Thank you for your interest in being an early adopter of Tesorio’s AI-driven functionality. This document outlines the details of the Tesorio AI Early Access Program and answers the most frequently asked questions.
As a program participant, you will:
Have access to powerful workflow capabilities not available to other customers
Will influence how product functionality will evolve
Will receive dedicated support from the product team
In exchange, Tesorio expects program participants to:
Use Tesorio AI features multiple times a week
Respond to in-app surveys for input on data accuracy, analysis capabilities, and other observations.
Participate in occasional 1:1 sessions with the Tesorio product team for in-depth feedback.
Please note that Tesorio's AI functionality will become available to everyone in your organization if you choose to participate.
Here's a summary of what's available now:
AI email reply from the Tesorio Email manager
Streamline your email replies with an intelligent starting point based on previous messages
Customize responses with our directed, one-click regenerate options
AI Email Summarization from the Tesorio Email manager
Quickly understand the state of invoice, bill, or customer via AI-generated key takeaways.
Easy access via the drawer, the key takeaways will update as the email thread being analyzed is updated with new information
AI Recommended Actions for Invoices
Quickly take action by leveraging AI-surfaced recommended actions, which help connect opportunity and action, reducing the manual effort needed to drive your workflow.
The first recommended action available is AI-surfaced customer promise to pay dates. As customers and the team communicate, AI will surface newly received promises to pay or updates/changes for users to quickly leverage.
Additional functionality is in the works, emphasizing capabilities that bring information together for faster decision-making and recommended actions for increased automation of current workflows.
If you are interested in participating, click here to let the product team know. We will contact you within one business day to set you up.
Let us know if you have any questions: product@tesorio.com
Tesorio's AI tools are powered by OpenAI. Tesorio considers OpenAI to be a subprocessor in accordance with our Third-Party Management Policy. We have reviewed their security and data privacy protocols to ensure they meet or exceed Tesorio's requirements.
While your data will be shared with OpenAI as part of using Tesorio AI-based tools, OpenAI does not train their model on the data provided.
For more information on OpenAI, you can review their Enterprise Privacy and Trust Portal.