ChangAI is an open-source assistant built for the Frappe/ERPNext ecosystem. It empowers you to query your business data using plain, natural language. No complex report builders or SQL knowledge required.
Configuration :
After installation navigate to ChangAI Settings in your Desk to configure your engines:
1. Google Gemini (Core Query Engine)
Free Tier: Best for testing. Get your API Key at: https://aistudio.google.com/app/apikey
Enterprise (Vertex AI): For high-volume production. Follow the environment setup here: https://cloud.google.com/vertex-ai/docs/start/cloud-environment
2. Amazon Polly (Optional Voice Assistant)
If you want to "hear" your insights, go to the Details tab:
Check "Enable Voice Chat".
Enter your AWS credentials (AWS Access Key ID and AWS Secret Access Key). If you haven't set them up, follow the guide here: https://docs.aws.amazon.com/polly/latest/dg/getting-started.html
3. Schema Update (Not Required for Test)
ChangAI comes pre-configured with the Standard ERPNext Schema, meaning you can start querying core modules immediately after installation without any additional mapping.
While the core model is trained on ERPNext, you can easily sync your specific ERPNext customizations . Simply provide an Anthropic Claude API Key (https://console.anthropic.com/) in the Remote tab, then click "Update Schema" in the Training tab to enrich the AI's understanding of your specific environment.
Critical First Steps
To ensure the AI understands your specific data, perform these two actions immediately after installation:
Download Embedding Model (Local AI): Click this button in Settings. This downloads our latest model to your local server, ensuring data privacy.
Update Master Data (Mandatory): This syncs your Master Tables. Without this sync, the AI won't recognize specific names or records in your queries.
Resources
Watch Setup Video: https://youtu.be/fFxyAY_sVNs
Read Full Documentation: https://docs.claudion.com/Claudion-Docs/changaisetup
ChangAI: Ask, don’t search.
#Built by the ERPGulf team.
#ERPGulf #Frappe #ERPNext #OpenSource #AI #ChangAI #BusinessIntelligence #
