Ops Engine: Understand priorities, performance, and follow-up

Ops Engine brings together the Versa tools that help your team see what needs attention, work through it, and understand how the business is performing.

Instead of starting the day by checking separate reports and queues, you can begin with a clear daily briefing, drill into the work behind it, and review longer-term trends. Ops Engine uses the same business records and permissions you already use in Versa.

Why use Ops Engine?

Operational priorities can be spread across receivables, purchasing, orders, shipping, and other areas. This makes it hard to know which issue needs attention first or whether a daily problem is part of a larger trend.

Ops Engine gives your team a consistent path from a daily signal to the related work and detail. It helps you prioritize and investigate; your team still makes business decisions and follows the usual approval process.

Who can use Ops Engine?

Your company administrator must enable the daily Pulse setting in Setup > Feature Settings > AI Agent. Depending on your setup, the setting label may include Pulse, Ops Center, and Business Momentum.
You see only the areas, records, and actions allowed by your existing Versa permissions. Select the correct entity before you begin.
Business Momentum also requires the Business Momentum user permission.
Agents also require the Ops Agents company feature. Adding or editing an Agent requires the Ops Center Admin permission.

If an area is not available to you, ask your administrator to check the company setting, the selected entity, and your user permissions.

Where to find Ops Engine

Sign in and select the entity you want to review.
Open Ops Engine from the main navigation.
Choose Pulse, Ops Center, Momentum, or Agents, depending on the question you need to answer.

Focused insights are available from the relevant Ops Engine card, work item, or workflow. What you see depends on the features your company uses and the access assigned to you.

How Ops Engine works

Start with Pulse for a daily summary of what matters.
Open Ops Center to work through the items behind those priorities.
Open the related business record or Insight when you need detail before acting.
Review Business Momentum when you need to understand a broader performance trend.
Where your company uses Agents, review the follow-up they identify or prepare using your normal permissions and approval rules.

Pulse: understand today’s priorities

Pulse is your daily briefing. It combines a plain-language summary with cards for areas such as receivables, payables, sales, orders, shipping, purchasing, manufacturing, approvals, and follow-ups.

Use Pulse to orient yourself at the start of the day and decide where to drill in. Check the refresh time shown on the page, and open the underlying record when you need the current status of a specific transaction.

Ops Center: turn priorities into work

Ops Center is the working list in Ops Engine. It brings together priority items so you can open records, review details, and take supported follow-up actions.

Use Ops Center after Pulse when you are ready to act. The items and actions available to you follow your existing Versa permissions.

Business Momentum: understand performance trends

Business Momentum is the performance view. It compares key measures such as revenue, profit, orders, and operating expenses across meaningful periods, including month to date, quarter to date, and year to date.

Where available, Momentum includes an AI-written summary and change analysis to help explain important movements. It is based on regularly refreshed snapshots, so open the related report or record when you need a live, transaction-level answer.

Insights: investigate a focused question

Insights help your team look more closely at a specific operational or financial question. For example, an Insight can help you investigate invoices that affect expected cash or products that may need to be reordered.

Insights can lead into established Versa workflows, such as Purchase Plans. The normal purchasing, financial, and approval controls still apply when you take action.

Agents and playbooks: make follow-up consistent

An Agent is a configurable playbook for a repeatable operational workflow. Versa provides standard Agents for common areas such as receivables, payables, sales, purchasing, shipping, and manufacturing.

An authorized administrator can adjust the settings available for an Agent in each entity, including when it runs, which work it considers, and whether it displays items in Ops Center. Some Agents can prepare email follow-up; when available, an administrator can require approval before an email is sent.

Agents do not give users access to records they could not otherwise see, and they do not replace your company’s normal approval controls.

Ops Engine and your usual Versa workflows

Ops Engine helps your team find and prioritize work. Your existing record workflows do not change: orders, purchase orders, invoices, shipments, approvals, and financial records still use their normal permissions and controls.

For example, Pulse may highlight a purchasing risk, an Insight may show the products and demand behind it, and Ops Center may help the buyer work the next step. The buyer still reviews the information and follows the usual Purchase Plan or purchase-order process.

If you do not see an Ops Engine area

Confirm that you selected the correct entity.
If the Ops Engine menu is missing, ask an administrator to confirm the AI Agent setting is enabled in Setup > Feature Settings > AI Agent.
If Momentum is missing, ask an administrator to confirm that you have the Business Momentum permission.
If Agents are missing or you cannot edit them, ask an administrator to confirm the Ops Agents feature and Ops Center Admin permission.
If a card or item is missing, check that you have permission for that business area and open the underlying workflow to confirm that the record still meets its conditions.

Tips

Start in Pulse, then use Ops Center only for the priorities that need action.
Check the refresh or as-of time before relying on a summary for a time-sensitive decision.
Use Momentum for trend conversations and the underlying record for a live transaction status.
Review Agent settings and approval requirements before relying on an Agent for customer or supplier follow-up.

Ops Engine Overview