BigManage is easily accessible via Instagram, Meta Messenger, WhatsApp, Discord, Telegram, and email. You likely already have an account on one or more of these platforms, so you can start using BigManage instantly—no need to learn a new interface.
You can learn and understand BigManage in under an hour. Unlike ordinary software, BigManage relies on chat prompts to access and control its features, making it as easy to use as having a conversation.
Imagine talking to a person—everything you say stimulates different areas of their brain, allowing them to respond in ways that meet your needs. BigManage works the same way. You might not expect so much from a simple chat, but you can. Anything you write is broken down, analyzed, and directed to the right parts of the software—just like having a conversation with a real person.
You might expect all this to come at a high price, but at Idealistic we’ve made BigManage surprisingly affordable (Pricing will be discussed upon communication per use-case). By optimizing resources and automating routine tasks, BigManage helps businesses cut costs, reduce reliance on excess staffing or overtime, and unlock greater efficiency—and long term, BigManage becomes a money saver rather than an extra cost.
BigManage transfers your data through trusted platforms and stores it securely in isolated data centers in Germany. We never sell your data, and you don’t trade it for anything else. Your information is kept only for when you need it—otherwise, it remains untouched and completely private.
Whether you’re a company or an individual, we’ll share our emails and phone numbers with you—and even make an effort to meet in person. You can reach out anytime, and if we’re unavailable at the moment, we’ll make sure to return your call, message, or email to understand the issue and find the best way to help.
BigManage runs on a distributed network of machines, allowing it to scale up or down based on resource demand. This horizontal scalability is a standard in modern business, and we provide it to ensure you’re in safe hands—even when the system is under heavy load.
Official Website: https://www.idealistic.ai/
Instagram Application: https://www.idealistic.ai/instagram
Messenger Application: https://www.idealistic.ai/messenger
Telegram Application: https://www.idealistic.ai/telegram
Discord Application: https://www.idealistic.ai/discord
Whatsapp Application: https://www.idealistic.ai/whatsapp
Email Application: [email protected]
Email Support: [email protected]
Creating your first company on BigManage is simple and seamless. As you input your initial data, the system automatically sets up your company for you and guides you through each step, so you don’t need to worry about this part.
Create a new company by specifying its name. For example, you could tell BigManage: “Create a company named HorizonTech” or “Add a new company called Stellar Innovations.”
Switch from one company you own to another by specifying the company’s name or ID. For example, you could tell BigManage: “Switch to company AlphaCorp” or “Change active company to ID 42.”
Transfer ownership of the company to another member by specifying their member ID, name, or email. You can optionally provide a justification and include the verification code sent to the current owner’s email. For example, you could tell BigManage: “Transfer company ownership to John” or “Assign ownership to [email protected] with justification: leaving the company.”
Change the name of your company by specifying the new name. You can refer to the company by its current name or ID if needed. For example, you could tell BigManage: “Rename the company to ‘NextGen Solutions’” or “Change my team’s name to ‘Innovators Inc.’”
Submit a request to join a company by specifying the company’s name or ID. You must later wait for them to accept or reject the request. Optionally, you can provide a justification. For example, you could tell BigManage: “Request to join the company ‘TechCorp’”.
Add a new member to your company by providing their email address. BigManage will find or create the member based on the email. For example, you could tell BigManage: “Add a new member with email [email protected]” or “Invite [email protected] to join the company”.
Accept a member’s request to join the company by specifying the company’s name or ID. You can optionally provide a justification for the acceptance. For example, you could tell BigManage: “Accept Jane Doe’s request to join the company” or “Approve the join request of the member with email [email protected], justification: team expansion.”
You cannot remove members once they have joined the company. You can only manage their 'General Access' moving forward.
Specify the name of the position you want to add to the company. You can also provide an optional justification for creating it. For example, you could tell BigManage: “Create a Marketing Manager position” or “Add a Junior Developer position with justification: company expansion.”
Change the name of an existing position in the company by specifying the new name and the position’s ID or current name. You can optionally provide a justification for the change. For example, you could tell BigManage: “Rename the Junior Developer position to Software Engineer” or “Change Marketing Manager to Senior Marketing Manager with justification: promotion.”
Remove a position from the company by specifying its name or ID. You can optionally provide a justification for the removal. For example, you could tell BigManage: “Delete the Marketing Manager position” or “Remove the Junior Developer position with justification: restructuring.”
Specify the position you want to restore by its name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore the ‘Marketing Manager’ position because it was deleted by mistake” or “Reinstate the ‘Junior Developer’ position to support a new project.”
Assign a member to a specific position in the company by specifying the member’s name, email, or ID and the position’s name or ID. You can optionally provide a justification for the assignment. For example, you could tell BigManage: “Assign John Doe to the Software Engineer position” or “Add member with email [email protected] to the Marketing Manager position, justification: promotion.”
Remove a member from a specific position in the company by specifying the member’s name, email, or ID and the position’s name or ID. You can optionally provide a justification for the removal. For example, you could tell BigManage: “Remove John Doe from the Software Engineer position” or “Unassign member with email [email protected] from the Marketing Manager position, justification: departmental restructuring.”
Specify the member whose hierarchy you want to modify and indicate the hierarchical level in relation to a reference (above, below, or equal). You can also provide an optional justification. For example, you could tell BigManage: “Set John Doe’s hierarchical level to be above the team lead” or “Adjust Jane Smith to be equal with the senior manager.”
Specify the position whose hierarchy you want to adjust, and indicate its hierarchical level relative to another reference (above, below, or equal). You can also provide an optional justification. For example, you could tell BigManage: “Set Marketing Manager above Sales Manager” or “Adjust Junior Developer to be equal with Intern.”
Specify the name of the department you want to create. For example, you could tell BigManage: “Create a new department called ‘Marketing’” or “Add a department named ‘Research & Development’.”
Specify the department you want to rename by its ID or current name, and provide the new name. For example, you could tell BigManage: “Rename department 3 to ‘Customer Success’” or “Change the name of department ‘Support’ to ‘Client Relations’.”
Specify the department you want to remove by its ID or name. You can also explain why it should be deleted. For example, you could tell BigManage: “Remove the department ‘Marketing’ because it was merged with Sales” or “Delete department 7 due to restructuring.”
Specify the department you want to restore by its name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore the ‘Marketing’ department because it was removed by mistake” or “Reinstate the ‘Research & Development’ department to support a new initiative.”
Specify the position by its ID or name and the department by its ID or name to attach the position. For example, you could tell BigManage: “Assign the Finance Manager position to the Accounting department” or “Attach position 5 to department 3.”
Specify the position you want to detach by its ID or name. You can also explain why the position is being removed from the department. For example, you could tell BigManage: “Remove the Finance Manager position from the Accounting department because of restructuring” or “Unassign position 5 from its department due to position changes.”
Modify the company’s general access level by specifying the desired access (e.g., full access or no access). You can also optionally provide a justification for the change. For example, you could tell BigManage: “Set general access to full access” or “Revoke general access with justification: security concerns.”
Modify the general access level of a specific position by specifying the position’s ID and the desired access (e.g., full access or no access). You can also optionally provide a justification for the change. For example, you could tell BigManage: “Set access for the Finance Manager position to full access” or “Revoke access for the Junior Developer position with justification: security reasons.”
Modify the general access level of a specific member by specifying the member’s ID and the desired access type—such as no access, past access (historical retention), or full access. You can also optionally provide a justification for the change. For example, you could tell BigManage: “Grant full access to member 1023” or “Revoke access for member 2045 with justification: project reassignment.”
Specify the start and end times (hours and minutes) for the company’s default access. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the company’s time access from 08:00 to 18:00 because of updated working hours” or “Change the company’s access to 09:00–17:00 due to shift adjustments.”
Specify the start and end times (hours and minutes) for a position’s access. Identify the position by its ID or name. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the time access of position ‘Sales Team’ from 09:30 to 17:45 because of a project deadline” or “Change the time access of position 5 to 08:00–16:00 due to shift adjustments.”
Specify the member by their ID, name, or email and set their access level. You can also explain why the access should be modified. For example, you could tell BigManage: “Set the access level of member 1023 to full access because they are leading a critical project” or “Change the access of member ‘Jane Doe’ to limited access due to position change.”
Specify the member you want to promote by their ID, name, or email. You can also explain why the promotion is being made. For example, you could tell BigManage: “Promote member 1023 to manager because they successfully led the recent project” or “Make Jane Doe a manager due to her excellent performance and leadership skills.”
Specify the member you want to demote by their ID, name, or email. You can also explain why the demotion is being made. For example, you could tell BigManage: “Demote member 1023 from manager because they are changing positions” or “Remove Jane Doe’s manager status due to restructuring within the department.”
Provide the timezone you want to set using its abbreviation (e.g., “EET”, “PST”) or by naming a city or country in that timezone (e.g., “Athens”, “New York”). For example, you could tell BigManage: “Set my timezone to EET” or “Set my timezone to Athens.”
Specify whether you want to enable or disable voice replies. You can explicitly set the status or simply toggle it. For example, you could tell BigManage: “Enable voice replies”, “Disable voice replies”, or “Toggle voice replies.”
Specify whether you want to enable or disable software training. You can explicitly set the status or simply toggle it. For example, you could tell BigManage: “Enable software training”, “Disable software training”, or “Toggle software training.”
Specify the reminder’s name, when it should start, how often it should repeat, and when it should expire. You can also explain why the reminder is being created. For example, you could tell BigManage: “Create a reminder called ‘Monthly Report’ to start in 60 seconds, repeat every 3600 seconds because the report is due” or “Set a reminder ‘Company Meeting’ to start in 86400 seconds, repeating daily because of the weekly meeting schedule.”
Specify the reminder’s name, when it should start, how often it should repeat, and when it should expire. Identify the positions by their ID or name. You can also explain why the reminder is being created. For example, you could tell BigManage: “Create a reminder called ‘Quarterly Report’ for the Finance Manager position to start in 60 seconds, repeat every 3600 seconds because the report is due” or “Set a reminder ‘Team Meeting’ for the Support and Sales positions to start in 120 seconds, repeating daily because of project updates.”
Specify the reminder’s name, when it should start, how often it should repeat, and when it should expire. Identify the members by their ID, name, or email. You can also explain why the reminder is being created. For example, you could tell BigManage: “Create a reminder called ‘Submit Timesheet’ for member 1023 to start in 60 seconds, repeat every 3600 seconds because the deadline is approaching” or “Set a reminder ‘Update Profile’ for members Jane Doe and John Smith to start in 120 seconds, repeating daily because of HR requirements.”
Specify the reminder you want to remove by its ID or name. You can also explain why the reminder should be deleted. For example, you could tell BigManage: “Delete the reminder ‘Monthly Report’ because it is no longer relevant” or “Remove reminder 12 because the event was cancelled.”
Specify by its ID or name which removed reminder you want to bring back. For example, you could tell BigManage: “Restore the reminder ‘Call Client X’ that was deleted by mistake” or “Bring back the ‘Monthly Invoice Check’ reminder since it’s still needed.”
Provide the content you want to add to the company’s purpose. No justification is needed when adding. For example, you could tell BigManage: “Add to the company’s purpose: ‘Become the leading provider of eco-friendly products in the market.’”
Specify the content you want to remove from the company’s purpose and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the company’s purpose the goal ‘Become the leading provider of eco-friendly products in the market’ because the strategy has shifted.”
Provide the content you want to add to the position’s purpose. No justification is needed when adding. For example, you could tell BigManage: “Add to the purpose of the position ‘Sales Team’: ‘Maintain high client satisfaction as an ongoing goal.’”
Specify the content you want to remove from the position’s purpose and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the purpose of the position ‘Sales Team’ the goal ‘Maintain high client satisfaction as an ongoing goal’ because the company’s priorities have changed.”
Provide the content you want to add to the member’s purpose. No justification is needed when adding. For example, you could tell BigManage: “Add to the purpose of the member ‘John Doe’: ‘Ensure accuracy in all client reports consistently.’”
Specify the content you want to remove from the member’s purpose and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the purpose of the member ‘John Doe’ the goal ‘Ensure accuracy in all client reports consistently’ because his position has changed.”
Provide the content you want to add to the company’s past. No justification is needed when adding. For example, you could tell BigManage: “Add to the company’s past: ‘Launched new product line in 2021.’”
Specify the entry you want to remove from the company’s past and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the company’s past the entry ‘Launched new product line in 2021’ because it was recorded incorrectly.”
Provide the content you want to add to the position’s past. No justification is needed when adding. For example, you could tell BigManage: “Add to the past of the position ‘Sales Team’: ‘Won the regional sales award in 2023.’”
Specify the entry you want to remove from the position’s past and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the past of the position ‘Sales Team’ the entry ‘Won the regional sales award in 2023’ because it was recorded incorrectly.”
Provide the content you want to add to the member’s past. No justification is needed when adding. For example, you could tell BigManage: “Add to the past of the member ‘John Doe’: ‘Completed leadership training in 2022.’”
Specify the entry you want to remove from the member’s past and include a justification explaining why it’s being removed. You can remove an entry by its text or by its number. For example: “Remove from the past of the member ‘John Doe’ the entry ‘Completed leadership training in 2022’ because it was entered by mistake.”
Provide the instruction you want to add to the company. No justification is needed when adding. For example, you could tell BigManage: “Add to the company’s instructions: ‘All outgoing invoices must be approved by the finance manager.’”
Specify the instruction you want to remove from the company and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the company’s instructions the instruction ‘All outgoing invoices must be approved by the finance manager’ because the process has changed.”
Provide the instruction you want to add to the position. No justification is needed when adding. For example, you could tell BigManage: “Add to the instructions of the position ‘Sales Team’: ‘Always follow the client onboarding checklist.’”
Specify the instruction you want to remove from the position and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the instructions of the position ‘Sales Team’ the instruction ‘Always follow the client onboarding checklist’ because it has been updated.”
Provide the instruction you want to add to the member. No justification is needed when adding. For example, you could tell BigManage: “Add to the instructions of the member ‘John Doe’: ‘Always submit expense reports within the first week of the month.’”
Specify the instruction you want to remove from the member and include a justification explaining why it’s being removed. You can remove an instruction by its text or by its number. For example: “Remove from the instructions of the member ‘John Doe’ the instruction ‘Always submit expense reports within the first week of the month’ because the policy has changed.”
Provide a description of the image you want to create. You can also specify optional settings such as quality (e.g., low, medium, high, standard, or hd), size (horizontal, vertical, or square), and whether the background should be transparent. For example, you could tell BigManage: “Create a high-quality square image of a futuristic city at sunset.”
Provide a description of the new image you want to create and attach a reference image. You can also specify optional settings like quality, size, and transparent background. For example, you could tell BigManage: “Create a vertical image of a character similar to this reference image, with a futuristic background.”
Provide the file name, format, and content you want to create. You can also indicate if the file is an image (for validation) or if you want to modify an existing file. Optional instructions can guide how the file should be created. For example, you could tell BigManage: “Create a text file named ‘Report.txt’ with the content ‘Quarterly sales increased by 15%’.”
Provide instructions on how to modify the contents of an existing file. For example, you could tell BigManage: “Update the text file ‘Report.txt’ to include ‘Quarterly profits increased by 20%’ at the end of the document.”
BigManage lets you upload files like images, audio, documents, and more along with your messages. Keep in mind that the types of files you can upload may vary depending on the platform you’re using—some platforms support more file types than others. For example, you could tell BigManage: “Upload this image and attach the PDF report to the message.”
Provide keywords to search for attachments and specify the type of file you want (attachments, image, document, audio, or video). You can also indicate whether to search among uploaded files, created files, or both. For example, you could tell BigManage: “Find all documents containing ‘Quarterly Report’ that were created by the company” or “Search for images with the keyword ‘Logo’ among uploaded files.”
Provide the link or URL you want BigManage to study, and include an answer if there’s a specific question related to it. For example, you could tell BigManage: “Study this URL: https://example.com and summarize the main points” or “Analyze this link and answer question 3 regarding its content.”
Provide the URL and a reference name for the link. You can also include an optional justification explaining why it’s being added. Since you’re already part of the company, no additional reference is needed. For example, you could tell BigManage: “Add a link called ‘Company Website’ with URL ‘https://example.com’ because it is the official website.”
Indicate which link to remove, optionally including a justification. You can refer to the link by its reference name or a number pointer if there are multiple links. For example, you could tell BigManage: “Remove the link called ‘Company Website’ because it is no longer active.”
Provide the URL and a reference name for the link. You can also include an optional justification explaining why it’s being added. Refer to the position by its name or ID. For example, you could tell BigManage: “Add a link called ‘Project Guidelines’ with URL ‘https://example.com/guidelines’ to the position ‘Sales Team’ because it’s important for their workflow.”
Specify the position by name or ID and indicate which link to remove, optionally including a justification. You can refer to the link by its reference name or a number pointer if there are multiple links. For example, you could tell BigManage: “Remove the link called ‘Project Guidelines’ from the position ‘Sales Team’ because it is outdated.”
Provide the URL and a reference name for the link. You can also include an optional justification explaining why it’s being added. Refer to the member by name, email, or ID. For example, you could tell BigManage: “Add a link called ‘Portfolio’ with URL ‘https://example.com/johndoe’ to the member ‘John Doe’ because it showcases his work.”
Specify the member by name, email, or ID and indicate which link to remove, optionally including a justification. You can refer to the link by its reference name or a number pointer if there are multiple links. For example, you could tell BigManage: “Remove the link called ‘Portfolio’ from the member ‘John Doe’ because it is no longer relevant.”
Provide the email address and a reference name. You can also include an optional justification explaining why it’s being added. Since you’re already part of the company, no additional reference is needed. For example, you could tell BigManage: “Add an email ‘[email protected]’ with reference name ‘Main Inbox’ because it will be used for official company communications.”
Indicate which email to remove, optionally including a justification. You can refer to the email by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the email called ‘Main Inbox’ because it is no longer in use.”
Provide the email address and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the position by its name or ID. For example, you could tell BigManage: “Add an email ‘[email protected]’ with reference name ‘Sales Inbox’ to the position ‘Sales Team’ because it will be used for client communications.”
Specify the position by name or ID and indicate which email to remove, optionally including a justification. You can refer to the email by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the email called ‘Sales Inbox’ from the position ‘Sales Team’ because it is no longer in use.”
Provide the email address and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the member by name, email, or ID. For example, you could tell BigManage: “Add an email ‘[email protected]’ with reference name ‘Work Email’ to the member ‘John Doe’ because it will be used for official communications.”
Specify the member by name, email, or ID and indicate which email to remove, optionally including a justification. You can refer to the email by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the email called ‘Work Email’ from the member ‘John Doe’ because it is no longer active.”
Provide the phone number and a reference name. You can also include an optional justification explaining why it’s being added. Since you’re already part of the company, no additional reference is needed. For example, you could tell BigManage: “Add a phone number ‘+30 210 9999999’ with reference name ‘Main Line’ because it will be used for company communications.”
Indicate which phone number to remove, optionally including a justification. You can refer to the phone number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the phone number called ‘Main Line’ because it is no longer active.”
Provide the phone number and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the position by its name or ID. For example, you could tell BigManage: “Add a phone number ‘+30 210 1234567’ with reference name ‘Sales Line’ to the position ‘Sales Team’ because it will be used for client calls.”
Specify the position by name or ID and indicate which phone number to remove, optionally including a justification. You can refer to the phone number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the phone number called ‘Sales Line’ from the position ‘Sales Team’ because it is no longer in use.”
Provide the phone number and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the member by name, email, or ID. For example, you could tell BigManage: “Add a phone number ‘+30 210 7654321’ with reference name ‘John Line’ to the member ‘John Doe’ because it will be used for work-related calls.”
Specify the member by name, email, or ID and indicate which phone number to remove, optionally including a justification. You can refer to the phone number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the phone number called ‘John Line’ from the member ‘John Doe’ because it is no longer active.”
Provide the fax number and a reference name. You can also include an optional justification explaining why it’s being added. Since you’re already part of the company, no additional reference is needed. For example, you could tell BigManage: “Add a fax number ‘+30 210 9999999’ with reference name ‘Main Fax’ because it will be used for official company communications.”
Indicate which fax number to remove, optionally including a justification. You can refer to the fax number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the fax number called ‘Main Fax’ because it is no longer active.”
Provide the fax number and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the position by its name or ID. For example, you could tell BigManage: “Add a fax number ‘+30 210 1234567’ with reference name ‘Sales Fax’ to the position ‘Sales Team’ because it will be used for official documents.”
Specify the position by name or ID and indicate which fax number to remove, optionally including a justification. You can refer to the fax number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the fax number called ‘Sales Fax’ from the position ‘Sales Team’ because it is no longer in use.”
Provide the fax number and a reference name. You can also include an optional justification explaining why it’s being added. Refer to the member by name, email, or ID. For example, you could tell BigManage: “Add a fax number ‘+30 210 7654321’ with reference name ‘John Fax’ to the member ‘John Doe’ because it will be used for official documents.”
Specify the member by name, email, or ID and indicate which fax number to remove, optionally including a justification. You can refer to the fax number by its reference name or a number pointer if there are multiple. For example, you could tell BigManage: “Remove the fax number called ‘John Fax’ from the member ‘John Doe’ because it is no longer active.”
Provide a reference name for the address and the address itself. You can also include an optional justification explaining why it’s being added. Since you’re already part of the company, no additional reference is needed. For example, you could tell BigManage: “Add a physical address called ‘Head Office’ with address ‘123 Main Street, Athens’ because it’s the new company headquarters.”
Indicate which physical address to remove, optionally including a justification. You can refer to the address by its reference name or a number pointer if there are multiple addresses. For example, you could tell BigManage: “Remove the physical address called ‘Head Office’ because the company has relocated.”
Provide a reference name for the address and the address itself. You can also include an optional justification explaining why it’s being added. Refer to the position by its name or, if you prefer, its ID. For example, you could tell BigManage: “Add a physical address called ‘Head Office’ with address ‘123 Main Street, Athens’ to the position ‘Sales Team’ because it’s the new office location.”
Specify the position by name or ID and indicate which physical address to remove, optionally including a justification. You can refer to the address by its reference name or a number pointer if there are multiple addresses. For example, you could tell BigManage: “Remove the physical address called ‘Head Office’ from the position ‘Sales Team’ because it is no longer used.”
Provide a reference name for the address and the address itself. You can also include an optional justification explaining why it’s being added. Refer to the member by name, email, or ID. For example, you could tell BigManage: “Add a physical address called ‘Home Office’ with address ‘45 Maple Street, Athens’ to the member ‘John Doe’ because it’s his current work location.”
Specify the member by name, email, or ID and indicate which physical address to remove, optionally including a justification. You can refer to the address by its reference name or a number pointer if there are multiple addresses. For example, you could tell BigManage: “Remove the physical address called ‘Home Office’ from the member ‘John Doe’ because he no longer works there.”
Provide the name of the customer you want to add to the company. You can also include an optional justification. For example, you could tell BigManage: “Add a customer named ‘Acme Corp’ to the company.”
Provide the new name for the customer you want to rename. You can refer to the customer by name or by ID and include an optional justification. For example, you could tell BigManage: “Rename the customer ‘Acme Corp’ to ‘Acme Solutions’ because of rebranding.”
Specify the customer you want to remove from the company and include a justification if needed. You can refer to the customer by name or by ID. For example, you could tell BigManage: “Remove the customer ‘Acme Corp’ from the company because the contract was canceled.”
Specify the customer you want to restore by its name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore customer ‘Acme Corp’ because the record was removed by mistake” or “Reinstate customer ‘Jane Doe’ after the billing issue was resolved.”
Provide the name of the goods or service you want to add to the company. You can also include an optional justification. For example, you could tell BigManage: “Add a goods item named ‘Premium Support Package’ to the company.”
Provide the new name for the goods or service you want to rename. You can refer to the item by its current name or ID and include an optional justification. For example, you could tell BigManage: “Rename the goods item ‘Premium Support Package’ to ‘Premium Care Package’ because of rebranding.”
Specify the goods or service you want to remove from the company and include a justification if needed. You can refer to the item by its name or ID. For example, you could tell BigManage: “Remove the goods item ‘Premium Care Package’ because it is no longer offered.”
Specify which removed product or service you want to restore and, if you want, explain why. For example, you could tell BigManage: “Restore the ‘Premium Support Package’ because it was deleted by mistake” or “Reinstate ‘Website Audit Service’ because the removal was accidental.”
Specify by ID or name which product or service the payment is for and who the customer is, then state the amount and currency; if it’s a subscription, say how often it renews (for example every month or every year) and you may add a brief reason. For example, you could tell BigManage: “Record a one-time sale of 120.50 USD for ‘Website Audit Service’ purchased by Acme Corp” or “Add a monthly subscription of 25 EUR for ‘Premium Support Package’ for customer Jane Doe because it’s a support plan.”
Specify by ID or name which product or service payment you want to remove and which customer it belongs to, and you may include a brief reason for the removal. For example, you could tell BigManage: “Remove the one-time sale of 120.50 USD for ‘Website Audit Service’ to Acme Corp because it was entered twice” or “Remove the subscription charge for ‘Premium Support Package’ for Jane Doe because the refund was issued.”
Specify by ID or name which removed sale or subscription you want to restore and which customer it belongs to, and you may include a brief reason why. For example, you could tell BigManage: “Restore the one-time sale of 120.50 USD for ‘Website Audit Service’ to Acme Corp because the refund was issued in error” or “Restore the monthly subscription for ‘Premium Support Package’ for Jane Doe because the cancellation was accidental.”
Specify by ID or name which product or service revenue you want to mark as expired and which customer it belongs to, and you may include a brief reason. For example, you could tell BigManage: “Expire the monthly subscription for ‘Premium Support Package’ for Jane Doe because the trial period ended” or “Expire the sale of ‘Website Audit Service’ to Acme Corp because the payment was refunded.”
Provide the supplier’s name and include a short reason for adding them (for example, needed materials or a new vendor agreement). For example, you could tell BigManage: “Add supplier ‘Acme Supplies’ because we need them for the Q4 hardware rollout.”
Provide the new name for the supplier you want to rename. You can refer to the supplier by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the supplier ‘Acme Supplies’ to ‘Acme Distributors’ because of a company restructure.”
Specify the supplier you want to remove from the company and include a reason if needed. You can refer to the supplier by name or by ID. For example, you could tell BigManage: “Remove the supplier ‘Acme Supplies’ because the contract expired.”
Specify the supplier you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore supplier ‘Acme Supplies’ because the removal was accidental” or “Reinstate supplier ‘Global Parts Co.’ after contract renegotiation.”
Specify the supplier by name (or ID) and provide the full new profile text that should replace the existing supplier record — this will overwrite the current supplier information with exactly what you supply, so include any reason or context inside that text if you want it recorded. For example, you could tell BigManage: “Update supplier ‘Acme Supplies’ to ‘Acme Supplies — Primary Q4 hardware vendor; billing: [email protected]; contract: renewed through 2027’.”
Provide the investor’s name and include a brief justification explaining why they are being added (for example, funding purpose or strategic fit). For example, you could tell BigManage: “Add investor ‘SeedFund Ltd.’ because they’re joining the Series A round.”
Provide the new name for the investor you want to rename. You can refer to the investor by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the investor ‘SeedFund Ltd.’ to ‘SeedFund Partners’ because of rebranding.”
Specify the investor you want to remove from the company and include a reason if needed. You can refer to the investor by name or by ID. For example, you could tell BigManage: “Remove the investor ‘SeedFund Ltd.’ from the company because the deal did not proceed.”
Specify the investor you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore investor ‘SeedFund Ltd.’ because the removal was a mistake” or “Reinstate investor ‘AngelWorks’ after the paperwork was completed.”
Specify the investor by name (or ID) and provide the full new profile text that should replace the existing investor record — this will overwrite the current investor information with exactly what you supply, so include any reason or context inside that text if you want it recorded. For example, you could tell BigManage: “Update investor ‘SeedFund Ltd.’ to ‘SeedFund Ltd. — Lead investor in Series A; contact: [email protected]; focus: fintech’.”
Provide the partner’s name and include a brief justification describing the collaboration purpose (for example, integration, distribution, or co-marketing). For example, you could tell BigManage: “Add partner ‘Tech Alliances Co.’ because we’re partnering on an API integration.”
Provide the new name for the partner you want to rename. You can refer to the partner by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the partner ‘Tech Alliances Co.’ to ‘Tech Alliances Group’ because of rebranding.”
Specify the partner you want to remove from the company and include a reason if needed. You can refer to the partner by name or by ID. For example, you could tell BigManage: “Remove the partner ‘Tech Alliances Co.’ because the collaboration ended.”
Specify the partner you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore partner ‘Tech Alliances Co.’ because the removal was a mistake” or “Reinstate partner ‘Integration Partners’ after the new agreement.”
Specify the partner by name (or ID) and provide the full new profile text that should replace the existing partner record — this will overwrite the current partner information with exactly what you supply, so include any reason or context inside that text if you want it recorded. For example, you could tell BigManage: “Update partner ‘Tech Alliances Co.’ to ‘Tech Alliances Co. — API integration partner; scope: joint product roadmap; contact: [email protected]’.”
Provide the shareholder’s name and include their percentage of ownership (for example, 70%). For example, you could tell BigManage: “Add shareholder ‘Jane Doe’ with 30% ownership.”
Provide the new name for the shareholder you want to rename. You can refer to the shareholder by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the shareholder ‘Jane Doe’ to ‘Jane A. Doe’ to reflect the legal name.”
Specify the shareholder you want to remove from the company and include a reason if needed. You can refer to the shareholder by name or by ID. For example, you could tell BigManage: “Remove the shareholder ‘John Smith’ because the shares were transferred.”
Specify the shareholder you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore shareholder ‘Jane Doe’ because the removal was entered in error” or “Reinstate ‘John Smith’ after resolving the transfer issue.”
Provide the shareholder’s name (or ID) and the new percentage of shares they should have, and you can explain why in a short phrase. For example, you could tell BigManage: “Update shareholder Jane Doe to 12.5% because of the recent equity grant.”
Provide the list name and include a concise justification for why the list is needed (for example, onboarding steps or preferred vendors). For example, you could tell BigManage: “Add a list named ‘Preferred Vendors’ because we need a curated supplier shortlist for procurement.”
Provide the new name for the list you want to rename. You can refer to the list by name or by ID and include an optional reason. For example, you could tell BigManage: “Rename the list ‘Preferred Vendors’ to ‘Approved Suppliers’ because the scope changed.”
Specify the list you want to remove from the company and include a reason if needed. You can refer to the list by name or by ID. For example, you could tell BigManage: “Remove the list ‘Old Leads’ because it’s outdated.”
Specify the list you want to restore by name or ID and, if you want, explain why. For example, you could tell BigManage: “Restore the list ‘Onboarding Checklist’ because it was deleted by mistake” or “Reinstate ‘Preferred Vendors’ after review.”
Specify the list by name or ID and provide the content you want to add. For example, you could tell BigManage: “Add ‘Finalize budget report’ to the ‘Finance Tasks’ list.”
To remove an entry from a company list, specify which list it belongs to by name or ID and identify the item you want to delete. You may also provide a justification for the removal. For example, you could tell BigManage: “Remove the item ‘Submit NDA’ from the ‘Onboarding Checklist’ because it’s no longer required.”
Specify the list in the company you want to update by name or ID, indicate which entry in that list you’re changing (by its text or number), and provide the new content; you can also add a short reason why. For example, you could tell BigManage: “Update the ‘Onboarding Checklist’ — change item ‘Submit W-4’ to ‘Submit tax form’ because the form was updated.”
Specify the name of the case you want to open. You can also explain why the case is being created. For example, you could tell BigManage: “Create a case called ‘Client Onboarding Issue’ because of recent delays” or “Open a new case named ‘Server Migration’ due to upcoming infrastructure changes.”
Specify the case you want to select or deselect by its name or ID. For example, you could tell BigManage: “Select the case ‘Client Onboarding Issue’ for active tracking” or “Deselect case 12 because it is no longer relevant.”
Provide the new name for the case you want to rename. You can refer to the case by its current name or ID and add a brief reason if you want. For example, you could tell BigManage: “Rename the case ‘Client Onboarding Issue’ to ‘Client Onboarding — Payments’ because the scope was narrowed to billing.”
Open the currently selected case. You can also explain why the case is being opened. For example, you could tell BigManage: “Open the selected case because new problems have arisen” or “Open the selected case due to an urgent support request.”
Close the currently selected case. You can also explain why the case is being closed. For example, you could tell BigManage: “Close the selected case because the issue has been resolved” or “Close the selected case due to completion of all related tasks.”
Add a comment to the currently selected case by specifying the text of your comment. For example, you could tell BigManage: “Add comment ‘Reviewed financial projections’ to the selected case.”
Remove a comment from the currently selected case by specifying the comment ID. For example, you could tell BigManage: “Remove comment 42 from the selected case.”
Add a member to the participants of the currently selected case by specifying their name, email or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Add member 1023 to the selected case with justification: project requirement.”
Remove a member from the participants of the currently selected case by specifying their name, email or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Remove member 1023 from the selected case with justification: reassignment.”
Attach a customer to the currently selected case by specifying the customer’s name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach customer 5021 to the selected case with justification: important update.”
Remove a customer from the currently selected case by specifying the customer’s name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach customer 5021 from the selected case with justification: no longer relevant.”
Attach a goods or service item to the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach goods/service 305 to the selected case with justification: needed for resolution.”
Remove a goods or service item from the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach goods/service 305 from the selected case with justification: no longer relevant.”
Attach a supplier to the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach supplier ‘Acme Supplies’ to the selected case with justification: required materials.”
Remove a supplier from the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach supplier ‘Acme Supplies’ from the selected case with justification: contract expired.”
Attach an investor to the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach investor ‘SeedFund Ltd.’ to the selected case with justification: potential co-investment.”
Remove an investor from the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach investor ‘SeedFund Ltd.’ from the selected case with justification: deal fell through.”
Attach a partner to the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach partner ‘Tech Alliances Co.’ to the selected case with justification: collaboration on integration.”
Remove a partner from the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach partner ‘Tech Alliances Co.’ from the selected case with justification: partnership ended.”
Attach a shareholder to the currently selected case by specifying their name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach shareholder ‘Jane Doe’ to the selected case with justification: investor inquiry.”
Remove a shareholder from the currently selected case by specifying their name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach shareholder ‘Jane Doe’ from the selected case with justification: no longer relevant.”
Attach a list (e.g., checklist or contact list) to the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Attach list ‘Onboarding Checklist’ to the selected case with justification: use for next steps.”
Remove a list from the currently selected case by specifying its name or ID. You can also optionally provide a justification. For example, you could tell BigManage: “Detach list ‘Onboarding Checklist’ from the selected case with justification: checklist replaced.”
Specify the name of the target you want to create. You can also explain why the target is being created. For example, you could tell BigManage: “Create a target called ‘Q3 Sales Goal’ because we need to track performance” or “Open a new target named ‘Website Redesign’ due to upcoming project requirements.”
Specify the target you want to select or deselect by its name or ID. For example, you could tell BigManage: “Select the target ‘Q3 Sales Goal’ for active tracking” or “Deselect target 7 because it is no longer relevant.”
Provide the new name for the target you want to rename. You can refer to the target by its current name or ID and add a brief reason if you want. For example, you could tell BigManage: “Rename the target ‘Q3 Sales Goal’ to ‘Q3 Revenue Objective’ because the focus shifted to revenue.”
Open the currently selected target. You can also explain why the target is being opened. For example, you could tell BigManage: “Open the selected target because it is now a priority” or “Open the selected target due to upcoming deadlines.”
Close the currently selected target. You can also explain why the target is being closed. For example, you could tell BigManage: “Close the selected target because it has been achieved” or “Close the selected target due to project completion.”
Add a member to the currently selected target by specifying their name, email or ID. You can also explain why the member is being added. For example, you could tell BigManage: “Add member John Doe to the selected target because they are responsible for this task” or “Add member 1023 to the selected target to assist with completion.”
Remove a member from the currently selected target by specifying their name, email or ID. You can also explain why the member is being removed. For example, you could tell BigManage: “Remove member John Doe from the selected target because their assignment is complete” or “Remove member 1023 from the selected target due to reassignment.”
Set a target’s progress to a specific percentage (for example 45%). Refer to the target by name or ID and you can also say why you’re adjusting it. For example, you could tell BigManage: “Set the progress of target ‘Q3 Revenue Objective’ to 45% because half the milestones are complete.”
Remove the custom progress value for the currently selected target and, if you want, say why. For example, you could tell BigManage: “Remove the custom progress for the selected target because the manual update was entered in error.”
Attach a case to the currently selected target by specifying the case name or ID. You can also explain why the case is being attached. For example, you could tell BigManage: “Attach case ‘Q2 Sales Report’ to the selected target because it is relevant to achieving this goal” or “Attach case 305 to the selected target for tracking purposes.”
Remove a case from the currently selected target by specifying the case name or ID. You can also explain why the case is being detached. For example, you could tell BigManage: “Detach case ‘Q2 Sales Report’ from the selected target because it is no longer relevant” or “Detach case 305 from the selected target for reassignment.”