ASSISTANT

Ask Anything.
Do Anything.

The Assistant is the one place to ask a question about your business and get the answer, take the action that follows from it, and leave with the document at the end. It reads your own operational data, it works from wherever you already are, and it does nothing you have not approved.

One Prompt
Every Application Reachable
You Approve
Before Anything Is Written
Your Graph
Not Generic AI Knowledge

What it takes off your desk.

The Vailent Assistant answering which grades are winning, with a written answer naming the top grades and the biggest account, a Pipeline at a Glance card showing total pipeline value, win rate, pending offers, deals won and deals lost, three suggested follow-up questions and a prompt to save the procedure as a skill

Asking01 / 05

Problem

The answer is in four systems and none of them talk

The Assistant solution

Ask it in a sentence, and get one answer assembled from everything underneath.

Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.

The Vailent Assistant staging a new order for Nordwind Kunststoffe GmbH from a one sentence request, with a warning that the grade is restricted for Germany, the customer, product, quantity, unit price, payment terms and ship date, and buttons to confirm and run the order or cancel it

Acting02 / 05

Problem

Knowing what to do still leaves somebody to go and do it

The Assistant solution

It stages the real order, names what is wrong with it, and waits for you to say yes.

Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.

The Vailent Assistant returning a written sales pipeline executive summary dated October 6, 2026, covering pipeline value and the two pending offers, win and loss performance, and a ninety day revenue forecast in three scenarios

Drafting03 / 05

Problem

You still have to write it up afterward

The Assistant solution

The deliverable, not just the answer. Written from the same data, ready to send.

Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.

The Vailent Assistant projecting revenue for the next ninety days, drawing base, optimistic and conservative scenarios on one set of axes, with pipeline value broken down by grade underneath

Projecting04 / 05

Problem

Somebody still has to turn the numbers into a view of the quarter

The Assistant solution

It projects the scenarios off your own pipeline and draws them, rather than describing them.

Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.

The Vailent Assistant agents list: Main, which answers from company data and routes work, then Ops, Product Expert, Compliance Officer, Safety and SDS, Substitution Finder and Sourcing, each with its job in one line and a button to start a chat, and three suggested questions for Main underneath

Specialists05 / 05

Problem

One assistant answering everything answers none of it well

The Assistant solution

A main assistant that routes the question to the specialist who knows the subject, or you pick one yourself.

Real screenshots of Assistant in the product, not mockups. The tenant data is a seeded demo.

How Assistant fits in our
AI-Native Infrastructure

Every answer has a foundation.See what Assistant shares with the applications around it.

Assistant in the platform

Explore a connection

Hover an app to see what connects it to Assistant. Click an app to explore its connections.

Focus to read the handoff. Press Enter to explore the app.
Assistant

Every answer has a foundation.

How Assistant fits in our AI-Native Infrastructure

AssistantWorkspace

Ask about the day

One box to ask about the day, on the screen the day is already on.

Tap an app name to explore its connections.

  • One box to ask about the day, on the screen the day is already on.

    Go to Workspace
  • When enabled, it stages the order from your records and waits for your yes.

    Go to Pipeline
  • Ask a product or compliance question and get the answer with its source sheet.

    Go to Catalog
  • Ask for lead time or stock by site and get it from the warehouse record.

    Go to Inventory
  • Ask about a counterparty's screening or credit from the page you are on.

    Go to TradePass
  • Ask about your organization from the Canopy page you are on.

    Go to Canopy

Elsewhere in the platform

StorefrontsNexus
BEYOND THE CONVERSATION

What the transcript does not show.

The screens above show the Assistant answering, acting, drafting and projecting. These are the parts of it that do not fit in a single exchange.

Grounded In Your Graph

Answers are drawn from your own catalog and the screen you are on rather than from generic AI knowledge, and every question and correction adds to what it draws on next time.

It Already Knows The Screen

Opened from a deal it knows the deal, from an onboarding it knows the applicant. You never re-explain where you are, and the answer arrives over the work rather than in a separate tab.

Approvals That Earn Their Way Up

Every action is proposed, shown in full and confirmed by you. Routine low-risk work can be granted standing approval once you trust it, so the Assistant does more as it earns more.

The Whole Platform, In A Thread

Approve an order from the warehouse floor, check stock from a customer's lobby, send a quote from the road. The field, the warehouse and the road stop being the places where work waits.

The Outcome

A new person is productive on their first day, because the interface is a question. And nobody has to learn where anything lives to get an answer out of it.

C:\> ยท 1992
C:\>PRICELIST.EXE ยท 1992
The way commercial teams ran before.

There's a new way to operate.

Then
a price list, printed monthly, and whoever remembered the exception.
Now
the same knowledge, in front of everyone who needs it, as it changes.