Jupiter ERP

AI assistant

Jupiter AI assistant: help on every page

The assistant at your side: on every page in the panel, aware of what you're doing right now.

The Jupiter AI assistant is part of the AI module: a narrow sidebar you open from the sparkle icon on practically every page in the panel. Unlike a generic chat, it knows the current page, the open form, or the open document, and answers questions about it directly, without you explaining the context or switching tabs.

Jupiter KI-Assistent — Sidebar neben einer geöffneten Rechnung im Jupiter ERP Panel

At a glance

These are the points this feature covers day to day.

  • Opens on every page with one click. No tab switching
  • Knows the page, form, and document you're working on
  • Part of the AI module: included from Basic

In the product

The workflow in Jupiter ERP, on this page.

In depth

Background, typical workflows, and concrete panel capabilities, more detail than the summary above.

One capability, not a separate app

The Jupiter AI assistant is deliberately not a standalone product with its own login or price list. It is part of the AI module, just like AI chat and receipt recognition. The sparkle icon in the header is available on practically every page in the panel, as long as your plan includes the AI module.

Unlike full AI chat with advisor roles (tax, legal, business advisory), the Jupiter AI assistant is intentionally narrow: short, concrete answers about exactly the page that's currently open. Ideal for a quick question while you keep working.

Jupiter KI-Assistent — Sidebar neben einer geöffneten Rechnung im Jupiter ERP Panel

What the assistant knows about your page

The Jupiter AI assistant automatically recognizes whether you're editing an invoice, an expense receipt, a contact, or a service report, and factors that context into its answers, without you having to describe it first.

When you switch to a new page, the assistant asks whether you want to continue the existing conversation or start fresh with the new context. You stay in control of the conversation history.

What the assistant helps with on the page

The sidebar knows the open page. You do not have to describe the document before you can ask.

  • Sparkle icon in the header, sidebar at the edge, the page stays open
  • Questions about the open form, such as what is still missing before save
  • Look up a posting account for an expense in the context of the cost document
  • Answer how-to questions via help, without opening the handbook in a new tab
  • On a page change, decide whether the conversation continues or starts fresh
  • Put longer reporting questions into AI chat with adviser roles

Part of the AI module

The Jupiter AI assistant has no separate login and no separate price list. It is included from Basic, together with chat and document recognition.

It only reads your tenant. It does not see other accounts' data.

How it works in the panel

The main building blocks at a glance, complemented by the longer description above.

Real-time page context

The assistant sees which page, document, and form fields are currently open and factors that into its answers automatically. No manual description needed.

Concrete next steps

Questions like "What's missing before I can save?" or "Which booking account fits this expense?" are answered with direct reference to the current page.

Look things up without switching tabs

For usage questions, the assistant draws on the Jupiter ERP help center in the background when needed. You stay on your page instead of searching the manual.

Part of the AI module

The Jupiter AI assistant shares the AI module with AI chat and receipt recognition. No separate licence and no standalone product.

Common questions

Jupiter ERP

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Jupiter AI assistant: help on every page · Jupiter ERP