AI Assistant

AI chat, prompts, functions, and usage analytics.

Overview

This guide covers ai assistant workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Assistant setup

Configure Assistant setup according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Prompt templates

Configure Prompt templates according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Function calling

Configure Function calling according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Usage analytics

Configure Usage analytics according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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