AI GOUser Guide

Custom App and Daily Operational Guide

For most enterprise colleagues (such as HR, accounting, sales, and purchasing staff), your daily work on the AI GO platform is performed within a specific "Custom App". You do not need to log in to the global backend Dashboard, nor do you need to face the complex database tables in the Data Center. This guide explains how to log in and perform daily operations through your dedicated Custom App URL.

Core Concepts of Daily Operations

In the AI GO platform, the daily operational path is simplified into the following model:

  • Focused Interface: Each department or business scenario (such as accounting voucher processing, leave requests, customer development) has an independent Custom App. Colleagues will only see fields and AI assistants directly related to their work, avoiding distraction from irrelevant information.
  • Database Decoupling: Every piece of data entered or conversation completed in a Custom App is automatically synchronized and written to corresponding database tables in the backend Data Center upon clicking save or send. These tables function as invisible databases, maintained and linked by the system in the background.

Logging In to Your Custom App

Once the administrator publishes a Custom App, they will generate a dedicated URL and distribute it to the responsible colleagues.

Please select the login method based on your business scenario:

  • Internal App: For internal employees. Open the dedicated link provided by the administrator in your browser, and enter your corporate email and password to log in. If you are already logged in to other AI GO Apps, single sign-on (SSO) will direct you automatically without requesting your password.
  • External App: For external customers, suppliers, or temporary visitors. For example, a company may establish an "Online Customer Inquiry App". Customers only need to log in via this external link (using SMS codes or temporary passwords) to fill out inquiries or query shipping progress under restricted permissions.

Practical Operational Scenarios

Below are examples of how colleagues use these applications, focusing on the most common "Accounting App" and "HR App":

Scenario 1: Voucher Processing in the "Accounting App"

When an accounting colleague receives an invoice, the operational flow is as follows:

  1. Log in to the "AI GO Accounting Voucher Assistant App" via the dedicated link.
  2. The screen displays a simple form including "Invoice Date", "Amount", "Department", and a "File Upload" section.
  3. Upload the invoice file or photo.
  4. The AI assistant embedded in the App automatically activates, extracts the tax ID, date, and pre-tax amount, and automatically fills in the form fields.
  5. The accounting colleague verifies the fields filled by the AI and clicks "Confirm Posting". The data is automatically synchronized and written to the "Accounting Table" in the Data Center, completing the voucher entry.

Scenario 2: Requesting Leaves in the "HR App"

When an employee needs to request paid leave:

  1. Log in to the "AI GO Employee Service App" via the dedicated link.
  2. Click "Apply for Leave". The form displays the leave category dropdown and date picker.
  3. Submit the request after entering dates and reasons.
  4. The HR App automatically checks the "HR Table" in the Data Center to confirm the employee has sufficient leave balances, and automatically forwards the request to the manager for approval. Once approved, the system automatically deducts the leave days in the background.

Advanced Integrations in Custom Apps (Messaging & Approvals)

To solve complex corporate collaboration and communication, AI GO Custom Apps integrate the backend "Messaging Center" and "Approval System". Developers and colleagues can call these features flexibly via built-in components or APIs.

1. Messaging Center and API Integration

  • No Direct Frontend Interface in Backend: AI GO's Messaging Center is a flexible communication engine in the background. The main system does not provide a dedicated chat webpage. Instead, colleagues and developers must embed messaging components in Custom Apps or call them via APIs.
  • Channels and Real-time Chats: In a Custom App, you can enable external communication channels (such as LINE, Websocket customer service). The Custom App loads conversation threads, allowing operational colleagues to chat directly with external "Contacts" or configure the AI assistant for automated replies.
  • Customer Profile Integration: When a contact sends a message, the Custom App automatically binds them with a Customer or Supplier in the CRM database via API, and pulls their customer level, tags, and history next to the chat window, helping colleagues make personalized reply decisions.

2. Approval System and API Integration

  • Data Interception & Pending Status: If the administrator enables approvals for specific core tables (e.g., leave requests, sales orders, purchase bills), when a colleague adds data in a Custom App, the backend approval engine automatically intercepts it and keeps it as "Pending". It will only be posted to accounting or inventory after all stages are approved.
  • Approval Panel Component (ApprovalPanel): When employees and managers log in to their Custom Apps, they see pending approval alerts. They can enter notes and click Approve or Reject directly within the built-in ApprovalPanel component.
  • API Call Integration: Developers can use the API /record/{res_model}/{res_id} to obtain approval logs and current statuses for any record, and use endpoints /{request_line_id}/approve and /{request_line_id}/reject to execute approvals remotely, embedding them into custom operational flows.

Data Synchronization and Security

Keep the following in mind when operating in a Custom App:

  • Real-time Synchronization: Once you click save or confirm, data is written to the Data Center in milliseconds. Dashboards and reports viewed by managers in the backend are updated instantly without batch imports.
  • Error Prevention: Form fields in the App have validation mechanisms (such as amount fields only accepting numbers). If the format is invalid, the App blocks submission and alerts you, preventing bad data from contaminating the Data Center.
  • Access Isolation: You can only access Custom Apps you are authorized to use. For example, if non-finance employees obtain the link to the Accounting App, the system will display "Access Denied" upon login, keeping confidential enterprise data secure.