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Module · AI Assistant

Every morning, what there is to do. For everyone

The assistant looks at the data of all the modules you use and tells each person what needs attention today, with the button that opens the right page. It answers questions about your data and about how to use the app. It changes nothing on its own.

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The problem

The work to do is spread over ten pages

Tickets, quotes, orders, invoices, holidays, work reports. Every module knows what is missing, but to find out you have to open them all, every day.

The round of the pages

To know what to do today you open the whole app. And something is always skipped.

Deadlines that slip by

The quote expired yesterday, the invoice was not collected. Nobody saw it in time.

Data to fix

Duplicate VAT numbers, badly written emails. You find out when something has to be sent.

How do I do it?

The new colleague asks the most experienced one. And two people stop.

How it works

Four steps, from the data to the button

1
It checks

37 checks on 13 modules, with the permissions of whoever is looking. Everyone sees only what they already see in the pages.

2
It sorts

The AI sums up the checks and puts the important things first. If the AI does not answer, the checks stay.

3
It takes you there

Every suggestion has the button to the detail and the one to all the counted cases.

4
It answers

In the chat you ask about your data or about how to do something. And it gives you the button to do it.

What it checks

One look at the whole company

Each person sees the checks about their own work. Admins and back office also the office ones.

🎫

Tickets and calendar

Tickets assigned to you, arrived and not read, without an assignee. Today's appointments, invitations to answer, new bookings from customers.

🗓️

Shifts and work reports

New shifts and tomorrow's, holidays to decide, shifts to cover. The work report to validate and those to approve.

📋

Quotes, orders and invoices

Quotes about to expire or accepted without an order, late orders or orders to invoice, overdue invoices to collect and invoices to pay.

⏱️

Projects

Projects losing money, over budget, to invoice or past their end date.

🎯

Campaigns and checks

Stopped or just finished campaigns, interested contacts, document checks with differences or errors.

🗂️

Registry and board

Duplicate or invalid VAT numbers, badly written emails, highlighted messages still to read.

The chat

Ask, and it takes you to the right page

💬

Questions about your data

Which quotes expire this week? What is on my calendar tomorrow? It reads with your permissions and answers with buttons to the records.

🧭

How to do it

How do I open a ticket? It answers from the app guide, step by step, with the button that already opens the form to fill in.

🧠

It remembers you

Preferences and goals you tell it stay in What I remember about you. Only you see them and you remove them whenever you want.

🔍

All the cases, not an example

The number opens all the counted cases, one by one, with the detail of each. What you see is what it counted.

🔒

Read only

It changes nothing. When something has to change, it takes you to the page where you do it.

🚶

While it thinks

In the assistant's office little people walk through the rooms of the modules. When they stop, the answer is ready.

Configuration

Your company sets the rules

👤

Who uses it

Nobody, everyone or only some. Admins and back office always. The rule also holds in the database.

🤖

The AI provider

You choose it, among those your company has configured. With your key, not mine.

💡

Messages per day

A limit per person. Once it is reached the checks stay, and the AI is back the next day.

📅

How long conversations stay

From 1 to 24 months after the last message, then they are deleted on their own.

🤝

Data, not people

It points out work to do and data to fix. It does not rate how colleagues perform.

📱

Web and mobile app

The dashboard tile, the page and the chat, from the browser and from the phone.

Tell me how the day starts in your office

Thirty minutes, no commitment. You come away with an honest technical opinion on what is worth automating.

Book 30 minutes