Entity Instructions
Entity instructions let you provide custom guidance to the AI about how specific entities or attributes are used in your ERP.net instance. When an entity or attribute is used in an unusual or company-specific way, adding an instruction ensures the AI handles your data correctly.
Why Use Entity Instructions?
ERP.net entities have standard definitions, but every business is different. You might:
- Use a standard field for a non-standard purpose (e.g., storing internal codes in a "Notes" field)
- Have specific naming conventions or categorization rules
- Need the AI to follow domain-specific logic when reading or writing data
Entity instructions are merged with the system-wide entity knowledge and delivered to the AI during conversations, so it always has the right context for your instance.
Managing Entity Instructions
Entity instructions are managed per ERP.net instance. Only Power Users and Instance Admins can add, edit, or delete them.
Accessing the Page
Navigate to Entity Instructions from the ERP instance submenu in the user menu. This option is visible when:
- You are connected to an ERP.net instance
- Your instance role is Power User or higher
Adding an Instruction
Click Add Instruction and fill in:
| Field | Description |
|---|---|
| Repository Name | The entity this instruction applies to (e.g., General_Products_Products). Use the search to find the right entity. |
| Instructions | The main guidance for the AI — describe how this entity or its attributes are used in your company. |
| Common Mistakes | (Optional) List frequent errors the AI should avoid when working with this entity. |
| Examples | (Optional) Provide concrete examples of correct usage to help the AI understand the expected behavior. |
Editing and Deleting
Use the action buttons on each instruction row to edit or delete existing instructions. Changes take effect immediately for all users on the same instance.
How It Works
When the AI retrieves entity metadata during a conversation, it automatically loads any instance-specific instructions alongside the standard entity schema. This means your custom guidance is always available without any extra steps from the user.