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The LLM section of the settings allows you to register the Large Language Models (LLMs) that vtenext can use for AI agents and other AI-powered features. Here, you can define the model's connection details, assign it a name for identification, and configure pa...

The MCP Servers section allows you to publish, through vtenext, an MCP endpoint that makes CRM tools and operations available to compatible external clients. In practice, this section is used to define which MCP server to expose and which tools to publish thro...

The MCP Clients section is used to connect vtenext to an external or internal MCP server, allowing it to retrieve and use the available tools within processes and agents. In practice, this section is where you configure how to reach the MCP server, how to auth...

Prerequisiti Prima di avviare la procedura di aggiornamento, verificare che siano soddisfatti i seguenti requisiti: vtenext deve essere aggiornato almeno alla versione 25.02.2. Solo a partire da questa versione è possibile procedere con l'aggiornamento alla re...

Azione cicla record Nuova funzione "Cicla record" consente di ciclare su tutti i record di un determinato modulo. E' possibile definire criteri di filtro e di ordinamento, così da limitare l'operazione ai soli record di interesse ed elaborarli nell'ordine desi...

The Agents section allows you to configure AI agents that combine an LLM model, one or more MCP tools, and, if required, CRM documents to use as a knowledge base. In practice, this is where you define how the agent reasons, which tools it can use, and which co...

Prerequisiti Prima di procedere con l'aggiornamento, assicurarsi che siano soddisfatte le seguenti condizioni: vtenext deve essere aggiornato alla versione 25.02.2. Solo a partire da questa versione è possibile procedere con il passaggio successivo dell'aggior...

The Assistant section allows you to define how the vtenext Kitt Assistant should generate its responses. In practice, this is where you choose which response engine to use: a direct LLM, a preconfigured agent, or a custom REST Web Service. In summary: the assi...

Below are some example requests to demonstrate the assistant’s capabilities. Creating an Account I can create any record managed by the CRM, such as an account in this case. Any tools used by the assistant are displayed, and for write operations, approval is r...

This action allows you to send a request to an LLM that has been previously configured in Settings > AI Tools > LLM. Once you select one of the available LLMs, all the settings configured in Settings > AI Tools > LLM are automatically loaded and can be customi...

This action allows you to send a request to an MCP server tool that has been previously configured in Settings > AI Tools > MCP Client.  This action provides a deterministic response from an MCP tool, unlike what could be achieved through an AI agent. Users ca...

This action allows you to send a request to an agent that has been previously configured in Settings > AI Tools > Agents. Once one of the available agents has been selected, all the elements configured in Settings > AI Tools > Agents are loaded automatically a...

This action allows you to execute a process tool. Once the desired tool has been selected, the expected Input Parameters are loaded and can be configured using process variables, as usual. Unlike sub-processes, this action does not have the same limitations an...

Below are some example applications showing how these new tools can be integrated into processes. Web scraping This process, triggered when a new company is created, calls an agent that is requested to search online for information about the company and popula...

This feature allows for the creation of custom buttons that differ from the standard "Fill Out" button; they are designed to simplify and accelerate the handling of procedures requiring simple, direct user input—such as when confirmation is needed to proceed w...