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MonuBrain: Ask About Your Orders

Ask MonuBrain on the Dashboard about your orders, quotes, payments, stages and to-dos, and choose what it can see in Settings → AI.

Written By Dennis Rodin

Last updated 10 days ago

MonuBrain is the AI assistant on your Dashboard. Ask it about your orders, quotes and payments in plain words, and it answers from your own MonuDesk data in seconds. MonuBrain is part of MonuDesk Max.

Two assistants, one name. MonuBrain on the Dashboard answers questions about your own shop's orders, quotes and payments. The blue chat icon at the bottom right of the app opens our support chat, which answers questions about how MonuDesk works and hands you to a person whenever you ask. See How to Contact Support.

Where to find it

Open Dashboard in the left sidebar on a computer. The MonuBrain card sits to the right of the Business Intelligence chart, marked as an AI assistant whose answers can contain mistakes. It greets you with "Hi! I'm MonuBrain. Ask me about your orders, quotes, or payments."

Type your question in the box at the bottom of the card and press Enter or the send button. While MonuBrain works, the card shows short notes such as "Searching your data". Ask from a computer: the phone Dashboard leaves MonuBrain out.

What you can ask

MonuBrain reads your orders, quotes, payments and the to-dos on each order. Ask the way you would ask someone in the office, using your own stage names and order numbers:

  • Your board at a glance: "How many orders are in each stage right now?" or "How many orders came in this month?"

  • Finding orders: "What stage is the Johnson order in?" or "Which orders are in Cemetery Approval?" MonuBrain searches by order number, the customer's name or the stage.

  • One order's history: "How long has ORD-1042 been in its current stage?" or "What happened on ORD-1042 this week?" It gives the date the order was created, the days it spent in each stage and its recent activity.

  • To-dos on an order: "Which to-dos are still open on ORD-1042?" or "Who completed the design to-do on ORD-1042, and when?" It reads each to-do's state, due date and notes, and who completed it.

  • Quotes: "How many quotes did we write last month?" or "Find the quote for Martinez." It counts quotes by status and finds a quote by its number or the customer's name.

  • Payments and revenue, once payment access is on: "How much did we take in last month?", "What came in each month this year?" or "What is the Johnson order worth?"

Ask a follow-up in the same chat, such as "And the month before?", and MonuBrain keeps the earlier questions in mind. Reloading the Dashboard starts a fresh chat.

MonuBrain answers in your company language, English or Deutsch, whatever language you type in. With Deutsch, the card's own greeting and notes are in German too.

MonuBrain looks things up and answers. To move an order, tick off a to-do or record a payment, open the order from the board.

Choose what MonuBrain can see: Settings → AI

Two switches in Settings → AI decide what MonuBrain may read. Both start off.

  • Give AI access to your data is the main switch. It lets MonuBrain read your company's orders, contacts and quotes to answer questions. MonuBrain answers once this is on, so switch it on first. Until it is on, the MonuBrain card on the Dashboard says so, and anyone whose role can edit Settings can switch it on right there with Turn on AI data access.

  • Give AI access to payments lets MonuBrain use payment and revenue figures: money received, revenue by month, and the value of orders and quotes. With it off, MonuBrain still answers about orders, quotes, stages and to-dos, without the amounts.

Payment figures also follow each person's role. MonuBrain gives them to people whose role includes View financial documents, and the account owner always gets them.

Who can change the switches: anyone whose role can edit Settings, on a company with MonuDesk Max. See How Roles and Permissions Work.

Your team and your locations

Everyone on your team can ask MonuBrain, and each person's chat is their own. On an account with more than one location, MonuBrain answers each person from the locations they have access to.

On Basic, Legacy and Pro

Without Max, the MonuBrain card shows a sample question and answer, blurred, under Available with MonuDesk Max: "Ask about your orders, quotes and payments in plain words and get the answer in seconds." Upgrade to Max takes you to the MonuDesk Max card in Settings → Billing, and Learn more opens the full pitch. See What's Included in MonuDesk Max.

Settings → AI, which carries a Max chip in the Settings menu, says "Requires MonuDesk Max." Below Max, a MonuDesk Max banner sits above the two switches: AI settings are part of MonuDesk Max. Upgrade to Max to use MonuBrain., with Upgrade to Max. You can change the switches once your company has Max.

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