Feature area

AI assistant

“How many size M trekking bikes do we have in the north branch?” The assistant answers from real data – read-only, only with the permissions of the person asking, and without names or contact details of natural persons leaving the building.

  • Edition from Pro
  • Module: KI-Assistent

Ask about stock, orders and KPIs in a chat; scheduled AI reports – without personal data of natural persons.

Part of the Servelta desktop with its own apps, permissions, KPIs and privacy declarations.

Chat and reports

  • Side panel in the desktop; OpenAI model via “Sign in with ChatGPT” using an administrator’s plan (Plus or Pro)
  • Tools of the business modules: items, stock, documents, purchase orders, KPIs, calendar and locations – always with the user’s read permission
  • AI automations: daily business report, workshop day plan, reordering, liquidity or your own instruction – as a report with PDF at fixed times
  • Web search only for public information, can be switched off; always off for automations

Privacy built in

  • Private customers, contacts and employees are never shown to the model – nor private customers’ frame numbers or free text
  • E-mail addresses, phone numbers and IBANs from inputs go to OpenAI only as placeholders
  • Conversations are deleted after 30 days (configurable); audit only with the number of tool calls, never with content
  • A note on OpenAI’s terms of use ships with the documentation – the data protection officer and operator decide

See Servelta in your own shop?

We walk you through Servelta using your workflows – point of sale, workshop, leasing or all of it. No obligation, at a time of your choosing.