The ProcessFlex AI Financial Assistant allows you to customize how financial analyses are generated by selecting the profile that best matches your needs: Personal Use or Business.

This setting helps the AI provide more relevant insights, recommendations, and financial interpretations based on your intended use.

How to Change the AI Profile

1. Open the AI Financial Assistant.

2. Click the gear icon located at the top of the chatbot window.

3. In the Profile field, select one of the following options:

Personal Use

Business

4. You may also customize:

Response Style (Short and Direct or Detailed)

Response Format (Summary, Risk & Action or Free Text)

Analysis Currency

Important

If you simply ask the chatbot to respond as a personal finance assistant or a business finance assistant during a conversation, that preference may not remain active in future sessions or after extended use of the same conversation.

To ensure the AI consistently uses your preferred profile, update the setting directly in the chatbot configuration through the gear icon.

Once configured, the AI Financial Assistant will use the selected profile as the default for future analyses.