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AI assist

Sertiq’s AI features run on Claude Haiku 4.5 by default (configurable per-org by an admin). Every call costs AI credits, which are bundled with each paid plan and topped up via Stripe.

FeatureWhereCostPlan
NCR draft autofillNCR new1 creditFree+ (with credits)
CAPA draft from NCRCAPA new1 creditFree+ (with credits)
8D autofill (D1-D8)NCR 8D drawer1-5 creditsEnterprise
Root Cause Analyst (RCA)NCR detail · Brain icon3 creditsPro+
Supplier Risk ProfileSupplier detail · AI Risk tab5 creditsPro+
Pareto / Trend InsightsReports (admin toggle)3 creditsStarter+

Cost control — cached reports, free to view

Section titled “Cost control — cached reports, free to view”

Every AI-generated report (RCA, supplier risk, pareto insights) is persisted to the database on generation. Opening the drawer/panel calls a GET endpoint that returns the cached result for free. Credits are only consumed when the user explicitly clicks Generate or Regenerate.

When a cached report exists, users see a banner:

⚠️ This NCR already has a root-cause analysis. Generated 2h ago by Mariusz. You’re viewing the saved report — no credits spent.

…and an explicit Regenerate (3 credits) button gated by a confirmation modal.

Triggered from any NCR detail page via the Brain icon in the header. Returns:

  • 2-4 probable root causes with confidence (low/medium/high) and Ishikawa 6M category (Man, Machine, Method, Material, Measurement, Environment)
  • 5-Whys starter questions to drive deeper investigation
  • Immediate actions — 2-4 containment / investigation steps
  • One-line top verdict for the report summary

Context fed to the model: current NCR fields (part, lot, quantity, defect description), supplier (name + risk band), last 90 days of NCRs for the same supplier (severity breakdown + last 5 titles), linked CAPAs with any filled-in root_cause.

Persisted in ncr_ai_reports. View history in the AI Reports section on the NCR detail page; download any report as PDF.

Triggered from supplier detail → AI Risk tab. Returns:

  • Overall risk (low / medium / high / critical) + risk score 0-100
  • 3-5 risk drivers with severity + evidence (numbers, dates)
  • 3-5 recommended actions with urgency (this week / this month / this quarter) and owner (QE / Procurement / Supplier Development)
  • QBR summary — 2-3 sentences fit for a Quarterly Business Review

Context: 12 months of NCRs, CAPAs, SCAR requests, RMAs for this supplier — all the quality history Sertiq has on them.

Persisted in supplier_ai_risk_profiles. Regenerate keeps history; copy-to-clipboard on the QBR summary.

Org-wide trend analysis covering the last 90 days. Returns:

  • Top issues (Pareto top 3-5) with count, percentage, trend arrow, delta vs previous 90 days
  • Rising concerns — things growing fast even if small absolute
  • Suppliers at risk — by NCR count + worst severity
  • CAPA health — open / overdue / effectiveness percentage
  • Narrative + recommended focus — one thing to fix this week

Status: Pareto Insights is currently disabled on the dashboard. Surfaces in Reports behind an admin toggle (org settings). Cached weekly per organization in org_pareto_insights.

Default: claude-haiku-4-5-20251001. Admins can override per-org from Settings → AI (table system_settings.anthropic_model). Sonnet 4.6 costs ~10× more but is reserved for future premium features (RAG document Q&A, audit prep).

PackCreditsPricePer credit
Small100£5£0.050
Medium500 (+15% bonus)£20£0.035
Large1,500 (+50% bonus)£50£0.022