Help Centre

AI

How AI works with your Toolbase data.

What AI can access

AI works with the data the signed-in user is permitted to see, inside your tenant only.

AI availability

AI features are being released progressively. Availability is shown in the product.

Approvals for AI actions

Actions that change or send data can require a person to approve them.

AI audit log

AI requests and actions are recorded.

Using your own AI provider

Assistants from providers such as OpenAI and Anthropic can connect through MCP.

Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.