Why Send to Geo exists
An investigation in the dashboard usually starts when you see something on a chart or in a drawer. Before Send to Geo, these were the steps to ask a question:- Find something interesting on a chart.
- Open the Geo Assistant.
- Describe again, in words, what you look at.
- Hope that Geo finds the correct data.
- “why is this happening?”
- “what should I do about it?”
- “compare this to last month”
- “show me the conversations behind this number”
Where Send to Geo is available
The action is on almost each important surface of the dashboard:
Look for the Send to Geo action on each important object on the screen.
What occurs when you send an object
1
Click Send to Geo
Click Send to Geo on the object. Geo opens, or moves to the front, with the object attached as context.
2
Read the confirmation
Read what Geo received. For example: “I’m looking at the CRM for startups topic for the last 30 days.”
3
Ask your question
Type your question. Geo uses that object for its answer.