AI profile
Redline uses the Claude AI to write instruction text for action items — the sentences that tell a procurement manager what to cancel, or a production lead what to hold. By default this output is generic. The AI profile lets you feed in company-specific context so the output uses the right terminology, references the right ERP system, and matches your preferred writing style.
Configure it in Settings → AI Profile.
What it controls
Section titled “What it controls”The AI profile affects all AI-generated text across every ECR, EC, and ECO — action instructions, phase-in reasoning, and AI suggestions. Changes apply on the next AI call; existing action text is not updated automatically.
Fields
Section titled “Fields”Company description
Section titled “Company description”Describe what your company makes and who your customers are. Two to four sentences is enough. The AI uses this to give ERP actions the right product context — it knows it is cancelling a motor component, not a commodity.
Example:
AgXeed manufactures autonomous agricultural robots (AGX4 and AGX6 series) used in precision farming. Products are electro-mechanical assemblies with custom software, sold to farmers and contractors across Europe.
Terminology preferences
Section titled “Terminology preferences”Tell the AI which terms to use and which to avoid. Include your ERP system name so it appears in instructions correctly.
Example:
Use ‘work order’ not ‘production order’. Use ‘robot’ or ‘machine’, not ‘unit’ or ‘product’. Supplier Bonfiglioli supplies drive motors and gearboxes. Exact Online is the ERP system.
Writing tone
Section titled “Writing tone”Describe the writing style you want. Active verbs and direct sentences produce output that department users can act on without re-reading.
Example:
Direct and specific. Active verbs. No filler phrases like ‘please ensure’ or ‘it is important that’. Address the recipient by their department role, not by name.
Example — good instruction
Section titled “Example — good instruction”Paste a real action instruction that represents exactly how you want output to read. This is the most effective way to shape style. One example is worth ten sentences of tone guidance.
Example:
Cancel PO-2026-0312 line 1 with Bonfiglioli (100 units, expected 2 May) in Exact Online before 18 April. Phase-in for AGX-MOT-024 is confirmed at 2 June.
Example — what to avoid
Section titled “Example — what to avoid”Paste an example of output style you do not want. Useful for overriding tendencies like excessive hedging or passive voice.
Example:
Please ensure that the relevant purchase order is reviewed and appropriate action is taken to align with the engineering change schedule.
Testing your profile
Section titled “Testing your profile”After saving, click Test AI output to see a sample instruction generated with your current profile settings. The preview uses a fictitious CANCEL_PO action for Procurement. If the output looks wrong, adjust the profile fields and test again before any real ECOs are released.
Auto-save
Section titled “Auto-save”Each field saves automatically when you leave it. There is no Save button. A Saved confirmation appears briefly after each successful save.
The AI profile is a tenant-level setting. All coordinators in your workspace see and can edit the same profile. Changes are written to the audit log under the acting coordinator’s account.