> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/ursa.md).

# Ursa

Ursa<sup>AI</sup> is Asset Panda’s built-in artificial intelligence assistant designed to help you work faster, configure smarter, and uncover insights from your asset data without needing to navigate complex menus or remember where everything lives.

Available on **web, iOS**, and **Android**, Ursa acts like an AI coworker inside your account, ready to answer questions, build workflows, and help you find exactly what you need.

***

## Ursa capabilities

Ursa allows you to interact with Asset Panda using conversation instead of navigating across menus and modules. This helps surface answers and guides you through configuration.

{% hint style="info" %}
To get the most from Ursa:

* Be specific in your request
* Use clear descriptions
* Review generated automations before activating
* Ask follow-up questions, if needed
  {% endhint %}

Ursa can be helpful in the following scenarios:

<table><thead><tr><th width="197.19140625" valign="top">Scenario</th><th width="330.66796875" valign="top">Description</th><th valign="top">Example</th></tr></thead><tbody><tr><td valign="top">Learn how to use the app</td><td valign="top"><p>Ursa provides instant guidance for common tasks, including:</p><ul><li>Creating a form or automation</li><li>Inviting a user</li><li>Scanning a barcode</li><li>Filtering records</li><li>Configuring settings</li></ul><p>Instead of searching through menus or documentation, simply ask Ursa your question.</p></td><td valign="top"><em>How do I filter my collection?</em></td></tr><tr><td valign="top">Create and edit automations or forms with natural language</td><td valign="top"><p>Describe the workflow you want, and Ursa will help build it. </p><ul><li>Create automation triggers</li><li>Define conditions</li><li>Configure notification actions</li><li>Help modify existing automations</li></ul><div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>Always review automation details before saving.</p></div></td><td valign="top"><p><em>When a device is marked Lost, notify IT.</em><br></p><p><em>Create an automation to notify managers when inspections are overdue.</em><br><br><em>Help me build a new equipment intake form.</em></p></td></tr><tr><td valign="top">Generate filters and locate records</td><td valign="top"><p>Ursa can create filters on collections to narrow results more quickly.</p><p>Ursa builds the filter logic so you don’t have to manually configure it.</p></td><td valign="top"><p><em>How many laptops are assigned to Denver?</em></p><p></p><p><em>Who currently has asset 49283?</em><br></p><p><em>Which assets are overdue for check-in?</em><br></p><p><em>Show devices that haven’t synced in 30 days.</em></p></td></tr><tr><td valign="top">Create collections with suggested fields</td><td valign="top"><p>When setting up a new collection, Ursa can suggest helpful fields based on your use case. This speeds configuration and reduces setup errors.</p><p>Ursa may suggest fields like:</p><ul><li>VIN</li><li>Mileage</li><li>Driver</li><li>Insurance Expiration</li><li>Maintenance Interval</li></ul></td><td valign="top"><em>Create a fleet tracking collection.</em></td></tr><tr><td valign="top">Create categories with recommended fields</td><td valign="top"><p>Ursa can assist in creating categories and recommending relevant fields to ensure each asset type captures the right information.</p><p>Ursa may suggest:</p><ul><li>Battery Health (Laptop)</li><li>Rack Location (Server)</li><li>Monitor Count (Desktop)</li></ul></td><td valign="top"><em>Create categories for Laptop, Desktop, and Server.</em></td></tr><tr><td valign="top">Create sample records for testing</td><td valign="top"><p>Ursa can generate test records so you can build and test workflows safely:</p><ul><li>Validate dashboards</li><li>Test automations</li><li>Preview reports</li><li>Experiment before importing live data</li></ul></td><td valign="top"></td></tr></tbody></table>

{% hint style="warning" %}

* Automation changes are not activated until you confirm and save them. You should review any Ursa suggestions before saving changes.
* Ursa follows your account permissions and only accesses data you are allowed to see.
  {% endhint %}


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://prohelp.assetpanda.com/ursa.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
