AI Wizard

AI-Powered ERP Interaction

The AI Wizard brings conversational intelligence to every part of Tuli. Instead of navigating forms and writing queries, just describe what you need.

Query Pipeline

Ask questions in natural language and get instant answers:

How it works:

1. You type a question: "What's our total revenue from Building A this quarter?"
2. AI parses the intent and identifies relevant objects (Payments, Buildings)
3. Generates an optimized ClickHouse query
4. Executes and returns formatted results
5. Offers to save as a dashboard widget

Capabilities:

• Aggregations (sum, average, count, min, max)
• Filtering by any field or combination of fields
• Time-based comparisons (this month vs. last month)
• Cross-module queries (leasing + finance data)
• Grouped results with subtotals

Create Pipeline

Create records through conversation:

How it works:

1. Describe what you want: "Create a work order for AC repair in Unit 504"
2. AI identifies the object type and extracts field values
3. Validates against existing data (unit exists, no duplicate work orders)
4. Presents a preview with all fields filled
5. You confirm to create

Smart Features:

• Understands aliases and abbreviations
• Fills calculated fields automatically
• Suggests values for optional fields based on context
• Handles related record creation (create tenant + contract together)

Builder Pipeline

AI-assisted form completion for complex records:

• Paste unstructured text (an email, a contract excerpt) and AI extracts field values
• Upload a spreadsheet and AI maps columns to fields
• Describe relationships and AI creates linked records
• Review and edit AI suggestions before saving

Analyzer Pipeline

Document intelligence powered by GPT-4 Vision:

• Upload invoices, contracts, receipts, ID documents
• AI extracts text, tables, and structured data
• Each field gets a confidence score (0-100%)
• Low-confidence fields highlighted for manual review
• One-click to create records from extracted data

Security

• All AI processing respects RBAC permissions
• No data leaves your tenant boundary for on-premise deployments
• Cloud deployments use encrypted, isolated AI processing
• AI suggestions are always previewed before execution