Ever AI: sources, permission and review
Use Ever AI to read supported business context, prepare a proposal and confirm an allowed action. Your active products, role, AI access and supported record/branch rules still apply.
Follow the workflow
- Choose the relevant AI tool and ask a specific question.
- Read the cited source records before relying on an answer.
- Review proposed fields and exact amounts in the separate preparation step.
- Confirm only when the proposed effect is correct and your role permits it.
- If the source, branch or permission changes, refresh and prepare a new review when required.

Before you continue
A saved answer or proposal can disappear when its source is no longer accessible. AI never grants broader access just because a prompt asks for it.
Your questions, answered
Does an AI answer change my records?
Reading an answer does not confirm a prepared business action. Review and confirmation remain separate steps.