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Education 7 min read
How to Use IntelliX AI in XIntelliSync
"IntelliX doesn't wait for you to ask. It verifies itself before it speaks."
IntelliX is not a chatbot. It's not a search bar. It's the single intelligence that sees your entire business simultaneously and acts on patterns you can't see. Without it, XIntelliSync is business software. With it, it's a living operating system.
How to Interact with IntelliX
Open the IntelliX chat from the bottom-right of your dashboard. Ask questions in natural language:
- "What should I focus on this week?" — IntelliX prioritises based on deadlines, overdue items, and opportunities
- "Why did my margin drop last month?" — traces the cause through revenue and cost data
- "Which customers are at risk?" — analyses payment patterns, engagement, and revenue concentration
- "Prepare for my BAS" — surfaces what's ready and what needs attention
Tier Behaviour
IntelliX adapts to your subscription tier:
- Starter (Reactive): Responds to your questions with data-backed answers from your business records
- Growth (Proactive): Surfaces insights without being asked — "Your cash flow will be tight in 12 days" or "3 deals are stalling"
- Enterprise (Diagnostic): Traces root causes, models scenarios, and provides executive-level strategic analysis
IntelliX never guesses. Every response is grounded in your actual business data inside XIntelliSync.