Introduction #
The AI chat from Kafinea is an assistant integrated directly into the ERP interface. It allows you to ask questions in natural language and receive contextualized answers about your data, business processes, or common tasks.
The chat panel is accessible from any page in Kafinea, without leaving your work screen.
1. Open the chat panel #
The AI panel opens via the button located in the top bar of the interface. Once opened, it displays on the right side of the screen as a resizable side panel.
- Click the button to open or close the panel.
- The panel retains its state (open/closed) during your browsing session.
- The panel width is adjustable by dragging its left edge.
2. Send a message #
Enter your question or instruction in the text area at the bottom of the panel, then press Enter or click the send button.
Tip: Use Shift + Enter to create a new line without sending the message.
The chat supports questions in French and English. Responses are formatted in Markdown (lists, tables, formatting).
3. Message templates #
The Templates button offers pre-written messages for common tasks:
- Summarize a record
- Translate text
- Check grammar
- Explain a concept
- Improve text
These templates make it easier to use the assistant without having to formulate the request manually.
4. Quick actions #
The quick actions bar, located at the top of the panel, offers contextual shortcuts:
- Summarize: summarize the selected text
- Translate: translate the selected text
- Grammar: check spelling and grammar
- Explain: explain a term or complex text
- Clipboard: analyze clipboard content
Note: Some quick actions require text to be selected beforehand on the page.
5. Conversation history #
Conversation history is automatically saved on the server. You can:
- Resume a previous conversation by clicking the History button
- Delete a conversation from the history list
- Start a new conversation at any time
History persists between browsing sessions: you can access your conversations even after closing and reopening your browser.
6. Clear the chat #
The Clear button deletes all messages from the current conversation and starts a new blank conversation.
Important: Clearing is permanent and also removes the conversation from the server.
7. Capabilities and limitations #
The AI assistant can:
- Answer questions about using Kafinea
- Help write or rephrase text
- Analyze contextual data from the current record
- Perform translations
- Create, modify, and delete records (requires the Beta option, see below)
Data modification #
When the (Beta) Allow AI Agent to modify data option is enabled in Settings>Features, the AI chat can create, modify, and delete records in Kafinea, while respecting the user’s access rights. When this option is disabled, the AI chat operates in read-only mode.
The AI assistant cannot:
- Access information outside your instance
- Guarantee absolute accuracy on financial or regulatory calculations
Important: Always verify critical information (amounts, legal obligations) provided by the assistant.
8. Activation #
The AI chat is activated by the administrator via Kafinea’s feature flags. If the panel does not appear in your interface, contact your administrator.
FAQ #
Does the chat retain my messages if I close the tab?
Yes, conversations are saved on the server and automatically restored upon reconnection.
Can I use the chat in English?
Yes, the assistant understands and responds in French and English.
Does the chat have access to my confidential data?
The assistant only accesses data from the current record and information you provide in the conversation. It respects your user profile’s access rights.