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- ERPNext AI Knowledge Assistant (RAG Chatbot)
Illustrative previewA permission-aware RAG chatbot that answers natural-language questions grounded in your ERPNext data and knowledge base.
ECOSIRE builds, installs, and supports it for your specific ERPNext instance.
What is ERPNext AI Knowledge Assistant (RAG Chatbot)?
A permission-aware RAG chatbot that answers natural-language questions grounded in your ERPNext data and knowledge base. ECOSIRE builds, installs, and supports it for your specific ERPNext instance. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Your team already lives in ERPNext, but the answers they need are scattered across thousands of Sales Orders, Items, Stock Ledger Entries, HR policies, and internal SOPs. ERPNext ships excellent list views, report builders, and the Frappe global search, but none of them answer a plain-English question like "which customers in the GCC bought Item X last quarter and still have an open balance?" or "what's our return policy for perishable goods?" Staff end up pinging colleagues, exporting to spreadsheets, or clicking through five reports. Native full-text search matches keywords, not meaning, and it has no idea how to combine structured DocType data with the prose sitting in your knowledge base.
The ERPNext AI Knowledge Assistant is a proper Frappe app (its own module, hooks.py, and DocTypes) that we build and install directly on your bench. It adds a retrieval-augmented-generation layer over your instance: a background pipeline embeds the DocTypes you choose (Customer, Item, Sales Order, HR policy documents, uploaded PDFs, and your own custom doctypes) into a vector index, and a chat interface lets users ask questions in natural language. When a question comes in, the app runs vector search to retrieve the most relevant records and document chunks, grounds the LLM strictly on that retrieved context so answers are traceable to real ERPNext data, and returns a cited response with links back to the source documents. Because it is grounded, it does not "hallucinate" figures — if the data is not in your instance, it says so.
Technically, the app is built the Frappe-native way. Ingestion runs on hooks.py doc events (on_update, after_insert, on_trash) plus scheduler_events for periodic re-indexing, so the vector store stays in sync as records change — no manual re-import. Every query is executed under the calling user's session, and retrieval respects Frappe permissions, role profiles, and User Permissions: a user only ever gets answers grounded in documents they are allowed to read, so a Sales user can't surface HR salary data through the chatbot. The chat UI is delivered as a client script / Frappe page, and all server logic is exposed through whitelisted methods and the standard Frappe REST API, so you can also call the assistant from a portal, a custom app, or an external tool. Configuration (which doctypes to index, chunk sizes, the embedding/LLM provider and endpoint) lives in a Settings DocType, editable by administrators without code changes.
This is build-to-order, not an off-the-shelf download. We start with a short scoping call to map the doctypes, documents, and questions that matter to you, plus your preferred LLM provider (self-hosted or API) and data-residency requirements. We then build your version of the app against Frappe/ERPNext v15 or v16, validate it on a staging copy of your data, run UAT with your team, and deploy to production with a rollback plan. Typical delivery is one working week from confirmed scope. You receive the full source code and git repository so nothing is locked behind a black box, followed by a post-go-live support window.
What you get
- Installable source code for your version of the ERPNext AI Knowledge Assistant app
- Installation and configuration on your bench (staging then production), including provider and index setup
- Technical documentation: architecture, DocTypes, hooks, whitelisted methods, and Settings reference
- User guide plus a live training session for your team
- UAT on a staging copy of your data with a documented rollback plan
- Post-go-live support window for defect fixes and tuning
- Full git repository handover with commit history and README
- Configuration handbook for adding new doctypes/documents to the index later
Who this is for
ERPNext Operations Lead
Runs day-to-day ERPNext for a growing company and is tired of staff re-asking the same questions or exporting reports. Wants a single natural-language front door to sales, inventory, and policy data without training everyone on the report builder.
IT / ERP System Owner
Owns the ERPNext instance and its integrations. Needs an AI layer that respects Frappe permissions, keeps data on their chosen LLM provider, and ships as auditable source code and a git repo rather than an opaque SaaS black box.
Customer Support & Knowledge Manager
Manages SOPs, policies, and product docs. Wants agents to get grounded, cited answers pulled from both ERPNext records and the knowledge base, so responses are accurate and traceable rather than invented.
Finance / Operations Analyst
Frequently answers ad-hoc cross-doctype questions (open balances, orders by region, item movement). Wants to ask in plain English and get answers grounded in live ERPNext data with links back to the source records.
How ERPNext AI Knowledge Assistant (RAG Chatbot) Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Answers plain-English questions over ERPNext data | Yes — RAG grounded on your DocTypes and docs | Possible if you build the retrieval layer yourself | Usually keyword search or canned reports only | No — list views, reports, and keyword global search only |
| Permission-aware answers | Enforces Frappe permissions, role profiles, User Permissions per query | Depends entirely on your implementation discipline | Often bolted on and inconsistent | Permissions apply to Desk, but no AI query layer exists |
| Grounding / hallucination control | Strictly grounded on retrieved records, cites sources, refuses when absent | Only if you engineer grounding correctly | Frequently ungrounded generic LLM wrapper | Not applicable — no LLM layer |
| Index stays in sync with data | Auto via `hooks.py` doc events + `scheduler_events` | You must build and maintain the sync jobs | Often manual or batch re-import | Global search reindex only, no vector store |
| LLM provider & data residency | Configurable — self-hosted or API, chosen with you | Whatever you wire up and maintain | Usually locked to the vendor's cloud | None |
| Fit to your doctypes and questions | Scoped to your data, custom doctypes, and workflows | Fully bespoke but you own all the effort | Generic, limited configuration | Generic ERPNext only |
| Source code & ownership | Full source + git repo handover | You own it — and its full build cost | Closed-source, subscription lock-in | Open source core, but no such feature |
| Delivery & support | one working week build-to-order, UAT, rollback, post-go-live support | Depends on your team's bandwidth and skills | Install fast, but limited ERPNext-specific support | Immediate, but nothing to deliver |
Frequently Asked Questions about ERPNext AI Knowledge Assistant
Is this an existing app I can download and install today?
No. It is build-to-order. ECOSIRE builds your version of the app against your ERPNext instance, DocTypes, and chosen LLM provider, then installs and supports it. There is no instant download or off-the-shelf marketplace listing.
How long does delivery take?
Typically one working week from confirmed scope. After a short scoping call we agree the doctypes, documents, and provider, then build, validate on staging, run UAT with your team, and deploy to production. Larger or highly custom scopes can run longer and we will tell you upfront.
Will the chatbot expose data users aren't allowed to see?
No. Retrieval runs under the calling user's session and honors Frappe permissions, role profiles, and User Permissions. A user only gets answers grounded in documents they are already permitted to read, so a Sales user cannot surface HR or salary data through the assistant.
How does it stay accurate and avoid making up numbers?
It uses retrieval-augmented generation: the LLM is grounded strictly on records and document chunks retrieved from your ERPNext instance, and every answer cites its source documents. If the relevant data isn't in your instance, the assistant says so instead of guessing.
Which LLM do we have to use, and where does our data go?
The provider is configurable per instance. You can point it at a self-hosted model for full data residency or at an external API. We set this in a Settings DocType during the build to match your privacy and compliance requirements.
Which ERPNext versions are supported, and how are updates handled?
We build and test against Frappe/ERPNext v15 and v16. You receive the full source and git repo, plus a post-go-live support window for defect fixes and tuning. Ongoing enhancements, new-doctype indexing, or version upgrades can be handled under a support arrangement.
Does the index stay current as our data changes?
Yes. Ingestion is wired to `hooks.py` doc events so new and updated records are re-embedded automatically, and `scheduler_events` run periodic delta or full re-indexing. You don't re-import anything manually.
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ERPNext AI Knowledge Assistant
A permission-aware RAG chatbot that answers natural-language questions grounded in your ERPNext data and knowledge base. ECOSIRE builds, installs, and supports it for your specific ERPNext instance.
- Retrieval-augmented generation grounded strictly on retrieved ERPNext records and document chunks — answers cite their source documents
- Vector search index over admin-selected DocTypes (Customer, Item, Sales Order, plus your custom doctypes)
- Permission-aware retrieval — queries run under the user's session and honor Frappe permissions, role profiles, and User Permissions
- Incremental sync via `hooks.py` doc events (`after_insert`, `on_update`, `on_trash`) so the index tracks record changes automatically