How can we help you?

How can we help you ?

RELEASE NOTES
Product Updates

Assistant

Needl.ai assistant streamlines information processing by delivering key insights and summaries directly to you. It provides real-time updates on industry trends, competitor activities, and customer news, tailored to your specific needs.

With this, you can stay informed about market trends and company updates that matter most to you.
With assistants, you can:
• Automate information processing and get key insights directly delivered to you.
• Save time and effort, gain actionable insights, and stay ahead of the curve.
• Customize to fit your specific needs and preferences.
3 types of Assistants:
To learn more and access step-by-step guides for creating these Assistants, refer to the respective pages.

FAQ

What should I do to receive alerts from all relevant updates?

You can enable the "Select all and Auto add future events" checkboxes to receive updates on all relevant events, including future additions.

Can I temporarily stop receiving updates from an assistant?

Yes, you can temporarily change the status of the assistant by toggling the switch to pause or activate it.

Can I create multiple assistants for the same portfolio?

Yes, you can create multiple assistants for the same portfolio or set of portfolios by following the steps outlined above for creating an assistant.

What events can I track in Portfolio Assistant?

Indian Capital Markets:
1. Earnings calls 
2. MDNA Annual Reports
3. Broker Reports 

US Capital Markets:
1. Earnings calls
2. MDNA 10-k Reports
3. MDNA 10-q Reports

What events can I track in the Early Warning Signals Assistant?

You can track following events in the EWS Assistant:

What type of templates can I receive my feed summary?

Key Insights in Brief - You will receive a summary of the most important news summarized and a list of other articles that are extracted from the feed for complete consumption.

How do I remove stock notifications from WhatsApp?

To change notification preferences:

To remove notifications from WhatsApp (WA) only and continue receiving them via email:

-
Click on the edit icon associated with the assistant you wish to modify.
- Remove "WhatsApp" from the output settings.
- Click save to apply changes.

To completely stop receiving notifications:
-
Navigate to the Assistant Dashboard.
- In the status column, turn off the corresponding assistant to stop all notifications.