Effectively communicating with ERP AI ensures that you get precise, actionable results. This guide will help you craft clear and structured prompts, making it easier for the AI to understand your requests. ERP AI consists of specialized agents designed for tasks like app creation, data management, reporting, and role-based access control. Follow these best practices and examples to get the most out of your ERP AI assistant.

Introduction

This guide will help you effectively communicate with your ERP AI assistant to accomplish various tasks. The AI automatically understands your intent and routes your request to the appropriate specialized agent. While you don't need to specify which agent to use, understanding their capabilities can help you frame your requests better.

Understanding ERP AI Agents

The system consists of several specialized agents, each handling specific types of tasks:

Auto Agent

• Acts as the main interface, understanding your requests and routing them to appropriate specialized agents.
• You don’t need to specify which agent you want to use—just express what you want to achieve.
• Maintains context of your conversation and ensures consistent handling.

App Creation Agent

• Creates new applications from scratch.
• Sets up database schemas and tables.
• Configures initial roles and permissions.
• Handles basic app setup and structure.

Dashboard Agent

• Creates individual charts and visualizations.
• Supports four types of widgets:
  • Bar charts (for comparisons)
  • Pie charts (for proportions)
  • Line charts (for trends)
  • Stat cards (for single metrics)
• Creates one visualization at a time for best results.

Record Management Agent