Contact Sales
Get Started

Knowledge Base: Your Learning
Hub for Business Pulse

Knowledge Base: Your Learning Hub for Business Pulse

Learn exactly what you need, when you need it, and unlock the full power of conversational analytics.

Getting Started

If you’re new to Business Pulse, start with these articles.

What Is Business Pulse and How It Works
Getting Onboarded on Business Pulse
Supported Integrations (CRMs, ERPs, Analytics Tools)
Understanding Your Home Screen & Navigation
Asking Your First Question in Business Pulse
Key Terms Explained: Descriptive, Diagnostic, Predictive & Prescriptive Analytics

Resource Library

Data Connections & Integrations

Deep-dive into connecting and managing data sources.

Best Practices for Clean Data Before Connecting
Updating or Removing a Data Source
Troubleshooting Connection Errors
How to Connect Multiple Data Sources
Asking Questions & Building Insights

Teach users how to interact with the platform effectively.

Saving & Sharing Answers With Your Team
Using Natural Language vs. Pre-Built Templates
Common Query Examples for Sales, Marketing, Finance
Using Prescriptive Suggestions for Decision-Making
How to Ask Predictive Questions (“What Will Happen Next?”)
How to Ask Diagnostic Questions (“Why Did Sales Drop?”)
Visualization & Reporting

Show how users can turn answers into actionable reports.

Embedding Reports in Your CRM or Slack
Exporting Insights (CSV, PDF, Slack)
Scheduling Reports to Send Automatically
Customizing Your Report Layout
Choosing the Right Visualization for Your Data
Roles & Permissions

Make sure the right people have the right access.

Viewing Audit Logs & User Activity
Adding or Removing Users
Managing Permissions for Sensitive Data
Setting Up Teams & User Roles
Advanced Features

For power users who want to go beyond the basics.

Understanding the Analytics Maturity Model Inside Business Pulse
Automating Workflows Based on Insights
Building AI-Driven Forecasts
Setting Up Alerts & Triggers for Key KPIs
Creating Custom Metrics & Calculations
Troubleshooting & FAQs

Quick answers for common problems.

Contacting Support or Requesting New Features
Why Predictions Might Be Off (and How to Improve Them)
Fixing “Data Source Not Found” Errors
Why Am I Not Seeing the Right Data?