Help & resources
Practical guidance for your Brassline workspace.
A clearer way to work.
Practical answers for a considered revenue operation.
Search the workspaceReview with your copilot
Use Review visible rows, Brief this report or Review draft. Inspect the exact demo context, edit your prompt, then send. Live AI requires your authorized signed-in download; account quotas apply.
Escape closes the panel. Results are suggestions for review and never change your records or send email.
Start with the opportunity table →Maintain a healthy pipeline
Keep stages, values, and next steps honest.
Read the guideBring your records
Use CSV previews to import data with confidence.
Read the guideConnect your services
Understand preview mode and account configuration.
Read the guideMake a useful report
Choose a measure, dimension, and clear chart.
Read the guideUnderstand access
Review the demo role and permission patterns.
Read the guideKeep data portable
Export browser records in CSV or JSON.
Read the guide