From a request in the chat to a saved record, with your approval in between
For teams that already work with the Viindoo AI assistant
The AI assistant creates and changes records for you, under your rights, after you approve.
Version 17.0 · Community, Viindoo Cloud · OPL-1
Builds on Viindoo AI, the assistant
What changes for your team
New records, made the way your forms make them
A quotation from a template is still built line by line in the form.
→ Ask in the chat. The card lists each line under the columns of the form's line list, template lines included. Approve, and the record is created as the form would create it, then opens. Several records of one kind fit on one card.
Changes, buttons and wizards, one approved step at a time
A small change still means finding the record, the field or the button.
→ The assistant sets fields your form lets you edit, presses a button it shows you, or runs an Action-menu entry or a wizard. Each step is one card; the app then does what your own click would.
The assistant's work, where operations can see it
Work given to the assistant sits in chat threads; nobody sees what stalls.
→ Goals give the work a type and an owner; Work Items follow each task from Draft to Done. Four Overview cards show work waiting too long, failed provider requests, AI spending by goal and finished work to check again.
Ready on day one
Five kinds of change
Create a record, Fill in fields, Press a button, Run an action, Call a method: each ships with Ask User Before Running on.
Goals and Work Items
Under AI → Operations, with four Overview cards, for AI Operators. Goal types: KPI target, strategic initiative, recurring routine, risk control.
Set first
Nothing of its own: a Viindoo AI chat connection whose model supports tool calls, and the AI Operator group for whoever follows the work.
What is included
The five approved actions, the card that reads like your forms, Goals, Work Items and four Overview cards. Without it, the assistant still answers, navigates, opens forms filled in for you to save and prepares messages, but creates or changes no record itself.
Optional extensions
Every Viindoo AI module in one install.
Before you decide
Can the assistant change data without asking?
Not as shipped. Nothing is written until the person approves the card; a step runs once, for that person, in the company it was offered in.
Can it do more than the person could?
No. It uses the person's own rights: records they can open, buttons and fields their form offers, entries their Action menu carries. A refusal is named in the answer.
How is the cost kept in check?
Your AI vendor bills by usage. The daily spending limits of Viindoo AI apply, and the AI spending by goal card shows where it goes.
Which languages?
The card uses the labels of the form in the person's language. The module's own screens ship in English and Vietnamese.
Which model does this need?
A chat model that supports tool calls. These screens use Claude Sonnet on an Anthropic connection.
Try it, then ask us
On a test database with Viindoo AI connected, ask for a quotation from one of your templates and read the card before you approve.
Technical requirements
- Version: 17.0
- Editions: Community, Viindoo Cloud
- Required modules: Viindoo AI; installs together with it
- License: OPL-1
- Languages: English, Vietnamese
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