Ask Verrim

Ask your data in plain English

One search box across your certificates, customers, and Verrim's docs. Type a question, get the answer.

verrim.com
Ask Verrim answering “Which customers are missing certificates for Texas?” from live records.

One box, everything

Search is the front door: navigation, records, and answers all live behind the same input.

  • Jump to any page or setting
  • Find any customer or certificate instantly
  • Plain-English answers grounded in your data
Ask anythingGrounded
"Which customers are missing certificates?"Answered from your live records
Answer
"Show all expired certificates"Real rows you can open
Answer
"How do upload links work?"Answered from Verrim's help docs
Docs

Keyboard-first

⌘K from anywhere in the app — Ctrl K on Windows. Results are ranked by what you're looking at.

  • ⌘K, or Ctrl K on Windows, opens search from any page
  • Suggested queries and recent searches
  • Answers cite your own records and docs
ShortcutsFast
Open searchFrom anywhere in the app
⌘K / Ctrl K
Jump to customerType a few letters of the name
Enter
Run an action"Send request", "export report"
Enter

Audit-ready

Answers you can click through to the document

Ask in plain English and the answer comes back with the records behind it, so you can open the certificate rather than trust a sentence.

  • Reads only your own records — certificates, customers, campaigns, coverage
  • Every answer links to the rows it came from
  • ⌘K from anywhere in the app — Ctrl K on Windows — with no separate reporting screen to learn
  • Ask again in follow-up questions without restating the first one

Coverage

What it can see

Ask reaches your own records and the help docs — nothing else, and nothing outside your account.

CertificatesCustomersCampaignsCoverage by stateExpiration datesActivity logHelp docs
What can I actually ask it?
Anything about your own data: which Texas customers have no certificate, what expires next month, who never replied to the March request.
Can it see other companies’ data?
No. Ask is scoped to your account. It reads your certificates, your customers, and the public help docs — nothing from anyone else.
How do I know the answer is right?
Every answer links to the records it used. Click through and read the certificate yourself — the answer is a shortcut to the document, not a replacement for it.
Is this tax advice?
No. Ask reports what is in your records. It does not tell you whether an exemption is valid — that stays with you and your tax adviser.
Help CenterGuides for every part of VerrimSecurityHow your documents are stored and handled

Get started

Create an account and add your first customer.