View source for Module AI Suite

'''AI Suite''' integrates an AI assistant panel directly into Dolibarr ERP, offering context-aware help with a sleek, slide-in interface and real-time streaming responses. Your ERP database data is '''never sent to AI providers''' — the AI simply interprets your natural language requests, and Dolibarr handles all actual data operations internally.

*'''Demo videos:''' [https://youtube.com/playlist?list=PLEh57ONMK4ssDQWKNuM_Qp6I8hjvJDXod YouTube Playlist]
*'''Purchase / Download:''' [https://www.dolistore.com/product.php?id=2778 Dolistore]

==Features==

*'''Collapsible AI Panel''' — A sleek, slide-in panel that overlays your Dolibarr interface without interrupting your workflow.
*'''Context Awareness''' — The AI understands which page you are on and provides relevant, context-sensitive assistance.
*'''Multiple AI Providers & Models''' — Choose from OpenAI, Anthropic Claude, or Google Gemini; switch between providers and models at any time.
*'''Assistant Templates''' — Admin-defined templates (e.g. General Inquiry, Form Filling, Search) each with their own model, system prompt, rate limit, and access control settings.
*'''Structured AI Actions''' — The AI can trigger automated form-filling or record search/view actions via structured JSON responses.
*'''Real-time Streaming''' — Responses stream in real time so you see output as it is generated.
*'''Rate Limiting''' — Built-in protection against API abuse, configurable per template.

==Specialized AI Assistants==

AI Suite ships with three built-in specialized assistants:

;Search Assistant
:Find records in your ERP using natural language queries instead of manual filter forms.

;Form Filling Assistant
:Fill out Dolibarr forms quickly using plain language — describe what you want and the AI populates the fields for you.

;General Inquiry Assistant
:Your built-in Dolibarr expert. Ask any question about how to use Dolibarr ERP and get guided step-by-step.

==Requirements==

{| class="wikitable"
|-
!Requirement!!Details
|-
|Dolibarr||Version 17.0 or higher
|-
|PHP||Version 7.4 or higher
|-
|PHP Extensions||cURL must be enabled
|-
|AI API Key||Valid key from at least one provider (OpenAI, Anthropic, or Google Gemini)
|-
|Internet||Required for API access to the chosen provider
|}

==Installation==

===Method 1: Manual Installation===

#Copy the <code>aisuite</code> module folder to your Dolibarr custom directory:<br><code>/path/to/dolibarr/htdocs/custom/</code>
#Log in to Dolibarr as an administrator.
#Navigate to: '''Home''' → '''Setup''' → '''Modules'''
#Find '''AI Suite''' in the module list.
#Click '''Activate'''.

===Method 2: Using the Module Manager===

#Package the <code>aisuite</code> folder as a ZIP file.
#Log in to Dolibarr as an administrator.
#Navigate to: '''Home''' → '''Setup''' → '''Modules'''
#Click '''Deploy/install external app/module'''.
#Upload the ZIP file and activate the module.

==Configuration==

===1. AI Provider & API Key===

#Navigate to: '''Home''' → '''Setup''' → '''Modules''' → '''AI Suite''' → '''Settings'''
#Select your '''AI Provider''': OpenAI, Anthropic, or Google Gemini.
#Enter the API key for your chosen provider:
#*'''OpenAI''' — [https://platform.openai.com/api-keys OpenAI Platform]
#*'''Anthropic''' — [https://console.anthropic.com/settings/keys Anthropic Console]
#*'''Google Gemini''' — [https://aistudio.google.com/app/apikey Google AI Studio]
#Click '''Modify''' to save.
#Click '''Test Connection''' to verify the key works.

===2. Assistant Templates===

#Navigate to: '''Home''' → '''Setup''' → '''Modules''' → '''AI Suite''' → '''Templates'''
#Create or edit templates (built-in: General Inquiry, Form Filling Assistant, Search Assistant).
#Configure each template's model, system prompt, rate limit, and allowed users/groups.
#Set one template as the default; users will see a template selector in the AI panel.

===3. User Permissions===

#Navigate to: '''Home''' → '''Setup''' → '''Users & Groups'''
#Edit a user or group and go to the '''Permissions''' tab.
#Enable '''AI Suite''' → '''Use AI Assistant'''.
#Save.

===4. Enable API / Web Services Module===

The AI Suite's search and form-filling assistants rely on Dolibarr's built-in REST API.

#Navigate to: '''Home''' → '''Setup''' → '''Modules''' → '''API / Web services''' → '''Activate'''
#Edit the relevant user account.
#Generate an API key for that user and save.

==Usage==

===Opening the AI Panel===

Click the '''AI''' button in the '''top-right menu bar''' (next to the user menu). The panel slides in from the right side of the screen.

===Chatting with the AI===

#Select a '''template''' from the dropdown in the panel header if multiple templates have been configured.
#Type your question or message in the text area at the bottom.
#Press '''Enter''' or click the '''Send''' button.
#The AI response will stream in real time.
#Your current conversation is saved per-user and persists as you navigate between pages. Use '''Clear chat''' to start a new conversation.

==Privacy & Security==

*API keys are stored securely in Dolibarr's server-side configuration and are never exposed to the frontend.
*Conversations are stored in the database on a per-user basis.
*Your ERP database data (records, financials, contacts, etc.) is '''never transmitted to AI providers'''.
*Rate limiting per template prevents accidental or intentional API abuse.

==API Costs==

AI Suite uses your chosen provider's API. Costs are determined by token usage and vary by provider and model:

{| class="wikitable"
|-
!Provider!!Example Models!!Pricing Info
|-
|OpenAI||GPT-4o, GPT-4o mini||[https://openai.com/pricing openai.com/pricing]
|-
|Anthropic||Claude 3.5 Sonnet, Claude 3 Haiku||[https://www.anthropic.com/pricing anthropic.com/pricing]
|-
|Google Gemini||Gemini 1.5 Pro, Gemini 1.5 Flash||[https://ai.google.dev/pricing ai.google.dev/pricing]
|}

A typical conversation uses approximately 500–2,000 tokens per response. Monitor your usage in your provider's dashboard.

==More Information==

*'''Dolistore page:''' [https://www.dolistore.com/product.php?id=2778 AI Suite on Dolistore]
*'''Demo videos:''' [https://youtube.com/playlist?list=PLEh57ONMK4ssDQWKNuM_Qp6I8hjvJDXod YouTube Playlist]
*'''Support / Contact:''' frankie.wg@gmail.com

[[Category:Complementary modules]]
[[Category:DocUserEN]]
[[Category:DocDevEN]]