What an assistant sees
An assistant connected to EstatesBase sees only what you can see, narrowed by the choices you made when you connected it.
AI assistants course
Five short articles, each with a question or two: what an assistant sees, previews and confirmations, proposals, spotting a wrong answer and disconnecting. Your administrator may ask you to pass it before you connect an assistant.
Previews and confirmations
Before an assistant changes anything, EstatesBase shows what would change. Nothing happens until you read the preview and say yes.
Proposals, and what never goes through an assistant
Some changes are only proposed through an assistant and then approved by a colleague in EstatesBase. Some things are never done through an assistant at all.
Spotting a wrong answer
An assistant reads the same figures as the pages, but it can still misread, summarise or guess. Here is how to check an answer before you rely on it.
Disconnecting
How to end your assistant's access to EstatesBase, when to do it, and the other ways a connection ends.