Adi AI Agent
About Adi AI Agent
The Adi AI Agent is an intelligent assistant built into Adilas. You can type or speak simple requests. Adi can explain pages, search for records, open links, navigate throughout Adilas, answer questions, and perform approved actions.

Use short, clear prompts. Every company customizes Adilas differently. For example, one company may use the word Customer, while another may use Client, Patient, Student, or Member.

Prompt Type Examples
Ask About the Current Page What page am I on?
What does this page do?
What is this page URL?
Navigation Go Home
Go to Invoice Home
Open Customer Home
New Cart
Search Search Customer Bryan
Search Client Dayton
Search Item Snickers
Search Vendor Smith
Search Invoice 555
Record Lookup Customer Lookup Bryan
Item Lookup Snickers
Vendor Lookup Smith
Employee Lookup Cole
Click Visible Controls Click Checkout
Click Save
Open More Options
Select Discounts
Get Help How do I create a customer?
Help me start a new cart
How do I add an invoice?
Tell me about this page

How Adi Responds
Adi may answer questions, explain the current page, navigate to another page, search for records, click visible buttons and links, or perform approved actions within Adilas.

When more than one record matches your request, Adi displays a list of clickable results. Simply click the desired record to continue.

Adi Buttons
The Adi panel includes several buttons that make interacting with Adi quick and easy.
Button Description
🎤 Microphone Starts voice recognition so you can speak commands instead of typing.
🔊 Speaker Turns Adi's spoken responses on or off.
Clear Clears the current conversation from the Adi panel. It does not delete any records.
Hide Adi Collapses the Adi panel to provide more workspace. Click the Show Adi button to open it again.
Send Sends the message currently typed into the text box.
Message Box Type a question or command such as What does this page do? or Go to Invoice Home.

Voice Tips
Adi understands natural language, but speaking clearly and using short phrases usually produces the best results.
Tip Example
Speak clearly and keep requests short. Search Customer Bryan Dayton
Use the terminology shown on your company's pages. Search Patient Smith
If Adi misunderstands you, try using fewer words. Invoice 555

Important Notes
• Adi performs only approved actions within Adilas.

• Some custom pages or workflows may not yet be supported.

• If Adi does not understand your request, try using shorter wording or terminology displayed on the current page.

• Adi remains available while navigating through standard pages, legacy frame pages, reports, carts, search results, and help pages.