Answer and advise
Agents that look things up, explain, draft and reply
This is the outcome most people meet first: you ask a question in plain language and get a real answer, grounded in your own data and documentation rather than in guesswork.
What an agent can look things up in
Your business data
Requires a connected instance — An agent can read anything in your ERP.net instance: customers, orders, products, stock, invoices, documents. It translates your question into Domain API calls by itself. It can also produce summaries and totals — counts, sums, minimums and maximums, breakdowns per customer, product or month — computed on the server across all matching records rather than a single page. See Working with Data and Business Objects.
Agents can also explore the data model itself: which entities exist, their fields, and how they relate. This is what lets an agent answer a question it has never seen before.
Product documentation
Deep semantic search over the ERP.net documentation — Technical, Developer, Presales, Web Client and Windows Client. When the agent finds a relevant page, it returns the full page (when short) or a window of surrounding sections around each match. This is the right source for conceptual questions: how does X work, explain Y, multi-step workflows, and syntax or API references.
Everything at once
A broad hybrid search across the whole knowledge corpus in a single call: official documentation, the knowledge base, system business rules, Operator's own documentation (including every playbook in this section) and each companion app's docs. It returns lightweight previews so the agent can cast a wide net, then read the promising hits in full.
Past conversations
Agents can search your earlier conversations with Operator, which is how they pick up context from work you did last week.
Internal knowledge
Internal — Employees can additionally search past support tickets and internal development cases.
Marketplace
Search apps, extensions and integrations from the ERP.net Marketplace to find something that already solves your problem.
What an agent can do with the answer
- Explain it, in your language, at the level you ask for.
- Draft a reply, an offer, a summary, a report.
- Create a support ticket when the issue genuinely needs a human, and track its status afterwards.
- Hand part of the job to a specialised sub-agent you built, and combine the results — see Delegation & Sub-Agents.
Answering your customers
Client Advisor mode turns this outcome outward: your own customers get a self-service assistant against your instance. It can search your product catalogue, show pricing and active promotions with customer-specific terms, manage a shopping cart, show order history and delivery status, and show invoices, payments and outstanding balances. These abilities exist only in Client Advisor mode — an internal agent never gets them by accident.
What it takes
| You want | You need |
|---|---|
| Answers from documentation | Nothing — works out of the box |
| Answers from your business data | A connected ERP.net instance |
| A dedicated persona with its own rules | An agent you create |
| Customer-facing self-service | Client Advisor mode |