Configuration AI (for consultants)
Building and modifying objects, forms, rules and processes in a dialogue with the assistant, with validation before saving. Rollout speeds up because the assistant knows the rules the platform is built on.
System features
AI works on the structure and data of your instance, not on general knowledge about software. Consultants use it to build configuration, users ask about data in natural language.
In short
The AI assistant in Opero knows the context of your instance: the data structure, the configuration and the current records. That is why it answers with specifics rather than generalities, and the same mechanism serves two groups: consultants during configuration and end users in their daily work.
What you get
Building and modifying objects, forms, rules and processes in a dialogue with the assistant, with validation before saving. Rollout speeds up because the assistant knows the rules the platform is built on.
Questions about data in natural language, record search and summaries without clicking through views.
The assistant sees exactly as much as the user's role allows. The same access scope covers questions about data and changes to configuration.
More about this
Contextual AI in Opero is an assistant that knows the structure and data of your instance. Instead of generic answers you get help that is aware of context: the AI understands your objects, fields, processes and permissions, because it connects to the platform through a secure, access-controlled mechanism. The same mechanism serves two audiences: consultants and end users.
For consultants, AI speeds up configuration. In a dialogue with the assistant you build and change objects, forms, rules and processes, with validation before saving. Because the AI knows the platform's contract, rollout moves faster and with fewer mistakes. For end users, AI simplifies daily work: you ask about data in natural language, search records and get summaries without clicking through views.
The foundation is secure, context-aware access to configuration and data, with full respect for the user's permissions. That makes AI in Opero a practical work tool, not an add-on detached from the system.
Questions
The assistant connects to the configuration and current data of your instance through a secure, context-aware mechanism, respecting the permissions of the user asking the question.
It helps consultants build configuration (objects, rules, processes) and answers end users' questions about data in natural language.
Related features
Next step
We will show you how the assistant speeds up both configuration and daily work with data.