Your team uses AI for writing, summarizing, translating and pulling data out of text, right inside your system, with ready templates and a provider you connect (your own key or the platform's), while automations run even without one.
Automations that run on their own across your systems, plus Arabic AI tools for your team under your permissions and cost cap, on a cloud provider or a local model. AI tools work once an AI provider is connected (your own key or the platform's).
14 tasks1 FAQs
What the system does
Automations with no AI key at all
Safe running
Test button
AI steps
Writing helpers
Cost control
Tasks
01How do I use smart assistants for content generation and text analysis?
Open the Smart assistants page.
Select the specialized assistant appropriate for the task (such as: marketing copywriter, response drafting assistant, legal contract analyzer, report summarizer).
Type the instructions or text to be processed and click the Run / Generate button.
The processed response appears immediately with options to copy or edit directly.
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AI and automation › AI assistants
Permission needed
AI assistants / Use
02How do I browse the gallery of ready-made AI tools and templates?
Go to the AI tools gallery page.
Browse pre-built tool cards categorized by department (Marketing, Sales, Customer Service, Human Resources Management).
Click any tool to open the quick entry form and start working.
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AI and automation › Ready-made template gallery
Permission needed
AI assistants / Use
03How do I create a custom smart prompt template?
Navigate to the Smart prompt templates menu.
Click the Add new template button to open the template modal.
Enter the template name (e.g., Quotation Email Drafter, Meeting Summarizer), the prompt instructions, and dynamic variables in curly brackets like {topic} or {customer}.
Set the default model (e.g., Claude, GPT, Gemini) and creativity level, then click Save.
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AI and automation › Prompt Templates
Permission needed
AI prompt templates / Add
04How do I edit or update a registered smart prompt template?
In the Smart prompt templates list, locate the template.
Click the actions button and select Edit to update the prompt text or refine output accuracy, then click Save.
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AI and automation › Prompt Templates
Permission needed
AI prompt templates / Edit
05How do I delete an unused smart prompt template?
In the Smart prompt templates table, select the desired template.
Click the actions button and select Delete template.
Confirm deletion to remove the template from the lists.
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AI and automation › Prompt Templates
Permission needed
AI prompt templates / Delete
06How do I create a multi-step AI workflow?
Go to the Workflows & smart automation menu.
Click the Create new workflow button.
Enter the workflow name, and specify consecutive processing steps (e.g., Step 1 summarize text, Step 2 extract keywords, Step 3 draft tweet).
Click Save workflow.
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AI and automation › Automated Workflows · Create
Permission needed
AI prompt templates / Add
07How do I edit steps in a smart workflow?
In the Workflows & smart automation table, locate the workflow.
Click the Edit button to open the workflow and steps editing page.
Adjust instructions or models used in each stage, then click Save changes.
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AI and automation › Automated Workflows · Edit
Permission needed
AI prompt templates / Edit
08How do I review the execution history of previous smart runs?
Navigate to the Execution runs log menu.
Review all processing operations performed in the system: template or workflow name, user, run status (successful, failed), and elapsed time.
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AI and automation › Run History
Permission needed
Automation run history / View
09How do I view input and output details for a specific run?
In the Execution runs log list, locate the desired operation and click the Show button.
The run details page opens displaying: original input text, completed result and output, token count consumed, and model utilized.
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AI and automation › Run History · View
Permission needed
Automation run history / View
10How do I retry a failed AI run?
In the Execution runs log list, select the run with "Failed" status.
Click the actions button and select Retry.
The system resends the request to the AI provider, handling any temporary connection drop and updating the result immediately.
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AI and automation › Run History
Permission needed
Automation run history / Retry and cancel
11How do I monitor token consumption and AI costs?
Open the AI usage & balance page.
Review monthly token consumption charts broken down by model, user, and department to monitor the operating budget and prevent exceeding limits.
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AI and automation › Usage and cost
Permission needed
AI usage / View
12How do I configure API keys and AI provider settings?
Go to the AI settings page.
Configure provider API keys, system default model, and maximum token limit per response.
Click Save settings.
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AI and automation › Usage cap and privacy
Permission needed
AI settings / Edit
13How do I view security boundaries and content safety settings for AI?
Open the AI settings page.
Review policies for sensitive content filtering, PII redaction, and safety levels applied to user prompts.
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AI and automation › Usage cap and privacy
Permission needed
AI settings / View
14How do I configure default models for each task type?
On the AI settings page.
Set the default model for quick tasks and chat, and choose a more advanced model for complex analytical tasks and long-form contract drafting.
Click Save changes.
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AI and automation › Usage cap and privacy
Permission needed
AI settings / Edit
Frequently asked questions
Why do some AI generation requests fail with an error message?
An operation may fail due to one of the following: company monthly token quota exhausted, invalid or missing API key in settings, or prompt input size exceeding the model's context window.