End-to-end workflows
How work moves through AI Assistant from start to finish, who does each step and what the system does in response.
On this page (7)
Ask, propose, confirm a quotation
Who: Sales user S (ai.use, ai.act, document.draft)
| # | What the person does | What the system does |
|---|---|---|
| 1 | S asks 'Create a quotation for Test Gulf Retail with 5 x Laptop, 2 x Mouse' | Confirmation card with untaxed 17,590.00; Sales > Quotations has no new quotation |
| 2 | S clicks Edit and asks for 6 x Laptop | A new card: untaxed 21,090.00 (6 x 3,500 + 90); cancel the old card -> Cancelled |
| 3 | S clicks Confirm & Create on the new card | Card Done with the quotation number; draft quotation in Sales |
| 4 | S opens the quotation | Draft, 2 lines, totals with VAT; editable as any draft |
| 5 | Admin opens Settings > Activity log | create_quotation proposed and then confirmed, by S, with the record id |
Permission withdrawn before confirm
Who: User U, Admin A
| # | What the person does | What the system does |
|---|---|---|
| 1 | U asks to create a customer | Card waiting |
| 2 | A removes partner.manage from U's role | Role saved |
| 3 | U clicks Confirm & Create | Card Failed 'You no longer have permission for this action.' |
| 4 | A checks Contacts | No new customer |
Maker cannot have someone else confirm
Who: User U1, User U2 (both ai.act)
| # | What the person does | What the system does |
|---|---|---|
| 1 | U1 asks for a customer and shares the chat with the company | Card waiting; chat shared |
| 2 | U2 opens the shared chat link | Messages visible read-only for U2 |
| 3 | U2 tries Confirm & Create (or the confirm call) | Refused 'Only the person who asked for this can confirm it.' |
| 4 | U1 confirms | Created; confirmed by U1 |
Knowledge restricted by role
Who: Admin A (ai.configure), HR user H (hr.employee.view), Sales user S
| # | What the person does | What the system does |
|---|---|---|
| 1 | A creates collection 'HR internal (test)', Role based, permission hr.employee.view; adds a document mentioning 'gratuity' | Indexed |
| 2 | H searches 'gratuity' in Knowledge and asks in chat | Passage found and cited |
| 3 | S searches 'gratuity' in Knowledge and asks in chat | Nothing found; no citation from that collection |
| 4 | S opens My Files | The uploaded HR file must NOT be listed |
Connect an outside MCP server safely
Who: Admin A
| # | What the person does | What the system does |
|---|---|---|
| 1 | Add server wizard: URL, bearer token, Save & test | Connected; tools discovered all OFF |
| 2 | Enable one read tool; assign only the Reporting Agent; Activate | Status Connected |
| 3 | In chat with Reporting Agent ask a question for that tool | Answer block from the server |
| 4 | In chat with Sales Agent ask the same | Expected: tool not available |
| 5 | Server detail > Settings: clear the secret; Test | AUTH_REQUIRED; tool calls fail cleanly |
Agent narrows a user
Who: Admin A, Sales user S
| # | What the person does | What the system does |
|---|---|---|
| 1 | A creates 'Read-only sales' agent: allow search_customers, sales_summary; block create_quotation | Saved; S sees 2 tools |
| 2 | S chats with it: 'Show sales this month' | Answered |
| 3 | S asks it for a quotation | Not allowed for this agent; suggests General ERP Agent |
| 4 | A disables the agent | S's chat falls back to the General ERP Agent on the next message |
Live voice end to end
Who: User U; Admin A
| # | What the person does | What the system does |
|---|---|---|
| 1 | A: Settings > Live voice: key, model gemini-3.8-live, voice Kore; Test live connection | 'gemini-3.8-live is ready with the Kore voice.' |
| 2 | U: open a chat, click Live, ask 'overdue invoices' | Spoken answer; table shown in the chat |
| 3 | U: say 'create customer Test Voice LLC' | Card on screen; nothing saved |
| 4 | U: End; click Confirm & Create on the card | Customer created |
| 5 | A: Settings > Usage | Messages counted for U |