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Company & terms

An assistant works better when it knows the company: what it does, what Pantarey is used for, which terms are specific to it. The administrator enters this once under Administration → AI assistants → Company & terms. Every connected assistant receives it when connecting and can look it up at any time.

The five questions

  • What does your company do? Industry, size, customers, products. One paragraph is enough.
  • What do you use Pantarey for? What is modelled here – invoices, leave requests, campaigns.
  • Terms: Company-specific terms and their meaning, for example "Account = a customer under contract with us". The assistant uses them to map what users say to data schemas and processes. Up to 50 entries.
  • Rules for the assistant: Language, units, tone, what it must never do. For example "Answer in German. Amounts in euros. Summarize the input before starting a process."
  • Contact for Pantarey questions: Name and e-mail, optional. The assistant names this person when it cannot help.

Each text field holds up to 1,500 characters.

How the assistant uses it

  • It receives description and rules when connecting. Terms and details are fetched on demand via the tool get_company_info.
  • It knows that the information is maintained by hand and may be outdated or incomplete. If it contradicts the actual data, the data wins and the assistant points that out.
  • Changes take effect on the next connection, after five minutes at the latest.

Example

The terms field says "Campaign = an order in the Orders data schema". Asked "Which campaigns are running for Meyer?", the assistant searches the Orders schema for Meyer – without asking what a campaign is.

Tips

  • Start with terms: They help most, because they avoid misunderstandings between everyday language and schema names.
  • Clarify duplicate schemas: If two similar data schemas exist (an old and a new contact management, say), a term like "Contacts = schema Contact management (new); do not use the tpl_ template" helps.
  • Keep rules short: A few clear sentences work better than long lists.