AI Assistant

Get instant answers from your business data

Ask questions about your sales, inventory, or operations in plain language. The AI reads your actual company data — not generic information.

Problems it solves

Pulling a financial summary or inventory report takes time even when the data is already there.
Onboarding new users is slower when they cannot find answers without IT support.
Complex filtering requires training that slows down daily operations.
Customer-facing teams need quick answers without digging through multiple modules.

The assistant reads your permitted ERP data — invoices, inventory, customers — and answers from what is actually in your account.

Finds answers from your own knowledge base and platform documentation before anything else.

Keeps a searchable conversation log per user, so nothing important is lost between sessions.

Configure specialized agents for different business functions, each with its own knowledge sources and permissions.

Per-user rate limits, model selection, and data access mode controls so administrators stay in full control.

Runs inside your tenant's isolated environment — no data crosses company boundaries.

Availability: Available as an add-on through Build Your Package.