We’ve been thinking about how to make day-to-day work in OpusFlow even easier. That’s why today we’re introducing Toni, the OpusFlow AI Assistant, a new feature designed to help you get answers from your data faster.
You know the situation: you want to quickly check one number… and suddenly you’re deep in filters, tables, and views. With the OpusFlow AI Assistant, teams can get answers directly from their system by simply asking.
What is the OpusFlow AI Assistant?
The OpusFlow AI Assistant is designed to help teams access operational insights faster. Instead of building reports or navigating through multiple views, users can ask questions in natural language and receive instant answers based on the data already stored in OpusFlow.
Want to learn how AI is reshaping ERP systems and making teams more efficient? Read also our blog post: AI in ERP Systems.
How does the OpusFlow AI Assistant work?
OpusFlow AI Assistant for quotes: average accepted quote value
Ask OpusAI for example: “Overview of this filled form in English. Format answer as table.”
OpusFlow AI Assistant for form summaries
When working with complex forms and work orders, OpusAI can generate a clear overview instantly. While the form is open in the background, you can ask: “Overview this filled form and summarize the answers in a table while the form is open in the background.” OpusAI returns a structured and precise summary, saving time by reducing the need to manually read and analyze long inspection forms.
Ask OpusAI for example: “What is the average total of accepted quotes?”
OpusAI generates a concise summary of long technical forms, so you can review the key findings in seconds instead of reading 20-page inspection reports.
OpusFlow AI Data Assistant for business insights (charts)
When you need smarter insights for better strategic decisions, the OpusFlow AI Assistant lets you ask questions directly instead of building reports. For example, you can ask: “What are the conversion rates per project source?” and OpusAI automatically generates a chart showing which marketing channel drives the most revenue. This makes it possible to access business intelligence in seconds without needing a BI specialist.
Ask OpusAI for example: “What is the best scoring project source?”
OpusFlow AI Data Assistant for project source analysis
Ask OpusAI for example: “What is the best scoring project source?”
Toni creates a chart that compares project sources, making it easy to identify where most projects come from.
OpusFlow AI Data Assistant for identifying inactive projects
Projects that haven’t been updated can easily be overlooked in day-to-day operations. Without a clear overview, teams often need to manually scan project lists or rely on memory to spot what might be stuck. With the OpusFlow AI Assistant, you can instantly retrieve a structured overview of projects that haven’t been updated in a long time.
Ask OpusAI for example: “Show me the projects that have not been updated in a long time.”
The AI returns a structured list of inactive projects, helping teams keep operations and pipeline clean.
OpusFlow AI Assistant for data hygiene checks
Incomplete product or project data can slow teams down and create unnecessary back-and-forth in daily operations. Without a quick way to identify missing information, teams often have to manually check records one by one. The OpusFlow AI Assistant helps surface missing documentation instantly, so teams can improve data completeness faster.
Ask OpusAI for example: “Which products of type solar panel do not have a datasheet attached?”
The AI lists the affected items right away, so teams can improve data completeness without manual checking.
Safety boundaries of the OpusFlow AI Data Assistant
When using AI inside business systems, clear boundaries are essential. The OpusFlow AI Data Assistant is designed to stay within an operational business context. This ensures the assistant remains focused on business data and avoids answering questions that are not relevant to projects, quotes, or stock.
You can not ask OpusAI for example: “Should I give them both a raise?”
What can the OpusFlow AI Data Assistant do today?
We’ve now looked at a few concrete examples of how you can use OpusAI to get answers in seconds, from pipeline overviews and form summaries to chart-based insights. That mix is exactly what makes the OpusFlow AI Data Assistant so practical: it’s not built for one single metric or one specific report, but for many of the everyday questions that come up constantly in sales and operations.
To make it easier to understand the full scope, here’s a quick overview of what you can already do with OpusAI today. These are the areas where teams typically lose the most time searching for information, manually checking data, or preparing analyses before they can make a decision.
- Instant project queries, e.g.: “Find stuck projects instantly.”
- Financial metrics such as “Revenue per source” or “Average quote value.”
- Support for data hygiene, e.g.: “Find articles without datasheets” or “Projects without contacts.”
- Multilingual: Ask questions in English, Dutch, German, French, and more.
- No hallucinations: OpusAI queries the real database. If it finds 5 projects, it returns 5 — no invented data. If a question is unclear, Toni asks for clarification instead of guessing.
Curious to explore other big feature releases in OpusFlow? Take a look at our Battery Calculator.
Conclusion
With the OpusFlow AI Assistant Toni, teams no longer need to dig through filters, views, and reports just to find one key number or a quick overview. Instead, they can access real operational insights instantly by simply asking.
Whether you need a fast pipeline metric, a structured project list, a summary of complex forms, or a chart-based business insight, Toni helps you get the answer in seconds, directly from the data already stored in OpusFlow.
The result: less time searching, less manual reporting, and faster decisions across sales and operations.
Want to see it live with your own data?
Book a demo and explore how the OpusFlow AI Assistant Toni turns questions into instant operational insights!
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