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

When creating an activity report, Henry AI can fill the form through a conversation instead of manual field entry.

Two modes are available:

• Form mode — AI asks targeted questions to fill specific form fields. It groups related questions to keep the conversation short.
• Dynamic mode — Free-form conversation for open-ended data collection when you're not sure what to capture.

Both modes support voice input — speak your answers and Henry AI fills the form automatically.

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).

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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