Introduction
Kevin is your AI-powered analytics partner in Beacon, designed to provide instant insights into your inventory and sales performance. Kevin is available to warehouse and office users via the in-app chat interface.
Getting Started
Locate the chat icon — Find the circular chat icon in the lower right corner of your Beacon screen.
Click to open — Click the icon to open the chat interface.
Review Kevin's greeting — Kevin will greet you with a summary of his capabilities so you know what you can ask.
Core Capabilities
Kevin specializes in two key areas of your Beacon data:
Inventory Insights
Ask Kevin questions about your inventory, such as:
Stock level inquiries for specific items
Active device identification
Aged inventory (90+ days)
Container assignments
Events & Sales Data
Get quick financial snapshots by asking about:
Monthly profit metrics
Quarterly revenue tracking
Pending commissions
Case counts by time period
Advanced Filtering
Kevin can narrow down results using natural language filters, including:
Sales representative names — Ask about a specific rep's data
Specific facilities or physicians — Filter by location or provider
Natural language date ranges — Use phrases like "yesterday," "last week," "this quarter," etc.
Pro Tips for Getting the Best Results
Simple, specific questions work best — Rather than broad requests, ask focused questions for more accurate answers.
Kevin's scope is limited to inventory and events data — He cannot access settings, user management, or other system areas.
Verify critical figures independently — For important financial decisions, always cross-reference Kevin's answers with your reports.
Reports remain superior for comprehensive analysis — Kevin is great for quick insights, but use Beacon's reporting tools for in-depth analysis and exports.