Ab Initio has announced the launch of a new feature to enable users to link AI functions embedded into its AdminBase CRM software, designed to improve accuracy, reduce errors and increase efficiency across core workflows for installation businesses.
The development introduces the ability to connect the task-specific AI assistants that users have created into their existing AdminBase processes. Rather than operating as a standalone tool, assistants can be created by users to support a defined task, for example order checking, administration and compliance, with the purpose of removing the need for manual checking and preventing errors before they occur.
“Saving time is important, but accuracy is essential,” says Rhonda Ridge, managing director of Ab Initio and creator of AdminBase. “These AI assistants are designed to check the detail as the work is being done. That means users can be confident that orders and contracts are complete and correct before they move forward, reducing the risk of problems later in the process.
“By creating structured, built-in checklists aligned with real-world workflows, the system supports users through complex tasks while maintaining consistency and accuracy throughout. By integrating AI assistants across AdminBase, we’re helping our users work more consistently, accurately and efficiently across every stage of the installation process, eliminating errors that can lead to delays, rework and additional administration and costs further down the line.”
When an order is entered, for example, an AI assistant can validate all required information in real time. Measurements, product selections, specifications and supporting documentation can be checked automatically, ensuring that all data is complete and correctly reflected within the contract before it can progress.
According to Ab Initio, this provides users with confidence that the information is accurate, and nothing has been overlooked.
The launch is said to reflect the continued evolution of Ab Initio’s approach to AI, shaped by long-term customer communication and feedback. With over 30 years’ experience supporting installers, Ab Initio says it has focused on embedding AI in a way that supports established workflows rather than disrupting them.
