Hybrid AI search
Search in natural language across 12 data types. Meilisearch and OpenAI work together and turn your question into filters such as status, priority, date or “assigned to me” automatically.
AI in saldiaCore
Artificial intelligence that speeds up your business processes
saldiaCore brings AI right into your all-in-one business software: searchable in natural language, drafted ticket replies, an automation engine for recurring routines and an AI advisor widget for your website. All built in, all supported from Switzerland – complementing your bexio connection rather than replacing it.
Six AI features that genuinely help day to day
No buzzwords, just built-in capabilities: from hybrid search and AI replies in support to the automation engine and the AI advisor widget.
AI ticket replies
Smart reply suggestions from similar tickets, a draft you can optimise, a 2-3 sentence summary plus an assessment of sentiment and urgency.
Automation engine
4 triggers times 6 objects times 15 actions automate recurring routines. Plus the semantic AI condition ai_match, which recognises content by meaning.
Workflow from plain text
Describe the routine you want in plain language – the AI generates the matching workflow, which you then review and adjust.
AI advisor widget
An embeddable widget for anonymous visitors: it uses your website as its knowledge base, answers questions, escalates to a human and books appointments.
Multi-provider & credits
Routing across OpenAI, Claude, Gemini and OpenRouter with automatic fallback. Usage is metered per call in tokens and CHF, transparently.
With AI in saldiaCore versus without
How everyday work feels with saldiaCore's AI features compared to standard tools without AI – an honest side-by-side.
| Task | With AI in saldiaCore | Without AI / standard tools |
|---|---|---|
| Finding data | Ask in natural language across 12 data types, filters set automatically | Manually clicking through filter menus and lists |
| Support replies | Reply draft from similar tickets, refined in seconds | Typing every reply from scratch |
| Triaging a ticket | 2-3 sentence summary plus sentiment and urgency | Reading and assessing the whole thread yourself |
| Recurring routines | The automation engine handles routine via triggers and actions | Every step by hand, error-prone |
| Building a workflow | Describe in plain text, the AI generates the draft | Clicking rules together manually |
| Website enquiries | AI advisor widget answers around the clock, escalates when needed | Enquiries sit in the inbox and wait |
| AI providers | Several providers with automatic fallback, usage visible in CHF | Tied to one provider, costs unclear |
Hybrid AI search and AI in support
The hybrid AI search combines Meilisearch with OpenAI: you ask your question in natural language, and saldiaCore turns it into the right filters automatically – such as status, priority, date or “assigned to me”. It searches across 12 data types, from tickets and contacts to projects, so you find information without clicking through menus.
In support, the AI helps you right on the ticket: it suggests smart replies from similar tickets, optimises your draft, summarises long threads in 2-3 sentences and provides an assessment of sentiment and urgency. A management timeline puts the case into context. That leaves more time for what genuinely needs your attention.
- Search in natural language across 12 data types
- Automatic filters: status, priority, date, “assigned to me”
- Reply suggestions from similar tickets
- 2-3 sentence summary plus sentiment and urgency
- Management timeline for a quick overview
The automation engine: routine runs itself
The automation engine takes recurring routines off your hands. It combines 4 triggers (created, updated, field changed, time-based) with 6 objects (tickets, tasks, sales, projects, contacts, companies) and 15 actions – including email, notification, set field, assign, to-do, note, add or remove tag, webhook, sync, award XP, the AI actions ai_analyze, ai_classify and ai_generate_response, plus a delay action.
On top of that is the semantic AI condition ai_match: it checks content by meaning rather than only exact word matches. And if you'd rather not click rules together, you simply describe the routine you want in plain text – the AI generates a workflow from it, which you then review and adjust.
- 4 triggers times 6 objects times 15 actions
- AI actions: ai_analyze, ai_classify, ai_generate_response
- Semantic condition ai_match recognises content by meaning
- Generate a workflow from a plain-text description
- Runs with your bexio connection rather than replacing it
AI advisor widget, provider routing and credits
The embeddable AI advisor widget answers anonymous visitors on your website: it uses your website as its knowledge base, answers questions, escalates to a human when needed and can book appointments. That gives prospects an immediate answer without you having to be available around the clock.
Behind the scenes, saldiaCore routes across several providers – OpenAI, Claude, Gemini and OpenRouter – with automatic fallback should one service go down. Usage is metered per call in tokens and CHF so you keep an overview. For translations, DeepL is integrated, single and batch, alongside a vector similarity search for semantically related content.
- Widget crawls your website as its knowledge base
- Escalates to a human and books appointments
- Provider routing OpenAI, Claude, Gemini, OpenRouter with fallback
- Usage metered per call in tokens and CHF
- DeepL translation, single and batch
- Vector similarity search for related content
Frequently asked questions
Which AI providers does saldiaCore use?
saldiaCore routes across several providers: OpenAI, Claude, Gemini and OpenRouter. If one service goes down, an automatic fallback kicks in. The hybrid AI search additionally combines Meilisearch with OpenAI, and DeepL is integrated for translations.
Does the AI cost extra?
AI usage is billed via credits: usage is metered per call in tokens and CHF, so you always keep an overview. saldiaCore comes in the “Team” plan, with pricing on request – just get in touch.
What about data privacy with the AI?
saldiaCore is a Swiss business software and is hosted in Switzerland, so your data stays here. You get support from Switzerland, in German. Provider routing runs in a controlled way across the named providers, with transparent per-call usage metering.
What can the AI advisor widget do – and what can't it?
The widget uses your website as its knowledge base, answers questions for anonymous visitors, escalates to a human when needed and books appointments. It does not replace advice and takes on no tasks beyond that scope – it is an assistant for first contact that hands over to your team when needed.
What is ai_match?
ai_match is a semantic AI condition in the automation engine. Instead of checking only for exact word matches, it recognises content by meaning. That way your automations still trigger when something is phrased differently but means the same.
Ready to experience the AI in saldiaCore?
Let us show you the hybrid AI search, AI ticket replies and the automation engine in a demo – complementing your bexio connection, supported from Switzerland.