Assistant for company data
Besides answering from the help site (AI assistant), the assistant can answer from your company's data: find requests and shipments, show debts and balances, driver and vehicle cards — and prepare safe actions that you confirm yourself.
The assistant window has a "Help" («Справка») / "Company data" («Данные компании») switch. On the left is the familiar chat over this site, on the right is work with your data.
When the switch appears
All four conditions at once:
- The mode is enabled for your company. For newly registered companies it is enabled automatically; for existing ones the current setting is kept.
- You are staff: administrator, head, manager or warehouse worker. The assistant is not shown to clients at all.
- You have confirmed the terms of data processing by the assistant (see below).
- At least one tool is available to your role — this is true for every staff role.
If there is no switch, the mode may be disabled for the company or unavailable to your role.
Terms of data processing by the assistant
When answering from your data, the assistant passes fragments of that data to a language model. The terms are in clauses 8.8–8.10 of the Personal data processing policy.
- The confirmation is requested by the documents window at first login — for all users. Without it the work sections do not open. It is not requested during company registration. More details — Documents at login.
- To revoke: Profile → Documents and consents → My consents → Revoke («Профиль → Документы и согласия → Мои согласия → Отозвать»). Revoking ends the session.
- You cannot give the confirmation from the profile — the documents window will ask for it at your next login. It will also ask when clauses 8.8–8.10 of the Policy change.
What it can do with your data
The set depends on the role: the assistant sees exactly what you see on the screens, and not a single row more. Another company is inaccessible to it by design.
| Role | What to ask |
|---|---|
| Warehouse worker | "What is being unloaded today?", "How many places are in request 433 and what is the temperature mode?", "Do we have any dangerous goods in progress?", "Which of my notifications are unread?" |
| Manager | Everything above plus: "Find the client Romashka and their contacts", "Has request 433 been paid?", "Show the card of driver Petrov: licence expiry and ADR", "What are our weight-based tariffs?" |
| Head | Everything above plus money: "Who has owed us for more than 30 days?", "How much is in the accounts and in the cash desk?", "Revenue and expenses for last month", "What is the euro rate today?" |
| Administrator | Everything above plus settings: "What did Petrov do in the system yesterday?", "Who receives the request status change notifications?" |
Through the assistant a warehouse worker will not see finances, tariffs, or drivers' personal data beyond what is needed for work — just as they do not see them on the screens.
You can mix both in one conversation: "how do I issue an ETrN?" goes to the help site, "has request 433 been paid?" goes to your data.
Actions: the assistant proposes, you execute
The assistant can prepare changes: create a request, copy it, change its status, add a place, record the actual weight and volume, set the delivery date, create a counterparty, driver, vehicle, address, carriage leg, declare dangerous goods.
This is how it works:
- You ask: "create a request for the client Romashka for tomorrow".
- The assistant gathers the data and shows a confirmation card with a clear preview: exactly what will be created and with which values — names, not internal IDs.
- Nothing happens until you click "Execute" («Выполнить»). The "Cancel" («Отменить») button closes the proposal without a trace.
- After the click, the action is performed on your behalf and goes into the activity log with a note that it was done through the assistant.
The preview is the main safeguard against misunderstandings. The assistant may have misread your wording: check the client, the date and the status on the card before clicking "Execute". If the proposal is wrong, click "Cancel" and rephrase.
A proposal lives for 5 minutes: if you confirm later, the assistant will ask you to repeat the request. Clicking a second time will not create two objects.
Helper during initial setup
Onboarding uses a dialogue and a visible draft. The helper suggests fields, you accept the edits into the draft and separately confirm the overall result. If the bank is postponed, a "Main" («Основная») one is created without details. More details — Initial company setup.
What the assistant does not do
- Does not delete anything and does not change objects in bulk.
- Does not touch finances: operations, payments and entries are created only by hand.
- Does not perform actions silently — always through the confirmation card.
- Does not bypass your permissions: what is closed to your role on the screen is closed to the assistant as well. To an attempt to get someone else's data it will reply "the object is unavailable or not found".
- Does not make up data: if a tool found nothing, it will say so. Numbers, amounts and statuses are taken only from the system.
- Does not show internal IDs instead of human-readable ones: the answer contains the request number, the status name, the client's name.
How to read the answer
- While the assistant is working, the window shows what it is doing right now: "Searching for requests", "Looking at the finances of the request".
- If the list is long, the assistant will honestly say that it has not shown everything and suggest refining the filter — ask it to narrow down: "only for this week", "only for the client Romashka".
- The "Open" («Открыть») link under the answer leads to the request or shipment card.
- The assistant gives personal data only when you asked for it, and no more than needed. It does not show drivers' passport details at all.
If something went wrong
| What you see | What it means |
|---|---|
| There is no "Company data" switch | The mode is not enabled for your company or is unavailable to your role |
| "The assistant is disabled for your company" («Ассистент отключён для вашей компании») | The mode has been disabled by the platform administrator |
| "The object is unavailable or not found" («Объект недоступен или не найден») | Either the object does not exist or it is closed to your role — this is not a failure |
| "The proposal has expired" («Предложение устарело») | More than 5 minutes have passed; ask the assistant to repeat |
| "Too many questions in a row" («Слишком много вопросов подряд») | Rate limit: 20 messages per minute |
| The assistant proposed the wrong action | Click "Cancel" and rephrase; if it keeps happening, write to support and attach the wording of your request |
The assistant made a mistake in an action and it has already been executed? The changes are visible in the activity log — it also shows who made them and when, and they can be corrected by hand like any others.
Related articles
- AI assistant — the chat over the help site, limitations, personal data in questions.
- Roles and permissions — who sees what in LogiFlow.
- Activity log — where to see what has changed.