BSuit AI and AI Studio: set up, train, chat and extend

#Purpose and scope

BSuit AI is the assistant: provider settings, documents, training, an AI user identity, chat and insights. AI Studio is the installable module behind the Developer menu: custom entities, forms, business rules and change requests. In the app, BSuit AI appears as the Intelligence lane under the single AI Studio heading, but the two do different jobs. If AI Studio is not installed, BSuit AI stays reachable on its own.

#Before you start

1. The BSuit AI module is installed for your company. If no configuration exists, the settings page tells you to install it to initialise settings.
2. For an external provider you need its API base URL, API key and model name. The AI settings page has presets for common providers and a Test Connection button.
3. Administrator access for settings, documents, training and the Developer menu.

#1. Connect a provider

1. Open AI settings. At the top a status chip shows the active connection (for example Connected, Connection failed or API key required).
2. On the AI Provider tab choose the mode: Local Model (the built-in BSuit-AI model, which requires training) or API Provider (an external API such as OpenAI, Anthropic or Ollama).
3. For an API Provider, pick a preset or enter API base URL, API key, model, temperature, max tokens and system prompt, then choose Test Connection.
4. On the RAG & Embeddings tab set whether RAG is enabled, the number of results (top K), and the embedding provider and model. Text-to-SQL is an advanced option there.
5. On the Local Model tab set model size, sequence length, training epochs, batch size, learning rate, auto-collect interval and the generation limits.

#2. Collect and embed documents

1. Open AI documents. Choose Collect Now to gather data from ERP modules; the toast reports how many new documents were collected.
2. Filter by module or status (Pending, Embedded, Failed) and search the content. Each row shows the content preview, module, entity, token count and status.
3. On the settings page, RAG & Embeddings tab, choose Embed Documents to embed all collected documents into the vector database so chat can search them semantically.

#3. Train the local model (optional)

1. Open Training. On the Training tab select modules, review the record counts, and set epochs, batch size, learning rate and records per entity.
2. Choose Initialize to collect the data. The run is shown as initialised; you can then Start Training or Discard it.
3. While a run is in progress you see the epoch, loss, step and per-module progress. You can Pause (progress is saved), Resume, or Cancel (collected data is kept).
4. The Plain Text tab imports custom text (policies, FAQs, product descriptions). The Documents tab uploads PDF, Word, Excel, TXT or CSV files, up to 50 MB each.
5. Training history lists each run with its version, losses and start time; select runs to remove them.

#4. Set what the AI user may do

AI user controls the non-human identity the assistant uses to act. Both the signed-in human and this identity must permit an action.

#5. Chat and confirm actions

1. Open Chat, choose New Chat and ask about your business data (invoices, products, employees, reports). Past conversations are listed on the left and can be deleted.
2. If your message asks for an action, the assistant shows a proposal card. Nothing is written until you choose Confirm; Cancel discards it.
3. On Confirm, BSuit executes the action server-side with your own permissions.

#6. AI Insights

The BSuit AI home shows the module’s pages and an AI Insights grid. Run any module’s insights to render a chart from your real data, and export all of them as one PDF.

#7. AI Studio: the Developer tools

AI Studio provides the Developer menu, visible to administrators only. If the menu is missing, the module is probably not installed for your company.

#Who can do what

Anyone signed in can use chat and their own conversations. Settings, documents, training, the AI user, knowledge sync and the Developer menu are administrator tools. The AI actions feature can be switched off per company; when it is, the actions endpoints respond as not found.