- Navigate to the
Explore menu. The Explore page is displayed with the FILTER BUILDER and AI EXPLORE tabs.
- Click the AI EXPLORE tab.
- In Enter what you are searching for…, enter your request in natural language and click SEARCH. Wait while Neostella processes your query.
- Matching records displayed in the Results section along with the filter chips at the top of the Results according to the entered query.
- These results show only the data the user is authorized to access.
- Click on the desired record in the list to open it.
5 STEPS
1. To navigate to the Explore page in the Intake workspace, follow these steps: after accessing Neostella, click the grid icon.
2. And select the Intake workspace.
3. Then select the Explore menu.
4. The Explore page is displayed. Here you will find the with the FILTER BUILDER to build reports and the AI EXPLORE tabs.
5. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2695622/Explore---Intake-Navigation?iframeHash=watchsteps-1&lang=en
