Documentation
Noviz AI Cloud Installation & Usage Guide
Install Noviz AI Cloud on your Frappe/ERPNext site and start using the AI agent with your existing ERPNext permissions.
How It Works
Noviz AI Cloud consists of:
- Noviz AI ERPNext App — a lightweight app installed on your ERPNext site.
- Noviz AI Relay — a secure hosted service that provides AI-agent processing.
The app communicates with the relay without exposing your ERPNext database directly.
1. Installation
Install Noviz AI directly from the Frappe Cloud Marketplace on your ERPNext site. For self-hosted installations, use the standard Frappe app installation process.
2. Configure Noviz AI
Open Noviz AI Settings and enter your AI Relay Token.
The Relay Base URL is configured automatically.
3. Permissions
Assign the Noviz AI Agent role to users who need access to the AI chat.
ERPNext's existing roles and permissions continue to control access to business data. The Noviz AI Agent role does not grant additional document permissions.
4. Read & Write Access
Noviz AI operates in read-only mode by default. Write capabilities can be enabled separately and remain subject to the user's existing ERPNext permissions.
5. Using Noviz AI
Open Noviz AI Chat and ask questions in natural language.
Examples:
- "Show this month's quotations."
- "How many open sales orders do we have?"
- "Generate a PDF report."
- "Show my recent emails."
6. Company Policies
Administrators can define organization-specific rules under:
Noviz AI Settings → Module Policies
7. Troubleshooting
- Chat not visible: Assign the Noviz AI Agent role.
- Token error: Check the AI Relay Token and subscription status.
- Permission denied: Check the user's existing ERPNext permissions.
- Installation error: Contact Noviz Support with the exact error.
8. AI Limitations
AI-generated responses may occasionally be inaccurate or misinterpret requests. Review results before relying on them for consequential business operations, especially when write access is enabled.
See the Terms and Conditions and Responsible AI.