AI & HELP DESK

Your team has questions. Keep the work moving.

How do I complete this step? Where is that project record? Can I turn our letter format into a reusable template? NirmaanOne brings AI into the work your team already needs to do.

See how it works

AI in NirmaanOne

Get help where you workScreen guidance and the next step

Bring your own assistantYour records, within your permissions

Build, test and publish templatesYour document, ready in minutes

And any other MCP-compatible tool you choose

Connect through MCP-compatible apps and APIs.

TWO EVERYDAY BOTTLENECKS

You should not need another call to find the answer.

“I’m on the right screen. What do I do next?”

Help at the moment your team needs it.

The AI Help Desk understands which screen you are on and answers from NirmaanOne’s help articles. Ask about a field, a message, a disabled button or the next step.

See in-app help

“Let me export a sheet and explain it to the AI.”

Give your assistant the business context.

The MCP connection lets a compatible assistant work with supported NirmaanOne records and tools under your account’s permissions, reducing the need to copy information between systems.

See connected AI

AI HELP DESK

A new screen should not stop a working day.

Open Ask NirmaanOne from the screen you are using. Get an explanation, follow the steps and open the source guide when you want more detail.

Grounded in the product guideAnswers point back to the help articles behind them.
One step at a timeAsk what to do next instead of searching a long manual.
Help that follows your accessThe assistant guides you within your permissions. It does not change your records.

Actual Ask NirmaanOne help assistant answering a sales workflow question with a link to the product guide — The in-app assistant explains the workflow, links to its source and guides the next step.

CONNECT THE AI YOU ALREADY USE

The same source of truth. Another way to work with it.

NirmaanOne’s MCP server gives compatible assistants controlled access to supported records and actions. Keep the project context connected as you ask questions and work through tasks.

Custom MCP connections

Custom MCP connectors

Gemini CLI and compatible MCP tools

Supported MCP tools and APIs

Your tool of choice

Any other MCP-compatible assistant

Use Gemini, ChatGPT, Claude, Grok, Perplexity or any other MCP-compatible tool you prefer. Available actions and setup depend on the client and your permissions.

Actual NirmaanOne AI connectors screen with MCP connection instructions and role-based access explanation — Connect an MCP-compatible assistant using your NirmaanOne account and role permissions.

Start with a real piece of work.

Find the record behind a questionSearch supported project and business records, then ask your assistant to help make sense of them.
Keep follow-ups movingUse supported tools for opportunities, activities and tasks, subject to your role and the assistant’s approvals.
Prepare documents from shared factsGive your preferred connected AI tool an existing document, explain its conditions, test across project records and publish the approved template into NirmaanOne.

Explore other connections

AI DOCUMENT AUTOMATION

Your most complicated document.
A working template in minutes.

Mail merge gets difficult when every buyer, unit or payment plan changes the wording. Give your preferred AI tool the document you already use and explain the conditions in plain language.

NirmaanOne connects the fields, lets your assistant build and test the template across your project records, and brings it back into your system for publication.

See how document automation works

YOUR AI + NIRMAANONEILLUSTRATED WORKFLOW

And any other MCP-compatible tool you choose

Your existing documentYour format. Your wording. Your rules.

EXPLAIN IT IN PLAIN LANGUAGE

“Use our cost sheet. Show the extra-area section only when it applies. Include every payment-plan instalment.”

ConditionsProject recordsPreview & test

Your reusable templateSaved and published in NirmaanOne

The right fields, repeating tables and conditional wording. Ready for your team to use.

Review the results, then ask your assistant to publish the approved template.

YOUR ACCESS RULES STILL APPLY

Give people AI support, with the same accountability.

Each connection acts as its NirmaanOne user, inside their organisation and within their role permissions. Connection management shows active assistants and their activity, with controls to disconnect access.

Security & access

QUESTIONS, ANSWERED

A few useful answers.

Have a project-specific question?
Bring it to the walkthrough.

Is the AI Help Desk the same as the MCP connector?

They solve different needs. The in-app Help Desk explains screens and workflows from the product documentation without changing records. The MCP connector lets a compatible external assistant use supported NirmaanOne records and tools under the connected user’s permissions.

Can we use Gemini or another AI tool of our choice?

Yes. NirmaanOne uses MCP so you can choose a compatible tool, including Gemini, ChatGPT, Claude, Grok, Perplexity or another assistant. Use the client or API that supports MCP, such as Gemini CLI for Gemini. The team can demonstrate the setup and actions available with your chosen tool.

Does AI get access to everything in the company?

No. A connection acts as its NirmaanOne user and follows that user’s role permissions inside the organisation. Review access and supported actions as part of the connection setup.

Can the assistant change records?

The in-app Help Desk provides guidance only. An external MCP assistant can use the supported write tools, such as opportunities, activities, tasks and document tools, when the user’s role permits them. Approval behaviour also depends on the connected AI client.

Can the sales team show this in a live demo?

Yes. Ask the team to demonstrate screen help, a supported record lookup and a document workflow, then walk through connecting your preferred assistant.

ONE BUSINESS. ONE SOURCE OF TRUTH.

Bring one question. See AI work in context.

Schedule a call with our sales team. See the real screens, ask the help assistant a question and explore the connection that fits your team.

Your questions. The actual product. A plan to get started.