Working with the assistant

A connected assistant is the shortest way into Pantarey: the question is asked in one's own words, the assistant finds the matching data, starts the process or completes the task and answers with the result and a link into the app. This page uses examples from the documentation tenant (Musterfirma GmbH, a sample company) to show what works day to day, what the assistant asks about and where it refers to the app.

All examples require a connection that has been set up. What exactly is possible depends on the roles of the own account; the assistant only sees the tools that are enabled for them.

Completing tasks

"Which tasks are waiting for me?"

The assistant lists the open tasks with process, business label and age, for example "Approve leave request, Urlaub 2026-12-21, since 2 days". For a task it shows the details of the case and the buttons the process defines.

"Approve the leave request of Anna Funk with the reason: cover is arranged."

The assistant summarizes what it is going to do and completes the task only after a confirmation in the chat. Required fields of the form are asked for beforehand. The process then continues as after a click in the app. This requires the role "start processes and complete tasks"; without it, the assistant only shows the tasks and provides the link for completing them in Pantarey.

Starting processes

"Request leave for me from 21 to 23 December, recreational leave, cover Anna Funk."

The assistant fetches the start form of the process, fills it in from the details given, asks for what is missing and shows the summary. After "Yes" it starts the process and names the business label. Computed fields such as the working days are determined with the account's work calendar.

"Order 10 ballpoint pens for the reception."

The same with the process "Büromaterial nachbestellen" (reorder office supplies) from the example. The processes the assistant can start correspond to the cards under What would you like to do? in the Overview. Processes that begin with a file upload are not started by the assistant; it refers to the app.

Looking up data

"Which invoices of Praxis Dr. Schneider are still open?"

The assistant searches the matching data schema, shows the hits with their preview fields and offers the link to the record in the Database. It only sees records the own account also sees in the app. If an account may only see certain records of a schema, the assistant adds that lists and counts cover only those.

"Show me delivery note 2026-0815 with all line items."

Single records are read in full, with references to other records and files. For a file it provides a download link that is valid for 15 minutes.

Creating and changing data

"Create a contact: company Huber Elektrotechnik, Augsburg, contact person Max Huber, max.huber@beispiel.de."

With the role "write records directly", the assistant creates and changes records. Before saving, it checks the input in a dry run against the data schema: required fields, allowed values, rules. If something is missing, it asks. Several records are created in batches of up to 100, all or none; one invalid record holds up the whole batch, and the dry run names it beforehand with its number.

Changes always affect one record per call. The assistant cannot delete; for that it provides the link into the Database.

Through processes only

If an account only has the role "start processes and complete tasks", the assistant changes data exclusively through the company's processes, for example "Create contact" with the checks built into it. Editing records directly is not possible then.

Analyzing

"How many days of leave were approved this year, per employee?"

The assistant writes an SQL query over the tables of Data analytics, runs it and shows the result as a table. It uses only tables the account is allowed to access and, here too, sees only the permitted records. On request it shows the query itself; it can be reused in Data analytics or in a dashboard.

How the assistant answers

• Summarize before acting: Before anything is saved, started or completed, the assistant shows what it is going to do and waits for a confirmation. The rules Pantarey gives it require this.
• Ask instead of guess: Missing required details, ambiguous names ("There are two contacts named Huber") or several matching processes are asked about.
• Links into the app: Every answer can contain a link to the record, the case or the task. Where the chat cannot continue, for example when deleting or uploading, the link leads straight to the right place.
• The company's terms: If the administrator has entered under Company & terms that "customer" means an organization in contact management, the assistant searches there for "customer Huber" without asking.
• Honest about limits: If an hourly limit is reached or an area is switched off, the assistant says so and names the reason.

What the assistant does not do

• Delete records, processes or cases.
• Upload files or start processes with a file upload.
• Change settings, users or roles.
• See or do more than the account that connected it.

Frequently asked questions

The assistant cannot find a record that is visible in the app.

Usually the assistant lacks the term: in the app the schema is called "Organization", in the chat "customer" was asked for. An entry under Company & terms solves this permanently. If the administrator has given the assistant separate, narrower rights for this schema, it does not see it in the chat even though it is visible in the app.

Can the assistant complete a task for someone else?

No. It sees and completes only tasks assigned to the own account or one of its groups, exactly as in the app.

What happens if the assistant makes a mistake?

Before every change it shows the summary; a "No" is enough. If something has been saved, the record is in the Database and can be corrected there; every call is in the log, see Roles, limits and security.

Do dry runs count against the limits?

No. Only saved records, started processes and completed tasks count. The assistant can check with get_usage how much is still free in the current hour.

Next step

Building with the assistant: data schemas, processes and dashboards from a description in the chat.