Agent management
Create, configure, test, and manage assistants with model selection, agent settings, widget state, usage visibility, and active tenant governance.
Codefy ERP Module
AI agents that work inside governed ERP context
Use agents for knowledge-grounded help, bulk import validation, reporting, guided work, widgets, and permission-aware actions.
AgentsKnowledgeImportsReports
Agent Runtime
AI assistance connected to approved ERP context
Codefy ERP agents are positioned as governed assistants, not disconnected chatbots. They work with approved data context, knowledge sources, capability boundaries, and confirmation gates.
Step 1
Select agent
Step 2
Load safe context
Step 3
Ground in knowledge
Step 4
Validate request
Step 5
Draft response
Step 6
Confirm action
Step 7
Audit outcome
Agent Modes
From knowledge help to controlled operational action
ERP-grounded knowledge
Connect agents to tenant-scoped knowledge sources, operating documents, approved context, source retrieval, and knowledge readiness checks.
Import and transformation assistance
Use AI to validate messy uploads, detect missing fields, transform project data, prepare assignments, and explain validation issues before records are created.
Reporting and guided actions
Support operations, finance, CRM, support, and reporting workflows with permission-aware answers, safe read context, and confirmation before controlled writes.
Governance Logic
Helpful agents without bypassing ERP boundaries
The runtime separates understanding from authority: agents can reason, summarize, validate, draft, and guide, while permissions, tenant scope, safe catalogs, write confirmations, billing, and audit remain enforced.
Agent Creation, Configuration, and Model Selection
Manage AI assistants with agent records, model selection, prompt setup, test surfaces, status, widget readiness, and tenant-aware configuration.
Agent creation and configuration workspace
Model selection and assistant settings
Test assistant surface before publishing
Tenant-scoped active state and setup review
Knowledge Sources and ERP Context Grounding
Ground responses in approved knowledge sources, operating documents, safe business context, and source-aware retrieval instead of generic chatbot memory.
Tenant-scoped knowledge source assignment
Document linking and knowledge readiness
Hybrid search and source-grounded context
Minimal safe context for browser-visible responses
Bulk Import Validation and Data Transformation
Help users transform operational spreadsheets into structured ERP records while surfacing missing fields, entity matches, assignment readiness, and review steps.
AI bulk import validation for messy sheets
Project, route, schedule, driver, vehicle, and supplier detection
Validation issues explained before creation
Review-first transformation workflows
Operations, Finance, CRM, and Support Assistants
Use system agents for operational overviews, client dossiers, support navigation, finance-safe reporting, project health, assignment coverage, and follow-up guidance.
Operations overview and follow-up agents
CRM client dossier and next-action support
Support navigator and guided help flows
Finance-sensitive answers behind capability rules
Reporting and Operational Intelligence Agents
Let users ask for reports and operational intelligence through approved data context, safe query tools, capped outputs, inline expansion patterns, and source-aware summaries.
Reporting and insight query agents
Operational knowledge catalog grounding
Safe read-only SQL and business context tools
Capped table rendering with controlled expansion
Widget and Public Assistant Publishing
Publish selected assistants as widgets with active state, allowed domains, structured lead capture, authentication options, and safe public boundaries.
Widget-ready agents and allowed domains
Embed snippet and publication status
Structured widget lead inbox
Public assistant boundaries and safe forms
Permission-Aware Answers and Confirmation Gates
Keep AI inside ERP authority boundaries with tenant scope, capability checks, safe tool catalogs, confirmation gates, and write-target validation.
Tenant and app context enforcement
Capability-aware tool exposure
Confirmation before controlled writes
Safe handling for private, financial, payroll, and operational data
Usage, Governance, and Runtime Visibility
Track agent usage, runtime state, provider selection, credits, production readiness, governance tests, and operational safety checks.
Usage summaries and AI credit visibility
Runtime flags and production checks
Agent governance and access tests
Audit-friendly runtime outcomes
Screens
Show AI as a governed ERP workspace, not a loose chatbot
The module should show one command center for agent management and one runtime control surface for knowledge, imports, reports, confirmations, and governance.
AI agent command center
Agent management and ERP assistant control
A governed agent workspace for active assistants, model state, knowledge readiness, widget publishing, import validation, reporting, usage, and setup health.
Knowledge and runtime control
Knowledge-grounded runtime and safe actions
Agents can retrieve approved knowledge, use safe ERP context, validate uploads, draft responses, prepare reports, request confirmations, and leave auditable outcomes.
Commercial Value
AI assistance with the controls ERP buyers expect
Agents can help users, but the runtime keeps authority separate.
Codefy ERP keeps agent reasoning, safe context, tool exposure, confirmation gates, tenant scope, billing, and audit controls in the runtime instead of relying on prompt behavior alone.
1
AI works inside controlled ERP context, with safe catalogs, knowledge grounding, tenant scope, and permission-aware behavior.
2
Teams can use agents to validate uploads, summarize accounts, draft follow-ups, guide support, and prepare reports without bypassing approvals.
3
Admins can manage assistants, knowledge sources, widget publishing, usage, model settings, and runtime readiness from one governed AI layer.
4
Permission-aware answers and confirmation gates keep AI useful while protecting financial, payroll, private, and operational data boundaries.
Start with the AI workflow that needs the most operational control
We can review your agent setup, knowledge sources, import validation, reporting needs, widget publishing, permissions, and confirmation rules, then map the right Codefy ERP AI starting point.