Business snapshot

Review the day’s data, AI activity and business outcomes.

5 tasks need you. 3 AI discoveries to review.Start with approvals, then review new opportunities and risks.

From data to outcomes

Sep 9, 00:00–24:00 · vs. the same day last week
Data captured
Meeting records8+14%
Sales calls126+12%
New orders34−6%
Work completed by AI
Items processed87+21%
Auto-completed63+18%
Awaiting approval9+2
Business outcomes
Opportunities6+2
Risk alerts3+1
Est. business impact¥86,400+16%
System activity
Tokens today12.8M +8%
Total tokens386M
API calls1,462 +11%
Devices online18 / 21 No change
Core sources are syncing normally. 3 recorders uploaded no data yesterday.

Trend analysis

See whether key business metrics are improving, fluctuating or signaling an issue.

New order trend
834 orders in the last 30 days, up 11.2% from the previous period
Last 30 daysPrevious 30 days
New orders: last 30 days vs. previous 30 days The current period is generally above the previous one, with a marked rise around September 3. 60 40 20 0 Aug 11 Aug 18 Aug 25 Sep 1 Sep 9
Alter found a rise in orders on September 3Family bookings drove the increase. Questions about child policies rose 46%, suggesting a potential new product theme.

Today’s work

Handle work that needs your decision, approval or action.

2 To decide 2 To approve 1 To do 7 Done today
To decide
10 minutes ago

The customer intends to travel but is waiting on a companion. Only 1 cabin remains.

3 sourcesAI prepared two options
Est. impact ¥28,600
To approve
32 minutes ago

AI identified 4 needs and 2 commitments, then drafted a follow-up email.

Source: Meeting recordingWill sync to CRM
Est. time saved 25 minutes
To do
1 hour ago

The customer asked about child policies twice. Family arrangements appear to be the main barrier, rather than price.

Source: 2 chats + 1 emailConversation outline ready
Close probability 68%
Prepared by AI
2 hours ago

One insight may become a standard approach for following up with families.

Awaiting approval to save to company knowledge
To decide
3 hours ago

Incorrect transfer information led to extra costs. AI checked the chat history and service standards.

4 sourcesCustomer commitments
Potential retention risk
To decide
Hold the last balcony cabin for Mr. Wang?
Customer: Mr. WangOrder: OV-240908-31Decision due by 11:30

Why this needs attention now

Only 1 cabin remains. The customer viewed the itinerary 3 times in 24 hours, but their companion has not confirmed.

Alter’s recommendation

Hold the cabin for 2 hours and send two family options. Inventory turnover is unlikely to be affected.

Supporting evidence

In yesterday’s meeting, the customer said: “The price works. I’m waiting for my family to confirm.”
The customer asked about children’s activities again this morning.
The order system shows 4 cabins in this category sold in the last 6 hours.

Completion criteria

Decide whether to hold the cabin
Save the decision and customer feedback to the order
Check for customer confirmation in 2 hours

Ask Alter

Based on company information you can access.

I reviewed today’s work for you

2 customers need a decision and 1 commitment is due today. I have prepared the supporting information and recommendations.

Within your access permissions

Reference knowledge

Organize lasting company knowledge with folders and version history.

Company folders
Start with 8 categories. Add subfolders as your knowledge grows.
6 of 8 categories populated