AI Copilot — AI copilot for ERP in Arabic and English, with approvals and audit

The AI Copilot is one assistant across every module you license. It answers questions from your live data, prepares changes as cards you approve, reads scanned documents into records you review and explains its figures. It always acts as the person asking, never as a super-user, so it cannot see or change more than that person can. Companies bring their own AI provider and key, set per-person usage limits, and can connect their own assistants, such as Claude Desktop or n8n, to the same catalogue of more than 3,000 actions. It is part of the platform, with the same login, permissions and audit trail, and it stays off until your platform administrator switches it on.

Last updated 6 November 2026

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Step-by-step guides for every role

185 features in 12 areas · works with 36 other modules · 9 team workflows

Full feature list

Chat with your business

One assistant on every page that answers in Arabic or English, keeps your conversations private and tells you plainly when it cannot finish.

Assistant on every page — A round button on most pages, the top bar and the sidebar open the Copilot beside your work, so you can ask without leaving the screen you are on. It appears only for people whose role includes Copilot, and it is hidden inside video meetings.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Off until your platform administrator switches it on — The AI Copilot is one platform-wide switch that is off by default. Until your platform administrator turns it on, the button stays hidden and nobody sees an error. It also needs an AI provider and key set up for your company.Optional — switch it on in SettingsFor: Platform administrator, Tenant admin
Private conversation history — Every chat is saved as a conversation that only you can see. Your recent conversations are listed beside the chat, titled from your first question, and you can delete any of your own.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Starter questions — An empty chat offers one-click starters such as how many employees you have, the visa expiry dashboard, your leave balance and the sales pipeline, so a first-time user is never facing a blank box.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Answers appear as they are written — The reply streams in word by word instead of arriving after a long wait, so a long answer can be read while it is still being finished.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Clear waiting states and a Stop button — While it works a line names each step (thinking, choosing the right tool, running it, reading the results, writing the answer) and updates at least every three seconds, with a seconds counter on longer waits, so it is never silent; a Stop button ends an answer you no longer need.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
See how it reached an answer — When the chosen AI model shares its reasoning, it appears as a collapsible Thought process above the answer, so a manager can see how a conclusion was reached.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Quick-reply buttons for decisions — When the Copilot needs a choice from you, such as yes, only the expired ones, or cancel, it offers buttons under its message. Click one to answer, or hold Shift to pick several and send them together.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Resizable, maximisable panel — Drag the panel edge to any width, double-click the edge to reset it, or maximise it for a near full-screen view when you are reading a big table. Your width is remembered.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Copy any answer — Hover an answer and copy it in one click to paste into an email or a report.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Rate answers helpful or not — A thumbs up or down on any answer is recorded with the model that wrote it, and you can change your rating later.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Arabic and English, in your workspace language — Ask in either language. When the workspace language is Arabic the Copilot is told to reply in Arabic even to an English question, and Arabic words route to the right module, such as leave, payroll or invoice. Answer quality depends on the model you choose.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Right-to-left layout — In an Arabic workspace the panel mirrors: the resize edge moves to the other side and the expand arrows turn the right way round.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Business wording instead of internal codes — The Copilot is told to look up the real name of a department, manager or position before it answers and to avoid showing internal ids, technical field names or action names to the reader.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Failures explained in words — When the AI cannot finish, you are told why and what to do: the question was too long, the provider was slow or busy and for how long, the daily limit is used up, the saved key was refused, or the chosen model cannot use tools. Messages come in English and Arabic.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Narrows and retries by itself — If a request gathers too much data to read in one go, the Copilot says so, narrows the question and tries once more on its own instead of stopping.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
See the steps behind an answer — While the Copilot works, a short plan lists each step as it happens (choosing a tool, running it, reading the results, writing the answer) with how long it took. Once the answer is in, one quiet line such as “Worked for 9 s · steps: 4” opens the same list, in Arabic or English.For: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Pick the model for one conversation — A chip at the top of the chat names the model this conversation uses. Pick Free, Fast or Best (or the workspace default), and the thinking effort when that model supports it; the choice applies to this conversation only, and a model your workspace has not set up is shown greyed out.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin

Answers you can check

Results arrive as tables, figures and charts with their source one click away, and the Copilot is under hard rules never to invent a number.

Results as tables, not walls of text — A list result shows a header such as 50 rows, 41 fields and its size, then a table with the most useful columns chosen first. Show all fields reveals the rest, dates follow your browser's date format and empty values show as a dash.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Key-figure tiles for dashboards — Dashboard-style answers, such as the visa expiry rollup, show expired and expiring-in-7, 30 and 90 days as figures, with the urgent list underneath as its own table.Optional — switch it on in SettingsWorks with: HR ManagementFor: HR manager, Manager
Automatic charts — A grouped result such as headcount by department is drawn as a bar, line or pie chart when it clearly fits one, with the table one toggle away. When the shape is ambiguous it stays a table rather than risk a misleading chart.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Chart in Studio — A chartable result has a Chart in Studio button that sends the numbers to Diagram Studio, which draws the chart there. It shows only for people whose plan includes Diagram Studio and who may create diagrams, and the chart uses your AI diagram allowance.Optional — switch it on in SettingsWorks with: AI Diagram StudioFor: Manager, Tenant admin
Download any result as a spreadsheet file — Every result table has a CSV download with all fields, not only the visible columns, and it opens correctly in Excel including Arabic names.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Hover a column to learn what it means — Result headers carry a business explanation, for example that a negative days-remaining value means the document has already expired, or that nationality drives Saudization and Emiratisation ratios.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Open in the module — Results from the main modules, such as HR employees, CRM leads and opportunities, projects, payroll runs, attendance, accounting and inventory, carry an Open in link to the page that shows the same records, so an answer can be checked against the screen in one click.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Raw request and data one click away — Under every result you can show the exact request the Copilot made and the raw data it got back, for the person who wants to verify the answer.Optional — switch it on in SettingsFor: Manager, Accountant, Tenant admin
True totals, not the visible page — Counts come from the server's own total, so a list of 400 employees is reported as 400 even when only 50 rows were fetched. When a list was cut, the result says showing 40 of 200 and how to narrow it.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Told never to invent numbers — The Copilot is instructed not to make up percentages, averages, names or dates, not to fill cells with placeholders such as pending or TBD, and to say so when no action can compute a figure exactly. An AI model can still make mistakes, so check key figures against the linked page.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Breakdowns computed on the whole data — Questions such as gender per department or revenue by month are grouped, summed, pivoted or ranked top-N on the server across every record, with derived columns like cost per head, instead of adding up one page in the chat.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Archived records left out, and said so — Lists exclude archived records by default and the result says it did. Asking to include archived data works only for people who hold that module's archive permission.Optional — switch it on in SettingsFor: Accountant, HR manager, Tenant admin
Rechecks an empty answer — If a filtered list comes back empty, the Copilot is told to re-check the filter against the allowed values, for example that pending leave requests are stored as submitted, and to propose the corrected search before it tells you there is nothing.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin

Actions that wait for your approval

The Copilot does real work, but as you and under your permissions: it looks things up at once and asks before it changes anything.

Look-ups run by themselves — Searching, listing, quoting and previewing run immediately, several at a time, and the written answer follows in the same turn. Nothing is changed by a look-up, so you are not asked to click Run for each one. A few question-answering look-ups, such as asking company policy or asking your documents, still show a card first.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Changes wait for your Run click — Anything that creates or changes data appears as a card saying This action changes data, so it waits for your OK. Only your click makes it run.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Red warning on deletions — A card that deletes or permanently changes data adds a red line telling you to check the details before you run it, and the card is marked Destructive.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Safe by default when unsure — An action the system does not positively recognise as a look-up is treated as a change and asks first. A wrongly cautious card costs one click; a wrongly trusted one could change data unasked.Optional — switch it on in SettingsFor: Tenant admin
Run all for ordinary changes — When the Copilot proposes several ordinary changes that stay inside your workspace, a bar under the last card runs them one after another and the Copilot answers once. It leaves out, and names, any change that needs its own check, sends something outside, carries an address, or that you cannot run, so most turns show each card on its own.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Change the values before you run — Edit values opens a short form on a change card. Records stay as the Copilot chose them, every other value can be changed, and only what you touch is rewritten. The card then shows Edited, and the audit log keeps what was suggested and what ran.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Reject a change — Reject means do not run this. The card reads Not run, nothing changes, and the Copilot answers without it.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Real record names on every card — A change card shows each record by its real name from your workspace, never a code and never a name the Copilot typed, and warns when the two differ. Every value is shown in full, and addresses, phone numbers and hidden characters are highlighted.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Answers that load nothing by themselves — A picture in an answer shows as the words Image not shown, and a link to another site shows its own address and asks before it opens. Text the Copilot read in an e-mail or a note cannot make your browser contact another site.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Open it with Ctrl+J or ⌘J — Ctrl+J on Windows and Linux, or ⌘J on a Mac, opens and closes the Copilot from any page, on an Arabic keyboard too. Opening it never sends a message.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Look-ups first, then the change — A reply that mixes look-ups and a change runs its look-ups immediately and holds the change. The Copilot then reads the results and proposes the change again with real values filled in.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Acts with your own permissions — Every action is checked again by the owning module against the signed-in person's permissions, so asking the Copilot never gives anyone more access than their screens do. The Run button is disabled with a clear note when you lack the permission.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Refusals name the missing permission — If the module refuses an action, the Copilot answers with a fixed sentence naming the action and the permission needed and tells you to ask your administrator, in English or Arabic, without spending an AI call.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Told never to claim it has already done it — The Copilot is instructed never to say something was created, approved or deleted until you have confirmed it, and to ask for missing details rather than make up names or ids.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Review the request before you run it — A card can be expanded to show exactly what will be sent, in plain terms such as which columns, which filter, sorted by what and top how many, so you approve with your eyes open.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
A plain answer after each action — After a look-up, a confirmed change or a rejection the Copilot reads the result and writes a short answer to your original question, or explains why it failed and what to try. That answer counts toward your chat limit like a message, and once the limit is reached it is held back. When you reject every card, the Copilot writes one fixed sentence instead, which does not count.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Folded receipts keep the chat readable — Once an action has run, its card and data fold into a one-line receipt with a Ran or Failed mark that you can expand. Pending cards and failures always stay open so an error is never hidden.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Every execution is audited — Each action the Copilot runs, whether you clicked Run or it ran a look-up itself, writes an audit entry with the action, the person, the purpose and whether it was run automatically.Optional — switch it on in SettingsFor: Tenant admin, Auditor
“What I did”, with a link to every record — Under an answer that changed something, or ran more than one action, a short list names each action, how it ended (done, did not work, you declined it, undone) and an Open link to the record it created, so you can check it in one click.For: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Undo a record the Copilot created — For a few minutes after the Copilot creates a record that can be safely reversed, an Undo button sits next to it in “What I did”. Undo removes the record through the same rules as doing it by hand, and the list then shows it as undone.For: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Stop ends the whole chain — Pressing Stop ends the answer and every step still waiting, not only the current one; the plan marks where it stopped and says nothing after that step was run.For: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin

Knows your company and your modules

Answers are framed for your company, your country, your language and the modules you license, not for a generic ERP.

Company-aware from the first question — Every conversation starts knowing your company name, country, time zone, industry, currency, workspace language, licensed modules, your own roles and today's date, so you never repeat the basics.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Company knowledge you write once — A tenant admin can write up to 4,000 characters of company policy, terms and tone in Settings, AI context, for example annual leave is 30 days or always answer formally. The Copilot and your AI agents treat it as authoritative on every conversation.Works with: AI Agents & AutomationFor: Tenant admin
See what the AI already knows — The same settings page lists the facts that are already sent automatically, such as company, industry and workspace language, with links to where each is changed, so admins do not type them twice.For: Tenant admin
Ask company policy — Policy and handbook questions can be answered from the policy documents your HR team uploaded, built only from the passages found. The Copilot shows a Run card before it answers. It needs the HR policy assistant switched on (it is off by default), documents ingested and an embeddings provider set up.Optional — switch it on in SettingsWorks with: HR Management, Document ManagementFor: Employee, HR manager
A specialist for each module — Each question is routed to the module experts that know that module's vocabulary, statuses, statutory context such as end-of-service, e-invoicing and Saudization, and how to present the answer. Only the matching modules' actions are put in front of the AI, with a one-line index of the rest, and a question that matches nothing falls back to the full catalogue.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Questions that cross modules — A question such as did payroll cost rise because of overtime pulls in the HR, payroll and attendance experts together and answers once, across all of them.Optional — switch it on in SettingsWorks with: HR Management, Payroll & WPS, Time & AttendanceFor: Manager, Finance controller, HR manager
Ready-made task playbooks — Thirteen playbooks name the exact steps for common jobs: approving pending requests, onboarding an employee, who is off today, month-end close for payroll and finance, loans, receivables collections, CRM pipeline review, project workload, bulk clean-up, import from documents, rebranding and what is waiting for you across modules.Optional — switch it on in SettingsWorks with: HR Management, Payroll & WPS, Accounting & E-Invoicing, CRM & Sales Pipeline, Project ManagementFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
What is waiting for me, across modules — Ask what needs my approval and the Copilot checks HR requests such as letters, expenses and work from home, project approvals, CRM approvals, social post approvals, recognition redemptions and learning approvals in one pass, then returns one list ordered by how long each has waited. Leave requests are in Time and attendance and are asked about separately.Optional — switch it on in SettingsWorks with: HR Management, Project Management, CRM & Sales Pipeline, Social Media Suite, Recognition & Gamification, Learning & Certification (LMS)Two or more peopleFor: Manager, HR manager
Sensible defaults instead of questions — When a request leaves a detail open, such as which quarter or what counts as recent, the Copilot is told to apply a stated default, say so in one line and offer other choices as buttons instead of quizzing you first.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Heavy questions use a stronger model — Insights, AI agents and requests that already ran several steps in one turn can use a stronger model than everyday chat when you have chosen one, so you pay for it only when the work needs it.Optional — switch it on in SettingsWorks with: Insights — Business Intelligence & Apps, AI Agents & AutomationFor: Tenant admin

Files, photos, voice notes and document import

Attach what you have instead of retyping it, and turn scanned documents into records you review before anything is saved.

Attach photos and screenshots — Paste, drop or attach a PNG, JPEG, WebP or GIF up to 3 MB. The vision model reads the text and tables in it, so you can ask what a screenshot, a CV or an ID shows.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Attach spreadsheets and text files — Attach Excel, OpenDocument sheets, CSV, text, Markdown or JSON. Each sheet is read as a table, up to 8 MB for spreadsheets and 256 KB for plain text, and you can ask about the contents.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Attach PDF and Word files — PDF and Word documents up to 8 MB are read for their text. A scanned PDF with no text layer gets an honest note asking for screenshots instead of a guess.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Attach voice notes and recordings — Audio and video files up to 12 MB in the common formats are turned into text first, and the transcript stays with the conversation. It works only when speech transcription is set up on the platform; if not, the Copilot tells you it could not transcribe the file.Optional — switch it on in SettingsWorks with: Meetings & VideoFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Up to four files per message — A message carries up to four attachments. Unsupported or oversized files are refused with a message that names the file and the limit.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
The file is not kept — Only the file's name, type, size and, for an image, its description or, for audio, its transcript are saved with the conversation. The file itself is never stored by the Copilot.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Honest when a file cannot be read — If a file cannot be parsed or transcribed, the Copilot tells you plainly in the chat instead of pretending to know what is inside.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Import records from documents — Open Import from the Copilot panel, say what the files are, and drop PDFs, scans, Excel, CSV or Word. The Copilot extracts the rows, you review and edit them, validate them and only then commit. The targets are customers and vendors, chart of accounts, customer invoices, vendor bills, journal entries and post-dated cheques.Optional — switch it on in SettingsWorks with: Accounting & E-Invoicing, Contacts & PartnersFor: Accountant, Finance controller
Scans read page by page — Scanned pages go to the vision model three at a time with a running context, and the model is told not to repeat rows from a table that continues on the next page. A PDF's own text is used first when it has one, which is faster.Optional — switch it on in SettingsFor: Accountant
Confidence and source page on every row — Each extracted row shows how sure the Copilot is and which page of which file it came from, so you can spot the rows that need a human eye first.Optional — switch it on in SettingsFor: Accountant
Edit the rows before saving — Extracted rows sit in an editable grid. Fix a wrong amount or name, discard rows, and save your edits before validating.Optional — switch it on in SettingsFor: Accountant
Tell the import what to expect — Add optional hints such as amounts are in SAR or dates are day-first, set the most pages to read, and choose whether a PDF's own text is used before scanning. The page shows how many pages, batches and AI calls the reading took.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: Accountant
Checked by the owning module first — Validate runs the module's own rules for permissions, locked periods, duplicates and balanced entries and reports how many rows need attention. Commit is refused until the flagged rows are fixed. Post-dated cheques get a lighter check before they are registered one by one.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: Accountant, Finance controller
GCC document conventions — The model is told to read dates day-first, VAT rates as 5 or 15 percent, keep Arabic names as written with a Latin transliteration in the notes, and never fill in a value it cannot see. Review every row before committing.Optional — switch it on in SettingsFor: Accountant
Re-import a corrected chart of accounts — Re-importing a corrected chart of accounts updates the codes you already have instead of failing on them. A row the module rejects is named so you can fix it and commit again.Optional — switch it on in SettingsFor: Accountant
Imports are private and audited — An import batch is visible only to the person who uploaded it, the last 50 are listed for reopening, an uncommitted batch can be discarded, and a committed one cannot be deleted because it is the record of where the rows came from. Each commit writes an audit entry.Optional — switch it on in SettingsFor: Accountant, Auditor

What the Copilot can do in each module

More than 3,000 actions across every app live in one catalogue, used by the Copilot panel and by connected assistants. In each, reads run at once and changes ask first.

People and HR — Around 300 HR actions: find and update employees, approve, reject or cancel requests, start onboarding journeys, check skill gaps and visa expiry, review appraisals, draw the org chart, pull workforce analytics such as nationality mix, tenure and salary bands, and load staff in bulk.Optional — switch it on in SettingsWorks with: HR ManagementFor: HR manager, HR specialist
Recruitment — List jobs, applicants and stages, move, refuse or hire a candidate, create and send offers, and read the hiring funnel. Candidate lists and job openings can be loaded in bulk.Optional — switch it on in SettingsWorks with: Recruitment (ATS)For: HR manager, HR specialist
Time and attendance — See who is in today, check leave balances and the balance ledger, file, approve, reject or cancel leave, analyse overtime, read compliance and lateness analytics, and approve a pile of leave or correction requests in one go.Optional — switch it on in SettingsWorks with: Time & AttendanceTwo or more peopleFor: Employee, Manager, HR manager
Payroll — Run the payroll lifecycle by conversation: create, simulate, compute, submit, approve, pay, post, reopen and retro runs, explain a payslip line, review anomalies and variance, check Wage Protection System (WPS) status and manage loans. Employees ask for their own payslips and advances.Optional — switch it on in SettingsWorks with: Payroll & WPSTwo or more peopleFor: Payroll manager, Payroll specialist, Employee
Ledger, bills and period close — Read the trial balance and receivable and payable ageing, create, submit, approve, post or void vendor bills, work the month-end close checklist, close fiscal periods and revalue foreign-currency balances. About 380 accounting actions in all.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: Accountant, Finance controller
VAT return and e-invoicing — Render and submit the VAT return by emirate or grid code, create, sign and submit Saudi e-invoices for the Zakat, Tax and Customs Authority (ZATCA) with credit and debit notes, and check device status. E-invoicing actions work only once the e-invoicing feature is on.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: Accountant, Tax agent
CRM and sales pipeline — Create, prioritise and convert leads, draft outreach, move opportunities between stages, close them won or lost, build and send quotes with approval, read the pipeline board and forecast gap, schedule meetings and approve commission payouts.Optional — switch it on in SettingsWorks with: CRM & Sales PipelineFor: Sales manager, Account executive
Sales orders — Find, create, confirm or cancel orders, create and dispatch deliveries, mark them delivered, decide returns, and see which orders are at risk and how fulfilment is going.Optional — switch it on in SettingsWorks with: Sales Orders & FulfilmentFor: Sales manager, Order clerk
Inventory, purchasing and warehouses — Check stock on hand and valuation, move or adjust stock, draft, send and receive purchase orders, see replenishment suggestions and reservations, and manage warehouses and locations.Optional — switch it on in SettingsWorks with: Inventory, Purchasing & WarehousingFor: Inventory manager, Buyer
Products and online store — Create, duplicate and archive products and variants, find a product by barcode, set price lists and promotions, explain why a price came out as it did, manage shipping zones and stores, review abandoned carts and export the catalogue.Optional — switch it on in SettingsWorks with: Products & Online StoreFor: Catalogue manager
Point of sale — Open and close sessions, record cash moves and variances, read orders and kitchen tickets, manage payment methods, coupons and receipt templates, and review till anomalies and sync rejections.Optional — switch it on in SettingsWorks with: Point of SaleFor: POS manager
Rentals — Find what is available, create, confirm, extend, close or cancel a booking, assign units, charge deposits, see what is due today, read handover forms and damage reports and set pricing rules.Optional — switch it on in SettingsWorks with: RentalsFor: Rental manager, Rental agent
Subscriptions and licensing — Create and change subscriptions with a preview of the change, pause, resume, cancel or renew, mark invoices paid, issue, extend or reissue licences, record usage and list the subscriptions at risk.Optional — switch it on in SettingsWorks with: Subscriptions & LicensingFor: Subscriptions manager
Helpdesk tickets — List and read tickets, create one, reply, assign, resolve or cancel it, change its state, ask for a suggested reply, search the knowledge base and read desk statistics and satisfaction scores.Optional — switch it on in SettingsWorks with: Helpdesk & TicketingFor: Helpdesk agent, Helpdesk manager
Projects and tasks — About 200 project actions: create, assign, estimate and break down tasks, start and stop timers, log, submit and decide time entries, handle approvals, generate and share status reports, read burndown, sprint and cycle-time figures and dismiss risk flags.Optional — switch it on in SettingsWorks with: Project ManagementFor: Project manager, Project member
Activities and follow-ups — Create, complete, snooze, reassign and duplicate activities, add comments and checklist ticks, follow a record, log time and preview a recurrence, singly or in bulk.Optional — switch it on in SettingsWorks with: Activities WorkspaceFor: Employee, Manager
Documents and ask-your-documents — Search and read documents, archive or update them, list workspaces and storage, and ask a question that is answered only from files you are allowed to read, with the source documents cited. The question shows a card to run before it answers.Optional — switch it on in SettingsWorks with: Document ManagementFor: Documents manager, Documents user
PDF tools — Inspect a PDF, extract its text, run optical character recognition (OCR) on a scan, check accessibility and signatures and list jobs. After confirmation it can also merge, split, rotate or compress files already uploaded, and sanitise, watermark or number their pages.Optional — switch it on in SettingsWorks with: PDF Tools & E-SignatureFor: Documents user
Correspondence register — Register and classify incoming and outgoing letters, route and approve them, delegate approvals, handle circulars and complaints, track deliveries and apply retention policies.Optional — switch it on in SettingsWorks with: Correspondence RegisterFor: Correspondence officer
Team chat — Find people, list conversations, read and send messages, react, pin, create channels and read your mentions. What people wrote is kept out of the Copilot's history, the audit text masks it, and a conversation can be closed to the assistant.Optional — switch it on in SettingsWorks with: Team Chat & CallsFor: Employee
Meetings — Create meetings, invite guests, admit from the lobby, run polls, generate summaries and minutes, read and export transcripts and share recordings.Optional — switch it on in SettingsWorks with: Meetings & VideoFor: Employee, Manager
Learning and certification — List courses and enrolments, assign or enrol people, issue and renew certificates, run compliance templates, decide dual-control approvals, read executive and operations dashboards and draft course content with AI.Optional — switch it on in SettingsWorks with: Learning & Certification (LMS)For: HR manager, Employee
Assets — List assets, check them out and in, raise work orders, read depreciation, movements and renewals and manage asset types, states and automations.Optional — switch it on in SettingsWorks with: Asset ManagementFor: Asset manager
Fleet — List vehicles and drivers, assign and end assignments, record odometer readings, add vehicle documents, list expiring documents and run the expiry sweep.Optional — switch it on in SettingsWorks with: Fleet ManagementFor: Fleet manager
Recognition and rewards — Send kudos, award badges, approve nominations and reward redemptions, read leaderboards and the culture-at-risk view.Optional — switch it on in SettingsWorks with: Recognition & GamificationFor: Employee, HR manager
Social media — Create, update, cancel and submit posts for approval, review pending approvals, answer inbox messages and read analytics, best posting times, listening and campaign return on investment.Optional — switch it on in SettingsWorks with: Social Media SuiteFor: Social manager
Influencer campaigns — Read campaigns, creator rosters, consent requests, compliance summaries and reconciliation for agencies, the creator's own engagements and consent inbox, and the results a brand client sees.Optional — switch it on in SettingsWorks with: Influencer Marketing & Campaign ROIFor: Agency manager
Contacts and partners — Look up, create, update, archive and merge customers and vendors, scan for duplicates, manage contacts and validate then commit an import.Optional — switch it on in SettingsWorks with: Contacts & PartnersFor: Accountant, Sales manager
Notifications and announcements — Read your inbox, mark items read, check preferences and quiet hours and, with permission, send an announcement to everyone, a role, a department or named people.Optional — switch it on in SettingsWorks with: Notification CentreFor: HR manager, Tenant admin
Websites and compliance readouts — List sites and deployments, publish or roll back a deployment, and read ISO compliance portfolios, gap analyses, findings and risks.Optional — switch it on in SettingsWorks with: Website Builder, ISO Compliance Suite (Imtithal)For: Site operator, Compliance executive
Settings and administration — Check the setup checklist, apply an industry preset, install or remove apps, save and test integrations, manage company holidays, read the licence, audit log and usage limits.Optional — switch it on in SettingsWorks with: App Marketplace, Security, Access & ComplianceFor: Tenant admin
Users, roles and company setup — Tenant admins can ask for users to be created, updated, archived or given roles, for a role's permissions to be changed, and for branches, the company profile, office network rules and backups to be managed. Each change is a card, and changes to who holds which permission name the difference first.Optional — switch it on in SettingsWorks with: Security, Access & ComplianceFor: Tenant admin

Bulk work, reports and exports

Hand the Copilot a spreadsheet's worth of work or an analytical question no standard report answers, and keep the files and the history.

Bulk changes in one conversation — Create, update, archive, approve or void records in batches across HR, payroll, accounting, attendance, recruitment, activities, helpdesk and CRM, instead of confirming each row. Most batches take up to 500 records; some, such as project tasks, take fewer. The rules are the same everywhere, so you learn them once.Optional — switch it on in SettingsWorks with: HR Management, Payroll & WPS, Accounting & E-Invoicing, Time & Attendance, Recruitment (ATS), Activities WorkspaceFor: HR manager, Payroll manager, Accountant
Rehearse with a dry run — A dry run performs the real write inside a transaction that is then thrown away. You get a report naming every row that would fail, by its position in your list, with the reason, and nothing is saved.Optional — switch it on in SettingsFor: HR manager, Payroll manager, Accountant
Keep the good rows, or all-or-nothing — By default the valid rows are kept and the bad ones reported, which suits an import where eight of forty rows are wrong. Ask for all-or-nothing when you would rather have none than some.Optional — switch it on in SettingsFor: HR manager, Accountant
Bulk never bypasses your controls — Each row passes the same permission, setting and state checks as the single-record screen. When your company has turned on the maker and checker rule, approving forty bills still applies it to each bill, and archiving accounts with posted ledger lines is still refused.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingTwo or more peopleFor: Finance controller, Tenant admin
Side effects wait until the batch lands — Notifications, events, audit entries and calendar invitations are held until the rows are really saved, so a dry run emails nobody and a failed batch announces nothing.Optional — switch it on in SettingsWorks with: Activities Workspace, Notification CentreFor: Manager, Tenant admin
No bulk delete of people or ledger entries — There is deliberately no bulk delete of an employee, a payroll contract or anything in the ledger. The reversible verbs, archive, void or a reversing entry, are offered instead.Optional — switch it on in SettingsFor: HR manager, Finance controller
Ask questions no report answers — A question such as total net pay by department by month for Q1 runs as one grouped query over a published list of datasets across payroll, accounting, HR, attendance, recruitment and activities. Only data you are licensed and permitted to see is queryable.Optional — switch it on in SettingsWorks with: Reports & DashboardsFor: Finance controller, HR manager, Manager
A bad column is refused, not ignored — Each dataset publishes exactly which fields can be grouped, measured and filtered, and a name outside that list is refused with the allowed list attached, so an ignored column can never produce an empty table that reads as no data.Optional — switch it on in SettingsFor: Finance controller
Partial answers say so — If a query stopped at its row or time budget, the result is flagged as capped, so a total taken from half the rows is never reported as the whole.Optional — switch it on in SettingsFor: Finance controller, Manager
Every query lands in report history — Each question the Copilot runs through Reports is recorded in Reports run history and marked as run by the agent, and can be saved as an ordinary scheduled report you subscribe to.Optional — switch it on in SettingsWorks with: Reports & DashboardsFor: Finance controller, Tenant admin
Files come back as download links — An export arrives as a link with the file size and a checksum, in CSV, Excel, JSON, PDF or Parquet. The link works for ten minutes without signing in, so treat it as sensitively as the data.Optional — switch it on in SettingsWorks with: Reports & DashboardsFor: Finance controller, Manager
One-call analytics — Overview questions use ready-made aggregates, such as workforce analytics, attendance compliance and overtime, department statistics, executive learning dashboards, project profit and loss, document storage and the accounting statements, instead of paging through raw lists.Optional — switch it on in SettingsFor: Manager, HR manager, Finance controller
Ask Insights questions in plain words — The Copilot can ask the Insights module a business question, explain a number and suggest a chart, then save the question, schedule it or build a report, using the same data sources and permissions as the Insights screens. Asking, explaining and suggesting use your workspace's AI, so each one waits for you to press Run.Optional — switch it on in SettingsWorks with: Insights — Business Intelligence & AppsFor: Manager, Finance controller

Help on the page you are on

Ready-made questions on key pages, one-click AI help on CRM records and a role-based workspace that launches the Copilot.

Ask the Copilot strip on key pages — Payroll, accounting and My payslips pages show a short strip of ready-made questions, such as where we are on the month-end close. One click opens the Copilot with that question already sent.Optional — switch it on in SettingsWorks with: Payroll & WPS, Accounting & E-InvoicingFor: Payroll manager, Accountant
Only questions you are allowed to run — The strip is filtered by your own permissions, read from the same permission each action really needs, so you are never offered a question the Copilot would then have to refuse.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Self-service questions for employees — On My payslips an employee is offered their own questions, such as asking for a 2,000 AED salary advance repaid over two months, and not the payroll team's questions.Optional — switch it on in SettingsWorks with: Payroll & WPSFor: Employee
AI help on CRM records — A sparkle button on leads, contacts, opportunities, quotes, accounts and inbox threads opens a streaming panel that can summarise the record, draft a reply, suggest the next best action or translate it. It works on its own CRM switch, not the Copilot switch, and still needs an AI provider.Works with: CRM & Sales PipelineFor: Sales manager, Account executive
Translate a record into any language — The translate task takes a language code, for example Arabic, and returns the record's content in that language for a customer-ready message.Works with: CRM & Sales PipelineFor: Account executive
Add your own note for the AI — You can add a short note of up to 1,000 characters, such as the customer asked about pricing on the last call, and the assist panel takes it into account.Works with: CRM & Sales PipelineFor: Account executive
Record content stays on the server — The browser sends only the record's id, the task and your optional note. The record itself is loaded on the server, so customer details never travel in the web address.Works with: CRM & Sales PipelineFor: Sales manager
Plain labels instead of internal codes — Lead status and lifecycle stage are translated to the labels you see on screen before the AI reads them, so it says Marketing Qualified instead of repeating an internal code.Works with: CRM & Sales PipelineFor: Account executive
AI Workspace hub — An AI Workspace tile in the launcher opens a role-based daily page with four views: My day, Focus and tasks, AI assistants and Ideas to ask. It shows no made-up figures: the only numbers are your own pending requests and unread notifications, and each question on it opens the Copilot when you click it.BetaFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Live counts on My day — My day shows the number of submitted HR requests you can see and your latest unread notifications. The first focus item opens your requests, and the collaboration panel lists real notifications or says there is nothing new.BetaWorks with: HR Management, Notification CentreFor: Employee, Manager
Workspace cards launch the Copilot — Cards such as Write it for me, Plan my day and Ask anything, and a button beside each focus item, open the Copilot with that starter question.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Ask the Copilot from the page you are on — Several pages carry a button that opens the Copilot with a ready request, for example a close plan for a CRM deal, sourcing messages for a role open over 30 days, or a review of your API tokens. The question is sent for you and you read the answer beside the page.Optional — switch it on in SettingsWorks with: CRM & Sales Pipeline, Recruitment (ATS), Project Management, Social Media SuiteFor: Sales manager, Account executive, HR manager, Tenant admin

Choose your AI provider and models

Bring your own AI provider and key, pick the models, and set up Arabic-capable search and speech, all from Settings.

Bring your own AI provider and key — Choose Groq, OpenAI, Anthropic, OpenRouter or Together AI for your company and paste your own key. The key is stored encrypted, shown masked, and kept unless you type a new one.For: Tenant admin
OpenAI and Anthropic are off until allowed — OpenAI and Anthropic are off until your platform administrator allows them and your company switches them on, so a company opts in deliberately rather than by accident.Optional — switch it on in SettingsFor: Platform administrator, Tenant admin
Live model list with prices — For OpenRouter and Together the model picker shows each model's context size and its price for input and output. OpenRouter's list also flags new, retiring, vision, audio and no-tool-support models, newest first.For: Tenant admin
Tool-capable models only — A switch hides models that cannot use tools, and a warning explains that the Copilot and every agent run degrade on one that cannot.For: Tenant admin
Separate vision model — Pick a different model to read images and screenshots, or leave it empty to use the provider's default vision model.For: Tenant admin
Test the connection — A Test button makes a real call with the saved settings and tells you whether the provider answered, so a wrong key is found on the settings page and not in front of a manager.For: Tenant admin
Warnings before a model disappears — If your model has a retirement date the page says how many days remain and suggests a replacement. A model that works only through the provider's batch service is flagged as unable to answer chat, with a one-click switch to the standard version.For: Tenant admin
Everyday and strong model — Set an everyday model for chat and, optionally, a stronger one used only for Insights, AI agents and requests that have already run several steps. The page shows both prices and how much dearer the strong model's output is. Leave it empty and nothing changes.Works with: Insights — Business Intelligence & Apps, AI Agents & AutomationFor: Tenant admin
Request time limit — Raise the time allowed for a reply, from 30 to 600 seconds (the default is 120), for slow reasoning models that would otherwise time out on a long multi-step question.For: Tenant admin
Bulk-work price comparison — For bulk, non-interactive work the page compares the provider's standard and batch prices from its live catalogue and says when batching saves nothing or costs more.For: Tenant admin
Arabic readiness at a glance — Models that handle Arabic well are marked, and a tip recommends an Arabic-capable setup, with speech configured on its own pages.For: Tenant admin
Embeddings for search by meaning — Pick the provider, model and key that turn text into searchable meaning, separate from the chat model because most chat providers cannot do it. A status panel states what is running now, OpenRouter's bge-m3 is recommended for Arabic and English, and vectors from two models are never mixed: after a change, documents, company policies and help-desk articles are re-embedded in the background.Works with: Document Management, HR ManagementFor: Tenant admin
Speech to text with Arabic dialects — Choose Groq, Munsit or OpenRouter to transcribe audio for meetings and chat voice notes. Munsit is Arabic-first with word timing, speaker turns, hotwords and sentiment, shown only where the provider supports them, and its keys are tied to a region that you choose explicitly.Works with: Meetings & Video, Team Chat & CallsFor: Tenant admin

Usage limits and cost control

Decide how many Copilot messages each person gets and see who is using them, so an AI bill never surprises you.

Daily and monthly message limits — Set how many Copilot messages each person can send per day and per month. The starting defaults are 100 a day and 2,000 a month, and 0 means no limit.For: Tenant admin
Per-person overrides — Raise or cap the limit for one named person, such as a power user in finance or a trial account. A blank field inherits the company default, and clearing the override puts them back on it.For: Tenant admin
See who is using what — The same page shows each person's messages today and this month, and lists this month's top users who have no override yet, so you can act before anyone hits a wall.For: Tenant admin
Remaining chats shown in the panel — The Copilot panel shows how many chats you have left today or this month, and a person who has run out sees a clear message to wait or ask an administrator, instead of a failed request.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Deleting a chat does not reset the limit — Usage is counted from a log that deleting a conversation cannot touch, so nobody can reset their own allowance by clearing their history.For: Tenant admin
Only your messages count — Each message you send counts once. Running an action you confirmed costs nothing, though the written answer after it is held back once your limit is reached.For: Tenant admin
Platform switch for enforcement — A platform administrator can turn limit enforcement off for the whole platform. The panel then stops warning people, so users are never locked out by a limit nobody is applying.For: Platform administrator
Diagram Studio limits on the same page — When Diagram Studio is in your plan the same page also sets how many AI diagrams each person can generate per day and month.Works with: AI Diagram StudioFor: Tenant admin
Small, cached results keep costs down — The AI is given the key columns of a result, capped at 40 rows or about 8 kilobytes with a note about the rest, and the catalogue lists it reads repeatedly are remembered for five minutes, so heavy questions stay affordable.For: Tenant admin

Connect your own AI assistants

The same actions are open to Claude Desktop, n8n and your own software through the Model Context Protocol (MCP), under tokens you control.

Connect Claude Desktop and other assistants — Any assistant that speaks the Model Context Protocol (MCP) can connect to your workspace and use the same catalogue the Copilot uses. Sample set-ups for Claude Desktop, n8n, Python and Node are documented.For: Developer, Tenant admin
One catalogue everywhere — The in-app Copilot, the combined MCP server and every module's own connection point serve the same list of more than 3,000 actions, so there is no second list to keep in step.For: Developer
Gateway for chat apps — Chat apps that cut off a long list of actions get a gateway that shows five tools instead: find tools, describe a tool, run a read, run a change, and list modules. The model searches for the rest, so no module is silently missing.For: Developer
Reads and writes are approved separately — Running a look-up and running a change are two different tools, so clicking Always allow on reads in your assistant can never approve a payroll posting or a deletion. A change sent through the read tool is refused.For: Developer, Tenant admin
Search that understands everyday words — Tool search maps everyday words such as add, unpaid or clock in to the right action and ranks matches on the action's name first, with no AI call, so it is quick and predictable.For: Developer
API tokens you mint yourself — In Settings, API tokens, an admin names a token, chooses what it may do, sets a rate limit and an optional expiry. The secret is shown once, only a fingerprint is kept, and creating and revoking a token are written to the audit trail.For: Tenant admin, HR manager
Spot stale and over-broad tokens — The token page counts tokens not used for 30 days and tokens that may call every action, flags those expiring within 14 days, and an Audit tokens button asks the Copilot to review them and recommend rotation.For: Tenant admin
Choose which actions a token may use — Tick the individual actions a token may call or grant all of them. A token limited to a few look-ups cannot do anything else, whatever its owner could do.For: Tenant admin
A token can never exceed its owner — Every call is checked live against the token owner's current role, not a snapshot taken when the token was made, so removing a permission from the owner removes it from the token at once.For: Tenant admin
Rate limits per token — Each token has its own per-minute budget, 60 by default and up to 10,000 for high-volume jobs such as monthly bank-file pushes. Searching has a separate, larger budget, and an over-limit call says how long to wait.For: Developer, Tenant admin
Revoke a token at any time — Revoking a token stops it. Because the check is remembered for up to a minute, an already-open session can keep working for that long at most.For: Tenant admin
Tenant-wide block list for outside access — In External tool access, switch off whole modules or single actions for every external assistant at once. It only ever narrows access, never grants it, and does not change what the in-app Copilot does for signed-in users.For: Tenant admin
Project members connect their own assistant — People who hold only the project member or project manager role can create and revoke their own tokens, so they can connect their own assistant without an administrator, while seeing only their own tokens.Works with: Project ManagementFor: Project member, Project manager
Every outside call is audited — Each external call writes an audit entry naming the action, the token and whether it succeeded, in the same trail as in-app actions, plus an operating log of the action, status, speed and client address.For: Tenant admin, Auditor
Emergency switch for all external access — A platform administrator can switch the MCP server off, and every outside request is then refused until it is switched back on, for use during a security incident.For: Platform administrator
Data summaries for outside assistants — Results sent to an outside assistant carry the same count, field types and column meanings the in-app Copilot gets, and lists can be filtered, grouped, pivoted and limited to the top rows before they come back.For: Developer
Missing details asked for all at once — A call that leaves out required details is answered with every missing field and the expected shape in one message, with up to 20 bad rows named, instead of one field per attempt.For: Developer
Discovery without a login — Registries and clients can read the server's identity, protocol version, supported sign-in and tool count without a token, and a client that fails to sign in is told where to mint one.For: Developer

Security, privacy and audit

The Copilot is built so it can never see or do more than the person asking, and every move leaves a record.

Always acts as the person asking — There is no separate AI account with extra rights. Every look-up and every change is sent to the owning module as the signed-in person and checked against that person's permissions each time.Works with: Security, Access & ComplianceFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
One switch to stop it everywhere — A platform administrator can switch the Copilot off for every workspace at once during an incident. The button disappears and requests are refused until it is switched back on.For: Platform administrator
Only you see your conversations — Conversations and their attachments' details are scoped to you and your company. Another person's conversation or message id is reported as not found, so ids cannot be used to peek.Optional — switch it on in SettingsFor: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin
Private chat content is not kept — What colleagues wrote in team chat is shown to the Copilot only during the turn that fetched it. It is not saved in the Copilot's history, and the audit entry masks the words a person asked it to send or search for.Optional — switch it on in SettingsWorks with: Team Chat & CallsFor: Employee, Tenant admin
A chat can be closed to the assistant — In a direct chat, group or channel, translation, summaries, voice transcripts and the assistant's own reading can be turned off. Everyone sees a line saying it changed, and once off the Copilot can no longer read that conversation.Works with: Team Chat & CallsFor: Employee, Manager, Tenant admin
Provider keys are encrypted and masked — AI provider, embedding and speech keys are stored encrypted, shown masked, and a save that does not retype the key cannot overwrite the real one.For: Tenant admin
A permission-aware audit trail — Each action records who, what, when, the purpose and the legal basis, and its severity, in the same audit trail the rest of the platform uses for personal-data record-keeping under UAE and Saudi rules.For: Tenant admin, Auditor
Documents stay behind their own access rules — Asking your documents answers only from files the asker may read, and a document the person cannot see is reported as not found rather than described.Works with: Document ManagementFor: Documents user
Hosted AI providers only — Requests go to the hosted provider you choose with your own key. Running an AI model on your own server is not offered, so choose a provider whose terms suit your data policy.For: Tenant admin
Plain, translated failure messages — Every AI failure carries a stable code with an English and an Arabic sentence, so support and users read the same explanation instead of a raw technical error.For: Employee, Manager, HR manager, Payroll manager, Accountant, Tenant admin

Works with other modules

Done by more than one person

Leave is filed and approved through the CopilotEmployeeManager An admin hands a developer a limited assistant tokenTenant adminDeveloper The Copilot is switched on, set up and first usedPlatform administratorTenant adminEmployee Vendor bills are loaded by one person and approved by anotherAccounts payable clerkFinance controller A heavy user hits the limit and an admin raises itEmployeeTenant admin A manager clears every queue waiting on them in one passEmployeeProject memberManager An employee asks for a salary advance and payroll decidesEmployeePayroll manager A manager assigns work through the Copilot and the colleague is toldProject managerEmployee An announcement is sent to a department by conversationHR managerEmployee

What each role gets

Employee — Opens the Copilot from a button on most pages and asks, in Arabic or English, about their own leave balance or payslips, files leave or asks for a salary advance, and, once HR has switched on the policy assistant, asks company policy questions answered from the policy documents HR uploaded. Look-ups run at once; anything that changes data waits as a card until they press Run, and the Copilot can never see or do more than their own screens allow. They can attach screenshots, spreadsheets, PDF and Word files, or voice notes when speech transcription is set up, and ask about what is inside. Their conversations are private to them, and the Copilot is told never to invent a figure, with results from the main modules linking to the page that shows the same records.
Manager — Asks what is waiting for their approval and gets one list, oldest first, across HR requests, project approvals, CRM and social post approvals, reward redemptions and learning approvals; leave is asked about separately, in Time and attendance. Approves or rejects leave and other requests by conversation, each decision a card they confirm, checked against their own permissions. A question that crosses modules, such as whether overtime drove last month's payroll cost, brings in the HR, payroll and attendance specialists for one answer, and grouped results come back as tables or charts they can download as a spreadsheet or, when Diagram Studio is in the plan, send there.
Tenant admin — Chooses the company's hosted AI provider (Groq, OpenRouter or Together AI, or OpenAI and Anthropic once the platform administrator allows them), pastes the company's own key, which is stored encrypted and shown masked, picks the models and tests the connection; running a model on your own server is not offered. Writes up to 4,000 characters of company policy and tone that every conversation treats as authoritative, sets daily and monthly message limits with per-person overrides, and sees who uses the most. Creates limited API tokens for outside assistants such as Claude Desktop or n8n, can block whole modules or single actions for every outside assistant, and reviews each Copilot and outside action in the audit trail. Switching the Copilot on or off for the whole platform is the platform administrator's job, not the tenant admin's.

Frequently asked questions

Can the AI Copilot only answer questions, or can it also do the work?

Both. Looking things up runs immediately. Anything that creates, changes or deletes data appears as a card and runs only when you press Run, and cards that delete are marked in red. There are more than 3,000 actions across every app, and a Run all bar runs several ordinary changes in order. The Copilot is off until your platform administrator switches it on.

Can the Copilot see data a user is not allowed to see?

No. It acts as the person asking, and the owning module checks that person's permissions on every action. If a role lacks a permission the Copilot names it and tells the user to ask an administrator. Documents are answered only from files the person may open.

Does the Copilot work in Arabic?

Yes. Ask in Arabic or English, and in an Arabic workspace it replies in Arabic. Arabic words route to the right module, the panel mirrors right to left and failure messages come in both languages. Answer quality depends on the model you choose, so pick a multilingual one; the settings page marks the ones that handle Arabic well.

Which AI providers can we use, and can we bring our own key?

Groq, OpenRouter and Together AI are available by default, and OpenAI and Anthropic once your platform administrator allows them and your company switches them on. Each company pastes its own key, which is stored encrypted and shown masked. You can set a stronger model for Insights, agents and long multi-step requests.

Where does our data go, and can we run the AI on our own servers?

A question and the results it needs are sent to the hosted AI provider you chose, under your own key and that provider's terms. Running a model on your own server is not offered. Conversation text is stored privately per user, files you attach are not stored, and what colleagues write in team chat is not kept by the Copilot.

How do we stop AI costs getting out of hand?

Set daily and monthly message limits for the company, 100 and 2,000 by default, override them for named people and see who uses the most. Results are trimmed to key columns and a row cap before the AI reads them, and a stronger, dearer model is used only where you choose one.

Can we connect Claude Desktop, n8n or our own software to the ERP?

Yes, through the Model Context Protocol (MCP). An admin creates an API token, chooses the actions it may use and a rate limit, and the assistant uses the same actions as the Copilot, never more than the token owner's permissions. Tokens can be revoked and every call is audited.

Can the Copilot read scanned invoices and load them into accounting?

Yes, in two steps. Import from documents extracts customers, vendors, the chart of accounts, invoices, bills, journal entries or post-dated cheques from PDFs, scans and spreadsheets. You then edit the rows, validate them against Accounting's own rules and only then commit. It needs the Accounting module.

Part of one platform

AI Copilot is part of the platform itself, not a separate app: every workspace has it, and it works across all 59 apps with the same sign-in, people and customers. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.