Setup › Company › Preferences

AI Preferences

Account-wide settings for the Wexbourne ERP assistant: where it runs, what record data it may read, and which skills are available to users.

Assistant

Enable the assistant for this accountTurning this off hides the assistant panel for every roleShow assistant suggestions on record pagesInline prompts on invoices, orders and customer records

Reasoning Effort

Higher effort gives more thorough answers and takes longer

Response Length

Available To

Default Language

Data

Allow record contextThe assistant may read the record currently open, subject to the user's permissionsExclude sensitive fieldsBank details, national ID numbers, salary and card data are never sentAllow the assistant to run saved searchesAllow the assistant to draft records for reviewAllow attachments to be readLog every assistant request to the audit trailRecords the user, prompt, record context and skills used

Conversation Retention (days)

Conversations are deleted after this many days. Maximum 365.

Data Residency

Requests are processed only in the selected region

Training Use

Fixed for accounts on the Premium service tier

Skills

Skill	Description	Enabled
Transaction summary	Explains an invoice, bill or journal in plain language, including how it posts.
Saved search builder	Turns a question into search criteria, results columns and a suggested name.
Variance explainer	Compares a period against budget or prior year and names the largest drivers.
Collections drafting	Drafts dunning emails from the customer’s open balance and payment history.
Bank match suggestions	Proposes matches for unreconciled statement lines with a confidence score.
Item description writer	Generates storefront and catalogue copy from item attributes and specifications.