Home/AI Assistant

AI Assistant · Reference

Field reference

Every field on every AI Assistant form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.

On this page (28)

Composer Conversation > More > Rename Conversation > feedback Saved prompts (API only)My Files > Upload My Files > Rename My Files Knowledge > New collection Knowledge > Add document Knowledge Agent builder > General Agent builder > Allowed tools Agent builder > Approval & limits Agent builder > Test console Add MCP server > Server type Add MCP server > Connection Add MCP server > Authentication Server detail > Tools Server detail > Tools > Test tool Server detail > Settings Settings > General Settings > Models Settings > Live voice Settings > Security & privacy Settings > Limits & retention Settings > Usage Applications > AI Assistant > Features Applications > AI Assistant > Fields

Composer

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Message	الرسالة	Multi-line text	Conditional	Text or at least one attachment; the server keeps the first 8,000 characters; Enter sends, Shift+Enter new line		Show overdue invoices above AED 10,000	Empty with no attachment (API) -> 'Type a message.'
Attachments	المرفقات	File ids	No	Up to 10 per message; only your own files or files shared with the company are used, others are silently dropped		One CSV from My Files
Data source	مصدر البيانات	Select	No	a2N ERP / current module or record / My Files / Knowledge / MCP / all; steers which tools the model prefers	a2N ERP	Knowledge
Voice and reply language	لغة الصوت والرد	Select	No	Auto - as I write / English / Arabic / Hindi / Malayalam / Urdu; the composer choice wins over the company default	Auto	Arabic
Agent	الوكيل	Select	Yes	Active agents only; '/sales' typed in the composer switches agent; a disabled agent falls back to the General ERP Agent	Company default agent (General ERP Agent)	Sales Agent	An inactive agent code (API PUT chat) -> 'Choose an active agent.'

Conversation > More > Rename

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Chat title	عنوان المحادثة	Text	Yes	Max 160 (longer is cut); first question becomes the title of a 'New chat' (first 80 characters)		Overdue review Oct	Blank -> 'A chat needs a title.'

Conversation > feedback

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Feedback	ملاحظات	Choice	No	Helpful / Not helpful / cleared; reason one of incorrect, incomplete, slow, unsafe, wrong_record, wrong_action		Not helpful + wrong_record	(API) value 'meh' -> 'Choose up or down.'; reason 'other' -> 'Choose a reason from the list.'

Saved prompts (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Title / Prompt	العنوان / الطلب	Text	Yes	Title max 120, prompt max 4,000, category max 20; 'shared' only kept for ai.configure holders (otherwise saved as your own)		Daily Sales Summary / Show today's sales by customer	Blank prompt -> 'A saved prompt needs a title and the prompt itself.'

My Files > Upload

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
File	ملف	File upload	Yes	PDF, .xlsx/.xlsm, CSV, .docx, .txt/.md, JSON, XML, ZIP (listed, not unpacked), PNG/JPG/WebP/GIF; max = Settings 'Max file size' (default 10 MB); spreadsheets read up to 'Max spreadsheet rows' (default 5,000)		test-sales.csv (200 KB)	11 MB file -> 'Files must be no larger than 10 MB.'; 0-byte file -> 'The file is empty.'; .exe -> 'That file type is not supported. Use PDF, Excel, CSV, Word, text, JSON, XML, ZIP or an image.'

My Files > Rename

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
New name	الاسم الجديد	Text	Yes	Max 200; own files only		Q3 sales extract.csv	Blank (API) -> 'A file needs a name.'

My Files

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Visibility	الظهور	Toggle	Yes	private / company (Share / Make private); own files only	private	company

Knowledge > New collection

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 120; not unique		HR policies (test)	Blank -> 'A collection needs a name.'
Description	الوصف	Text	Conditional	Max 400; mode set in Applications > AI Assistant > Fields (Knowledge collection description)		Leave and travel rules	Field mode Required and blank -> 'Knowledge collection description is required by this company.'
Who may read	من يمكنه القراءة	Select	Yes	Company / Team / Role based / Private / Public internal; an unknown value is stored as Company	Company	Role based
Permission needed	الصلاحية المطلوبة	Text	Conditional	Shown for Role based; a permission code, max 60; NOT checked against the permission list		hr.employee.view	'hr.nonsense' -> accepted (nobody without ai.configure can read it)

Knowledge > Add document

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Title	العنوان	Text	Conditional	Max 200; defaults to the file name when a file is uploaded		Annual leave policy 2026	Typed text, no title -> 'Give the document a title.'
Document type	نوع المستند	Select	No	policy / sop / manual / guide / training / help	policy	sop
Department	القسم	Text	No	Max 80		HR
Tags (comma separated)	الوسوم (مفصولة بفواصل)	Text	No	Up to 20 tags		leave, annual
File (PDF, Word, text, CSV, Excel)	ملف (PDF، Word، نص، CSV، Excel)	File upload	Conditional	PDF, .docx, .txt/.md, CSV, .xlsx, JSON, XML; max file size from Settings; file OR pasted text needed		leave-policy.pdf with text	A PNG -> 'Knowledge documents must be PDF, Word, text, CSV, Excel, JSON or XML.'; a scanned PDF with no text -> 'There is no text to index. Type it, or upload a document with text in it.'
...or paste the text	…أو الصق النص	Multi-line text	Conditional	Cut into passages of about 1,200 characters at paragraph / sentence ends; words of 3+ letters indexed (Arabic included)		Three paragraphs of a test policy	Blank and no file -> 'There is no text to index. Type it, or upload a document with text in it.'

Knowledge

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Search the knowledge base	ابحث في قاعدة المعرفة	Text	Yes	Up to 12 distinct words used; rarer words weigh more; top 10 shown with score		sick leave days

Agent builder > General

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Agent name	اسم الوكيل	Text	Yes	Max 80		Collections Agent	Blank -> 'An agent needs a name.'
Code	الرمز	Text	Yes	New agents only; lower-cased, only letters, digits and _ kept, max 30; taken from the name if empty; unique in the company		collections	'sales' (exists) -> 'An agent with this code already exists.'; '!!!' -> 'An agent needs a code.'
Status	الحالة	Select	Yes	Active / Disabled	Active	Disabled
Purpose	الغرض	Text	Conditional	Max 300; mode from Applications > AI Assistant > Fields (Agent purpose)		Chases overdue customers	Field mode Required and blank -> 'Agent purpose is required by this company.'
System instructions	تعليمات النظام	Multi-line text	No	Max 8,000; added to the model prompt (not used by the built-in engine)		Always show amounts in AED and mention the due date.
Model	النموذج	Select	No	Company default / claude-opus-5 / claude-sonnet-5 / claude-haiku-4-5; server accepts any text up to 60	Company default	claude-sonnet-5
Visibility	الظهور	Select	Yes	Company / Private	Company	Private
Allowed modules	الوحدات المسموحة	Checkboxes	No	sales, purchase, inventory, accounting, hr, crm, projects, reporting, admin; max 50 stored		sales, crm
Allowed MCP servers	خوادم MCP المسموحة	Checkboxes	No	Outside servers only; none ticked = every enabled outside server		A test MCP server

Agent builder > Allowed tools

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Allowed tools / Block	الأدوات المسموحة / حظر	Checkbox per tool + Block link	No	Empty allowed list = every tool the user may use; a blocked tool is never used; names must exist in the tool registry		Allow search_customers, overdue_invoices; block create_customer	(API) tools ['drop_db'] -> 'Unknown tool: drop_db.'

Agent builder > Approval & limits

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Confirmation level	مستوى التأكيد	Select	Yes	Standard - every change is a confirmation card / Strict - stronger confirmation for every change	Standard	Strict
Max execution steps	أقصى خطوات التنفيذ	Whole number	Yes	1 to 12 (tool-loop rounds with a model)	6	4	13 -> 'Steps must be between 1 and 12.'; 'abc' (API) -> 'Steps must be a whole number.'

Agent builder > Test console

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Prompt	الطلب	Text	No	Planned with the built-in engine; writes show 'would propose (confirmation required)'		Show overdue invoices above 5000

Add MCP server > Server type

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Template	نوع الخادم	Tile	No	Google Drive, Gmail, Microsoft 365, SharePoint, Bank API, Warehouse Scanner (http://), External SQL, Custom API; fills name, transport and URL prefix		Custom API

Add MCP server > Connection

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 80; Next disabled until name and URL are filled		Test MCP	Blank (API) -> 'A server needs a name.'
Transport	النقل	Select	Yes	Streamable HTTP / HTTP work; SSE and WebSocket 'not yet supported'; stdio 'not allowed on this server'	Streamable HTTP	Streamable HTTP	SSE then Save & test -> 'The sse transport is not supported yet; use Streamable HTTP.'
Endpoint URL	عنوان النقطة	URL	Yes	Must start http:// or https://; max 400		https://mcp.example.com/mcp	'ftp://x' -> 'The endpoint must be an http(s) URL.'; blank (API) -> 'Give the server's address.'
Description	الوصف	Text	Conditional	Max 300; mode from Fields (MCP server description)		Test document server	Field mode Required and blank -> 'MCP server description is required by this company.'

Add MCP server > Authentication

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Authentication	المصادقة	Select	Yes	None / Bearer token / API key header (sent as X-API-Key)	None	Bearer token
Secret	السر	Password	Conditional	Shown unless None; sealed on the server, never returned (screen only learns 'has secret')		test-token-123

Server detail > Tools

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Enabled	مفعّل	Switch	-	Outside tools start OFF when discovered; built-in tools start ON		Switch one read tool on
Risk	المخاطر	Select	Yes	READ_ONLY / LOW_RISK_WRITE / MEDIUM_RISK_WRITE / HIGH_RISK_WRITE / CRITICAL; a write can be made riskier, never READ_ONLY		HIGH_RISK_WRITE	Write tool -> READ_ONLY (API) -> 'A tool that changes data cannot be classified as read-only.'
Approval policy	سياسة الموافقة	Select	Yes	NEVER_REQUIRE_CONFIRMATION / CONFIRM_ONCE / CONFIRM_EVERY_TIME / MANAGER_APPROVAL / DUAL_APPROVAL / DISABLED (DISABLED also switches the tool off)		CONFIRM_EVERY_TIME	Write tool -> NEVER_REQUIRE_CONFIRMATION (API) -> 'A tool that changes data always asks for confirmation.'

Server detail > Tools > Test tool

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Input (JSON)	المدخلات	JSON	No	Read-only tools only; runs with YOUR permissions		{"query": "Test"}	Test a write tool -> 'Only read-only tools can be run from here; a write goes through a chat and a confirmation.'

Server detail > Settings

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
New secret	سر جديد	Password	No	Replaces the sealed secret; blank keeps the old one		new-test-token

Settings > General

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
AI enabled	تفعيل الذكاء الاصطناعي	Checkbox	-	Off: new chats and messages refused	On		Off, then send -> 'The AI assistant is switched off for this company.'
Voice / File upload / Knowledge / MCP / Write actions enabled	الصوت / رفع الملفات / المعرفة / MCP / إجراءات الكتابة	Checkboxes	-	Voice off hides Live; Files off refuses uploads 'File upload is switched off for the assistant.'; Knowledge off removes knowledge search from chat; MCP off removes outside tools; Write actions off = no proposals and no confirmations	All on
Default agent	الوكيل الافتراضي	Select	Yes	Active agents; used for new chats	General ERP Agent	Sales Agent
Assistant response language	لغة الرد	Select	Yes	Same as the question / English / العربية / हिन्दी / മലയാളം / اردو	Same as the question	العربية
Quick prompts (one per line)	الاقتراحات السريعة (سطر لكل منها)	Multi-line text	No	Max 12 lines kept, each cut to 80 characters; blank lines dropped	Show today's sales, List pending approvals, Create customer, Analyze inventory, Generate P&L report, Summarize this file	Add 'Show low stock'

Settings > Models

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Engine	المحرك	Select	Yes	a2N built-in (no model, no key) / Anthropic Claude	a2N built-in	Anthropic Claude	Claude with no key saved -> 'Add an API key to use Claude, or choose the built-in engine.'
Token saving	توفير الرموز	Select	Yes	Smart - answer common questions without the model / Always ask the model	Smart	Always ask the model
Effort	الجهد	Select	Yes	Low - fastest / Medium / High - most thorough (not sent to Haiku 4.5)	Medium	Low
Default model / Fast model	النموذج الافتراضي / النموذج السريع	Select	Yes	claude-opus-5, claude-sonnet-5, claude-haiku-4-5, claude-opus-5-5, claude-fable-5-1	claude-opus-5 / claude-haiku-4-5	claude-sonnet-5	(API) 'gpt-5' -> 'Choose a model from the list.'
Anthropic API key	مفتاح Anthropic API	Password	Conditional	Sealed; never shown again; placeholder 'A key is saved - type to replace it'; Remove key also switches to built-in		A TEST key from the team vault (never a production key)

Settings > Live voice

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Live voice enabled	تفعيل الصوت المباشر	Checkbox	-	Live works only with AI on + Voice on + this on + a Google key	On
Live model	نموذج الصوت	Select	Yes	gemini-3.8-live / gemini-3.1-flash-live-preview	gemini-3.8-live		(API) other -> 'Choose a live model from the list.'
Voice	الصوت	Select	Yes	Kore, Puck, Charon, Fenrir, Aoede, Leda, Orus, Zephyr	Kore		(API) 'Bob' -> 'Choose a voice from the list.'
Google Gemini API key	مفتاح Google Gemini	Password	Conditional	Sealed; Test live connection without a key -> 'Add a Google Gemini API key first.'		A TEST key

Settings > Security & privacy

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Never send these fields to AI (one per line)	لا ترسل هذه الحقول للذكاء الاصطناعي	Multi-line text	No	Field keys as tools return them (e.g. phone, email, tax_id); max 100; removed from what the model / Gemini / activity log input is given		phone

Settings > Limits & retention

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Messages per minute (per user)	رسائل في الدقيقة	Whole number	Yes	1 to 120	20	3	0 -> 'Enter a number from 1 to 120.'; 'ten' (API) -> 'Enter a whole number.'
Daily action limit	حد الإجراءات اليومي	Whole number	Yes	1 to 10,000 (stored, not enforced today)	200		20000 -> 'Enter a number from 1 to 10000.'
Max file size (MB)	أقصى حجم للملف	Whole number	Yes	1 to 50	10		51 -> 'Enter a number from 1 to 50.'
Max spreadsheet rows	أقصى صفوف	Whole number	Yes	100 to 100,000	5000		50 -> 'Enter a number from 100 to 100000.'
Chat retention (days)	الاحتفاظ بالمحادثات	Whole number	Yes	7 to 3,650 (stored, no clean-up job yet)	365		3 -> 'Enter a number from 7 to 3650.'
File retention (days)	الاحتفاظ بالملفات	Whole number	Yes	1 to 3,650 (stored, no clean-up job yet)	90		0 -> 'Enter a number from 1 to 3650.'

Settings > Usage

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Period	الفترة	Select	Yes	Last 7 / 30 / 90 days (server accepts 1 to 365)	Last 30 days

Applications > AI Assistant > Features

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Agents / MCP servers / Knowledge and files	الوكلاء / خوادم MCP / المعرفة والملفات	Switch	-	Off: changes through its routes refused, its menus hidden, existing records stay readable; Chat and drafting cannot be switched off	On		Agents off, then save an agent (API) -> 'Agents is disabled for this company.'

Applications > AI Assistant > Fields

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Agent purpose / MCP server description / Knowledge collection description	غرض الوكيل / وصف خادم MCP / وصف مجموعة المعرفة	Mode	-	Hidden: not shown and a new value refused; Optional; Required: not saved without it	Optional		Hidden + value sent (API) -> 'Agent purpose is turned off for this company.'

Updated 3 October 2026