AI Copilot

AuraBot is AuraBoot's built-in AI assistant. It understands your application's metadata -- models, fields, records, and workflows -- and can answer natural language questions, generate reports, execute commands, and automate multi-step tasks.

Supported LLM Providers

AuraBot integrates with multiple LLM providers. Configure one or more in Settings > AI Configuration:

ProviderModelsBest For
OpenAIGPT-4o, GPT-4o-miniGeneral-purpose queries, code generation
AnthropicClaude 3.5 Sonnet, Claude 3 OpusComplex reasoning, long-context analysis
Azure OpenAIGPT-4, GPT-3.5Enterprise environments with Azure compliance
GoogleGemini Pro, Gemini FlashMulti-modal and fast inference
DeepSeekDeepSeek V3, DeepSeek CoderCost-effective coding and analysis
Zhipu AIGLM-4Chinese language optimization
OllamaLlama 3, Mistral, QwenSelf-hosted, privacy-first deployments
CustomAny OpenAI-compatible APISelf-hosted or specialized models

Natural Language Queries

Users can ask questions about their data in plain language:

"How many leads were created this month?"

AuraBot translates this into a database query using the metadata registry:

  1. Identifies the crm_lead model
  2. Generates a SQL query with the appropriate date filter
  3. Returns the result in a formatted response

More examples:

  • "Show me all overdue tasks assigned to John"
  • "What is the total contract value for Q1?"
  • "List the top 5 customers by revenue"

AuraBot automatically respects data permissions -- users only see results they are authorized to access.

Agent Control Plane

The Agent Control Plane (ACP) enables AuraBot to perform guarded multi-step operations:

How It Works

  1. User Request -- "Create a new project called Q2 Marketing with 3 tasks"
  2. Planning -- AuraBot decomposes the request into discrete steps
  3. Execution -- Each step calls the appropriate command through the standard pipeline
  4. Verification -- Results are validated before proceeding to the next step
  5. Summary -- AuraBot reports what was created with links to the records

Supported Agent Actions

ActionDescription
Query DataSearch and filter records across models
Execute CommandsCreate, update, delete records via DSL commands
Generate ReportsBuild ad-hoc reports with charts and tables
Analyze TrendsCompare metrics across time periods
Explain WorkflowsDescribe BPM process status and next steps
Suggest ActionsRecommend next steps based on record state

Agent Tool Contracts

AuraBot should call tools through explicit contracts, not by guessing internal APIs. A tool contract describes purpose, input schema, output shape, risk, confirmation policy, and side effects. This is what lets AuraBot choose between "query open tasks", "create draft task", and "transition task to approved" without treating all operations as generic updates.

Contract fieldWhy it matters
purposeHelps the model choose the right tool
whenToUseNarrows the valid business scenario
whenNotToUsePrevents common misuse
inputContractGives the model strict argument structure
confirmationPolicyControls whether the user must approve
sideEffectsMakes write operations explicit

Plugin authors should add clear hints to commands and named queries that are intended for agent use.

Safety Guardrails

Agent actions are subject to the same permission system as manual operations:

  • Commands execute through the full 20+ stage pipeline (auth, validation, audit)
  • Destructive operations (delete, state transitions) require explicit user confirmation
  • All agent actions are logged in the audit trail with source: "ai_agent"

Chat Interface

AuraBot is accessible from:

  • Global Chat -- Click the AI icon in the top navigation bar
  • Record Context -- Open AuraBot from any record detail page for context-aware assistance
  • Inline Assist -- In form fields, use the AI icon to auto-fill or suggest values

Conversation Memory

AuraBot maintains conversation context within a session. Follow-up questions work naturally:

User: "Show me leads from last week" AuraBot: [displays 12 leads] User: "Which of those are from the website channel?" AuraBot: [filters to 5 leads with source=website]

Configuration

Basic Setup

  1. Navigate to Settings > AI Configuration
  2. Select a provider and enter the API key
  3. Choose the default model
  4. Set token limits and rate limiting

Advanced Options

SettingDescriptionDefault
maxTokensPerRequestMaximum tokens per LLM call4096
temperatureCreativity vs. determinism (0-1)0.3
enableAgentModeAllow guarded multi-step actionstrue
confirmDestructiveRequire confirmation for delete/transitiontrue
auditAllQueriesLog all AI interactionstrue

Next Steps