02 - Reporting AI Agent

Step 1: Access the Agent

• Go to the Chatter tab.
• Find the conversation or AI assistant widget labeled “Luca” or “Reporting Assistant”.

Step 2: Type Your Query

• Use natural language — no need for technical terms.
• Example: “Show me total expenses by entity for last month”

Step 3: Review the Response

• The AI agent will respond with:
  • A quick summary
  • A table or chart (where applicable)
  • A link to view full report in Salesforce Reports (if available)

Step 4: Refine or Follow Up

• You can refine your question or ask a follow-up.
  • Example: “Filter by Marketing department” or “Exclude Entity B”