AI Studio
AI Studio is where you build your own AI helpers for your business's particular questions and tasks.
Why and when you use it
Every business has a few questions that the standard tools do not quite cover, such as a route-wise daily brief or a supplier comparison. AI Studio lets an owner or admin build a helper for that one need. Because you design it, test it well before your team relies on it.
Before you start
- AI set up for your business (see AI Workspace)
- Familiarity with the AI Assistant and the Prompt Library
- One specific need written down in a sentence
Step by step
- Open AI StudioIn the left sidebar, find AI Studio with the other AI Workspace tools and open it. If the screen is locked or empty, check AI Workspace to see whether an AI provider is configured.
- Write down the helper's single jobOne sentence: who uses it, what it answers, what it must not do. Example: "For salesmen: list today's route customers with overdue bills. Read-only."
- Build the helperCreate the helper on this screen, give it a clear name and the instructions you wrote, then save it.
- Feed it the right contextPut house rules it needs in the AI Knowledge Base, not in a hidden note, so everyone can see and update them.
- Test with real questionsAsk five or six realistic questions and compare the answers with the real screens.
- Share only when it is rightLet the team use it after testing. Revisit it whenever your process changes.
Worked example
Sharma Traders wants a helper called "Route brief" that tells Ravi and Imran each morning which customers on their route have overdue bills and which products are short.
- Open AI Studio and create a helper named Route brief.
- Instructions: "For the given route (Malviya Nagar or Sanganer), list customers with bills overdue over 15 days and products below their low stock alert. Do not change any record."
- Save the helper.
- Test: "Route brief for Sanganer, 12 Nov 2026." It lists Gupta Kirana Store and two low items.
- Check the overdue figures in Receivables and the stock in Inventory; they match.
- Tell Ravi and Imran to use it each morning.
Result: Salesmen get a consistent morning brief. No stock, money or GST data changes; the helper only reads.
💡 Tips
- Make helpers read-only unless you have a strong reason.
- Name helpers by the job they do, not by a person.
- Never type passwords, OTPs, bank PINs or full card numbers into any AI box. The AI does not need them to answer.
⚠️ Common mistakes
- Building one helper that tries to do everything. Fix: one job per helper.
- Skipping testing. Fix: compare at least five answers with the real screens before sharing.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open AI Studio.
- Scene 2: Create the Route brief helper and write its instructions.
- Scene 3: Save and test with Sanganer.
- Scene 4: Compare with Receivables and Inventory.
- Scene 5: Reminder: read-only, no secrets in instructions.