AI Assistance
Ask questions. Get answers. Take action — inside your ERP.
A built-in AI assistant that understands your modules (Sales, Purchases, CRM, Inventory, Accounting) and helps teams search, summarize, draft content, and make faster decisions — with role-based visibility.
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Backoffice AI chat
Context-aware assistant that works across modules and users.
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Smart search & insights
Ask business questions in plain English and get real-time answers.
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Summaries & drafts
Generate reports, messages, invoice notes, and follow-ups in one click.
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AI Chat Assistant (Backoffice-wide)
- ✓Built-in AI chat accessible from backoffice admin
- ✓Context-aware responses based on active module
- ✓Natural language interaction for non-technical users
- ✓Multi-language support (based on system language packs)
- ✓Conversation history per user
Designed for teams
- ✓Helps staff work faster without training
- ✓Consistent answers with audit-friendly history
- ✓Works across Sales, Purchase, CRM, Inventory, Accounting
Tip: Add AI entry points inside each module (Sales list, POS, Customer view, Reports).
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Smart Search & Insights
Ask questions like:
- ✓“Show today’s sales summary”
- ✓“Which customers have overdue payments?”
- ✓“Low stock items this week”
- ✓AI-powered interpretation of business queries
- ✓Data pulled from real-time system records
- ✓Role-based data visibility enforcement
Safe by design
- ✓Shows only what the user is allowed to see
- ✓Works with permission rules & multi-tenant setups
- ✓Great for “instant answers” dashboards
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Sales & POS Assistance
- ✓Invoice creation help via prompts
- ✓Suggested products during POS billing
- ✓Discount recommendations (rule / pattern-based)
- ✓Best-selling item suggestions
- ✓Customer purchase behavior insights
- ✓Sales trend summaries (daily / weekly / monthly)
Boost revenue & speed
- ✓Faster checkout with smart suggestions
- ✓More upsells with best-seller prompts
- ✓Better discounts with controlled rules
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Purchase & Inventory Intelligence
- ✓Low stock prediction and reorder suggestions
- ✓Supplier purchase history analysis
- ✓Suggested reorder quantities
- ✓Overstock / slow-moving item identification
- ✓Inventory valuation explanations
- ✓Expiry & dead-stock alerts (if enabled)
Reduce stock problems
- ✓Fewer stockouts with reorder intelligence
- ✓Lower holding cost with slow-mover detection
- ✓Better buying decisions from supplier trends
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Accounting & Finance Assistance
- ✓Explain financial reports in simple language
- ✓Profit & loss interpretation
- ✓Expense trend analysis
- ✓Cash flow insights
- ✓Receivable / payable summaries
- ✓Journal entry explanation & validation hints
Better financial clarity
- ✓Make reports understandable for non-finance users
- ✓Catch anomalies early (spikes, drops, unusual entries)
- ✓Improve decisions with plain-language insights
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CRM & Customer Intelligence
- ✓Lead prioritization suggestions
- ✓Customer engagement insights
- ✓AI-generated follow-up reminders
- ✓Deal win/loss pattern analysis
- ✓Customer segmentation suggestions
- ✓Churn risk indicators (pattern-based)
Sell smarter
- ✓Focus reps on high-intent leads
- ✓Improve conversion with pattern insights
- ✓Reduce churn with early warnings
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Document & Content Generation
- ✓Auto-generate invoice notes & terms
- ✓Auto-generate follow-up messages
- ✓Email drafts
- ✓SMS / WhatsApp message content
- ✓Tone selection (formal, friendly, persuasive)
- ✓Editable before sending
- ✓Reusable prompt templates
Consistent communication
- ✓Save time on repetitive messages
- ✓Standardize professional language
- ✓Great for collections and follow-ups
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Business Reports & Summaries
- ✓One-click daily business summary
- ✓Weekly performance snapshot
- ✓Monthly sales & expense overview
- ✓Highlights KPIs and anomalies
- ✓Exportable summary text for management sharing
Management-ready
- ✓Quick performance visibility
- ✓Share summaries in WhatsApp/email instantly
- ✓Great for multi-branch reporting