Why getting answers out of Priority is hard
Priority holds almost everything a company needs to know: invoices, orders, stock, customers, suppliers, production. Getting a specific answer out of it is another matter. A question like "which customers bought less this quarter than last" usually means a report someone has to build, an export to Excel, or a request to the one person who knows the report generator.
Dashboards help with the questions you planned for. The question your CEO asks on Sunday morning is rarely one of them.
How AI for Priority works
- Connect Priority. A dedicated user or API access is enough. Cloud Priority needs nothing installed; an on-premise server connects through a secure agent with no inbound ports.
- WizBI learns your Priority. Your tables, your item and customer names, your terms and your permissions, in Hebrew and English.
- Your team asks in the chat they already use. In plain language, in Hebrew or English. The answer comes from your own data, with numbers, a chart or an Excel file.
- It keeps working when nobody asks. Priority reports such as a sales summary every Sunday at 08:00, or an alert when stock of an item drops below a line you set.
What teams ask Priority through WizBI
| Team | Typical questions |
|---|---|
| Management | Sales this month against target and last year · gross margin by product family · the 10 biggest open orders |
| Finance | Open customer debt by age · what is due to suppliers this week · invoices issued but not yet paid |
| Sales | A customer's purchase history · who stopped buying · price per customer for the same item |
| Operations and purchasing | Stock below the minimum · open purchase orders by supplier · slow-moving stock |
For ready-made examples, see Priority reports you can ask for in the chat.
Priority ERP automation: from answers to full automation
Answers are where it starts. Beyond them, we build automations around the way your company works with Priority — the recurring steps your team does by hand today, up to processes that run on their own from start to finish. Each automation is defined with you, to your request.
Control stays with you. Every automation runs under the permissions you set, each person sees only what their permissions allow — the same on WhatsApp, Teams and the web — and every question and every action is logged and can be reviewed.
WizBI next to Priority BI and the Priority report generator
Priority has its own report generator and BI options, and it is adding AI features of its own. Those are the right tools for work done inside Priority, by the people who work in it every day.
WizBI is for a different moment: the manager who is not in Priority, has a question now, and wants the answer in WhatsApp. It also connects the other places your data lives — monday.com, Excel files, a CRM, a database — so one question can draw on all of them.
The two work side by side: Priority runs the business, WizBI answers about it and automates around it.
Security
WIZBI AI LTD is certified to ISO/IEC 27001:2022. WizBI runs on Google Cloud; each organisation's data is isolated and encrypted in transit and at rest. The AI models run inside Google Cloud under enterprise terms, and your data is not used to train them.