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AI assistants in Pantarey

AI appears in two places in Pantarey. Connected AI assistants such as Claude, ChatGPT or Claude Code work in the chat with a user's data, processes and tasks and, on request, build data schemas, processes and dashboards. The built-in AI is part of Pantarey itself: in process steps that read documents or generate text, and in helpers of the designers that turn a description into a process, a data schema or an SQL query. This chapter covers both, with the focus on connected assistants.

The chat assistant formerly built into the header is being replaced by the connected assistants and will be removed in an upcoming version, see Deprecations.

How a connected assistant works

An assistant such as Claude cannot do anything in Pantarey on its own. Pantarey establishes the connection via MCP, the Model Context Protocol, an open standard supported by all the assistants mentioned. Pantarey provides the assistant with tools: search records, start a process, complete a task, run a query. The assistant understands the question in the chat, picks a tool and calls it; Pantarey runs it and returns the result. The assistant turns that into its answer.

Diagram: the user talks to the AI assistant, the assistant calls tools in Pantarey via MCP, Pantarey checks sign-in, rights and limits and logs every call
The assistant asks, Pantarey checks and answers. Every call runs under the user who connected the assistant.

What matters is who does the checking: not the assistant, but Pantarey, on every single call.

  • Own identity: The assistant signs in as the user who connected it. It can never do more than that user can in the app.
  • Same rights as in the app: Permissions on data schemas and the assignment of tasks and start events apply unchanged. An administrator can even allow the assistant less than the user in the app, per permission.
  • Writing only with an add-on role: Without it, the assistant only reads. Whether it may change records, start processes or build is decided by the administrator per person.
  • Limits and kill switch: Hourly limits apply per account, and one switch blocks all assistants immediately.
  • Everything is logged: Every call is recorded with user, tool and decision in a table of Data analytics.

More under Roles, limits and security.

What the assistant can do

  • Find and read data: view data schemas, search, filter, browse and read records one by one, download files attached to records.
  • Analyze: run SQL queries over the tables of Data analytics, for example "Which invoices from Müller GmbH are still open?".
  • Processes: see available actions, fill in a start form and start a process, follow running cases.
  • Tasks: view and complete open tasks.
  • Write data: create and change records, also many at once, with a dry run before saving.
  • Build (developer mode): create data schemas and change their fields, rules and permissions, create and build processes, change dashboards. Pantarey checks what is built beforehand; changes to data schemas need an AI approval, processes and dashboards are built in a copy that is taken over in the designer.
  • Know the company: description, terms and rules the administrator has entered.

What the assistant cannot do: delete records, processes or cases, upload files, change settings, deploy processes and dashboards. For everything the chat cannot do, it provides a link to the right place in the Pantarey app.

Who benefits

  • Users complete tasks, submit requests and look up data without opening Pantarey: "Which tasks are waiting for me?", "Request leave for me from 3 to 7 November." Setup takes a few minutes, see Setup and Working with the assistant.
  • Process owners and administrators describe in the chat what is to be stored and how things should run, and receive the data schema and process ready in the designers, just as if they had been created by hand. See Building with the assistant and the Quick start.
  • Companies stay in control: roles per person, limits per account, approvals for sensitive actions, a complete log.

AI in Pantarey without an assistant

AI also works in Pantarey without a connected assistant: service tasks read documents, classify, translate and summarize; in the designers, Create with AI and similar buttons turn a description into a process, a data schema, an SQL query or a schedule; the AI query widget answers questions about the data on a dashboard. An overview is given under AI in Pantarey.

The pages of this chapter

Next step

Setup: the own assistant is connected in a few minutes.