Iress ContributorAMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Hi Andrew,
I have a few questions regarding the different features in Xplan,
- Diary - Will there be a solution where it automatically links to the calendar in Outlook (widely used email software) and you can then manipulate the results?
- Email/SMS Templates - I understand that email/sms templates need to be coded. Will there be an AI feature available in the future to write these codes easily instead of going through coding training?
- Visualise - Will there be a capability in the near future to be able to download the scenarios to a presentation format
Cheers,
Gurpreet Parmar
- andrew.wilson.0
Thanks for the questions, Gurpreet
As mentioned above, we are actively collecting feedback for diary improvements. If you could raise a Connect feedback that would be greatly appreciated.
Your Email/SMS question is a great use case for what AI could be used for going forward. Again, feedback for this is welcomed. Whilst AI isn’t not available now, my tips around email templates would be:
- Build one base template that you know works:
- when being received in different email software (Outlook, GMail, etc)
- viewed on different devices (phone vs tablet vs desktop).
- Once, you have the above working, view and copy the source to use for all other templates
- Make use of the email syntax within the toolbar.
Recently a webinar on AI was held on Advisely. Here’s the link
For Visualise I am not sure what you mean by presentation format. That said, the merge code for each chart is available on the menu item that you can use in your merge report. This can also be applied with the infographics.
- Build one base template that you know works:
