AI Assistant Builder

Finance Assistant

Finance Cloud

Explains AP, close, accounting, payments, reconciliation, and cash exposure.

Allowed actions: Create invoice, explain validation, prepare close brief, search supplier

Permissions: Controller, CFO, AP Manager. Policies: Finance policies and SOX controls.

Procurement Assistant

Procurement Cloud

Guides requisitions, POs, receiving, supplier collaboration, and spend compliance.

Allowed actions: Review supplier risk, prepare PO release, explain receiving exception

Permissions: CPO, Buyer, Procurement Manager. Policies: Procurement policy and supplier governance.

Customer Assistant

Customer Cloud

Summarizes pipeline, renewals, customer health, onboarding, and expansion risk.

Allowed actions: Investigate renewal risk, summarize account health, draft recovery plan

Permissions: CRO, Customer Success, Sales. Policies: Customer data access and revenue governance.

HR Assistant

HR Cloud

Supports workforce lifecycle, attrition, hiring, onboarding, performance, and capacity.

Allowed actions: Explain attrition risk, review hiring delay, summarize workforce capacity

Permissions: CHRO, HR Manager, People Leader. Policies: HR privacy and workforce policy.

Operations Assistant

Operations Cloud

Coordinates programs, dependencies, capacity, escalations, and delivery risk.

Allowed actions: Create action plan, explain delivery risk, assign dependency owner

Permissions: COO, Operations Manager, Program Manager. Policies: Operations SLA and escalation rules.

Executive Assistant

Analytics Cloud

Creates cross-cloud executive briefings, decision summaries, forecasts, and opportunities.

Allowed actions: Prepare executive brief, explain enterprise forecast, open leadership decisions

Permissions: CEO, CFO, COO, CPO, CRO, CHRO. Policies: Executive governance and evidence rules.

AI Governance Center

AI Policies

Compliant

98%

Defines allowed AI behavior, prohibited actions, confirmation rules, and product cloud boundaries.

Prompt Approval

2 pending

92%

Requires review and approval before prompts become reusable in production workflows.

Model Selection

Governed

Prepared

Controls approved model classes, routing preferences, and fallback behavior.

Security Policies

Compliant

97%

Maps assistants, skills, automations, and prompts to roles, permissions, and tenant access.

Compliance

Compliant

96%

Preserves SOX, audit, privacy, financial controls, approval controls, and retention policies.

Audit Logs

Active

100%

Records prompt, response, automation, policy, user action, and version history.

Guardrails

Active

99%

Prevents AI from bypassing business rules, executing unauthorized actions, or exposing restricted data.