Install and configure Noviz AI

Applies to: ERPNext on Frappe Framework 15 and 16; Microsoft Dynamics 365 Business Central online, version 26.0 and later · Last updated 4 October 2026

This article describes how to install the Noviz AI agent and connect it to the Noviz platform. It covers the Noviz AI app for ERPNext and the Noviz AI Agent extension for Microsoft Dynamics 365 Business Central. In both products, every request runs as the signed-in user, so the platform’s existing roles and permissions continue to decide what the agent can read and change.

Overview

Noviz for ERPNext

The noviz_ai app adds the Noviz AI agent to an ERPNext site. The app is a lightweight client: it sends each request to the Noviz platform and carries out the returned instructions through the Frappe ORM as the signed-in user.

Prerequisites

• An ERPNext site on Frappe Framework version 15 or 16.
• A user with the System Manager role on the site. For a self-hosted site, shell access to the bench.
• An AI Relay Token. Purchase one on the Noviz for ERPNext page; the token is sent by email.

Step 1: Install the app

On Frappe Cloud

1. Sign in to the Frappe Cloud dashboard and open your site.
2. Go to Apps and choose to install an app.
3. Select Noviz AI from the Frappe Cloud Marketplace and confirm the installation.

On a self-hosted bench

1. From the bench directory, get the app:

   bench get-app https://github.com/Zeetech-soft-solution/noviz-ai-plugin

2. Install the app on your site:

   bench --site your-site.example.com install-app noviz_ai

3. In a production setup, restart the bench processes:

   bench restart

Step 2: Enter the AI Relay Token

1. Sign in to ERPNext as a System Manager.
2. In the search bar, enter Noviz AI Settings and open the page.
3. In AI Relay Token API Key, paste the token from your purchase email.
4. Leave Relay Base URL unchanged, and then choose Save.

Step 3: Give users access

1. Open the User list and select a user.
2. Under Roles, select Noviz AI Agent, and then save the user.

The Noviz AI Agent role gives access to the chat only. It grants no document permissions; the user’s other ERPNext roles continue to control which records the agent can read, create or change on that user’s behalf.

Step 4: Verify the installation

1. Open Noviz AI Chat from the desktop, or search for it in the search bar.
2. Enter a request, for example Show this month’s sales orders.
3. Confirm that the agent returns the records as a table.

Optional settings

Company policies. In Noviz AI Settings, under Company Policy, add a row to Module Policies for each ERPNext module that needs its own rules:

• Strict (must refuse if violated): one rule per line. The agent refuses any action that breaks the rule.
• Warning (proceed, but flag it): one rule per line. The agent proceeds and states the warning clearly.

Email inbox. To let the agent work with a mailbox, for example to list recent emails, enter the IMAP and SMTP hosts, ports, user name and password under Email Inbox in Noviz AI Settings.

Update or remove the app

• Frappe Cloud: updates arrive through the standard Frappe Cloud update process for your site.
• Self-hosted update: bench update, or pull the app and run bench --site your-site.example.com migrate.
• Remove: bench --site your-site.example.com uninstall-app noviz_ai

Business Central Extension

The Noviz AI Agent extension adds the Noviz AI agent to Microsoft Dynamics 365 Business Central. Each request runs inside Business Central as the signed-in user, so existing permission sets apply. No Microsoft Entra app registration or OAuth consent is required.

Prerequisites

• Business Central online, version 26.0 or later, in a production or sandbox environment.
• The extension package Noviz AI Agent.app, provided by Noviz.
• A user who can manage extensions, for example with the D365 EXTENSION MGT or SUPER permission set.

Step 1: Upload the extension

1. Choose the search icon (Alt+Q), enter Extension Management, and open the page.
2. Choose Manage, and then Upload Extension.
3. Select the .app file, keep Deploy to set to Current version, accept the terms, and choose Deploy.
4. Open Deployment Status to follow progress. When deployment completes, Noviz AI Agent appears in the list of installed extensions.

Step 2: Allow outbound requests

The extension connects to the Noviz platform over HTTPS. An administrator must allow this once.

1. In Extension Management, select Noviz AI Agent.
2. Choose Configure.
3. Turn on Allow HttpClient Requests.

Step 3: Activate Noviz AI

1. Search for Noviz AI Setup and open the page.
2. Choose Activate. Business Central registers the environment with Noviz, stores the relay key in isolated storage, and switches Noviz AI on.
3. Choose Test Connection to confirm that Business Central can reach the Noviz platform.

Step 4: Assign permission sets

These permission sets give access to Noviz AI only. A user’s other permission sets continue to control which records the agent can read or change.

Step 5: Verify the installation

1. On the home page of a standard Role Center, choose Noviz AI. You can also choose Open Noviz AI on the Noviz AI Setup page.
2. Enter a request, for example Show the latest sales quotes.
3. Confirm that the agent returns the records from Business Central.

Update or remove the extension

• Update: upload the new package from Noviz in Extension Management, as in Step 1.
• Remove: in Extension Management, select Noviz AI Agent and choose Uninstall.

Troubleshooting

Support

Email support@noviz.in or use the contact form. Include the product, your site or environment name, and the exact error message.