KamoCRM

The SI Assistant is each member's personal assistant — confirmation cards, live steps, its own settings window and the org defaults

Featurekamo-internal
Shipped
October 26, 2026 at 10:20 PM UTC
Author
Kamo
Commit
adf4461

SITP TPASSIST (owner order 2026-10-26). - The assistant window tells AIService it shows confirmation cards, so the assistant works with every tool the member's own access allows. An outside send, money, a delete, a security change or a device command arrives as a card in the chat: one plain question (the Tool Plane's own words, no ids or JSON), the exact message, the records it touches, the risk; Confirm, Edit (the wording only) or Cancel, decided over the socket; it folds to one line once decided. - Each step shows as it starts (the tool's title, a spinner, then a tick); raw tool answers only under Technical details. A reopened conversation shows its waiting cards again. - The header wears the assistant's face and name and a gear that opens its own settings window (ai-assistant-settings): name and character (shared avatar), Personality Engine style and traits, answer length/form/language, voice switches, tool areas, confirmation level, private memory (view, add, forget), notifications (sound, notice when minimized) and model preference — every change saved at once, organization locks shown. - Settings › SI › SI Assistant: what every member's assistant starts with and what members may change, for the organization or a department, job title or team, with locks and limits (tab, menu entry, landing card).

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