Navigating the Adesso AI Interface

Understand how to get around the Adesso AI interface

Table of Contents

1. Instructions
2. Instructions with screenshots
3. Downloadable copy
4. Video demo

Instructions

1. Navigate to https://app.adessoai.com
2. Adesso will automatically open to the Home page. 
3. Click the Menu to reveal the icon names.
4. On the home page, you will first see your Activities. 
5. Keep scrolling to the right to see all of your Activities.
6. Below the Activities, you will see your Insights. 
7. Click Dashboards to view your data and charts.
8. Click x to delete a tile. 
9. Click + Add Tile > select + for the tile you want to add to your view.
10. Click Search to view the following information: 
    1. Deal 
    2. Deductions 
    3. Check Requests 
    4. Pre-Paid
11. Click Reports to view a list of pre-populated reports. 
12. A List of reports will open. Click the Menu Pin to toggle the window open or closed.
13. You can view your reports by Data or Charts. 
14. Click Promotions Manager to see your promotions by Planner or Calendar.
15. Click Deductions Manager to view your Open Deductions and Pending Deductions. 
16. Click Document Center to see all of your documents.
17. Click on the File Name to view the document.
18. Click Business Settings to enter the following information: 
    1. Logins 
    2. Contacts 
    3. Business 
    4. Workflows 
    5. Vendors 
    6. Periods 
19. Click your name to Log Out.

Instructions with screenshots

Download a copy:

Navigating the Adesso AI Interface Cheat Sheet

Watch us in action:

Navigating the Adesso AI Interface Video