How about the paid time off hours?

  • Give me the paid time off hours.

  • How many paid time off hours are there?

  • How about PTO?

Employees > Performance > Margin
  • How profitable is <employee name> for us?

  • Compare the billing and costs for <employee name>.

  • What are margins looking like for <employee name>?

  • What are the margins for <employee name>?

  • What is the profit potential of <employee name>?

 

The margin percentage is <x>%, with $<x> billed and $<y> of costs, with a total margin of $<z>.

Contextual Questions:     

  • How profitable is <he/she>?

  • How about the margins?

  • What about <his/her> profit potential?

  • What is the percentage of billed amount for <employee name>?

  • What percentage of billed amount does <employee name> have?

  • What is margin percentage for <employee name>?

 

The margin percentage for <employee name> on <date> is <x>%.

Contextual Questions:

  • What is the percentage of billed amount?

  • What is  the margin percentage?

  • What is the billed amount for <employee name>?

  • How much has been invoiced for <employee name>?

  • What is amount of billed entries for <employee name>?

  • How much billed amount is there for <employee name>?

$<x> has been billed for <employee name> on <date>.

Contextual Questions:

  • How much has been billed ?

  • How about the invoiced amount?

  • How about the billed amount?

  • What is the amount of billed entries?

  • What are the total costs for <employee name>?

  • What is the total cost of billed time and expense for <employee name>?

<employee name> has $<x> costs on <date>.

Contextual Questions:

  • What are the costs?

  • How about the costs?

  • What is the total cost of billed time and expense?

  • What  is the total margin for <employee name>?

The total margin for <employee name> <date> is $<x>.

Contextual Questions:

What is the total margin?

Employees > Performance > Billing
  • What is billing status of <employee name>?

  • Compare billable to billed value of time entries for <employee name>?

  • Are the bills being paid for <employee name>?

 

The realization rate is <x>%, with $<x> of already billed billable entries and $<y> of non-billable ones, having a total billed amount of $<z>.

Contextual Questions:

  • What is the billing status?

  • Are the bills being paid?

  • Compare billable to billed.

What is the realization percentage for <employee name>?

The realization rate for <employee name> <date> is <x>%.

Contextual Questions:

What is the realization percentage?

  • What is the total billable amount for <employee name>?

  • What is the total amount of billed billable hours for <employee name>?

On <date> <employee name> has $<x> of billable amount.

Contextual Questions:

  • What is the billable amount?

  • How about amount of billed billable hours?

What is the total non-billable amount for <employee name>?

The total non-billable amount for <employee name> on <date> is $<x>.

Contextual Questions:

What about non-billable amount?

  • What is the write-up write-down for <employee name>?

  • What is the WUD for <employee name>?

The write-up write-down amount for <employee name> on <date> is $<x>.

Contextual Questions:

  • What is the write-up write-down amount?

  • How about WUD?

Employees > Performance > Hours
  • Compare the standard time and overtime of <employee name>.

  • Get me regular and overtime hours of <employee name>.

  • Give me an overview of <employee name>.

The overtime percentage is <x>%, with <x> regular hours and <y> overtime hours, with a total of <z> hours.  

Contextual Questions:  

  • How about total time spent?

  • Get me regular and overtime hours.

  • What is the overtime percentage for <employee name>?

  • What is the percentage of overtime as compared to that of regular time for <employee name>?

The overtime percentage for <employee name> on <date> is <x>%.

Contextual Questions:

What is the overtime percentage?

  • How many regular hours are there for <employee name>?

  • What is the total number of regular hours for <employee name>?

<employee name> on <date> has <x> regular hours.

Contextual Questions:

What about regular hours?

  • How many overtime hours are there for <employee name>?

  • How much overtime has <employee name> put in?

  • What is the total number of overtime hours for <employee name>?

<employee name> on <date> has <x> overtime hours.

Contextual Questions:

  • What about overtime hours?

  • How about overtime?

  • How many total hours does <employee name> have?

  • What are the total number of hours for <employee name>?

There are a total of <x> hours for <employee name> on <date>.

Contextual Questions:

  • How many total hours?

  • How about total hours?

 

To-Dos

Questions/Requests Answers/Responses
To-Dos >  
  • What is on my to-do list?

  • What about my to-dos?

  • What is on my to-do list <date>?

  • What are my to-dos?

  • Get me my to-dos.

  • My to-dos?

  • Get me to-dos for <employee name>.

  • What is my schedule?

  • Get me to-dos for <project name>.

You have 3 things on your list:

 

“a meeting with stakeholders to assist in developing scopes”,

“a meeting with Spotlight”

“a meeting with stakeholders to develop scope, schedule and budget”.

 

Chart of Accounts

Questions/Requests Answers/Responses
Account > Balance
  • Show me the balance of <Account Name>.

  • What is in my <Account Name> account?

  • What is the leftover balance of <Account Name>?

  • What is the balance of <Account Name>?

  • What is the balance of <Account Name> account?

  • The balance for $<Account Name> account is $<Account  Balance>. What else would you like to know?

  • I found <Account.Count()> accounts with the same name. Are you talking about the account number ending with <Acct Number> or  account number ending with <Acct Number> ? (Account Number last 4 digits)

  • The balance for $<Account Name> account is  $<Account-Balance>.

 

Clients and Employees Ranking

Questions/Requests Answers/Responses
Ranking > Entity
  • Which <Entity Type> is ranked 5th?

  • Who is ranked 1st among <Entity Type>?

  • How is <Entity Name> ranked among other <Entity Type>?

  • What is the rank of <Entity Name> among other  <Entity Type>?

  • What is the rank of <Entity Name>?

  • Who is at the 1st position among  <Entity Type>?

  • Who has been ranked as 2 among the <Entity Type>?

  • How is <Entity Name>  ranked among other <Entity Type>?

  • <Entity Name> is ranked # <Rank>  among <Entity-Name.Count()> <Entity Type> with a <y>% profit. Any other questions?

 

  • In case of employees: is ranked # among <entity-name.count()> with an Effective Bill Rate of $/hour.

Ranking > Most Profitable
  • Who are my top <x> <Entity Type>?

  • Who is the most profitable <Entity Type>?

  • Top <x> <Entity Type>.

  • Who is my top performing <Entity Type>?

  • Who is my top performing  <Entity Type> this year?

  • Top  <Entity Type>.

  • Tell me about my most profitable <Entity Type>.

  • Who are my top active  <Entity Type>?

  • Top performing  <Entity Type>.

  • Who were my top active <Entity Type> last month?

  • Here is the ranking of your top <x> <Entity Type>:

<Entity Name> is # <rank> with a <y>% profit.

<Entity Name> is # <rank> with a <z>% profit.

<Entity Name> is # <rank> with a <w>% profit.

 

  • In case of employees: Here is the ranking of your top <x> <Entity Type> and their Effective Bill Rate:

<Entity Name> is # <rank> at $<y>/hour.

<Entity Name> is # <rank> at $<z>/hour.

<Entity Name> is # <rank> at $<w>/hour.

Ranking > Least Profitable
  • List my least profitable <Entity Type>.

  • Who are my worst <x> <Entity Type>?

  • Worst <Entity Type>.

  • Who is my least profitable <x> <Entity Type>?

  • Tell me about the least profitable <Entity Type>.

  • Who was the worst <Entity Type> for this month?

  • Who are my least profitable <Entity Type>?

  • Who was my least profitable <Entity Type> last month?

  • Here is the ranking of your least <x> <Entity Type>:

<Entity Name> is # <rank> with a <y>% profit.

<Entity Name> is # <rank> with a <z>% profit .

<Entity Name> is # <rank> with a <w>% profit.


  • In case of employees: Here is the ranking of your least <x> <Entity Type> and their Effective Bill Rate:

<Entity Name> is # <rank> at $<y>/hour.

<Entity Name> is # <rank> at $<z>/hour.

<Entity Name> is # <rank> at $<w>/hour.

 

Update

Questions/Requests Answers/Responses
Update > Entity
  • What is <Entity Name>’s profitability?

  • Get me the latest updates on <Entity Type> <Entity Name>.

  • What is  the status of <Entity Name>?

  • Update me on <Entity Name>.

  • What is the latest development on <Entity Type> <Entity Name>?

  • Give me the latest updates on <Entity Name>.

  • Tell me the status of <Entity Name>.

  • The <Entity Type> is doing extremely well with a profit of  <x>%. <Entity Name> owes us $<y> with $<z> of work in progress. They are ranked # <r> with profit of <p>%. Would you like to hear more about <Entity Name>?

 

Yes/OK: The billability rate for <Entity Name> is <s>% with a total of <i> invested hours. What else would you like to know?

 

Cancel/No: Exit.

 

Yes:  Great! What would you like to know?


  • In case of employee: <Entity Name>’s margin is <margin-percent>%,  which is $<margin>. They are ranked #<rank> with an Effective Bill Rate of $<r> and a <u>% of utilization rate. Would you like to hear that?

 

Yes/OK: has an Effective Bill Rate of $ and an Ideal Pay Rate of $

. Is there anything else I can help you with?

 

Yes: Great! What would you like to know?

 

No: Exit.

 

No: Is there anything else I can help you with?

 

 Yes: Sure! How can I help?

 

 No: Exit.

 

Business

Questions/Requests Answers/Responses
Business > Metrics
  • How is my business doing this month?

  • How is my business going on this month?

  • How did I do last month?

  • How was my business doing last month?

  • Compare it with last quarter.

  • How is my business doing?

  • How much did I make in this fiscal year?

  • How is my business going?

Your Net Profit is %, which is $. You have $ of income and $ of expenses.

 

Accounting

Questions/Requests Answers/Responses
Accounts Receivable >
  • What is the accounts receivable?

  • What is the A/R?

  • How much do our clients owe us?

  • What are our receivables?

  • What is the status of my accounts receivable?

  • Receivables?

  • What is the accounts receivable balance?

  • Your accounts receivables is $<x>. Any other questions?

  • The clients owe you $<x>.

  • Your accounts receivable balance is $<x>.

Accounts Payable >
  • What is the accounts payable?

  • What is the A/P?

  • What is my current liability?

  • What is the status of my accounts payable?

  • Payables?

  • What is the accounts payable balance?

  • What is the balance of accounts payable?

  • How much do we owe this month?

  • How much do we owe?

  • Your accounts payable is $<x>. Any other questions?

  • Your accounts payable balance is $<x>.

Accounts Payable  Summary >
  • Do I have enough money in the bank to pay my bills?

  • Can we pay our bills this month?

  • Do we have enough money in the bank to pay our bills?

  • Yes, your account balance is $<x>. Any other questions?

  • Oops! You are running low on balance.

 

Time Entry

Questions/Requests Answers/Responses
Time Entry >
  • Make a <n> minute/hour time entry for <project name>.

  • Sure. Can you help me with the activity name?

  • Yes/OK. Create it for <activity name>.
  • <n> minute/hour time entry has been created for <project name>.
  • Make a <n> minute/hour time entry for <activity name>.

  • Sure. Can you help me with the project name?
  • Yes/OK. Create it for <project name>.
  • <n> minute/hour time entry has been created for <project name>.
  • Make a <n> minute/hour time entry for <activity name> on <project name>.

  • Enter <n> minutes/hours against  <activity name> on <project name>.

  • Create <n> minute/hour time entry for <activity name> on <project name>.

  • <n> minute/hour time entry has been created for <project name>.

 

Projects Due

Questions/Requests Answers/Responses
Projects Due >
  • Are there any project deadlines this week/month/next week/next month?

  • Are there any upcoming project deadlines?

  • Give me a list of due projects.

  • What about the project due dates?

  • Are the projects meeting their deadlines?

  • There are 5 projects due this week. Do you want to learn more about them?

  • Yes/OK
  • <project name1> has $<x> WIP and is due on <date>.

  • <project name2> has $<x> WIP and is due on <date>.

  • <project name3> has $<x> WIP and is due on <date>.

  • <project name4> has $<x> WIP and is due on <date>.

  • <project name5> has $<x> WIP and is due on <date>.

 

Assigned Work/Work-in-Hand

Questions/Requests Answers/Responses
Assigned Work/Work-in-Hand >
  • Does <employee name> have enough work?

  • How much work does <employee name> have?

  • Does my company have enough work?

  • Do we have enough work?

  • For employee: There are <n> hours assigned to you.

  • For company: You have around <n> days/weeks/months of work-in-hand.

  • Your company has <n> days/weeks/months of work-in-hand.

 

Timers

Questions/Requests Answers/Responses
Timer >
  • Create a timer for <project name>.

  • Create a timer.

  • Start a timer.

  • Make a timer.

  • Please help me with the project name.

  • Why not. Project name please.

  • Al right, for what project?

<Project Name>

A timer for project <project name> has been set. You can also add activity to this timer by providing the activity name. What else would you like to know?

<Activity Name>

A timer for project <project name> has been updated with activity <activity name>. Any other questions?
Running Timers >
  • Create a timer for <project name>.

  • Create a timer.

  • Start a timer for <project name>.

  • Start a timer.

  • Make a timer.

  • Timer for <project name>.

  • Set timer.

  • Set timer for <project name>.

  • Create a timer for <project name> and <activity name>.

  • Please help me with the project name.

  • Why not. Project name please.

  • Al right, for what project?

<Project Name>

You have <n> running timer(s). Would you like to stop other timers? Yes/No: A timer for project <project name> has been set. You can also add activity to this timer by providing the activity name. Do you want to add one?

<Activity Name>

A timer for project <project name> has been updated with activity <activity name>. Any other questions?
List Timers >
  • List timers

  • Timers for <project name>

  • List of timers

  • Timers

  • How many timers are running currently?

  • How many timers are running on <project name>?

  • In case of no timers: No timers are set. Something more I can assist you with?

  • Else: There are <n> timers running. The timer was set <n> minutes ago for <project name>. Is there something more you would like to know?

  • In case project name is given: No timers are set for the said project. Any other questions?

  • Else: There are <n> timers running for <project name>. Timer 1 was set <n> minutes ago. Timer <n> was set <n> minutes ago. Any other questions?

Stop Timers >
Stop all timers. Your <n> timers have been stopped. Do you need anything else?
Stop all timers for <project name>. <n> timers have been stopped. Any other questions?
Stop timer for <project name>.
  • In case of 1 timer: 1 timer has been stopped. Anything else?

  • In case of more than 1 timer: Currently, there are <n> timers running. Timer 1 is set at <n> minutes ago for <project name>. Timer 2 is set at <n> minutes ago for <project name>. Which one would you like to stop?

  • <Timer name>: <Timer name> has been stopped. Do you need anything else?
Pause Timers >
Pause all timers. Your <n> timers have been paused. Do you need anything else?
Pause all timers for <project name>. <n> timers have been paused. Any other questions?
Pause timer for <project name>.
  • In case of 1 timer: 1 timer has been paused. Anything else?

  • In case of more than 1 timer: Currently, there are <n> timers running. Timer 1 is set at <n> minutes ago for <project name>. Timer 2 is set at <n> minutes ago for <project name>. Which one would you like to pause?

  • <Timer name>: <Timer name> has been paused. Do you need anything else?

 

Reports

Questions/Requests Answers/Responses
Report >
  • Email me the report daily time card.

  • Email me the employee time detail report.

  • Send me a report on employee time detail.

  • Send me a report on <report name> for this year.

  • Send me a report on <report name>.

Sure. We will send a PDF copy of the report to your registered email address shortly. What else would you like to know?

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