Boldy - Bold Factory

Boldy is Bold’s conversational assistant. It lets you look up information in natural language, summarize data and get guidance without navigating every menu.

When to use Boldy

Requirement	Example
Find data	`Which sales orders are pending this week?`
Summarize information	`Summarize delayed manufacturing orders.`
Understand a process	`Explain what projected stock means.`
Prepare a search	`Help me find maintenance work orders for the packaging machine.`

Boldy responds with the context and permissions available to your user. If data is missing, it should ask for clarification or indicate what is missing.

Conversations

A conversation preserves context. Use it to explore the same goal further. Create a new conversation when the topic changes or you do not want to carry earlier decisions forward.

Good pattern	Why it helps
Specify the module	Avoids overly general answers.
Specify dates or status	Narrows the analysis.
Include codes, items, assets or locations	Reduces ambiguity.
Verify referenced records	Protects operational decisions.

Difference between conversation, tasks and automations

Tool	Main use
Boldy	Quick, direct conversation with the personal assistant.
Tasks	One-off work with a status, files, tools, clarifications and credits.
Automations	Reusable configurations to repeat work manually or through triggers.

Use Boldy to explore or ask questions. Create a task when work is long, needs files or should be audited. Configure an automation when you want to reuse the same instructions and permissions.