AI assistant in Draivix

03How it works

How it works step by step.

1. 1

   How the assistant works

   Open the assistant as a right-hand side panel on any page, or on the dedicated /chat page. Prompts are processed in the background in a dedicated queue and responses stream in real time. Conversations are saved and can be archived or restored at any time.

   Read in detail

   As it works, the assistant calls built-in tools: it searches and counts records, reads details and relationships, opens a page or filter, launches the mass editor, renders charts and creates direct links to records. Because it builds UI cards exclusively from predefined components, it can never hallucinate a non-existent page or broken link.

   The tools are generic across all entities. Any new field, entity or action works with the assistant immediately—enforcing the exact same permission checks, validations and audit logs as standard forms and the REST API.

2. 2

   Changes happen only after you confirm

   When you ask the assistant to create, update or delete a record, it writes nothing to the database by default. Instead, it prepares a draft and displays a “before and after” comparison card. The change is only executed once you confirm it, running as a standard save complete with validations, business rules and audit history. If required fields are missing, the assistant asks for them first. Dismissing the card leaves everything untouched.

   Read in detail

   Confirming the card re-runs the actual operation under your user account, so even an edited draft can never exceed your permissions. For bulk proposals, you can edit, merge, reorder or remove individual items before confirming.

   Mass updates, record actions, relationship changes and menu edits are written immediately, always under your permissions. For mass updates, the assistant is instructed to verify the change and record count with you beforehand, though the system itself does not enforce a hard block. While a model can bypass draft review on an individual tool call, proposing a draft for approval is the default.

3. 3

   Clean room mode

   For sensitive data, the assistant offers a clean room mode that you can select when starting a conversation. Only read-only tools approved for this mode are allowed to run. Contact emails and phone numbers are masked, file analysis returns only column headers and row counts, neither the user's identity nor page content is sent in the prompt, and sending emails is blocked.

   Read in detail

   Administrators control which modes users can start, can enforce clean room mode across all conversations, and can restrict which AI providers may be used. Governed execution rules can also enforce clean room mode for specific modules or entities; these rules only ever restrict access and never grant extra permissions. Clean room mode minimizes data exposure rather than creating an air-gapped environment: anything a user types directly into the chat is still sent to the approved provider.

4. 4

   Choosing AI models and API keys

   The assistant supports Claude, Gemini, DeepSeek, Cerebras, GLM, MiniMax and OpenAI-compatible endpoints. The active model is selected in order of precedence: conversation setting, user preference, and company default, with automatic failover to a backup provider if the primary one is unavailable. API keys are managed in company settings, and a user's personal API key takes precedence when provided.

5. 5

   What the assistant can do across modules

   Individual modules extend the assistant with domain-specific overviews. In CRM, it summarizes open opportunities, opportunities without a contact, leads without a follow-up activity and recent account activities, and proposes tasks directly from meeting notes. It can also display quote summaries, bank account balances and marketing campaign status.

   Read in detail

   In the warehouse, it summarizes product stock levels, low-stock items, today's stock movements, open stock transfers, and reserved but unissued goods. In manufacturing, it shows pending operations, open manufacturing and work orders, and reported labor by work center. It can also post messages to Mattermost and inspect or roll back data import runs.