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Kafinea

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Kafinea

Marketing

6
  • Prospects
  • The business
  • Sending emails and SMS
  • Campaigns
    • Marketing campaigns
    • Setting up email and SMS campaigns
    • Calculating forecast margins for a campaign

Sales

15
  • Customer accounts
  • Contacts
  • Customer quotations
  • Customer purchase orders
  • Customer credit notes
  • Company Search (SIRENE)
  • Invoicing
    • Classic invoicing
    • Advancement invoicing
    • Item consumption invoicing
    • Electronic invoicing
  • Payments
    • Customer payments
    • Associating a payment with one or more invoices
  • Price list
    • The use of a price list
    • Pricing strategies
    • Administrator's Guide to Pricing

Purchasing

5
  • Suppliers
  • Supplier purchase orders
  • Supplier invoices
  • Supplier credit notes
  • Supplier payments

Catalog

6
  • The products
  • Services
  • Product families
  • Units of measurement
  • Sourcing Management
  • The Supplier Order Assistant

Finance

18
  • Bank accounts
  • Third-party bank accounts
  • Banking transactions
  • SEPA mandates
  • Direct debits
  • Manual entries
  • Accounting
    • Accounting
    • Accounting entries
    • Accounting strategies
    • Financial statements
    • Bank reconciliations
    • Bank statements
    • Tools for checking your accounts
    • Setting up VAT returns
    • VAT declaration
    • Accounting export in FEC format
  • Accounting periods
    • Accounting periods
    • Cash accounting

Human Resources

16
  • The people
  • Services
  • The activities
  • Service assignments
  • Timesheets
  • Leave requests
  • Types of absence
  • Expense reports
  • Training courses
  • Workplaces
  • Versatility matrices
  • Sample employment contracts
  • Pay stubs
  • Employee Extranet
    • The employee portal
    • The Employee Portal
    • Leave Management

Project Management

4
  • The projects
  • Project tasks
  • Project milestones
  • Participation in projects

Customer support

7
  • Tickets
  • Service contracts
  • Customer equipment
  • Customer instances
  • Warranty Management
  • FAQs
  • Customer portal

Maintenance

4
  • Our facilities
  • Maintenance sites
  • The equipment
  • Maintenance operations

Inventory Management

8
  • Storage sites
  • Storage locations
  • Inventory movements
  • Stock transfer requests
  • Delivery notes
  • Receipt slips
  • Delivery methods
  • Inventory Valuation

Points of Sale

5
  • Physical sales outlets
  • E-commerce stores
  • Cash movements
  • Cash register
    • Cash registers
    • Setting up your cash register

Records Management

6
  • Electronic document management
  • The electronic signature
  • Sending documents by email
  • Models
    • Document templates
    • Email templates
    • Shortcodes

Automation

3
  • The forms
  • Workflows
  • The planner

Artificial Intelligence

5
  • The AI text assistant
  • The AI Chatbot
  • AI workflows
  • Connect an external AI (MCP)
  • AI-powered invoice OCR

Integrations

7
  • API
    • REST API – Introduction
    • REST API – Authentication
    • REST API – CRUD Operations
    • REST API – Entity Relationships
    • REST API – Requests and Queries
    • REST API – File Management
    • REST API – Dropdown Lists (Picklists)

Kafinea interface

8
  • Navigation
  • Listings
  • The recordings
  • Tags
  • Reports
  • Dashboards
  • The layout manager
  • Data import/export

Setting

16
  • Tax Settings
  • The companies
  • The users
  • Access rights
  • User preferences
  • Languages and translations
  • Numbering formats
  • SMTP settings
  • Global search
  • Pop-up blocking
  • Permanent locking
  • The Event Log
  • AI agents
  • The MCP server
  • Data mapping
    • Lead conversion mapping
    • Project business mapping

Career Guides

1
  • Allow employees to update their HR records on their own
  • Kafinea
  • Documentation
  • Setting
  • AI agents
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AI agents

3 minutes


Introduction #

The AI Agent Explorer is the administrative interface used to monitor the activity of AI agents in Kafinea. It provides a consolidated view of runs, usage statistics, and associated costs.

This page is restricted to administrators and limited administrators.


1. Access #

Access the Explorer via Settings > Extensions > AI Agents Explorer.


2. Statistics Dashboard #

The top of the page displays a summary dashboard that includes:

  • Total number of runs: number of times AI agents were executed
  • Estimated cost: total estimated cost based on the tokens consumed
  • Tokens used: breakdown between prompt tokens (input) and completion tokens (output)
  • Statistics by period: monthly or weekly breakdown

3. List of executions #

The paginated list displays each AI agent run along with the following information:

Column Description
Run ID Unique execution ID
Agent Name of the officer who carried out the execution
Model AI model used (e.g., GPT-4, Claude-3, etc.)
User The Kafinea user who initiated the execution
Status Execution status: running, completed, failed
Tokens Number of prompt tokens / completion tokens / total tokens
Cost Estimated cost of implementation
Duration Runtime
Date Launch date and time

4. Filters #

You can filter the list of runs by:

  • Status: in progress, completed, failed
  • Agent: Agent's name
  • Model: AI model used
  • User: the user who initiated the execution

5. Detail of an execution #

When you click on a run, you'll see the details, which include:

  • Summary of the entry (prompt sent)
  • The list of events (intermediate steps of the agent)
  • The generated response
  • Detailed metrics (tokens, cost, duration)

6. Tools available to agents #

AI agents have a set of tools that allow them to interact with Kafinea data:

  • Search: Search for records in the modules
  • Reading: View the details of a record
  • Navigation: Browse relationships between records
  • Analysis: Calculating aggregates or statistics
  • Create: Create new records (requires the Beta toggle)
  • Edit: Update existing records (requires the Beta toggle)
  • Delete: Delete records (requires the Beta toggle)

Note: Agents adhere to the access rights of the user who initiates the action. The tools for creating, editing, and deleting are only available if the (Beta) "Allow AI Agent to modify data " option is enabled in Settings > Features.


7. Configuration #

The configuration of AI agents is managed in Kafinea's configuration files:

  • API key: configured in the AI gateway settings
  • Feature flags: enabling/disabling AI features
  • Available models: list of AI models that can be used

Important: Changing these settings requires access to the server.


FAQ #

How can I see how much it costs to use AI?
The Explorer dashboard displays the estimated cost per run and the total cost. These estimates are based on the number of tokens consumed.

Can an agent modify data?
Workflow agents (VTMdsPromptAITask) can update the fields configured in the mapping. The AI chat can create, edit, and delete records only if the (Beta) Allow AI Agent to Modify Data option is enabled in Settings > Features. When this option is disabled, the AI chat operates in read-only mode.


Related references #

  • The AI Chatbot
  • The AI text assistant
  • AI workflows
  • Connect an external AI (MCP)
  • AI-powered invoice OCR
  • The MCP server
Index
  • Introduction
  • 1. Access
  • 2. Statistics Dashboard
  • 3. List of executions
  • 4. Filters
  • 5. Detail of an execution
  • 6. Tools available to agents
  • 7. Configuration
  • FAQ
  • Related references

All-in-one software for SMEs. Take advantage of the automation capabilities and flexibility of our business management platform to facilitate the work of all your employees.

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SALES

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24 rue Louis Blanc, 75010 PARIS, France

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  • Features
    • Finance
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