Ask about assets and check them in and out

What moves

The Copilot reads assets, renewals and depreciation and, after confirmation, checks assets out and in and raises work orders.

Before you start

• Asset Management and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the permission the action needs
• Assets in your plan
• AI Copilot available to the user, with an AI provider set up for your company

Step by step

1. Asset managerAI Copilot

   Asks which assets have a renewal due in the next 60 days.

   You see:The renewals are listed with their dates.

2. Asset managerAI Copilot

   Asks to check a laptop out to a new joiner and open a repair work order for another asset.

   You see:Cards show both and wait for Run.

3. Asset managerAsset Management

   Runs each card after checking it.

   You see:The movement and the work order are recorded in Assets.

Related

• AI Copilot
• Asset Management
• Ask about campaigns, creators and consent
• Ask about leave, or file and approve it, by conversation
• Ask about training and certificates, and assign courses
• An admin hands a developer a limited assistant token
• An announcement is sent to a department by conversation
• Connections between modules