Coravo includes an AI layer that works with a fake driver (deterministic demos, no API key), or OpenAI/Anthropic when configured under Settings → AI. Each tenant picks its own provider; Coravo Assistant and copilots call whichever one is selected.
Principles
- Confirm before write — mutations (create activity, post journal) go through pending proposals you confirm or reject in Coravo Assistant.
- Permission-aware — Assistant and copilots respect the same role permissions as the rest of the app (
ai.assistant.use,ai.settings.manage). - Shared-hosting friendly — no mandatory vector database or local LLM; embeddings can run locally in fake mode.
Where to find AI
| Feature | Entry point |
|---|---|
| Coravo Assistant | App sidebar layout drawer (sparkles / assistant control) |
| Daily brief, cash-flow, anomalies, agent scan | Dashboard |
| Lead / deal score & activity summary | Lead and deal edit pages |
| Quote / email draft | Quote create, CRM send-email form |
| Collections coach | AR aging report |
| Reorder suggestions | Inventory items index |
| Smart CSV mapping | Lead and item import wizards |
| Journal draft | New journal entry |
| HR insights | Payroll runs index |
| Parse bill text → PO lines | New purchase order |
| Translated PDF (ES / FR) | Quote and invoice edit |
| Voice → activity proposal | Lead / deal activity timeline |
| Landlord health insights | Landlord → Tenants (SaaS mode) |
| Workflow agents | Daily ai:run-agents schedule; results on Dashboard |
Configuration
- Open Settings → AI.
- Enable AI for the workspace.
- Choose provider (
fake,openai, oranthropic) and optional API key / monthly token limit. - Features such as Assistant and Daily Brief can be toggled in settings.
Environment defaults (see .env.example):
AI_ENABLED=trueAI_DRIVER=openai— the shipped default, withOPENAI_API_KEYleft empty until you set one; this is the platform-level fallback used when a tenant hasn't set its own provider. Switch it toAI_DRIVER=fakeif you want AI features to work out of the box for a demo or trial, with no key at all.OPENAI_API_KEY=when using OpenAIANTHROPIC_API_KEY=when using Anthropic
Embeddings (semantic search, smart CSV mapping) remain OpenAI-only today; Anthropic covers chat/tool-calling (Assistant, copilots, workflow agents).
Scheduled agents
php artisan ai:run-agents runs once per day via the Laravel scheduler. It stores an agent_run insight and may create pending activity proposals for stale deals — nothing is written until a user confirms.
Ensure the scheduler crontab is configured on the server.
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