Gen opens anywhere in your ERP and sees the record in front of you. It answers from your real data, not generalities, and every answer says where it came from. Like the rest of the suite: what is yours stays with you.
Your choice of model, history in your own database, limits written out below.
Opened from a task, it knows the task, the client and the engagement. You do not have to explain them.
Not generalities: your projects, timesheets, emails and meeting records. Every answer says where it came from.
A useful exchange goes to the client's chatter in one click, visible to the team. The rest stays your own private conversation.
Gen reaches only the tools on a named list, set at deployment and reviewed with you. In our own setup it can prepare work, open a task, leave a draft, record a decision. Accounting entries and deleting client records are closed to it. The heavier the consequence, the more the action stays human.
Like any AI assistant. Its answers cite your data, which makes checking possible rather than theoretical, but the judgment stays your work. We say it at every deployment, and we say it here rather than let you find out.
Files dropped into a conversation are not analysed. That is a known limit rather than an oversight: storing conversation attachments is still open work.
That is the question to ask before signing with any assistant, ours included. Here is the answer, without hedging.
An assistant needs a model, and the text of a question goes to it while it is being answered. There is no magic there. What changes is that the call leaves from your server, not a vendor's cloud, and you can see it go.
Two setups among our clients: a commercial provider whose terms exclude training on your data, or, for more sensitive settings, a local model running on your own hardware.
Conversations live in your database, under your backups and your access rules. Not in a vendor's dashboard, and not in an account you do not control.
We show you Gen on a demonstration instance, wired to fictional data, and answer your technical team's questions in the same hour.