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Customer portal

FAQ

Extranet automation

  • Autonomous AI agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the right order and adapt their actions continuously.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • AI-powered automation

    Integrate AI prompts into your workflows to automate calculations, analyses and decision-making based on your ERP data.

  • Interactive AI chatbot

    Ask questions about the data you have access to, and receive instant answers in text, tabular or graphical form.

  • Connected web forms

    Import data received from a contact form and use it in Kafinea.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Advanced AI search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries and delivers relevant results.

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Customizable workflows

    Create your own workflows to automate the creation of a record, the updating of a field, the sending of an email and much more.

Advanced extranet functionalities

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • Advanced access rights management

    Choose which actions are feasible or which information is visible to a group of users, down to the smallest field.

  • Application management

    Open jobs or tasks and allow users to make themselves available.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

Basic extranet functionalities

  • Personal calendar

    Add one-off or recurring activities and tasks to your Kafinea calendar and keep control of your schedule.

Unleash your company's potential now.