Overview
The AI Agent is a conversational assistant embedded directly in the ERP system. Rather than navigating to a specific report or dashboard, you can simply ask a question in plain language and the agent answers using your organisation's live data.
The agent is opened from the chat panel available throughout the application. It answers in whichever language you write in - English, Arabic, and French are all supported - and it only ever reports figures it has actually retrieved from the system; it will tell you when it is not confident in an answer rather than guessing.
Every question the agent answers is checked against your own permissions first. If you are not permitted to view a particular ledger's data, the agent will decline to answer questions about it, exactly as if you had tried to open that report directly.
The agent's capabilities are being expanded in phases. This section is updated as each phase is delivered.
Capability areas
- Insights and inquiries: Ask open-ended questions about your Receivables, Payables, and General Ledger data - balances, aging, risk flags, and period-over-period performance - and get an immediate, data-backed answer.
- Documentation help: Ask "how do I do X" questions about using the system itself, and get an answer grounded in the published user guides, with a link to the full guide.
- Guided actions: A future phase in which the agent will be able to walk you through completing a task, rather than only answering questions about existing data.
- Agentic capabilities: A future phase in which the agent will be able to take actions on your behalf, within the bounds of your own permissions.