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Module 12 of 24

Available

The AI assistant that knows your documents

A chat workspace for research and document analysis with source references, announced and not yet enabled. Cross-module insights and an inline helper in every screen are announced. The AI runs self-hosted on our own GPU servers in Germany, multi-tenant isolated on Postgres with Row-Level Security, with no training on your data. GDPR-compliant, hosted in Germany and included in the price, without any AI surcharge.

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What AI Assistant does

Document analysis with source references
Announced, not yet enabled: upload PDF or Word documents, and the assistant answers your questions from shared documents and knowledge articles with concrete citation references, each with title, page and section. Ask, for example, 'What notice period does this supply contract have?' and you get the answer along with the page number and a verbatim quote. This also works for multi-page contracts, technical specifications and audit reports. Uploaded documents are stored multi-tenant isolated, and processing runs EU-only on our own self-hosted models in Germany. OCR for scanned PDFs is built in. The storage period is configurable per tenant: the default is 90 days with automatic deletion after expiry, and manual deletion is possible at any time.
Self-hosted AI in Germany
The standard model is Qwen3-14B (AWQ), self-hosted on our own GPU servers in Germany (Hetzner Falkenstein and Nuremberg). There is no OpenAI, no Mistral and no AWS Bedrock, no data outflow to the USA and no training on your data. No external AI vendors are involved; the entire orchestration runs internally on our own infrastructure. Model performance and cost per query are shown transparently in the dashboard, with no hidden token consumption.

Planned features

These features are announced and not yet available. They are not part of the current feature set.

Cross-module context
It's planned that the assistant will combine answers from several modules at once, for example CRM, contracts and accounting.
Inline actions instead of just answers
It's planned that the assistant will fill suggestions directly into the form, for example a journal entry or an appointment, instead of just answering.
Automated routine tasks
It's planned that you set up recurring tasks such as a weekly status report by prompt and the assistant runs them on its own.
Learns from your corrections
It's planned that the assistant learns from your corrections and automatically applies matching suggestions in future.

Who uses this module

CEO
You receive a new framework agreement from an important supplier and need to know quickly what you're signing before you sign it. You upload the contract as a PDF into the AI assistant and share it with your team. Ask 'What notice period applies and from when?' and you get the answer along with the page number and a verbatim quote from the contract, so you can verify it immediately. For the board meeting you also have a short summary created across all shared contracts from the last quarter, again with a reference to the respective source. That way you're prepared in a few minutes, without searching the contract page by page and without your data ever leaving the EU stack.
Team lead
As a team lead in sales you receive a multi-page tender document from a prospect as a PDF and need to quickly filter out the key requirements. You upload the document into the AI assistant and share it with your team. Ask 'Which certifications does the customer require and by when?' and you get the answer with the page number and a verbatim quote, so you can reference it directly in the proposal. For the team handover you also have a short summary of the key requirements created. That saves you several hours per tender compared with searching the document manually.
Employee
You're new to the team and the HR department shares the probation policy with you as a PDF. Instead of asking three colleagues or searching the outdated HR wiki, you click the assistant icon and ask 'How do I extend the probation, and which deadline applies?'. The answer comes with the page number and a verbatim quote from the policy, so you can rely on it immediately. The question is settled in a few minutes, without interrupting colleagues and without searching the wiki.

Connects with

Google WorkspaceTeamsSlackDATEV

Planned integrations

These integrations are announced and not yet available. They are not part of the current feature set.

Microsoft 365

Frequently asked questions

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