The Weissr Assistant

Weissr Assistant lets you work with your capex data by asking questions in plain language. In Capex Management you can find and filter requests, compare their values in a table and create a new request. In Capex Strategy you can look up the details of the alternatives in the project you have open. In both modules you can ask how Weissr works and get an answer based on the Weissr documentation.

How do I open Weissr Assistant?

1. Open the Help menu.

2. Click Weissr Assistant.

The assistant opens in a window in the bottom right corner. You can resize it. In Capex Management the window stays open while you move between pages such as Requests and Budgets. In Capex Strategy the menu item is available when you have a project open, at both group level and division level.

🔧 Configuration: Weissr Assistant appears in the Help menu only when your administrator has switched it on for your installation. If you cannot see it, contact your administrator.

What can Weissr Assistant do? NEW IN 5.3.7

When you open Weissr Assistant, it greets you with a welcome message that lists what it can help you with, together with an example question for each item. The list shows only the capabilities that are switched on in your installation, so it may differ from the tables below.

In Capex Management the full list is:

In Capex Strategy the full list is:

You can also ask "What can you do?" at any time. Weissr Assistant answers with the same list. If you ask for something it cannot do, it tells you so and lists what it can do instead.

📌 Note: The welcome message ends with this reminder: "I'm powered by artificial intelligence, so my answers can be wrong. Please double-check anything important." Check figures against the request or alternative before you act on them.

How do I find and filter requests in Capex Management?

Describe the requests you are looking for. Weissr Assistant searches your request list using the property values you mention and shows the results in the chat. You do not need to use the exact property names. The assistant understands variations and synonyms.

Examples:

• "Show me capex requests for Site A"

• "Show approved IT projects"

• "Show requests in Draft state"

• "Show requests with expense type opex"

Request names in the answer are links. Click one to open the request.

Filtering works on request properties and on properties of the expenditures that belong to a request. Weissr Assistant treats requests and expenditures separately: it includes expenditure lines only when you ask for them.

💡 Tip: Weissr Assistant shows up to 25 requests by default. If more requests match, the answer says so. Ask for more, up to 100, or add a filter to narrow the list.

How do I see property values for a set of requests?

Ask for the requests you want and name the properties you want to see. Weissr Assistant returns the values as a table, with one row per request.

Example: "Show site and currency for the requests in category IT".

• You can ask for up to 10 properties in one question. If you ask for more, Weissr Assistant asks you to remove some.

• The table shows up to 25 requests by default and up to 100 if you ask for more.

How do I create a request with Weissr Assistant?

Ask Weissr Assistant to create a request and tell it what the request is for. For example: "Create a new request for the roof renovation at Plant 2".

1. Weissr Assistant needs a request name, a start year and a production unit. If something is missing, it asks you for it.

2. It shows a summary of the request it is about to create.

3. Confirm the summary. Nothing is created until you do.

4. Weissr Assistant creates the request and replies with a link to it.

📌 Note: A request is always created on a production unit. Weissr Assistant does not create requests on a group or division. Other values you mention are listed in the summary as not saved. Fill them in on the request itself after it is created.

How do I ask about alternatives in Capex Strategy? NEW IN 5.3.7

In Capex Strategy, Weissr Assistant answers questions about the alternatives in the project you have open. You do not need to name the project. It always answers about the open project, and it cannot answer about other projects.

You can ask about:

• One alternative by name, for example "Show me the details of Plant 2 expansion". The answer is a list of the alternative's properties.

• All alternatives of one type, strategic alternatives or strategic building blocks, for example "Show creation date and status for all strategic alternatives". The answer is a table with one row per alternative.

If you name specific properties, Weissr Assistant shows only those. Otherwise it shows the properties on the alternative's Summary form. Alternative names in the answer are links. Click one to open the alternative.

How Weissr Assistant handles alternatives:

• Partial names work. "Kilimanjaro" finds "Kilimanjaro A". If the name matches more than one alternative, Weissr Assistant lists them and asks which one you mean.

• Active alternatives only, unless you ask. Deactivated alternatives appear only when you ask for them, for example "Show deactivated strategic alternatives".

• Properties that do not exist. If you ask for a property alternatives do not have, such as an owner, Weissr Assistant tells you that alternatives have no such property.

• Read only. Weissr Assistant cannot create or change alternatives.

How do I ask how Weissr works?

Ask your question in plain language, for example "How does the approval flow work?" or "How do building blocks work?". Weissr Assistant searches the Weissr documentation and answers from what it finds. It names the documents it used as sources.

Why does Weissr Assistant ask me follow-up questions?

Weissr Assistant asks a follow-up question when:

• information it needs is missing, such as the production unit for a new request

• a value is unclear or does not match anything

• your question can be read in more than one way, such as a name that matches several alternatives

Answer the question in the chat and Weissr Assistant continues. If it still cannot work out what you mean, rephrase the question or add more detail.

How do I start a new conversation?

Click Restart conversation, the refresh icon in the toolbar of the Weissr Assistant window. The conversation is cleared and the welcome message is shown again.

Weissr Assistant also starts a new conversation by itself when you switch between Capex Management and Capex Strategy, or open another project in Capex Strategy.

💡 Info: Weissr Assistant remembers only the most recent messages in a conversation, the last 10 unless your administrator has set a different number. In a long conversation it may lose track of what you asked at the start. Restart the conversation or repeat the details in your question.

What data can Weissr Assistant see?

Weissr Assistant works with your own permissions. It sees exactly what you can see in Weissr, and nothing more.

• In Capex Management it returns only requests you have access to, and only properties you are allowed to view. If you ask for a property you cannot view, it tells you that no values were found and that the property either does not exist or you do not have permission to view it.

• In Capex Strategy it shows the same alternatives you see in the alternative overview. Private alternatives and confidential building blocks appear only for users who can already see them.

🔒 Weissr Assistant cannot change permissions or give you access to data you cannot already see.

Which languages does Weissr Assistant understand?

Weissr Assistant answers in the language you write in. The welcome message and the labels in the Weissr Assistant window are in English.

Why is a capability missing from Weissr Assistant?

Your administrator decides which capabilities are switched on for your installation. The setting applies to everyone in the installation, not to individual users. A capability that is switched off does not appear in the welcome message, and Weissr Assistant cannot perform it. Contact your administrator if you need a capability that is not available.

What are the current limits of Weissr Assistant?

If the assistant reports "Request limit reached, try again in a minute", wait a minute and ask again.