Wells AG Assistant Demo

Ask questions about your business data. The assistant looks up records across your integrations.

NetSuite

Query invoices, customers, and inventory across your NetSuite instance.

"Show me invoices for ACME"
"What's the status of invoice INV-8097U2?"
"List my customers"
"Do we have stock on SKU-XYZ?"

Monday.com

Browse boards, items, and pulses in your Monday.com workspace.

"Show me all my boards"
"What tasks do we have in the Project board?"
"Find me items about Q2 planning"

Dynamics 365 (AG365)

Look up accounts, orders, and customer data in Dynamics 365.

"Find the account for Dealer XYZ"
"Show me AG365 accounts with good credit limits"
"What sales orders do we have?"
How It Works

Ask about records by name or number. The assistant fuzzy-matches first, then fetches full details from your connected system.

Getting Started

Drag the round Wells AG button to move it. Click to open the panel. API is proxied at

→ Admin Panel — Configure LLM keys & models