Codefy ERP Module

AI that works with your business.

Bring AI into the same workspace where your teams plan, prepare data, manage work, communicate, and make decisions. Codefy AI combines an internal AI workspace, custom agents, ready-to-use widgets, MCP, and ChatGPT integrations with the business context and permissions of Codefy Hub.

AI workspaceCustom agentsWidgetsConnected AI
Codefy AI workspace showing custom agents, approved knowledge, data preparation, reporting, widgets, usage, and permissions.

One AI Layer for Every Team

Give every team a practical way to work with AI.

Codefy AI is not a single chatbot added to your ERP. It is a connected AI layer that supports different types of work, different levels of automation, and different ways of interacting with your business data.

Step 1

Choose a workspace or agent

Step 2

Bring in approved context

Step 3

Ground the work in knowledge

Step 4

Check access and scope

Step 5

Prepare the next step

Step 6

Confirm controlled actions

Step 7

Keep the outcome reviewable

AI Access Points

Meet your teams where the work already happens.

Start inside Codefy Hub, create focused assistants for your workflows, publish selected agents as widgets, or connect Codefy to the AI client your team already uses.

Internal AI workspace

Ask questions, summarize information, prepare documents, explore business context, and get guided help without leaving Codefy Hub.

Custom agents

Create focused assistants for operations, finance, CRM, support, reporting, data preparation, management, and the workflows unique to your business.

Planning and data preparation

Turn requirements into plans, review messy uploads, identify missing information, match business entities, and prepare records before creation.

Reporting and guided actions

Ask for approved business insights, prepare management-ready reports, recommend next steps, and request confirmation when a controlled action is needed.

Control Built Into the Experience

Useful AI needs clear boundaries.

Codefy AI helps people work faster while respecting the boundaries of the business. User permissions remain above the AI layer, so agents only work with the context, records, tools, and actions that the user is allowed to access.

Internal AI Workspace

Turn questions into useful next steps with an everyday AI workspace connected to approved business context and operating knowledge.

Ask questions about approved business information
Summarize records, documents, and conversations
Prepare plans, briefs, checklists, and follow-ups

Custom Agents for Your Workflows

Create assistants around the terminology, policies, processes, and priorities that make your business unique.

Operations, finance, CRM, and support assistants
Focused agents for planning and management work
Approved knowledge and operating playbooks

Planning and Data Preparation

Help teams prepare better information before it enters the ERP or becomes someone else’s problem.

Turn requirements into plans and checklists
Review spreadsheets and identify missing fields
Explain validation issues before records are created

Productivity, Tasks, Documents, and Team Communication

Keep the work around the transaction system moving with AI-assisted summaries, tasks, documents, briefs, handovers, and follow-ups.

Draft emails, updates, briefs, and internal documentation
Create task and follow-up lists from business context
Help teams find the right process or document

Reporting and Operational Intelligence

Turn approved business information into operational summaries, comparisons, exception lists, and management-ready reports.

Ask questions using approved business context
Compare performance across teams, projects, or periods
Keep reporting inside the user’s permission level

Widgets and Connected AI Clients

Use selected assistants wherever your users need them, from websites and portals to the AI clients your team already prefers.

Publish controlled assistants as plug-and-play widgets
Connect Codefy Hub through MCP
Work with Codefy Hub from ChatGPT and supported AI clients

Screens

One place to manage assistants, knowledge, workflows, and outcomes

Codefy AI gives administrators and team leads a clear view of how AI is being used across the business, from everyday assistance to controlled operational workflows.

Codefy AI workspace with custom assistants, approved knowledge, data preparation, reporting, widget publishing, usage, and permissions.

AI agent command center

Manage the assistants your teams rely on

Create and organize custom agents, connect approved knowledge, review readiness, manage widgets, and monitor usage from one workspace.

Codefy AI workflow control screen showing approved knowledge, data preparation, reporting, confirmations, and usage.

Knowledge and workflow control

Guide work with context and control

Help users prepare imports, build reports, find information, and move toward the next action while permissions and confirmations remain visible.

Commercial Value

Move faster without giving up control.

AI can assist with the work, but authority stays with your organization.

Codefy AI helps teams prepare, coordinate, communicate, and make decisions while user permissions, approvals, tenant boundaries, and accountability remain part of the operating model.

1

Make AI part of daily work across planning, preparation, communication, reporting, and coordination. Users can work with it without opening a separate chatbot.

2

Reduce manual preparation by cleaning, organizing, summarizing, and validating information before people spend time reviewing it.

3

Give every team a focused assistant while keeping business knowledge and workflows connected to the ERP context they already use.

4

Keep authority where it belongs: permissions, approvals, tenant boundaries, and accountability remain above the AI layer.

Find the right place to introduce AI into your operation.

We can help you identify the best starting point: planning, data preparation, productivity, team collaboration, reporting, customer support, or a custom operational workflow.