Paxy AI Overview

Last reviewed: June 11, 2026

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Paxy is the AI assistant in PAX for workflow help and authorized read-only ERP and CRM data questions.

Paxy AI read-only reporting assistant example

What Paxy is for

Use Paxy when you need help using PAX or when an authorized user needs a quick read-only report or summary from PAX data.

Paxy workflow help is best for questions about screens, reports, buttons, settings, and documented workflows, such as how to receive a purchase order, record a vendor payment, email an invoice, configure FedEx, or understand a report.

Paxy data reporting is best for focused questions about customer sales, invoice totals, order history, inventory lots, purchase receipts, vendor activity, work orders, shipments, returns, GL-related summaries, and similar cross-functional reporting questions.

Paxy is not a replacement for formal review, accounting close, inventory correction, or source-record workflows. Use Paxy to inspect, summarize, and find documented guidance, then verify important results in the normal PAX screens and reports.

Screen path

Dashboard > Paxy launcher

The Paxy launcher appears as a floating button on the left side of the main dashboard for users with access.

Who can use Paxy

Paxy has two access levels.

Role Workflow help Data questions
admin Yes Yes
executive Yes Yes
csr Yes No
sales Yes No
manufacturing Yes No
floor No No

Users with csr, sales, or manufacturing access can ask Paxy how to use PAX workflows, but they cannot ask Paxy to look up or calculate tenant data. If they ask a data question, Paxy responds in the chat that data questions are currently limited to system admins and executives while role-based data question access is still under development.

What Paxy can do

Paxy can:

  • Answer workflow and product-help questions from the published PAX support documentation.
  • Provide source links to the support pages used for workflow-help answers.
  • Answer data-report questions for admin and executive users.
  • Use recent chat context to understand follow-up questions.
  • Return a formatted answer with paragraphs, steps, or bullets when helpful.
  • Show findings and notes when they add useful context.
  • Show how many rows are in a data-report preview.
  • Export supporting rows to CSV for data-report answers.
  • Export a concise PDF findings report for data-report answers.
  • Format timestamps using the user's browser timezone when possible.

Paxy can work across these data areas for authorized data questions:

Area Examples
Sales and CRM Customers, prospects, quotes, sales orders, shipments, invoices, payments, returns, campaigns, and activity.
Manufacturing and Inventory Parts, lots, inventory balances, adjustments, BOMs, routers, work orders, labor, completions, scrap, and cycle counts.
Purchasing Vendors, purchase orders, receipts, vendor invoices, vendor payments, check runs, and purchasing summaries.
Accounting Chart of accounts, journal entries, fiscal periods, payments, customer credits, AP/AR data, bank reconciliation, credit cards, depreciation, projects, and invoices.

What Paxy cannot do

Paxy cannot:

  • Create, edit, post, void, reverse, delete, receive, ship, invoice, pay, reconcile, or close records.
  • Bypass role permissions or tenant isolation.
  • Answer data questions for users who do not have admin or executive access.
  • Guarantee that a broad or vague question was interpreted exactly the way the user intended.
  • Replace formal accounting, tax, inventory, costing, or audit review.
  • Show generated SQL in the chat.
  • Use undocumented workflows as a source for workflow-help answers.
  • Save long-term chat history across page reloads.

Outputs

Paxy's output depends on the question type.

Question type What Paxy returns
Workflow help Title, formatted answer, optional collapsed Details and Notes, and Sources links to public support pages.
Data report Title, answer, findings, notes, row count, CSV, and PDF.
Casual message A brief Paxy response without report rows or documentation sources.

The chat does not display a large result table for data reports. Use CSV when you need to audit the supporting rows.

What happens behind the scenes

When a user asks Paxy a question, PAX:

  1. Checks that the user is logged in, belongs to the request tenant, and has a Paxy-enabled role.
  2. Classifies the question as workflow help, data reporting, or casual conversation.
  3. For workflow help, gives the AI the published documentation index so it can choose up to seven exact Markdown support pages.
  4. Validates that the selected documentation URLs are HTTPS, on www.paxerp.com, under /docs/, and point to .md pages.
  5. Fetches only the selected Markdown pages and asks the AI to answer from those docs.
  6. Returns source links to the normal public support pages by removing the .md suffix.
  7. For data reporting, verifies admin or executive access before reading the tenant database, building schema summaries, generating SQL, creating export tokens, or running any query.
  8. Builds a filtered schema summary for the relevant data areas.
  9. Asks the AI model for one read-only report query.
  10. Validates that the query is a single SELECT or WITH ... SELECT statement.
  11. Runs the query in a read-only transaction with row, column, and timeout limits.
  12. Filters known private fields before rows are sent to the summary model.
  13. Returns a concise answer and export-ready result data.

CSV and PDF exports use the result Paxy already generated. They do not reinterpret the question.

Troubleshooting

I do not see Paxy

Likely cause: Your role is not currently enabled for Paxy.

Safe fix: Use standard PAX docs or reports, or ask an admin or executive user to run a data question if appropriate.

Contact support if: You have admin, executive, csr, sales, or manufacturing access but the launcher is missing.

Paxy says it is not configured

Likely cause: The server is missing the AI configuration needed to connect to the AI provider.

Safe fix: Ask the system administrator to check the server AI configuration.

Contact support if: Configuration has been completed but Paxy still returns the setup message.

Paxy cannot find a matching help page

Likely cause: The question may not match a published support page, or the question may be too broad.

Safe fix: Ask again with the exact screen, report, button, or workflow name.

Contact support if: A documented workflow still cannot be found.

Paxy gives an unexpected answer

Likely cause: The question may be broad, missing an exact identifier, missing a date range, or interpreted against a different source than intended.

Safe fix: Ask a narrower follow-up question with exact customer, vendor, part, order, invoice, PO, work order, workflow, screen, or date-range details.

Contact support if: A precise question returns guidance or data that does not match the source records or support page.

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