Quick Start Guide
Get up and running with SAP B1 AI in under 5 minutes. Follow these steps to connect your SAP Business One system and start using AI-powered features.
Step 1: Sign In to Your Account
Go to sapb1.ai/dashboard and sign in with the credentials provided by your administrator. If you don't have an account yet, contact your organization's IT administrator.
yourcompany.sapb1.ai.
Check with your administrator if you're unsure.
Step 2: Install the SAP B1 Connector
The connector links your SAP Business One database to SAP B1 AI. Download and install it on a machine that has network access to your SAP B1 database.
- Go to Settings → Downloads in your dashboard
- Click Download Connector to get the installer
- Run the installer on your Windows machine
- Follow the setup wizard to enter your SAP B1 database credentials
- The connector will verify the connection and sync with the cloud
Step 3: Create Your First Automation
Now let's create a simple scheduled report to test everything is working.
- Click + New Automation in the dashboard
- Type a description like:
Send me the top 5 overdue invoices every Monday at 9am - Select your preferred delivery method (WhatsApp or Email)
- Click Create
The AI will understand your request and set up the automation. You'll see it appear in your automations list with the next scheduled run time.
Step 4: Try the AI Assistant
Ask questions about your SAP data in natural language:
- "What are my sales this month?"
- "Show me customers with overdue payments"
- "Which items are low in stock?"
- "What were our top 10 products last quarter?"
Type your question in the chat interface and the AI will query your SAP database and provide an answer.
Next Steps
Now that you're set up, explore more features: