# AI, Copilot, setup wizard, scan, draft, and settings

> Screenshots in this page use demo data and are intended for representative/user-facing documentation.

AI documentation for assistant conversations, embedded Copilot positioning, document scan, document drafting, provider/settings review, and the guided AI setup wizard.

[← Public docs landing](README.md) · [Open HTML version](ai-automation.html)

## Key capabilities

- AI Assistant supports user questions and guided ERP help from the web portal.
- Document Scan helps turn demo-safe invoices, receipts, and files into structured review data.
- Document Draft helps users start business documents from prompts and templates.
- AI Setup Wizard and AI Settings help administrators choose providers, models, skills, and consent posture.

## AI workflow walkthrough

1. Open AI Assistant and frame it as an ERP-aware helper for business users.
2. Open Document Scan and explain that demos should use clean demo files only.
3. Open Document Draft and show how a prompt becomes a reviewable draft, not an automatic final document.
4. Open AI Settings and the AI Setup Wizard to show how administrators configure providers, models, skills, and consent.
5. Mention Embedded Copilot as the in-app task assistant for guided actions, confirmations, schedules, and audited automation where enabled.

## Consent and safety

Customer data should only be used with configured consent. Public demos should use demo data and avoid real private documents.

## Representative positioning

AI is not a separate product bolted on to ERP; it is presented as guided help inside the daily business workflows.

## Copilot handoff

When discussing Copilot, emphasize human confirmation, permissions, job history, and auditability rather than invisible automation.

## Screenshots

| Screen | Demo note | Image |
|---|---|---|
| AI assistant | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP AI assistant screen with demo data](assets/screenshots/web/ai.png) |
| AI document scan | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP AI document scan screen with demo data](assets/screenshots/web/ai-scan.png) |
| AI settings | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP AI settings screen with demo data](assets/screenshots/web/ai-settings.png) |
| AI setup wizard | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP AI setup wizard screen with demo data](assets/screenshots/web/ai-setup.png) |
| AI document draft | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP AI document draft screen with demo data](assets/screenshots/web/ai-draft.png) |
| Global settings AI tab | Use these screens to explain AI assistant, scan, draft, setup wizard, provider/settings, and global AI configuration. | ![ColorsX74 ERP Global settings AI tab screen with demo data](assets/screenshots/web/settings-ai.png) |

## Related pages

- [Overview, login, and dashboard](overview.md)
- [Accounting, reports, banking, tax, and payments](finance.md)
- [Sales, purchase, contracts, and rental](commercial.md)
- [Inventory, manufacturing, marketplace, and add-ons](operations.md)
- [Admin, settings, security, audit, approvals, and notifications](admin-security.md)
- [Troubleshooting, browser requirements, and support handoff](troubleshooting.md)