[en] AI Assistant
[en] AI Assistant is a conversational way to work with RamBase. Ask it in everyday language to look up and summarize information available to you, or to explain how to complete a task. For supported operations, it can also create or update records, but it will ask for your permission before changing data. What it can access and do depends on your permissions, and the tools configured for your environment.
[en] Open the AI Assistant
[en] Click the chat or speak icon in the top-right corner of RamBase to open AI Assistant.
[en] Click New chat to start a new conversation.
[en] Click Settings to choose what AI model to use. The different models can have different cost.
[en] Ask a question
[en] Enter your question in the message field.
[en] Click Send. The message field also supports pasted text and has an Attach file control.
[en] Review the answer. Results can include links to RamBase records.
[en] Example: List up to three customers with only their customer number, name and address.
[en] Create or update a record
[en] The AI Assistant can create and update data, but it will ask for your permission before making any changes.
[en] Do not approve an operation you do not understand.
[en] Tips
[en] Talk to the AI Assistant in natural language, as you would to a colleague. Describe the result you want and include relevant details, such as a record number or date range.
[en] The AI Assistant can help with many tasks you would normally perform in RamBase. Available actions depend on your permissions and system setup.
[en] You can also ask how to use RamBase or complete a task, including questions you might otherwise look up in the RamBase Help Center.
[en] Use different AI agents
[en] Most users can use Default. If another agent is available, choose it from the selector below the message field and review its description. Users with access to the AI agents application can also create agents. See AI Agents application for more details.
[en] How to get access to the AI Assistant
[en] For the AI assistant to become visible to your users, you will have to enable an Extension. Go to the RamBase Marketplace application and find the “AI assistant” extension and activate it. Before you activate it is important that you read the terms and conditions for this service in detail.
[en] When the extension is activated you will have to give users access to the AI assistant. As default no one will have access and you will have to provide this to the users you want to access it.
[en] This can easily be done from the AI Overview (AIOverview) application in RamBase. When you open the AI Overview (AIOverview) application you can check your AI cost, set a budget for AI usage and control who will have access. See the AI Overview (AIOverview) application documentation here.
[en] Pricing
[en] There is a cost for using the AI chat in RamBase. Budgets for usage can be setup in the AI Overview (AIOverview) application. There you can also find the pricing for the different models.