Spark ERP

AI · Assistant

Ask questions, draft content, get guided through your work.

The AI Assistant is built into Spark ERP screens — a conversational way to look up data, summarize a record, draft a document or find the next step in a process, without leaving the page you are on.

AI Assistant in Spark ERP Your ERP dataModel providerPermissions Your ERP dataModel providerPermissions Human approvalProposes Audit trailAsk or trigger
AI Assistant and its guardrails
Your ERP dataModel providerPermissionsAudit trailHuman approvalAI Assistant
How AI Assistant works with you
Ask or trigger

A user request or event

1
Grounded

Uses your own records

2
Proposes

A draft, not a silent change

3
You approve

Within your permissions

4
Logged

Recorded for audit

5

What it can do

The Assistant works at business-user level — it reads and explains, it does not act on its own.

Answer questions about data

Ask about a record, a list or a number on a report in plain language and get an answer drawn from data you already have permission to see.

Draft content

Draft an email, a note, a job description or a summary from the record you are viewing, for you to edit and send.

Guide workflows

Ask what is pending, what is blocking an approval, or what the next step in a process is, without hunting through screens.

Where it shows up

Record pages

Summarize a customer, an order or an employee record in context.

List and grid views

Ask a question about the filtered list you are already looking at.

Approval inbox

Explain what an approval is for and what changed since the last one.

Reports and dashboards

Ask a follow-up question about a number instead of building a new report.

What it does not do

The Assistant surfaces answers and drafts for a person to review and act on — it does not carry out multi-step tasks or take actions on its own. For that, see AI Agents.

See how AI Agents build on the Assistant.

Agents take the same conversational entry point further — carrying out multi-step tasks through the same workflow engine a person would use.