Henry AI

Henry AI is the built-in AI assistant in WiseParts. It appears across the platform to help with form filling, writing, customer analysis, and voice transcription.

Where Henry AI Appears

Activity Report Assistant

If enabled, Henry AI helps you write activity reports instead of filling in every field by hand. Click Add report on an activity, then choose a mode:

• Form Mode — Henry asks targeted questions to fill the fields of a form. It groups related questions to keep the conversation short.
• Dynamic Mode — Dictate continuously and the report writes itself as you speak. Activity types without a form go straight to this mode.

Henry never starts on its own: click Start the interview or Start dictating when you're ready. In Form Mode the form stays editable, so you can also fill it in yourself.

The interview is hands-free — Henry reads each question aloud, listens, and sends your answer when you pause. You can cut in while Henry is speaking, click Send to skip the wait, or turn the microphone off and fill in the form yourself.

On the review step before you save, Henry can also:

• Propose follow-up tasks — detected from what you said; shown as removable chips and created when you save the report
• Suggest report recipients — names mentioned in the conversation become chips that prefill Send a copy to; remove any you do not want

If a name cannot be matched to a user, an amber warning appears so you can add the recipient manually.

Conversation AI

In the Conversations inbox, Henry AI provides quick actions when composing replies:

• Draft — Generate a complete reply based on conversation context
• Improve — Enhance your existing text
• Expand — Add more detail to a short response
• Change tone — Adjust from casual to professional or vice versa
• Translate — Convert to another language
• Summarize — Condense a long thread into key points

Additional automated features (if enabled for your organization):

Analytics 360

In Analytics 360, click Ask AI to question your current sales view — top customers, margins, year-over-year changes, and more. Henry can suggest filters, views, or alerts. Verify suggestions before applying them. Henry can also break sales down by individual SKU — this becomes available once you first narrow to a specific brand or brand family. Ask using either "SKU" or "product"; both work.

Stock Analytics

In Stock Analytics, click Ask AI to question your inventory view — dead stock by warehouse, rotation trends, SKUs at risk, and more. The Daily Brief widget highlights SKUs Henry flags for review each day.

Henry can also explain the classification criteria — ask "what counts as dead stock?" or "what makes a SKU low-rotation?" and it spells out the rotation thresholds and turnover bands used to classify stock. It keeps the two ideas distinct: the period-scoped Dead Stock metric (no sales in the selected period, excluding stock that only just arrived) is separate from the structural low-rotation view (little movement over the last six months).

Analytics Chat Settings

Ask AI in Analytics 360 and Stock Analytics is off by default. Switch each one on separately in the Analytics chat section of the HenryAI card, under Features:

While a switch is off, the Ask AI button doesn't appear on that page. Both chats use Henry AI credits.

Customer Insights

When viewing an activity linked to a customer, Henry AI provides a sales analysis card with:

• Executive summary of the customer's sales situation
• Identified issues, concerns, and pending topics
• References to recent activity reports
• Audio playback of the analysis

The analysis is cached daily to conserve credits — requesting it multiple times on the same day doesn't cost extra.

Text Assistant

Any rich text field in WiseParts has access to Henry AI. Click the AI button to:

• Improve or expand what you've written
• Change the tone
• Translate to another language
• Generate content from a prompt

This works in notes, descriptions, custom fields, and anywhere you see a rich text editor.

Requirements

Credits

Every AI interaction consumes credits from your plan's monthly allowance. Text-based interactions (drafts, replies, form fills) cost 1 credit each. Voice features (transcription, text-to-speech) cost more based on duration.

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