WEBINAR REPLAY
PROMPT LIKE A PRO: BUILD CUSTOM XBERTS IN PLAIN ENGLISH.
Will and Carly show how to turn clear prompts into Custom XBerts, from client ledger checks to new work data alerts for managers and partners, plus a first look at XBert Intelligence.
Watch the 45 minute replay. Fill in the form and we'll email you the link.
WATCH THE REPLAY
Custom XBerts check your clients' data every time XBert syncs, so issues show up as they happen rather than at month or quarter end. Now you can ask for a check in plain English and XBert works out the logic for you.
In this session, Will Rush and Carly Tang share practical prompting tips (give context, be direct, avoid ambiguity, build your library gradually) and build real examples live: wages over 30% of revenue for hospitality clients, VAT on a bill versus its attached document, overdue invoices and tracking category changes.
Will then shows the new work data XBerts that help managers and partners spot overdue work and over-capacity team members, and gives a first look at XBert Intelligence for P&L reviews and advisory meeting prep.
What You'll Learn
Create tailored alerts from natural language prompts, and let XBert build the logic behind your checks.
Flag team issues like overdue work, over-capacity staff and tasks outside their time estimates.
Get ahead of compliance with AI-suggested XBerts, and use XBert Intelligence as a starting point for client conversations.
Meet the Team!
Carly Tang
Senior Account Manager, XBert
