Module 12 of 16
The AI assistant that knows your entire company
Large chat workspace for research, document analysis and complex tasks across all 16 modules. Mistral and AWS Bedrock in Frankfurt, multi-tenant isolated on Postgres with Row-Level Security, no training on your data. Permission awareness built in, source references transparent. GDPR-compliant, EU-hosted at Hetzner Nuremberg, 49 euros per user per month all-in.
What AI Assistant does
Cross-module context
The AI assistant accesses all modules the logged-in user has access to: knowledge, CRM, finance, HR, ISMS, projects, marketing, assets and more. Ask 'Who manages the customer Müller GmbH and which contracts are currently running?' and the assistant combines CRM data, contract documents and accounting in a single answer. Permission awareness is built in: data you don't have access to, the assistant doesn't see either, neither as filter result nor as implicit background information. Multi-tenant isolated on Postgres with Row-Level Security. Tenant context is carried in the prompt header, no accidental cross-tenant leak. Context sources are listed transparently in the answer footer, you see where each piece of information comes from with a direct click to the source. For sensitive modules, additional extended audit logs are activated.
Document analysis with source references
Upload PDFs, Word documents, Excel tables or Markdown files, the assistant extracts content and answers questions with concrete citation references. Example: 'What notice period does this supply contract have?' delivers the answer plus page number and verbatim quote. Works for multi-page contracts, technical specifications, audit reports or competitors' annual reports. Uploaded documents are stored multi-tenant isolated, processing runs EU-only via Mistral and AWS Bedrock in Frankfurt eu-central-1. OCR for scanned PDFs built in, table recognition with column mapping for Excel and PDF tables. Storage period per tenant configurable, default 90 days with automatic deletion after expiry, manual deletion possible at any time. Comparison function for multiple documents on the same query.
Research with current sources
The assistant researches the web, e.g. competitive analyses, industry trends or regulatory updates. Sources are given with URL and date, you click directly to the original source and check yourself. Research queries run via an anonymised EU proxy in Frankfurt, your IP and tenant context are not passed to Google, Bing or other search engines. Results are stored in the chat history and are searchable later. Filter by source type (official authorities, trade press, Wikipedia, academic sources) configurable per query or as default per user. For regulatory research (e.g. BSI recommendations, GDPR rulings, NIS2 implementation law, IT Security Act) curated source lists are available, the assistant prioritises these over general web search and marks source reliability.
Chat history with search function
All chats are stored multi-tenant isolated, history is searchable by keyword, date or module reference. Mark important answers as favourites, organise chats in folders and tag them for later reuse. For team chats, colleagues see the history if permission exists, joint editing in real time possible with live cursor. Export per chat or history as PDF or Markdown possible, e.g. for documentation purposes or audit records. For regulatory audits (NIS2, ISO 27001) the export is audit-proof with hash chaining against subsequent manipulation. Chat storage period per tenant configurable, default 24 months with automatic deletion after expiry. For tax-relevant content the storage period is automatically extended to ten years under GoBD.
Mistral and AWS Bedrock in Frankfurt
Standard model is Mistral Large 2, EU-hosted at Mistral itself in France. For more complex tasks the assistant uses Anthropic Claude via AWS Bedrock in Frankfurt eu-central-1, also EU-only. No OpenAI, no data outflow to the USA, no training on your data, contractually assured via DPA addenda with Mistral and AWS. Model selection per query automatically by cost-benefit profile, you don't have to take care of anything but can select manually per query. For especially sensitive tenants (e.g. KRITIS or defence-related companies) a 'Mistral-only' mode is also available, in which exclusively European models without US involvement are used, configurable per tenant. Model performance and cost per query are transparent in the dashboard, no hidden token consumption.
Prompt templates and team sharing
Save recurring prompts as templates, e.g. 'standard contract analysis', 'competitor research template' or 'BWA explanation for CEO'. Templates can be shared team-wide, everyone benefits from the power user's knowledge instead of having to come up with prompts themselves, learning effect in the team measurable over weeks. Templates with variables are possible, you fill placeholders per query, e.g. customer name, period or contract type, variables can also be mandatory fields with validation. Team management with permissions, versioning of templates, export and import as JSON for backup or migration between tenants for group structures. Rating function: team members give templates stars, best templates are highlighted in the dashboard with usage statistics. Prompt library with examples for common SMB use cases pre-installed, e.g. 'approve invoice', 'qualify supplier' or 'risk assessment for new software', you start with working templates and adjust them to your tenant specifics.
Who uses this module
CEO
You prepare a board meeting and need an analysis 'Which top 10 customers shrunk by more than 20 percent in the last quarter and what are possible reasons?'. In the AI assistant you ask the question, the system combines CRM revenue data, contract status and accounting. The answer comes with a table and drill-down reference per customer, plus hypotheses from comments in CRM notes and support tickets. Then you upload the competitor's annual report and ask 'How does their market position differ from ours and what strategy hints can be derived?'. The research function adds current industry trends with source references. You save the analysis as PDF export for the meeting folder. Preparation in 30 minutes instead of three hours, without data aggregation in Excel and without data leaving the EU stack.
Team lead
As compliance team lead you get an 80-page supply contract for review with three days deadline to management. In the AI assistant you upload the PDF and ask questions like 'Which liability clauses are unusual against market standard?', 'Which notice periods apply and are they balanced?' and 'Where are there data protection gaps under GDPR?'. The assistant answers with citation references and verbatim quotes. Then you use a prompt template 'standard contract analysis' to generate a structured risk assessment with traffic-light logic per clause. The result you export as PDF to management with concrete negotiation suggestions. For critical findings you immediately schedule a follow-up appointment in the calendar, the assistant links the relevant contract sections automatically. Review effort drops from two days to three hours.
Employee
You're a sales employee and have to create a quote for a new customer with about 100 employees, but don't know which packages have worked for comparable customers. In the AI assistant you ask 'Which packages have we put together for customers in the size range of 100 employees and what were the contract volumes?'. The assistant searches the CRM for comparable customers, fetches quotes from the sales module and suggests a pricing structure with success rate of comparable quotes. Then it researches the competition and delivers arguments for your sales pitch with current sources. You take over the suggestion into the quote template, the assistant inserts the matching modules and terms automatically. Quote created in 20 minutes instead of two hours, with consistent pricing logic compared to existing customers.
Connects with
Microsoft 365Google WorkspaceSlackNotionDATEV
Frequently asked questions
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49 € net/user/month — all modules included