> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI & analytics

> The Nexie conversational assistant, NexusPulse SMART Numbers KPI engine, and consent-gated Employee Productivity Analytics round out the v1.14.x platform.

End-of-week ship, extending the [v1.14.x platform](/changelog/2026-07-01). Three
new areas cover conversational data access, MSP business KPIs, and per-employee
productivity analytics.

## New features

### Nexie assistant

The built-in conversational AI assistant, available as a chat surface throughout
NEXOS CORE. Ask plain-English questions about your tickets, projects, invoices,
clients, purchase orders, or security posture and Nexie answers from your
**live** database. Queries are **read-only**, scoped to your tenant, and
row-limited; follow-up questions carry recent turns as conversation history, and
each answer reports its AI cost. See [Nexie assistant](/nexie/index).

### NexusPulse (SMART Numbers)

A TruMethods-aligned MSP KPI engine. Each month NexusPulse auto-collects raw
inputs — seats, agreements, tickets, revenue, expenses, sales activity — and
computes dozens of derived KPIs including net profit %, MRR margin, Rule of 40,
AISP, RHEM, reactive tickets per seat, close rates, and **Enterprise Value**.
Each KPI is graded **green / yellow / red** against TruMethods benchmarks, and
the analyzer emits prioritized findings with a plain-English diagnosis, dollar
impact, and a recommended action that deep-links into the relevant tool. Inputs
pull from contracts, helpdesk, CRM, and QuickBooks P\&L, with manual overrides
respected on the next run. See [NexusPulse](/performance/index).

### Employee productivity analytics

Per-employee focus and app-usage analytics driven by NexusRMM agent telemetry.
The agent reports 15-minute windows of foreground-app usage; EPA classifies each
app (productive, communication, meeting, distraction, neutral), computes a 0–100
**focus score** per window, and rolls the data up into per-client dashboards,
per-person drilldowns, rolling-average alerts, and AI coaching briefs for
manager 1:1s. Collection is gated by a **tenant-admin consent acknowledgement**
plus a **per-person opt-in**, and access is role-gated (Admin, Manager, C-Level;
HR opt-in only). See [Employee productivity analytics](/epa/index).

## Known limitations

* **Nexie** — read-only by design; write/DDL statements are rejected. Answers are
  generated from live queries, so spot-check numbers for high-stakes decisions.
  Requires a tenant Claude API key.
* **NexusPulse** — margin, profit, and expense KPIs require **QuickBooks
  connected and accounts mapped**; without it, expense categories fall back to
  **0** and those KPIs are unreliable. The monthly executive summary is
  **rule-based**, not AI-generated. Year-over-year metrics need a prior-year
  snapshot. Grading bands are fixed to TruMethods defaults, not tenant-tunable.
* **EPA** — app classification uses a fixed built-in list (substring matching);
  unknown apps are treated as neutral. Consent is a **tenant-admin
  acknowledgement plus MSP-toggled per-contact opt-in**, not a self-service
  employee consent — confirm your monitoring has the appropriate legal basis and
  employee notice for your jurisdiction. AI insights require a tenant Claude
  API key.

Earlier [known limitations from v1.14.x](/changelog/2026-07-01#known-limitations)
remain unchanged.