System Settings
Configure your DERNETZ ERP system preferences, integrations, and business rules
| Type | Agent | To/From | Subject | Status | Created |
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Chart of Accounts
Human-friendly list of all your accounts. Names and descriptions are written in plain English.
| Code | Name | Type | Description | Parent | Status |
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/site/.
Email Notifications
Notification Recipients
Lead Automation
Quote Automation
Contract Automation
Response Time Targets
Escalation Rules
Company Information
Branding & Colors
Bank Details
Invoice Defaults
Live Invoice Preview
Updates as you typeDERNETZ LTD
Energy Brokerage Services
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Energy Brokerage Services - Q4 2024 | 1 | £1,250.00 | £1,250.00 |
| Commission - Contract Renewal | 1 | £875.00 | £875.00 |
Capabilities & Modules
Communication Engine
AI Workflow Settings
Agents
Services & Timers
Hunter AI - Lead Generation APIs
BEST_FREE_APIS_TO_REGISTER.md for detailed instructions.
Groq AI - LLM Configuration
How to Get FREE Groq API Key (30 seconds)
- Visit console.groq.com/keys
- Click Create API Key → Name it
DERNETZ→ Submit - Copy the key (starts with
gsk_...) and paste it below
Other API Settings
Password Policy
Session Management
User Management
| Name | Role | Status | Actions | |
|---|---|---|---|---|
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Pricing Integrations
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Dyce Energy Pricing Files
Upload and manage Dyce Energy flat file pricing with terms & conditions. Only the 4 most recent files per type are kept active.
Terms & Conditions
Active Dyce Energy Files
Loading active pricing files...
Column Mapping Templates
Loading templates...
Other Suppliers - Manual Upload For Non-Dyce Suppliers Only
All Pricing Data (All Suppliers)
Loading pricing data...
Supplier Management
Manage supplier information, contacts, and settings
Go to Suppliers Page7
Active & FREE3
Data Centre APIs8
Planned£0/mo
API CostsCompanies House API FREE UK Gov
Official UK Government Company RegistryWhat it does: Instant UK company lookup • Director extraction • Address validation • Filing history
Integration: Customer validation • Data enrichment • Compliance • Hunter research
Octopus Energy API FREE Public
UK Wholesale Electricity Pricing & Market DataWhat it does: Half-hourly wholesale prices • Agile tariff • 24h trends • Forecasts
Integration: Market dashboards • Quote PDFs • Price alerts
National Grid Carbon Intensity API FREE UK Gov
Official UK Carbon Emissions DataWhat it does: Real-time carbon intensity • Regional data • 48h forecasts
Integration: Sustainability reports • ESG compliance • Carbon-aware load shifting
VIES VAT Validation FREE EU
EU VAT verification • Company lookups • Anti-fraud • Cross-border compliance
OpenCorporates FREE 500/mo
200M+ global companies • 130+ jurisdictions • Fallback service • International verification
Web Scraper / Hunter FREE AI
Company research • Email extraction • Autonomous prospecting • Energy data • Buying intent
Google APIs Optional
Enhance place data and web search for enrichmentAdditional Enrichment APIs Optional
These services are optional fallbacks for enrichment and validationLoqate PAID
UK postcode lookup • Address autocomplete
E-Signature System Built-In
Elexon BMRS API FREE UK Gov 🚀 PRIORITY #1
UK Electricity Market Data - Official National GridWhat it does:
- Real-time system prices (SBEP/SSEP) • Imbalance pricing • Live generation by fuel type
- National demand forecasts • Grid stress alerts • Frequency response data
Data Centre Use Cases:
- 💰 Dynamic load management - shift workloads to cheap periods (save 20-30%)
- 🎯 Spot price trading - buy energy when system prices lowest
- 🔋 Battery optimization - charge low, discharge high for revenue
- 📊 Peak avoidance - reduce load during expensive peaks
System Integration (Planned):
- Real-time dashboard with live prices • Price alerts for clients
- AI workload scheduling recommendations • Client energy management reports
National Grid ESO Data Portal API FREE UK Gov
Grid Frequency, Voltage & System HealthCapabilities: Grid frequency (50Hz target) • System stability monitoring • Ancillary services data • Renewable penetration levels
Use Cases: UPS management during instability • Frequency response revenue opportunities • Power quality monitoring • Predict grid-related outages
Integration: Real-time grid monitor • Stability alerts • Revenue from grid services
DCIM Integration APIs Various Vendor-Specific
Data Centre Infrastructure Management SystemsSupported Platforms: Schneider EcoStruxure • Vertiv Trellis • Nlyte • Sunbird dcTrack
Capabilities: Real-time PUE tracking • Rack-level power monitoring • Cooling optimization • Energy forecasting • Per-customer/rack billing
Integration: Pull live DCIM data • Combine with market pricing for live costs • Automated PUE reports • Accurate energy billing
Postcodes.io FREE
UK postcode lookup - FREE replacement for Loqate
Accounting Software Xero/QB/Sage
Invoice sync, commission tracking, financial reporting
Payment Gateways Stripe/PayPal
Commission payments, deposits, automated billing
Smart Meter APIs DCC/N3rgy
Direct smart meter access - half-hourly consumption data
CRM Integrations Salesforce/HubSpot
Sync leads, contacts, deals with external CRMs
Team Collaboration Slack/Teams
Internal chat, notifications, workflow automation
Email Marketing Mailchimp/SendGrid
Automated campaigns, newsletters, drip sequences
Calendar Integration Google/Outlook
Meeting scheduling, reminders, availability sync
Immediate Actions (FREE & High Impact)
- Implement Elexon BMRS API - Critical for data centre clients (20-30% savings potential)
- Replace Loqate with Postcodes.io - Save subscription costs, identical functionality
- Add National Grid ESO API - Grid stability monitoring for premium clients
Medium-Term Goals
- Integrate 1-2 DCIM platforms (start with Schneider EcoStruxure)
- Implement Smart Meter Data API (DCC) for real consumption data
- Add Stripe payment gateway for commission automation
Cost Optimization & ROI
Current Spend: Loqate (estimated £50-200/month)
Potential Savings: Replace with Postcodes.io - save £600-2,400/year
ROI Opportunity: Elexon BMRS implementation could generate £50k-200k/year in new data centre client business (20% commission on energy savings)
Import Data
Bulk import customers with meters, sites, and address parsing
Import Customers
Upload Excel/CSV with customers, sites, and meters
Import Quotes
Bulk import supplier quotes and pricing
Import Suppliers
Upload supplier list with pricing data
Business Name, Site address, MPAN, MPRN, Supplier, Email, S/C, Unit rate - Day, Unit rate - Night
Export Data
Export your data for backup, analysis, or migration
Customers
Meters
Quotes
All Data
🤖 AI Workforce Management System
Complete control over your 11 AI agents - profiles, behavior, permissions & intelligence
System Configuration
Safety & Accuracy Settings
Current Mode: Ultra-Safe
Temperature: 0.3 (Factual, no hallucinations)
Agents are configured to ONLY use real database data. They will never make up customer names or information.
Active Safety Rules (10 Rules Enforced):
- ✅ Only use data from database
- ✅ Never make up client IDs or names
- ✅ No generic references (e.g., "Client 2345")
- ✅ Must ask for clarification if unclear
- ✅ Temperature locked at 0.3 for accuracy
System Statistics
11
Active Agents
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Knowledge Entries
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Customers
-
Contracts
AI Workflow (Inbox, Sender, Hours)
Agent Profiles
Working Hours & Availability
Global Working Hours
Individual Agent Hours
| Agent | Start Time | End Time | Hours/Day | Status | Actions |
|---|
Autonomy & Permissions
Autonomy Levels Explained
LOW
Requires approval for most actions. Safe but slower.
MEDIUM
Can handle routine tasks. Balanced automation. Recommended
HIGH
Fully autonomous. Proactive behavior. Maximum efficiency.
Agent Autonomy & Permissions Matrix
| Agent | Autonomy | Create Tasks | Send Emails | Approve Quotes | Approve Contracts | Proactive | Actions |
|---|
Behavior & Personality
Intelligence & Knowledge Base
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Knowledge Entries
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Customers
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Contracts
-
Quotes
AI Capabilities & Features
🧠 Core Intelligence
- ✅ Natural Language Understanding (NLU)
- ✅ Intent Classification (85%+ accuracy)
- ✅ Sentiment Analysis
- ✅ Entity Extraction (fuzzy matching)
- ✅ Conversation Memory
🔮 Advanced Features
- ✅ Predictive Analytics
- ✅ Autonomous Decision Making
- ✅ Proactive Behavior
- ✅ Team Collaboration
- ✅ Database-Only Responses (No hallucinations)
Knowledge Base Management
Agents learn from your knowledge base. Add guides, documentation, and training materials.
Available Training Modules:
System Enhancement Roadmap
Track completed features and upcoming enhancements. Check off items as you implement them!
Suggested Enhancements
- • Toolbox editor presets for agents
- • Elexon presets & multi-series charts
- • Client Portal (self-service)
- • Advanced analytics & forecasting
- • Multi-language agent replies
Current Enhancements
- ✅ FULLY AUTOMATED AI agents
- ✅ Approvals Queue in Mission Control
- ✅ Contracts Finder search & ingest
- ✅ ESO charts and Elexon Explorer
- ✅ Knowledge citations with source modal
✅ Completed & Working (50+ Features)
Core Features
- ✅ Customer Management (RBAC)
- ✅ Site & Meter Management
- ✅ Quote Generation (Multi-meter)
- ✅ Contract Management
- ✅ Task Management
- ✅ Commission Tracking
- ✅ LOA Management
- ✅ Document Storage
- ✅ E-Signature System (DocuSign-style)
- ✅ Bill Parsing (OCR)
AI & Automation
- ✅ 5 AI Agents (Marcus, Alex, Sophie, Ryan, Lisa)
- ✅ HUNTER Lead Generation Agent
- ✅ AI Chat Interface
- ✅ Agent Management UI
- ✅ Email Automation
- ✅ Contract Automation
- ✅ LOA Automation
- ✅ Renewal System
- ✅ Wiki Knowledge Base (15+ pages)
Validation & Quality
- ✅ MPAN Validation (Industry checksum)
- ✅ MPRN Validation
- ✅ SPID Validation
- ✅ UK Postcode Validation
- ✅ Duplicate Detection (API level)
Analytics & Intelligence
- ✅ Tender System (Multi-supplier)
- ✅ Analytics Dashboard
- ✅ Commission Dashboard
- ✅ Signature Dashboard
- ✅ Energy Market Dashboard
✅ Recently Completed
Value delivered: £10K-50K/year saved + Better UX
Database Constraints for Meter Duplication
✅ COMPLETED (30 min)Added 5 UNIQUE constraints at database level - duplicates now impossible
Complete £10K-50K/year saved 100% testedFix Agent Handoff Logic
✅ COMPLETED (15 min)Agents now answer questions directly - no more unnecessary handoffs
Complete Better UX 100% tested🎯 CURRENT FOCUS: AI Agent Training
Goal: Ensure all agents are knowledgeable, professional, and effective.
📚 Training Activities:
- Verify wiki knowledge access (24 pages)
- Test agent responses with real scenarios
- Improve agent personalities & expertise
- Ensure proper routing to right agent
- Build agent-specific training materials
🤖 Your AI Workforce:
- ✅ Marcus - Senior Energy Consultant
- ✅ Alex - Sales Development Rep
- ✅ Sophie - Quote Specialist
- ✅ Ryan - Renewal Specialist
- ✅ Lisa - Customer Support
- ✅ Hunter - Lead Generation AI
⏸️ Deferred (Focusing on AI Agent Training)
Xoserve API Integration
2-3 hours (deferred)FREE gas meter data API from UK Gas Transporters
Free Real-time data DeferredEmail Marketing System
3 hours (deferred)Bulk campaigns, templates, tracking, A/B testing
Marketing DeferredUnified BI Dashboard
2-3 hours (deferred)Consolidate analytics, commission, market intelligence
Analytics Deferred🟢 Low Priority (Nice to Have)
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Mobile Optimization (6-8 hours)
Responsive design, PWA -
Xero/QuickBooks Integration (4-6 hours)
Auto-sync invoices, payments -
Advanced Analytics (4-6 hours)
ML forecasting, churn prediction
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Multi-language Support (6-8 hours)
AI agents in multiple languages -
SOC 2 Compliance (20+ hours)
Enterprise security certification -
Customer Portal (10-15 hours)
Self-service for customers
⚡ Integration Ready (API Keys Needed)
- Dyce Energy - Integration ready
- Pricing Integrations - Framework ready
💰 Business Impact Summary
50+
Features Working
£500-1K
Monthly Savings
80%
Time Reduction
90%
Faster Processes
Quick Wins (1 hour):
Fix agent handoffs (30 min) + Add DB constraints (30 min) = £10K-50K/year saved + Better UX