FAQS
Answering Your Most Frequently Asked Questions About Turbotic
What is Turbotic AI?
Turbotic AI is an artificial intelligence-driven platform developed to support business analysts, strategy consultants, AI transformation leaders, and digital change agents in expediting their organizational transformation initiatives.
Who can benefit from using Turbotic AI?
Professionals engaged in business transformation, artificial intelligence, automation, and process improvement—such as analysts, project managers, and consultants—may utilise Turbotic AI to optimise operational efficiency and strengthen decision-making processes.
How does Turbotic AI work?
Turbotic AI processes both structured and unstructured data to generate well-organized outputs, such as project plans, business cases, memos, or other materials pertinent to the specific use case. Additionally, users can engage with Turbotic AI in a manner similar to other AI assistants to further enhance and refine the generated output.
What are the main features of Turbotic AI?
Features include structuring unstructured data and automating various business roles, such as business case creation, RPA feasibility analysis, PDD/SDD generation, RFX handling, and more. Additional tools include a meeting agent for automatic summaries, the ability to build custom AI assistants, and chat functionality with your own files.
What types of companies use Turbotic AI?
Turbotic is utilised by both enterprises and small to medium-sized enterprises (SMEs) as end users, as well as by consulting and professional services organisations for service delivery purposes.
What makes Turbotic AI unique compared to other platforms?
Turbotic AI is distinguished by several notable capabilities:
- Data-Driven Business Case Development: The platform transforms unstructured data into actionable insights by systematically analyzing information to construct robust business cases, supporting well-informed decision-making processes.
- Meeting Agent: Leveraging artificial intelligence, Turbotic AI evaluates meeting data in real time, offering immediate insights and tailored recommendations to strengthen strategic discussions.
- Data Security and Compliance: Hosted on Microsoft Azure, Turbotic AI upholds rigorous data privacy standards by ensuring customer data is excluded from AI model training. The platform maintains compliance with ISO 27001 and SOC 2 requirements, underscoring its dedication to data security.
Can I start using Turbotic AI for free?
Regrettably, the Turbotic AI platform does not offer a free plan. However, you may register for our Professional plan at your convenience, with no long-term commitment required.
How much does the Professional plan cost?
The Professional Plan is offered at a cost of $25 per user, with both monthly and annual payment options available.
What benefits come with the Professional plan?
- Standard support included
- Option to purchase additional credits
- Multiple user seats
- 1,000 monthly tokens (1,500 with an annual commitment); referral program available for earning bonus tokens
- Ability to create custom Assistants
- Access to predefined Assistants
- User invitation functionality
- Tools for team collaboration
- Case management capabilities
- Workspace creation features
- Support for PDD/SDD creation
- Unlimited access to Meeting Agent services
Is there a demo version available before committing to a subscription?
Although a demo version is not available, please feel free to contact us, and we would be pleased to arrange a trial period for you.
What are tokens in Turbotic AI?
Tokens are required for accessing the platform’s AI capabilities, such as submitting inquiries or processing files within the system.
What happens if I exceed my token limit in a month?
It may be necessary to acquire additional tokens or wait until the next billing cycle resets your limits on the 1st of each month.
Is there a limit on users for the Professional plan?
The Professional plan offers unlimited seats, making it suitable for accommodating larger teams.
Are there any hidden fees with Turbotic AI plans?
All fees are transparently disclosed, and all costs are explicitly detailed when choosing a plan.
Can I upgrade my plan later on?
Certainly. User licenses can be added or removed from your plan as your business requirements evolve, and additional tokens may be purchased as needed.
Can I cancel my subscription at any time?
Yes! You have the flexibility to cancel your subscription whenever you wish to.
What payment methods can I use at Turbotic to upgrade my plan and/or buy more tokens?
Turbotic AI supports a comprehensive range of payment options through Stripe integration, allowing you to serve clients globally when purchasing subscriptions. Accepted payment methods include major credit and debit cards such as Visa, Mastercard, American Express, Discover, JCB, and Diners Club, all of which are widely recognized and used internationally.
Alternatively, subscribing via the Microsoft Azure Marketplace enables you to consolidate your Turbotic subscription payments with your regular Azure billing.
For Enterprise plans, contact our Sales team at bruna.rocha@turbotic.com and pay by invoice.
A frequently asked question from users
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Is Turbotic AI available worldwide?
Yes, it’s available worldwide.
How do I stay updated on new features or changes at Turbotic AI?
We encourage you to subscribe to our newsletters or follow our official channels to receive announcements about updates and new features.
Blog: https://turbotic.com/blog/
Youtube (for video tutorials): https://youtube.com/@turbotic591?si=GG2JNYYRzgqKATCU
LinkedIn: https://www.linkedin.com/company/turbotic
Can I integrate Turbotic AI with other tools?
Yes! Turbotic AI integrates with top technology partners to enhance functionality and user experience.
Is training available for new users of Turbotic AI?
Training resources—including FAQs, videos, and in-person sessions—are available to help users make the most of the platform. Contact your Turbotic Sales representative to learn more.
To access these resources, visit:
Blog: https://turbotic.com/blog/
Youtube (for video tutorials): https://youtube.com/@turbotic591?si=GG2JNYYRzgqKATCU
Contact our Sales Team:
– SMB: Bruna Rocha : bruna.rocha@turbotic.com
– Enterprise, worldwide : Max Ekendahl : max.ekendahl@turbotic.com
Or signup for our Newsletter and stay up to date to Turbotic AI news
Can I customize my workspace in Turbotic AI?
Users can adjust their workspaces to meet specific needs, such as modifying themes, selecting languages, setting profile pictures, and managing access rights.
How does Turbotic AI enhance team collaboration?
It allows teams to share projects, follow up on tasks, and execute transformations from one centralized location.
What support options are available with Turbotic AI?
Support offerings differ according to your chosen plan. The Pro Plan provides priority support, while Enterprise Plans offer the additional benefit of a dedicated account manager. For further information, please contact our Sales team at: sales@turbotic.com
Does Turbotic AI offer customer support outside of business hours?
Support availability may vary by plan; refer to your specific plan details for more information.
Is there a mobile app for Turbotic AI?
At present, a dedicated mobile application is not available; however, the platform can be accessed through web browsers on mobile devices. You are encouraged to subscribe to our newsletter to receive the latest updates on Turbotic AI news.
What makes Turbotic AI unique compared to other platforms?
Turbotic AI includes several notable features:
- Data-Driven Business Case Development: Converts unstructured data into structured data. It analyzes data to support case development for organizational changes and informed decision-making.
- Meeting Agent: Uses AI to assess data and information from meetings, offering insights and recommendations to support strategic discussions.
- Data Security and Compliance: Operates on Microsoft Azure and follows defined data privacy policies, with customer data excluded from AI training models. The platform meets ISO 27001 and SOC 2 compliance standards, reflecting its adherence to data security requirements.
Are community forums or user groups available for support?
At this time, no dedicated forum exists. Turbotic recommends that users participate in widely used community platforms to facilitate discussions about the product.
How do I provide feedback about my experience with Turbotic AI?
Technical feedback may be submitted directly within the application by navigating to Settings > Report Issue. For specific inquiries, you may find relevant information in this document or through our Learning channels.
Blog: https://turbotic.com/blog/
Youtube (for video tutorials): https://youtube.com/@turbotic591?si=GG2JNYYRzgqKATCU
contact our sales team at sales@turbotic.com
What does the meeting agent feature in Turbotic AI do?
The meeting agent can join meetings on Teams or Google Meet to record and summarize discussions. It is suitable for a variety of internal and external meetings, provided that participants are informed and give their consent. The agent generates meeting minutes and, when linked to a specific project, incorporates key points as input for that project. For the Generate PDD assistant, the recordings from the meeting agent can be used to develop a Process Design Document (PDD).
How can I use the meeting agent feature work in Turbotic AI?
The Meeting Agent functionality within Turbotic AI optimizes meeting processes by systematically organizing information, recording key discussion points, and delivering thorough documentation of decisions and action items. The following outlines its operation:
Initiating the Meeting Agent:
- Automated Integration: Seamlessly integrate Turbotic AI with platforms such as Google Meet or Microsoft Teams to enable the Meeting Agent to participate automatically, ensuring consistent support across all meetings.
- Manual Activation: Alternatively, invite the Meeting Agent as an ad-hoc participant using the Turbotic AI application.
Utilizing Meeting Agent Capabilities:
The Meeting Agent effectively records essential discussion elements, structures information, and documents actionable tasks, enhancing meeting efficiency and enabling smooth follow-up.
Post-Meeting Summary:
Upon conclusion of each meeting, the agent generates a comprehensive summary highlighting critical insights and recommended next steps. This summary can be circulated among stakeholders to ensure alignment and inform subsequent project development.
Leveraging the Meeting Agent streamlines end-to-end meeting workflows, promoting improved outcomes through the delivery of structured, actionable insights.
How does Turbotic AI Assistants works?
Turbotic AI Assistants use artificial intelligence to support automation and AI projects. These tools are developed to manage various aspects of automation orchestration, including process management, business case development with AI, sentiment analysis, investment case analysis, and other related tasks.
Are there predefined AI-assistants available in Turbotic AI?
Users are provided with access to a range of predefined assistants, each designed to address specific use cases within the platform’s marketplace.
What is the predefined AI-assistants doing?
The predefined assistants facilitate user support and process automation across a range of business applications, such as assessing automation potential, developing data strategies, evaluating RFXs and more.
For what purposes can I use the Business Case for Automation & AI Assistant?
Utilize this assistant to develop a robust business case for your Automation and AI initiatives. The assistant provides structured guidance through problem definition, current state analysis, solution proposal, and thorough evaluation of anticipated benefits, costs, and risks. Leveraging this tool ensures alignment with strategic objectives, feasibility assessment, and the creation of a comprehensive implementation plan. This approach supports well-informed decision-making and aids in obtaining the necessary approvals and resources for successful project execution.
A frequently asked question from users
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How can I use the Business Case for Automation & AI Assistant?
Prior to beginning the process, please upload any pertinent documents that may support your selected assistant. The nature of the documents required will depend on your particular circumstances; therefore, you are encouraged to provide any materials that may facilitate the initiation of your project.
To proceed, select your assistant from the home page and follow the instructions provided by the Assistant.
For what purpose can I use the RPA Discovery Assistant?
You can use the RPA Discovery Assistant to effectively identify and evaluate business processes suitable for automation using Robotic Process Automation (RPA). It provides a structured approach to gather essential information about your processes, assess their complexity, and understand potential business value. By leveraging this assistant, you can prioritize automation opportunities based on feasibility and impact, ensuring efficient resource allocation and successful RPA implementation.
Can I create custom assistants in my account?
Absolutely! Users can create their own assistants for their specific business needs within the platform.
How do I create custom assistants in my account?
Go to “Create new assistant”, name the assistants, provide a description. Thereafter you can customize your assistants by adding either predefined Components or Metrics to the assistant,or creating new Components/Metrics. You can also list the sections that you want to include in the Memo. You create each Component or Metric by creating a Name and Prompt for the Component/Metric. You can thereafter continuously improve your assistant by prompt engineering until it is ready to be used in production.
What are the components in the assistants?
The Data Component of the Turbotic AI Assistant serves as an integral hub for connecting, analyzing, and visualizing data to enhance automation workflows. This component seamlessly integrates with multiple data sources, including CRMs, ERPs, BI tools, and RPA logs, to deliver actionable insights, monitor key performance metrics such as automation success rates and cost savings, and identify predictive trends to support informed decision-making. Users engage with the AI Assistant through natural language queries to access data, generate reports, or pinpoint workflow inefficiencies. Additionally, comprehensive error analysis and visualization capabilities facilitate effective troubleshooting and ongoing performance monitoring. By supporting robust data governance, this component empowers organizations to harness data for more strategic and efficient automation initiatives.
Are those components pre-formatted? And if so, can I create my own components as well?
Turbotic AI Assistant offers pre-built components for common automation and data tasks, allowing quick connections to popular tools, easy analysis, and troubleshooting without complex setups. Users can also customize or create their own components via the Assistants page to address specific needs. This mix of ready-made and custom options lets the platform support both standard and unique workflows.
What are Evaluation Metrics?
The evaluation metrics for the Turbotic AI Assistant consist of key performance indicators used to assess automation outcomes and return on investment. These metrics include Automation Success Rate, which tracks the percentage of workflows completed without errors, and Error Rate with Resolution Time, which measures failures and the duration required for correction. Additional metrics such as Time Saved indicate reductions in work hours due to automation, while Cost Savings quantify financial differences when compared to manual processes. Performance Efficiency is used to identify workflow bottlenecks, and Resource Utilization assesses the productivity of automated workflows, supporting data-driven organizational decisions.
Can I create my own Evaluation Metrics?
The evaluation metrics available in the Turbotic AI Assistant include pre-formatted components that deliver immediate insights and facilitate performance tracking for standard automation processes such as success rates, error rates, time savings, and cost reductions. These built-in metrics are intended to simplify both monitoring and analysis, eliminating the need for manual configuration.
Additionally, users have the flexibility to develop custom components for defining metrics tailored to their specific workflows, organizational objectives, or industry standards. The platform enables comprehensive customization of KPIs, integration of supplementary data sources, and adjustments to the calculation and visualization of metrics. This adaptability ensures that performance measurement and reporting can be aligned with both conventional and specialized requirements, providing users with comprehensive oversight and control.
How can I create a PDD/SDD?
To create a PDD/SDD using AI Assistants, note that a meeting recording by the Meeting Agent or a external meeting recording is available for upload to facilitate PDD creation. The initial step involves holding a meeting with clients or stakeholders to collect all required information and perform a comprehensive process walkthrough. The Meeting Agent will organize this data and produce a video that can be uploaded later.
Next steps:
- Select the RPA Discovery assistant.
- Verify whether the data components and evaluation metrics in the assistant meet your requirements; edit them as needed or proceed by clicking “continue with this selection.”
- Decide on including external data sources by replying “yes” or “no.”
- Select “Attach a file” to ensure all relevant information is included.
- Choose “Select files from Turbotic.”
- Review the list of previous meetings and select the appropriate one.
- Click “Analyse the files” to generate your PDD.
How secure is my data with Turbotic AI?
Data security measures include AES-256 encryption, secure connections via TLS/HTTPS, and access controls using multi-factor authentication. Turbotic AI adheres to standards such as ISO 27001, SOC 2, and GDPR, performs regular audits, and maintains continuous monitoring for data protection. Customers utilizing their own Azure Open AI retain full control over their data.
Can I invite team members to collaborate on projects within Turbotic AI?
Yes, Turbotic AI facilitates team collaboration by allowing users to invite team members to work together on projects. Features such as creating workspaces, inviting users, and case governance are available in the Professional and Enterprise subscription plans.
Can I track multiple projects simultaneously in Turbotic AI?
Yes, Turbotic AI enables you to track multiple projects simultaneously while keeping track of their progress effectively. This functionality allows for efficient oversight and control across multiple initiatives.
Does using Turbotic AI require technical expertise?
Turbotic AI is engineered for user accessibility, allowing professionals such as Business Analysts, Strategy Consultants, and Digital Transformation Leaders to harness its functionalities without the need for advanced technical skills. The platform features predefined assistants and intuitive interfaces that promote efficient adoption. For those seeking more sophisticated capabilities—such as developing custom assistants or integrating with specialized data sources—a certain level of technical proficiency may be advantageous. Nevertheless, Turbotic AI offers extensive support resources to ensure users can fully capitalize on all aspects of the platform.
Can I use my own branding within the platform under the Enterprise plan?
Yes, under the Enterprise plan, branding customization is available. This is an on-demand feature exclusively for Enterprise clients. Our product team collaborates closely with you to integrate your branding, such as logos and color schemes, providing a customized experience that reflects your organization’s identity.
Is there an option for dedicated account management under any plans?
Yes, Turbotic AI offers dedicated account manager as part of its Enterprise plan. This plan includes a flexible support structure, unlimited seats, a dedicated account manager to ensure personalized assistance and Enterpise support plan for your organization’s specific needs.
How frequently does Turbotic AI update its features or services?
Turbotic AI demonstrates an ongoing commitment to excellence by implementing regular weekly updates to its features and services. These enhancements are informed by user feedback and technological progress, enabling the platform to consistently evolve in order to improve user experience and address emerging requirements.