AI Insights is two buttons on your WyzeSales Dashboard. What changed gives you a short plain-English briefing of how last month compares with the same month last year, and who is behind or ahead. Needs attention lists the customers and products that need a call, each with a suggested next step.

Is it available for my company?

AI Insights is available on request and is switched on company by company. Get in touch and we will set it up for your business.

Will everyone see the same thing?

No. A sales person sees their own customers, and an administrator sees the whole company. Marking an item Done or Deferred is shared across the company, so two people are not chasing the same thing.

What do Done and Defer do?

Done means you have dealt with it, and the item stays out of the list for 45 days. Defer means not now, and the item comes back after 15 days. Either way you can bring it back at any time.

How often is it updated?

Your ERP data is synced every night, and the write-ups are refreshed when your figures change, so they are ready when you open the Dashboard.

Will it work with my ERP?

WyzeSales is built to work with any ERP or accounting system. Tell us what you run and we will confirm how it connects.

WyzeSales / Wyze Owl

Wyze Owl, the WyzeSales data chat

Ask your sales a question, in your own words

Wyze Owl is a chat inside WyzeSales. Ask how a customer is doing, which items have slipped or how the team is tracking against target, and get a short, plain-English answer worked out from your own sales data. No reports to build, no filters to set.

Talk to us Chat with us on WhatsApp+27 62 184 7381

Wyze Owl Example with made-up figures

Which customers bought less this year than last year?

Comparing this financial year to date with the same months last year, the biggest drops are:

Coastal Hardware: R412,300, down R96,800 (19%)
Highveld Builders: R288,150, down R61,400 (18%)
Karoo Agri Supplies: R174,900, down R38,200 (18%)

What did Coastal Hardware stop buying?

Most of the drop is in two items: roof sheeting (down R54,000) and cement (down R27,500). They last bought roof sheeting in July.

Answers are worked out from your own sales data, showing only what your login may see.

How it works

Press the owl, ask, read the answer

Wyze Owl reads the same sales as the rest of WyzeSales, synced from your ERP every night.

Press the owl

The owl button sits in the top bar of WyzeSales once your company has switched Wyze Owl on.

Ask in your own words

Type a question, or pick one of the suggested questions. Ask a follow-up in the same conversation, such as and what did they stop buying?

Get a checked answer

Wyze Owl looks up the figures, checks them against your data, and answers in a few lines. If it cannot answer from your data, it says so instead of guessing.

What you can ask

The questions you would otherwise ask your analyst

How are we doing?Sales this month, this financial year or any period, compared with last year.
Who are the top customers?Rankings of customers, items, reps, branches or areas by sales or gross profit.
Are we on target?How the company, a branch or a rep is tracking against target.
Who has gone quiet?Customers who have stopped buying or are buying less, and the amount at stake.
Tell me about a customer or itemA quick profile: what they buy, how much, how often, and how that has changed.
Find the documentsThe invoices and credit notes behind a number.

Safe by design

Your data stays yours

Only what your login may seeWyze Owl answers as you. A sales person gets answers about their own customers and figures; an administrator about the whole company.
Summaries, not data dumpsWyze Owl works from summarised figures and never exports your data.
Answers are not keptThe conversation lives on your screen and is cleared when you close it. We log that a question was asked, for billing and support.
OptionalWyze Owl is off until your company chooses a tier, and can be switched off at any time.

Three tiers

Light, Medium or Heavy

Choose a monthly allowance of questions for the whole company: Light, Medium or Heavy. AI Insights write-ups come out of the same allowance. Your usage is shown in WyzeSales, and we let you know when you are close to the limit. Ask us about pricing.

Questions

Frequently asked questions

What is Wyze Owl?

Wyze Owl is a chat inside WyzeSales. You ask a question about your sales in your own words and it answers from your company's sales data, showing only what your login may see.

What counts as a question?

Each message you send to Wyze Owl counts as one question, including follow-ups. Each AI Insights write-up also counts as one. Limit messages, such as the allowance being used up, do not count.

What happens when the allowance is used up?

Wyze Owl pauses until the next month, or you can move to a bigger tier and carry on straight away. Each user can also ask up to 30 questions a day, so one person cannot use up the whole company's allowance.

How accurate are the answers?

Wyze Owl works the figures out from your sales data and checks them before showing the answer. If it cannot answer from your data, it says so. For important decisions, check the figures on the WyzeSales screens.

Is my data used to train AI?

No. Your data is used only to answer your questions. See our Privacy Policy for the details.

How do we switch it on?

Get in touch and tell us which tier you would like. We switch it on for your company and the owl button appears in WyzeSales.

Let's talk about your business

Tell us what ERP or accounting system you run and what you would like to see. We will show you how it looks on real numbers.

Send us a message Chat with us on WhatsApp+27 62 184 7381

Or email support@wyzesales.com · Download the one-page overview (PDF)