AI Assistant

Goal

Run permission-aware search and finance insights over your own tenant data. Everything here is a suggestion — nothing posts or writes master data from this screen.

Who it is for

Users with ai.use and module ai_assistant. Configure skills and tenant options under AI assistant setup (ai.admin).

Preconditions

• Module ai_assistant enabled; permission ai.use.
• Sufficient monthly AI token budget; data residency must allow the requested tools.
• Insights draw from data you are already allowed to see (parties, items, sales documents, GL-facing summaries as implemented).

Steps

1. Open AI → AI Assistant.
2. Smart search: type a query (parties, items, documents…), press Search. Results group under Parties, Items, and Sales documents.
3. Under Insights:
   • Explain P&L — narrative explanation of report signals.
   • Cash forecast — multi-week net change and cumulative projection table.
   • Scan anomalies — table of anomaly type (e.g. duplicate payment, margin outlier), severity, and occurrence count.
4. Treat tagged AI-generated suggestion output as advisory; verify in the source modules before acting.
5. Admins: open AI assistant setup for tenant AI options and the assistant skill catalog.

Result

Search hits and insight payloads appear on the page. Anomalies may list as open until dismissed elsewhere. No sales, stock, or GL documents are created from this screen alone.

Hard stops

• Token budget exhausted → requests fail with AI budget errors.
• Missing ai.use or module off → route blocked.
• Residency / unknown tool → 422 from AI guard.
• Empty search query does nothing until you enter text.

Related

• AI assistants hub
• AI Action Center
• Document scans