Pulse: Your AI-powered daily briefing

Pulse is Versa’s daily briefing. It tells you what to focus on today based on your role and what you are allowed to see in the system—without making you run a long set of reports every morning.

An AI-written narrative summarizes the story in plain language: what is urgent, what is building up, and where to look next. Alongside that narrative, domain cards show counts and highlights for each area of the business (such as AR, orders, or shipping) so you can scan the day in seconds.

Who can use Pulse?

Pulse must be turned on for your company. Your administrator controls that.

You only see domains (areas of the business) that match your permissions. For example, someone in accounts receivable may see collections and invoicing signals, while someone in the warehouse may see shipping and manufacturing-related items. Firm administrators typically see the broadest view.

Where Pulse appears

When you sign in

Depending on your company’s setup, a short summary may appear when you log in—for example, how many invoices are overdue or how many orders are ready to ship. That message can collapse automatically after a few seconds so it does not get in your way.

In the header

A Pulse indicator in the header can show that there are items to review (for example, a total count). Click it anytime to open a quick summary and a path to the full briefing.

Full briefing page

The full Pulse page is one place where you see:

• The AI narrative for “what matters today.”
• Domain cards—one card per area (AR, AP, orders, shipping, purchasing, manufacturing, finance, approvals, follow-ups, and others your organization uses). Each card shows what needs attention and links to go deeper.
• When the information was last refreshed (for example, “Based on data from …”) so you know how current the briefing is.

From a domain card you can often open View in Ops Center to work the same priorities as a checklist-style list. For purchasing-related signals, you may also see a path to products to reorder when that applies to your business.

How AI fits into Pulse

Versa uses artificial intelligence (AI) to turn operational signals into a readable daily story. The AI reads the same kinds of activity your cards are built from—open invoices, orders, quotes, purchase orders, approvals, follow-ups, and more—and writes the briefing narrative so you are not interpreting raw numbers alone.

The domain cards still show the underlying counts and links; the AI layer is there to explain and prioritize in human language. Your team decides what to do next; Pulse helps everyone start from the same picture.

Domains at a glance

Exact labels and content depend on your organization and access. Typical domains include:

• AR — Collections, overdue invoices, items to invoice, and related cash-in signals.
• AP — Bills due, payments to make, and receipts to turn into bills.
• Sales — Quotes and opportunities that need attention.
• Orders — Open orders, backorders, and holds.
• Shipping — Ready to ship, expected receipts, and related tasks.
• Purchasing — Open purchase orders, delivery issues, reorder suggestions, and items that may run low soon (when your setup includes those signals).
• Manufacturing — Work orders and production priorities (when manufacturing features are in use and you have access).
• Finance — Cash and cash-flow oriented highlights from receivables and payables (content can evolve over time).
• Approvals — Documents waiting in workflow approval.
• Follow-ups — Notes and communications flagged for you to follow up on (personal to your user account).

Reducing noise: muting domains

If you have access to many domains but only care about a subset day to day, you can mute domains you do not want in the login summary or header count. Muted areas can still be available in the full briefing when you need them, so you are not losing access—just reducing interruptions.

Other ways to open Pulse

• From the dashboard or “view full briefing” style links shown with the banner, when your layout includes them.
• From chat, if your company uses it—for example, asking to show your Pulse or daily briefing (wording may vary).

How fresh is Pulse?

Pulse is built from a regularly refreshed operational snapshot for your organization. That keeps the briefing fast and consistent. Always check the timestamp on the Pulse page when timing is critical; for live amounts or status on a specific transaction, open the record from the link on the card or from Ops Center.

Pulse and Ops Center

Pulse answers “what should I focus on?” with a story and cards. Ops Center lists the same kinds of priority items so you can work them in order—open records, send reminders, and clear tasks. Use Pulse for orientation; use Ops Center when you are ready to execute.

For step-by-step help on Ops Center (lists, dates, quick actions, and bulk reminders), see the companion help center article Ops Center: work your daily priorities in one place.

Tips

• Make Pulse the first tab you open—then drill into Ops Center or records only where the briefing points.
• Use muting if the header count feels noisy; expand the full view when you need the whole picture.
• Trust but verify: use the refreshed time and open View when you need real-time detail.