Ask Ivy a question

Published October 8, 2026 · Last updated October 16, 2026

Ask Ivy about your office's numbers and she answers from your own data.

1 minute · Owner

1

Click Ask Ivy in the menu.

2

Press New chat, or click a question under Try asking, such as Who's behind pace this month?

3

Type your question in the box at the bottom.

4

Press Enter to send it. Shift+Enter starts a new line.

5

Read the answer. The square button stops Ivy while she is answering.

An answer can hold:

• text, tables and charts;
• a button that opens a page or a window, already filled in;
• follow-up questions to click;
• a line under it starting Ivy read:, which names the data she used, and the time.

A new chat opens on Ivy's home: your latest weekly brief, Worth a look (things Ivy noticed in your numbers) and Try asking. Click Ask on a Worth a look card to ask about it. Chats at the top opens your list of chats.

Tip. Ivy can make mistakes. Check an important number on its own page before you act on it.

Frequently Asked Questions

Can Ivy change my data?

No. Ivy only reads. A button in an answer opens the usual window, and nothing is saved until you press Save there yourself.

Why does Ivy say some data is not enabled?

The switch for that kind of data is off. The owner can turn it on: see Choose what Ivy can see.

Can Ivy answer about another office?

No. Ivy answers for the office you are working in.

See what Ivy does for an agency on the insurance agency AI assistant page.