Veflow Assistant
The app-wide AI assistant that gets real work done across CRM, ERP, and your workspace.
The Veflow Assistant is different from the AI Agents you build. Agents answer your customers; the Assistant works for you, inside the app. Ask it in plain language and it operates the platform on your behalf — creating CRM contacts, drafting purchase requests, checking stock, scheduling meetings, or managing users and groups.
Starting a conversation
- Open Veflow Assistant from the sidebar.
- Type your request in the chat box, or tap one of the quick-action suggestions to start from a common task.
- You can attach images and documents (PDF, Word, Excel, CSV, text, JSON, markdown) for the Assistant to work with — for example a supplier price list to turn into a purchase request.
Your conversations are kept in a list on the side. From each conversation's menu you can Rename it or Delete it (deleting permanently removes all its messages).
How it works, in plain words
The Assistant is a "deep agent": instead of answering in one shot, it breaks your request into steps and routes each step to a specialist that knows one part of Veflow:
| Specialist area | What it handles |
|---|---|
| CRM | Contacts, companies, notes, follow-ups |
| Purchasing | Purchase requests, orders, vendors, invoices |
| Inventory | Stock levels, stock in/out, transfers, stock opname |
| Master data | Products and warehouses |
| Meetings | Scheduling and calendar work |
| Workspace | Users, groups, and platform tasks |
You don't pick the specialist — the Assistant decides based on what you ask, and can chain several of them for one request ("find the vendor, create the PO, then put a review task on my calendar").
Following what it does
As the Assistant works, it narrates its progress and shows action cards for every concrete thing it did — for example "Created task" or "Sent email" — with the key fields and a status. Cards link to the actual record, so you can jump straight to the purchase order or contact it touched and verify the result.
The Assistant acts with your access: it sees the same company data you do, and respects your role and ERP role. What you cannot do by hand, it will not do for you.
What it's good for
- "Register PT Maju Jaya as a vendor and draft a purchase request for 100 units of item X."
- "How much stock of product Y is left across warehouses?"
- "Schedule a meeting with the sales team tomorrow at 10 and remind me to prepare the deck."
- "Add these five leads to CRM and set a follow-up for Friday."
Credits and history
Assistant work consumes AI credits from your company balance, just like agent replies — heavier multi-step tasks cost more. Track consumption on the Dashboard.
The autonomous actions your Assistant and agents take also appear in the Dashboard's AI Agent — What it's done feed, so admins can audit what ran while they were away.
Related pages
- Build customer-facing agents in the AI Agent studio
- Review customer threads in the Conversation inbox