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📢 Kafinea is a compatible solution for electronic invoicing! Learn more ➔
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Kafinea

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📢 Kafinea is electronic invoicing compatible! ➔
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Kafinea

Marketing

1
  • Leads

Sales

14
  • Customer purchase orders
  • Customer accounts
  • Customer Quotes
  • Customer credit notes
  • Company Search (Sirene)
  • Margins in quotes
  • Invoicing
    • Classic Invoicing
    • Progress Invoicing
    • Issue an electronic invoice
    • Recurring invoicing
    • Invoicing Article Consumption
  • Payments
    • Customer payments
    • Linking a payment to one or more invoices
  • Price list
    • Price list administrator guide

Purchases

5
  • Supplier invoices
  • Supplier Purchase Orders
  • Suppliers
  • Supplier Credits
  • Receiving an Electronic Invoice

Catalog

8
  • Units of measure
  • Products
  • Services
  • Sourcing Management
  • The Purchase Order Assistant
  • Generic products
  • Product kits
  • Catalog margin analysis

Finance

11
  • Bank Accounts
  • Manual entries
  • SEPA Mandates
  • Third-party bank accounts
  • Bank Transactions
  • Accounting
    • Accounting entries
    • Tools for Checking Your Accounting
    • Accounting
    • Financial statements
  • Fiscal years
    • Cash accounting
    • Fiscal years

Human Resources

5
  • Timesheets
  • Activities
  • Pay Slips
  • Employee Extranet
    • Leave Management
    • The employee portal card

Project management

2
  • Secure assignments using a people list
  • The responder area: view and accept my assignments

Customer Support

1
  • The Client Portal

Inventory management

4
  • Goods receipt notes
  • Delivery Notes
  • Stock movements
  • Inventory Valuation

Cash register

1
  • Cash Registers

Document management

3
  • Electronic signature
  • Templates
    • Email templates
    • Document templates

Automation

2
  • Forms
  • Workflows

Artificial intelligence

5
  • AI-assisted invoice OCR
  • Connect an External AI (MCP)
  • AI Chat
  • The AI Text Assistant
  • AI Workflows

Kafinea interface

8
  • Data Import/Export
  • Navigation
  • Lists
  • Records
  • The Layout Manager
  • Automatic saving
  • Document Lines
  • Links Between Elements

Settings

10
  • SMTP Settings
  • Access Rights
  • Numbering formats
  • Global search
  • User preferences
  • Permanent locking
  • Catalog popup filtering
  • Tax Configuration
  • The MCP Server
  • AI agents

Business Guides

2
  • Enable employees to complete their HR record independently
  • Mobilizing thousands of field workers at scale

API

7
  • REST API – Introduction
  • REST API – Entity Relationships
  • REST API – File Management
  • REST API – Requests and Querying
  • REST API – Drop-down lists (Picklist)
  • REST API – CRUD Operations
  • REST API – Authentication
  • Kafinea
  • Documentation
  • Settings
  • AI agents
View Categories

AI agents

1 minutes


Introduction #

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

This page is reserved for administrators and restricted administrators.


1. Access #

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


2. Statistics dashboard #

The top of the page displays a summary dashboard with:

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

3. Run list #

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

Column Description
Run ID Unique identifier of the run
Agent Name of the agent that performed the run
Model AI model used (e.g., gpt-4, claude-3, etc.)
User The Kafinea user who triggered the run
Status Run state: running, completed, failed
Tokens Number of prompt / completion / total tokens
Cost Estimated cost of the run
Duration Execution time
Date Start date and time

4. Filters #

You can filter the run list by:

  • Status: running, completed, failed
  • Agent: agent name
  • Model: AI model used
  • User: user who triggered the run

5. Run details #

By clicking a run, you can access the details, which include:

  • Input summary (prompt sent)
  • Event list (agent intermediate steps)
  • 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 modules
  • Read: view the details of a record
  • Browse: navigate relationships between records
  • Analyze: calculate 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 follow the access rights of the user who triggers the run. The create, edit, and delete tools are only available if the (Beta) Allow the AI Agent to modify data option is enabled in Settings > Features.


7. Configuration #

AI agent configuration is managed in Kafinea configuration files:

  • API key: configured in the AI gateway settings
  • Feature flags: enable/disable AI features
  • Available models: list of usable AI models

Important: Changing these settings requires server access.


FAQ #

How can I see how much AI usage costs?
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-type agents (VTMdsPromptAITask) can update the fields configured in the mapping. AI chat can create, edit, and delete records only if the (Beta) Allow the AI Agent to modify data option is enabled in Settings > Features. When this option is disabled, AI chat runs in read-only mode.


Related References #

  • AI Chat
  • AI Text Assistant
  • AI Workflows
  • Connect an External AI (MCP)
  • AI-Assisted Invoice OCR
  • The MCP server
Index
  • Introduction
  • 1. Access
  • 2. Statistics dashboard
  • 3. Run list
  • 4. Filters
  • 5. Run details
  • 6. Tools available to agents
  • 7. Configuration
  • FAQ
  • Related References

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

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Electronic invoicing compatible solution
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FINANCE

Accounting
Audits & KPIs
Invoicing
Purchases

MANAGEMENT

Documents
Inventory Management
Maintenance
Project Management

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Interventions
Service Contracts
Tickets
Warranty Tracking

SALES

CRM
Points of Sale
Sales Automation
Subscriptions

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+33 1 70 06 05 41

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  • Features
    • Finance
      • Accounting
      • Audits & KPIs
      • Invoicing
      • Purchases
    • Management
      • Documents
      • Interventions
      • Inventory Management
      • Project Management
    • HR
      • Absence Management
      • Employees
      • Recruitment
      • Timesheets
    • Customer Service
      • Maintenance
      • Service Contracts
      • Tickets
      • Warranty Tracking
    • Sales
      • CRM
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      • Subscriptions
    • Cross-Features
      • API
      • Electronic Signature
      • Extranet
      • Workflows
  • Pricing
  • Login
  • Discover the demo