AI Business Advisor – WorkDo Dash SaaS Add-On Guide

Super admin Settings

• Superadmin can turn the entire AI Business Advisor add-on On or Off for the whole platform from Superadmin Settings → AI Business Advisor.
• When the add-on is switched Off at the superadmin level, no company will receive new analysis, even if their own AI Agent is configured correctly.
• The Data Retention (Days) field controls how long analysis history is kept before being automatically deleted, from 1 up to 365 days (default is 90 days).

Company Settings

• Before any analysis can run, go to Settings → AI Agent and select your AI Provider: OpenAI, Anthropic, or Google.
• Enter the Model name (for example, a GPT, Claude, or Gemini model identifier) and your API Key for the selected provider, then save.
• If the provider, model, or API key is missing, the daily analysis will be skipped automatically for that company, and Generate Now will not be able to run.
• All monetary figures written by the AI use the Currency Symbol and Default Currency configured in Settings, so the analysis always matches your business’s currency.

Daily Automated Analysis

• Every day at 06:00, the system automatically collects each company’s business metrics from Accounting, HRM, Sales, Projects, POS, and Inventory.
• It calculates the Health Scores, sends the metrics and scores to the company’s configured AI provider, and saves the returned Insights, Recommendations, and Alerts against that day.
• It then compares today’s Overall Score with yesterday’s to set the Trend as Improving, Stable, or Declining.
• Once a week, the system automatically removes analysis history older than the configured retention period to keep the database size under control.
• A company will only be processed once per day if analysis for today already exists, that company is skipped on the next run.

AI Business Advisor Dashboard

• AI Business Advisor Dashboard gives a company-wide overview of business health through a score card, a trend chart, and three result lists Insights, Recommendations, and Alerts.
• The Health Score card shows the Overall Score out of 100, along with five sub-scores: Financial, Team, Sales, Projects, and Operations. A Trend badge shows whether the business is Improving, Stable, or Declining compared to the previous day.
• The Score History chart plots the last 7 days of Overall Scores, so you can see at a glance whether the business is moving in the right direction over the week.
• Use the Date Picker at the top of the dashboard to view the health score, insights, and alerts for any previous analysis date, not only today.
• Click the Generate Now button to run a fresh analysis immediately instead of waiting for the next scheduled run. This is only available once per day; if today’s analysis already exists, the button will show a message instead of running again.

Insights

• The Insights list shows observations the AI has made about the business, written in plain language and backed by real numbers from your data — for example, a revenue increase, a drop in attendance, or a stalled sales pipeline.
• Each insight shows a Title, a Description with specific figures, a Severity (Positive, Info, Warning, or Critical), and the related Add-on (Account, HRM, Sales, Projects, POS, or Inventory).
• Insights are sorted automatically with Critical and Warning items shown before Info and Positive ones, so the most important items always appear first.
• Use the Dismiss action on an insight once you have read it and no longer need it on the dashboard. Dismissed insights are moved out of the active list.

Recommendations

• The Recommendations list shows specific actions the AI suggests you take, such as following up on overdue invoices or reviewing a stock shortage.
• Each recommendation shows the Recommendation text, the Reason it matters, a Priority (High, Medium, or Low), the related Module.
• Recommendations are sorted with Pending items first, then ranked by priority from High to Low.
• Use the Mark Done action once you have completed the suggested action, or Dismiss to clear a recommendation you do not plan to act on. Both actions record the date and time the recommendation was actioned.

Alerts

• Alerts The Alerts list highlights urgent issues that need immediate attention, such as a large number of overdue invoices or a sharp decline in sales conversion.
• Each alert shows a Title, a Message explaining the risk, a Severity (Warning or Critical), and the related Module.
• Alerts are sorted with Critical items shown before Warning items, and unresolved alerts are shown before resolved ones.
• Use the Resolve action once the underlying issue has been fixed. The alert is then marked Resolved with a timestamp and moved out of the active list.

Health Score Breakdown

The Overall Score is calculated from five weighted sub-scores. Each sub-score reflects a different part of the business, as shown below.