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IWB AI

Ask about sales, finance, and stock without clicking around

You don't have to drop what you're doing to check a figure or a record: ask in the side panel on any page. IWB AI reads only the records you're allowed to see, and it asks for your approval before it creates, changes, or deletes one.

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Runs in your browser. In the cloud or on your own server, it's the same IWB.

Lookups and actions
More than 160
Record changes
All need your approval
Chat attachments
5 files, 10 MB each
Connected modules
6

01

Hidden fields stay hidden in the chat

If a sales rep can't see purchase cost or profit margin, asking the assistant won't reveal them either. IWB removes fields that are hidden or masked for you from the results before they go to the AI model. What the assistant can do depends on the modules turned on, your permissions, and the screen you're on, not on how the question is worded.

Permissions don't expand

An approved action still goes through the module's own rules and permission checks. IWB checks your permissions again at the moment you approve.

02

Every change waits for your approval

Nothing the assistant prepares is saved until you approve it, and that includes deletions. A record you're not allowed to see is "not found" as far as the assistant is concerned.

  • Edit moves the card into the message box as a message you can change
  • Once you decide, the card collapses to one line: completed, rejected, or couldn't run
  • In Projects, the assistant only reads

03

Find what you need without building filters

Type what you're looking for, and "Filter with AI" turns it into filters on the list. When you ask the assistant something, add records such as a contact, quote, or invoice to your question with @. You can also dictate with the microphone.

  • Click a record mentioned in an answer to open it in a preview window
  • A question you start with "Ask AI" in the command palette opens in the full-page chat

04

Stop copying tender notices line by line

Paste the text of a tender notice or load it from a file, and IWB suggests the fields for your tender record. Each value comes with a verbatim excerpt from the notice, and IWB drops any value whose excerpt isn't in the text. You turn this on in Tender Tracking settings. IWB can also suggest fields from a photo of an expense receipt. Reading doesn't save anything, and you approve the fields yourself.

Legal deadlines aren't left to AI

IWB works out dates such as complaint deadlines and the bid bond term with its own rules. It suggests the estimated cost only to users who are allowed to see it.

05

Keep emails and messages with their records

Read and reply to email from your Gmail, Outlook, or IMAP mailbox inside IWB. Incoming mail is linked to an existing contact by the sender's address. Team channels and direct messages live in Messages, where only members can read a channel and the message list refreshes every 3 to 30 seconds.

  • Email a quote, order, or invoice from its own page, choosing the account it's sent from
  • Link a message to a contact, quote, or invoice as a card
  • The assistant sends emails and channel messages after you approve them

06

Keep financial files for the full legal period

A file linked to a financial record can't be permanently deleted for 10 years, counted from the end of the calendar year. Files attached to records keep their versions and tags, and going back to an older version doesn't erase the history. You can protect a share link with an optional 6-digit PIN, and after wrong attempts the lockout gets progressively longer.

  • A file you upload to a record goes into the system folder for that record type
  • Preview PDFs, images, and Word and Excel files, and download a folder as a ZIP

07Document flow

IWB AI prepares the action, and you make the call

The assistant first looks up the records involved and prepares the action. Then it stops and shows you an approval card with what it will do and which values it will use. If you approve, the action runs under the module's own rules and with your permissions.

  1. QuestionCreate a new contact with this company name
  2. LookupSearching contacts
  3. Prepared actionCreate contact
  4. Approval cardApprove · Reject · Edit
  5. Contact recordCARI-000643

08Module by module

What IWB AI can answer and do in each module

In the modules below, IWB AI answers your questions by looking up your records and carries out actions through an approval card. It has no lookups or actions in Human Resources, Accounting, Fixed Assets, or Foreign Trade.

09Capabilities

What you can do with IWB AI

  • Private chat history

    Only you can see your chats, and you can mark each answer as helpful or not helpful.

  • Image, PDF, and Office attachments

    Attach up to 5 files to a chat, each up to 10 MB. If Files is turned on, a copy is kept in the "AI Assistant" folder.

  • Answers in your interface language

    The assistant answers in the language your interface is set to, and its follow-up suggestions are in that language too.

  • Knows your company

    The assistant knows your company's legal name, tax ID, and currency. When you say "our revenue," it knows which company you mean.

  • Custom fields

    Reads the custom fields you define and fills them in with your approval. Before writing, it checks the field definition again.

  • Field Service drafts

    Drafts closing notes, initial fault assessments, and visit briefings. You turn this on in Field Service settings for authorized users, and each draft goes through an approval card.

  • Usage quota by plan

    Your plan sets the daily and monthly quota. You see remaining usage as a percentage, along with when it resets.

  • Lookups and actions by module

    CRM has more than 20, and Sales and Finance have more than 10 each. The ones that change records wait for your approval.

10Data processing

Know up front where your data goes

The assistant reads your data with your permissions. To prepare an answer, it sends your question and the results it read to a language model, and the list below shows what goes where.

Read our approach to security
  • KVKKYour question and the lookup results go to the AI provider configured for your installation; if that provider is outside Turkey, this is a cross-border transfer under KVKK, Turkey's personal data protection law, and the people whose data is sent must be informed
  • Only records you're allowed to see are read, and fields hidden or masked for you are removed from the results before anything is sent
  • Tender notice extraction sends only the text you paste or load from a file; personal documents in the system, such as CVs and diplomas, aren't sent, and the screen states that the text goes to an external language model
  • Voice input uses your browser's speech recognition; the audio doesn't reach IWB, and where it's processed depends on your browser
  • The assistant works only if an AI provider is configured for your installation, and the installation settings determine which provider is used

11Connected modules

They share the same database and permission model

12

Frequently asked questions

Does my data leave Turkey?

The assistant sends your question and the results it read to the AI provider configured for your installation. If that provider is outside Turkey, this is a cross-border data transfer. Fields hidden or masked for you are removed before anything is sent.

Does the assistant act on its own?

No. It reads records without asking, but creating, changing, or deleting a record always waits for your approval on an approval card. Once you approve, the action runs under the module's own rules and with your permissions.

Which modules does it work in?

It reads records and writes them with your approval in Contacts, CRM, Sales, Finance, Purchasing, Manufacturing, Contracts, Field Service, Help Desk, Tasks, Licenses, and e-Invoicing. In Projects and Tender Tracking, it only reads, and with tender notice extraction you create the tender record yourself. In Laboratory (LIMS), it only searches the catalog and creates laboratory quotes with your approval. It has no lookups or actions in Human Resources, the Accounting ledger, Fixed Assets, Expenses, Foreign Trade, or stock movements.

Is there a usage limit?

It depends on your plan. If your plan sets daily and monthly quotas, they apply, and you see remaining usage as a percentage along with the reset time. Once the quota runs out, you can't send new questions until it resets.

Can I ask from WhatsApp or a mobile app?

No. The assistant works in IWB's web interface: in the full-page chat, in the side panel on every page, and in the command palette. It has no WhatsApp, phone, or email channel, and no separate mobile app.