by RooksDM
Ask questions about your business data in plain English and quickly find the records, information, and insights you need.
- Target Client Segment: RIAs
- Pricing: $1,250 flat fee
- Deployment Readiness: Production
- Deployment Model: Microsoft Copilot Studio
- Primary User(s): Any team member
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
