Using AI agents safely in Zaptiz: drafts, approvals, credits and what each product offers

Zaptiz uses AI inside everyday workflows: reading drawings and supplier documents, drafting BOMs, BOQs, purchase orders, goods receipts and bills, and answering questions about your own data. This guide explains the rules every agent follows, how AI credits work, and what is available in Zaptiz Electrical and Zaptiz Construction, so you can switch agents on with confidence.

The ground rules

1. Agents draft, people confirm

Agents prepare quotations, purchase orders, goods receipts and bills as drafts. A person reviews and confirms before anything is created, sent or posted. Treat every draft as work prepared by a capable new colleague: usually right, always worth checking.

2. The AI sees only what you can see

The assistant answers as the signed-in user, inside your company, limited by your role. In Zaptiz Construction it is also limited by project access, and financial figures stay hidden from people who are not allowed to see them.

3. Numbers come from your records

Figures come from the ERP itself; the AI writes the explanation. Construction briefings drop any sentence that quotes a number they were not given.

4. Auto-send is off by default

Where an agent can send messages on its own, such as payment reminders, automatic sending is off by default and must be switched on by an admin.

5. Usage is metered and logged

AI usage is metered in credits, with per-user rate limits, and every call is logged. Cost stays predictable and you can see where credits go.

Agent modes

Each agent works in one of four modes.

Mode	What it does	Your action
Drafts for approval	Prepares a record	Review, correct, confirm
Report	Summarises or checks	Read and decide
Advisory	Ranks or recommends	Use it to inform a decision
Guard	Screens for misuse	Review proposed actions

AI credits

Zaptiz Electrical

Plan	AI credits included
Free trial (9 days)	10,000
Business	1,50,000
Pro	3,00,000
Enterprise	7,50,000+

If you need more, top-up packs are available: 10,000 credits for ₹999, 25,000 for ₹2,249, 60,000 for ₹4,999 and 1,50,000 for ₹11,249. Plans and top-ups are listed on the pricing page.

Zaptiz Construction

AI credits are sized to your company as part of your plan. Contact sales to discuss capacity.

Agents in Zaptiz Electrical

Agent	What it does	Mode
Quotation Drafting	Enquiry to costed draft BOM and quotation	Drafts for approval
CRM Follow-up	Escalating follow-ups for quiet leads	Drafts for approval
Smart Procurement	Shortages to purchases from the cheapest vendor	Drafts for approval
Invoice and Delivery Reader	Reads supplier documents, matches the PO, drafts the GRN	Drafts for approval
Collections	Overdue reminders with a Pay-Now link by email or WhatsApp	Drafts for approval
Price-List Intelligence	Imports supplier price lists after review	Drafts for approval
Production Planner	Ranks open jobs, flags late or material-blocked ones	Advisory
GST Agent	Computes and checks GSTR-1/3B with a filing calendar	Report
Daily Briefing	The owner’s morning summary by email and push	Report
Ask-Your-Data	Charts and answers from your data in chat	Report
Security Sentinel	Screens AI prompts, proposes account or IP actions	Guard

Electrical also offers AI drawing analysis for PDF and image drawings (not DWG or DXF), photo analysis with brand-tier pricing, and an in-app support desk where AI answers first and hands over to a person in the same thread.

Agents in Zaptiz Construction

Agent	What it does	Mode
Daily Site Briefing	Per-role morning brief	Report
BOQ Generator	Scope text or messy Excel/PDF into an unpriced draft BOQ	Drafts for approval
Rate Suggestion	Fills blank rate-analysis coefficients, library first	Drafts for approval
Resource Catalog Match	Suggests catalogue links for unlinked BOQ lines	Advisory
Procurement Agent	Approved-but-unordered material into draft POs per vendor	Drafts for approval
Invoice and Challan Reader	Photo or PDF matched to the PO, draft GRN with differences	Drafts for approval
RA Bill Drafting	Next bill’s quantities with the over-billing check	Drafts for approval
Cost Overrun Watch	Variance drivers and forecast by project	Report
Labour and Plant Productivity	Man-days against norms, idle plant, repeat breakdowns	Report
Collections Agent	Overdue invoices by client with reminder text drafted	Report
GST and TDS Agent	Monthly output GST and TDS checks plus a filing calendar	Report

Coming soon: Tender and Contract Analyser, DPR Summariser, Quality, Snag and Safety Watch, Cash-flow Forecast, and Schedule and Delay Risk.

The Construction assistant can currently draft material requests, purchase orders from material requests and change-order headers. Otherwise it answers questions from your data.

What the GST agents do not do

Both GST agents prepare figures, run checks and keep a filing calendar. They never file returns on your behalf, and Zaptiz does not generate e-invoices (IRN) or e-way bills today. Filing remains with you or your CA.

A safe rollout plan

1. Start with report agents, such as the daily briefing and GST checks. They build trust in the data without changing records.
2. Clean your masters: products, vendors, price lists, BOQ items. Agents working on messy data draft messy records.
3. Switch on one drafting agent where preparation takes the most time, often procurement or document reading.
4. Review every draft for the first few weeks. Note where corrections are needed.
5. Assign confirmations by role. Purchase managers confirm POs, stores confirm GRNs, QS confirms RA bills.
6. Consider auto-send last, and only for low-risk messages such as reminders.
7. Watch credit usage and set expectations with heavy users.

Next steps

• See the full AI overview on the AI page.
• Read the reasoning in AI agents that draft, people who decide.
• Product reference for each agent is on Docs.
• Review security controls, including prompt screening, on the security page.