Ursa AI Overview

Ursa AI Assistant

Ursa is Asset Panda’s built-in AI assistant designed to help you work faster, configure smarter, and find answers without navigating complex menus.

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


Where You Can Access Ursa

Ursa is available on:

  • Web

  • iOS mobile app

  • Android mobile app

You can access Ursa directly within your Asset Panda environment.


What Ursa Can Do

1. Answer “How Do I…” Questions

Ursa provides instant guidance for common tasks, including:

  • How to create a form

  • How to invite a user

  • How to scan a barcode

  • How to create an automation

  • How to filter records

  • Where to configure settings

Instead of searching through menus or documentation, simply ask Ursa your question.


2. Create & Edit Automations with Natural Language

You can describe the workflow you want, and Ursa helps build it.

Example:

“When a device is marked Lost, notify IT.”

Ursa can:

  • Create automation triggers

  • Define conditions

  • Configure notification actions

  • Help modify existing automations

Always review automation details before saving.


3. Generate Filters & Find Records Faster

Ursa can create filters on collections to quickly narrow results.

Examples:

  • “Show me all laptops assigned to Denver.”

  • “Which assets are overdue for check-in?”

  • “Show devices that haven’t synced in 30 days.”

Ursa builds the filter logic so you don’t have to manually configure it.


4. Create New Collections with Suggested Fields

When setting up a new collection, Ursa can suggest helpful fields based on your use case.

Example:

“Create a fleet tracking collection.”

Ursa may suggest fields like:

  • VIN

  • Mileage

  • Driver

  • Insurance Expiration

  • Maintenance Interval

This helps speed up configuration and reduce setup errors.


Ursa can assist in creating categories and recommending relevant fields.

Example:

“Create categories for Laptop, Desktop, and Server.”

Ursa may suggest:

  • Battery Health (Laptop)

  • Rack Location (Server)

  • Monitor Count (Desktop)

This helps ensure each asset type captures the right information.


6. Create Sample Records for Testing

Ursa can generate test records so you can:

  • Validate dashboards

  • Test automations

  • Preview reports

  • Experiment before importing live data

This makes it easier to build and test workflows safely.


How Ursa Helps Day to Day

Ursa allows you to interact with Asset Panda using conversation instead of menus.

Instead of navigating across modules, you can ask:

  • “Who currently has asset 49283?”

  • “How many laptops are in Chicago?”

  • “Help me build a maintenance workflow.”

Ursa helps surface answers and guide you through configuration.


Tips for Best Results

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

Example prompts:

  • “Create an automation to notify managers when inspections are overdue.”

  • “Show me assets that haven’t been updated in 60 days.”

  • “Help me build a new equipment intake form.”


Important Notes

  • Ursa suggestions should be reviewed before saving changes.

  • Automation changes are not activated until you confirm and save them.

  • Ursa follows your account permissions and only accesses data you are allowed to see.


Summary

Ursa simplifies asset management by:

  • Answering questions instantly

  • Helping build automations

  • Generating filters

  • Assisting with collection setup

  • Creating sample records

Whether you’re configuring workflows, analyzing data, or just trying to find a record quickly, Ursa helps you get there faster.

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