Sharpei AI includes a powerful AI copilot that assists both internal teams and customers. The assistant is context-aware, data-driven, and available throughout the platform.

Portal AI (Internal Assistant)

The Portal AI is your internal data analyst and operations assistant. Access it from the AI Assistant section in the sidebar or via the floating chat widget on any page.

Portal AI chat interface

What Portal AI can do

• Portfolio Analysis — Ask about KPIs, working capital, yield, ROI, and default rates
• Delinquency Tracking — Get insights on 0-30, 31-60, and 60+ day delinquencies
• Vendor Performance — Analyze vendor scoring, application referrals, and performance trends
• Application Pipeline — Review funnel metrics from application to funding
• Collections Forecasting — Project future collection amounts and timing
• Equipment Insights — Track inventory status, equipment values, and utilization

Data Sources

Portal AI pulls data from multiple integrated sources:

• Salesforce
• Microsoft Teams
• SharePoint
• Payment systems
• Data warehouse

Example Queries