AI Fields

Let the AI fill fields for you: sort leads into tags, write a summary, pick a category, score a record.

Create an AI Field rule

Go to BridgeERP AI › Configuration › AI Fields and click New.
Choose the Model (for example Lead) and the fields to fill.
Write the Instructions: "Sort the lead into one of the tags by the product the customer asks about. Write a one-line summary of the need."
Choose When: When a record is created, When a record is created or changed (optionally only when some fields change) or Only when I ask (Action menu).
Save. Fill Existing Records runs it on the records you already have.

Choices (tags, categories, stages, salespeople...) are picked only from the values that exist.
By default only empty fields are filled; what people typed is kept.
After a save, the fill runs in the background: the record shows the values a moment later.
On the records, Fill with AI in the Action menu runs the rule by hand.

In automation rules and server actions, the action type Update with AI does the same with your instructions.