Ask Bea: Your AI-Powered Business Assistant

Every HR administrator knows the drill: you need a quick payroll report, but first you have to hunt down the data. You need to notify employees about a policy change, but crafting the perfect message takes forever. You have a question about overtime rules, but the answer is buried somewhere in your documentation.

What if you could just ask? That’s exactly what Bea, your AI-powered assistant, makes possible.

Who is Bea?

Bea is Primepoint’s AI assistant, named after the company’s founding matriarch who built her bookkeeping business from the ground up in the 1970s. Like her namesake, Bea is passionate about helping businesses succeed through smart, efficient operations.

 

First and foremost, Bea is ready to answer your questions. Whether you have a question about the Primepoint system or your company’s documentation, you can ask it all in one place. Just ask, and Bea will search through all of Primepoint’s support articles as well as your company’s knowledge base to find the answer and then provide you with a quick summary with supporting documentation.

But Bea isn’t just a chatbot. She’s also your gateway to specialized agents that can actually complete work for you, not just provide information.

Streamlined Communications

Take the Communication Agent for example. First, it begins by asking a series of questions in order to configure a new employee communication.

After selecting the type of communication, acknowledgement requirements, and any attachments, you then provide the agent with the purpose of the communication. The agent will craft a communication based on your input.

You then have the opportunity to further edit the communication or stage it, making the creation process as simple as a few clicks.

Intelligent Report Generation

The Reporting Agent provides the ability to generate and edit payroll reports in plain English. You can simply describe what information you need in natural language, and Bea will retrieve real-time information from the system and present it in clear, actionable formats.

The conversation doesn’t need to end with the initial report either. You can continue refining and expanding your reports through follow-up requests. Getting actionable, real-time numbers has never been more streamlined.

Why Bea Works

Bea lives inside Primepoint, so there’s nothing new to learn. She understands your business context and can actually complete work. This is just the beginning as new agents and capabilities will be added regularly.

Stop clicking through menus and searching through documents. Start asking Bea.

Are you a Primepoint customer who’s ready to experience AI that actually helps? Fill out this form to activate Ask Bea for your team.

Not yet a customer but want to learn more? Click here!