Skip to main content

AI Assistant

The Backoffice includes a built-in AI chat assistant that can answer questions about your store data using natural language.

Setup

Navigate to Settings → AI Settings.

Provider Configuration

FieldDescription
ProviderSelect: Ollama, OpenAI, Claude, or Azure OpenAI
Base URLAPI endpoint URL
Chat ModelModel name (e.g., gpt-4o, llama3.1, claude-sonnet-4-20250514)
API KeyAuthentication key (not required for Ollama)

Default Settings per Provider

ProviderDefault URLDefault Model
Ollamahttp://localhost:11434llama3.1
OpenAIhttps://api.openai.com/v1gpt-4o
Claudehttps://api.anthropic.com/v1claude-sonnet-4-20250514
Azure OpenAIYour Azure endpointgpt-4o

Health Check

Use the Test Connection button to verify the AI provider is reachable and configured correctly.

Using the Assistant

Click the sparkles button (✨) floating in the bottom-right corner of any Backoffice page. This opens the AI chat panel.

Example Queries

  • "What were yesterday's total sales?"
  • "Show me the top 5 selling products this month"
  • "How many orders are in Processing status?"
  • "Give me a summary of customer John Doe"
  • "What discount codes are currently active?"
  • "What's the revenue breakdown by order status?"

Available Tools

The AI assistant has access to 8 read-only tools:

ToolDescription
get_order_summaryOrder counts and totals by status
get_recent_ordersLatest orders with details
get_customer_summaryCustomer info and order history
get_product_summaryProduct details and stock
search_productsSearch products by name/SKU
get_discount_codesActive discount codes
get_top_selling_productsBest sellers by quantity
get_revenue_by_statusRevenue grouped by order status

Multi-Turn Conversations

The chat maintains conversation history within a session. You can ask follow-up questions and the assistant will use context from previous messages.

Security

The AI assistant only has read-only access to data. It cannot create, modify, or delete any records. All queries require Admin authentication.

tip

For Ollama, you can run a local AI model with no API key cost. Install Ollama, pull a model (ollama pull llama3.1), and configure the Backoffice to point to your local instance.