Settings

Answering questions and drafting an automation are different jobs: the chat runs on the everyday model, a workflow draft is worth the strongest one.

A backup uses that provider's own key - the field sits in its own block here, and it is the same field as under the active provider, so a provider that is already set up needs nothing typed again. Save the key before you test it: the test reads the stored key, but the model it checks is the one you see in the row. A backup without a key is skipped in silence, which is exactly what you do not want to discover during an outage.

The name appears on every answer, so it is the one thing everybody sees. A colleague may pick their own unless you switch that off here.

Shown when the panel opens, in the colleague's own language. It is our own text, so opening the panel costs nothing. Leave a field empty for the built-in greeting.

The assistant is not tied to one profession. Say in one line what the work is, and it stops guessing: the same CRM can serve a roofer, an electrician or a landscaper without a single change to the code.

Tick the languages a colleague may chat in. Ask a question in a ticked language and the answer comes back in it; ask in anything else and the answer comes in that person's own interface language. Everybody's own interface language always works, ticked or not.

The data keeps its own language. Field names and statuses are named as they appear on that colleague's screen, and anything meant to be stored or sent - the text of a quote, a note on a project, a mail to a client - is written in the language of that document, not in the language of the chat. A Dutch quote keeps Dutch fields even when the conversation runs in Russian.

The assistant reads no client, quote or invoice data - that does not change. What it can be told is the handful of facts a colleague could read off your own website: the company name, the brand, the VAT number, the address and the website, taken straight from Settings so they are never out of date. Bank accounts, e-mail addresses and phone numbers are never included.

Amounts are in EUR, and that is the currency the dashboard reports. Most providers publish their prices in US dollars, so convert them at whatever rate you want the reports to use - the figure is an internal estimate, not an invoice. "Input" is what you send (the question plus the rules), "output" is what the model writes back; output is usually several times more expensive.

On every question the assistant reads the help page of the screen the colleague is on - the same page they can open themselves - so its answers follow the documentation instead of guesswork. Here you add what the documentation does not say: house habits, local rules, the things a new colleague always gets wrong.

The documentation itself is not edited here - it lives in the CRM's own Documentation section, and the assistant reads the file, so an edited help page is in the very next answer. A screen with no help page is shown as such: there the assistant says it does not know the screen rather than inventing it.

When a colleague explains a rule of the house that the documentation does not carry, the assistant may propose it as a note for everybody. Nothing reaches the shared memory on its own: you decide. Approve adds the line to that screen's note in the language it was written in - it never replaces what is already there, so you can rewrite it afterwards.

Tick a screen to keep the assistant off it - the button is not shown there, and a question sent from there is refused by the server as well. Everything not ticked has the assistant, including modules added later. Ticking a module also covers its sub-pages: Settings covers every screen under Settings.

The client portal is never included: the assistant is banned there outright and cannot be switched on, whatever is ticked here. A few screens are a rule rather than a setting - Settings and all its sub-pages, Users, Groups, the assistant's own dashboard and the Peppol inbox and outbox. Their tick is fixed and greyed out: those pages do not even load the assistant, so there is nothing to hide there.