Client AI "Sally"

Operation of the Chat
With Sally, the integrated AI support, you can ask questions about Customers, Turnover and Activities directly in natural language. To a limited extent, Promotions can also be carried out.
Structure of the AI Chat
1. Enter question
Enter your question or instruction in the input field.
2. Send request
Your request is transmitted to Sally via the Send button.
3. Reply area
Sally analyses the available Data and provides suitable Replies, Summaries or Evaluations and prepares Promotions. The results of the AI serve as support and should be checked before further use.

Promotions
Supported Promotions
 
Create note 
Create activity 
All promotions are only prepared, i.e. the corresponding form is pre-filled with the given data. For security reasons, the actual creation of the promotion must be carried out manually by the user.

Data
The AI only works with released fields in certain areas. This keeps responses faster and clearer.
Below you will find the individual areas with the corresponding queryable fields.
Area: Customers
 
Customer number 
Name 1-3 
Address data (Street, ZIP code, City, Country) 
ABC status 
Last visit 
Price list 
E-mail  
Currency 
Area: Products
 
Item number 
Item description 
Area: Contacts
 
First name 
Last name 
E-mail 
Telephone 
Fax 
Mobile 
Has left the company status 
Main contact status 
Position 
(Customer number: for assigning contact to customer) 
Area: Daily reports
 
Day number 
ADM 
Comment 
start-km 
end-km 
Start of day date 
End of day date 
Start of day location 
End of day location 
km driven privately 
Use of private car 
Overnight stay 
No travel day 
Lunch 
Breakfast 
Dinner 
Car reg. number 
Area: Visit reports
 
Visit no. 
ADM 
Start of visit 
End of visit 
Customer number 
Notes 
Follow-up 
Contact ID 
Miscellaneous text 
Area: Visit additional information
 
ID 
ADM 
Visit no. 
Code 
Area: Employees
 
Agent number 
Name 
Area: Activities
 
Date 
Text 
Activity type 
ADM 
(Customer number: for assigning activity to customer) 
Area: Document header data
 
Document number 
Document type 
Document date 
Req. delivery date 
Amount 
(Customer number: for assigning document to customer) 
Area: Document items
 
Document number 
Document type 
Item number 
Quantity 
Sales price 
Area: Opportunities
 
External ID 
Name 
Created on 
Customer number 
Contact 
ADM 
Sales process 
Estimated duration 
Estimated one-off amount 
Estimated periodic amount 
Status 
Closing code 
Attribute 7 
Area: Tours
 
Agent number 
Customer number  
Start date 
End date 
Created on 
 

FAQ
Red Error Messages
If you receive an error message, it is usually due to too much data being requested to read. Leave the chat window and ask the question again, but more precisely.
Reasoning
In rare cases, the AI may output its reasoning process. This cannot be prevented. In such cases, leave the chat window and start it again with the question.

Prerequisites for the Connection
After you have purchased the AI licence from DeDeNet, we establish the necessary connections between the AI and your backend.
AI Provider
You choose an AI provider (e.g. OpenAI, Anthropic, xAI or similar) and negotiate the terms for token consumption and whether automatic top-ups should occur up to a certain limit. Each question and each reply consumes one token respectively.
The AI provider issues you the corresponding API key.
 
Activating the Chat via the Backend
Basic configuration - Settings - AI: Chat
Enter the provider, the desired model and the API key at this point.