AI & Automation Overview

FlexotiumPOS integrates AI at the operational layer — not as a bolt-on chatbot, but as a system that reads your live data, surfaces insights, and can take actions within approved boundaries.

AI providers

FlexotiumPOS supports two AI providers:

| Provider | Best for | |----------|---------| | Anthropic (Claude) | Nuanced reasoning, long-context analysis, copilot conversations | | Google Gemini | High-throughput classification, OCR post-processing, structured extraction |

You can configure the primary and fallback provider under AI Providers. Both providers operate under the same policy governance framework — the AI cannot take actions beyond what you explicitly permit.

Policy governance

All AI-initiated actions pass through a policy layer before execution. Policies define:

  • What actions the AI can take autonomously (e.g. can_suggest_reorder: true)
  • What actions require human approval (e.g. require_approval_for_adjustments_over: 10)
  • What actions are always blocked (e.g. can_delete_products: false)

Policies are configured in Settings → AI & Automation → Policies and require Owner-level access to change.

What's automated vs. what requires approval

| Feature | Mode | |---------|------| | Reorder suggestions | Suggestion only — human approves | | Low-stock WhatsApp alerts | Autonomous | | Forecast generation | Autonomous | | Playbook step recommendations | Suggestion only | | Invoice OCR extraction | Autonomous (human reviews output) | | Stock adjustments from AI | Always requires approval | | Sending WhatsApp messages | Autonomous (within templates) |

Key pages