SpeakDo · Business profiles

An AI doesn't work the same way depending on your job. Neither does SpeakDo.

The interpretation engine behind SpeakDo is the same for everyone. What changes is the business profile: it defines the context that's passed in, the actions that are relevant, the vocabulary that's understood — and just as important, the actions that must never be offered to a given role.

One engine, several behaviors Available on Field and AI Agents More profiles planned
One engine, different behaviors

What each profile can see and do today:

IT / telecom technicianInterventions, time tracking, tasks, client lookup.
Receptionist / call handlerIdentify a caller, create a follow-up ticket — never look up an invoice.
Project managerTasks, deadlines, client and project follow-up.
Warehouse operatorProfile still under exploration.
What a profile influences

Six levers, not a cosmetic display filter.

A business profile isn't cosmetic. It acts before the engine even answers — on what it receives, what it can propose, and what it isn't allowed to propose at all.

The context given to the engine

Before it even understands the request, the engine receives context specific to the role: what's useful to a technician on a job site isn't what's useful to a call handler.

The relevant actions

Each profile only exposes the actions that make sense for its role. A project manager sees tasks and deadlines, not field-intervention operations.

The ERP objects in use

A profile also restricts which objects it actually touches in Dolibarr — tickets, interventions, tasks, contacts — to what the role genuinely needs, and nothing more.

The business vocabulary

The words used change with the role: an "intervention" for a technician, a "case" for a project manager, a "call" for a receptionist.

The accessible workflows

Some chains of actions only make sense for a given profile. Preparing an intervention isn't a useful gesture for a front-desk role.

The actions that must never be offered

A profile deliberately removes certain actions from the realm of what's possible. It isn't a checkbox on the user's side — those actions simply are never proposed.

Profiles available today

One mechanism, already applied to several roles.

More profiles are planned over time. SpeakDo's architecture is designed to eventually support dedicated pages for each business profile.

IT / telecom technician

SpeakDo's original field profile: intervention reports, time tracking, tasks and client lookup, straight from the phone while on the job.

"Add to the case: router replaced, VPN test passed."
Discover SpeakDo Field →

Receptionist / call handler

A deliberately restricted profile, built for public-facing interactions: identify a caller or a company, create a follow-up ticket. Invoices and full customer records are never exposed to this profile, including when the caller hasn't been verified.

"Hi, I'm calling from Toto Informatique about an outage."
See the Telephony product direction →

Project manager

Tracking tasks, deadlines, and client or project follow-up — without the field-intervention actions or operations that don't belong to this role.

"Create a task to follow up with Dupont on Friday about the quote."
Profile under exploration

Warehouse operator

A profile intended for warehouse use cases — still in an exploratory phase. Its exact scope will be defined as it develops, rather than announced in advance.

Why this matters for security

A restrictive profile is also a security mechanism.

Restricting what's offered isn't just about ergonomics. It's an additional layer of security, on top of the permissions already enforced by the ERP — never in place of them.

A profile removes actions from the realm of what's possible before the question of Dolibarr permissions even comes up.
It sits on top of the ERP's own permissions, never in their place: Dolibarr remains the final authority on what can actually be executed.
For a public-facing role — a call handler, for instance — this restriction matters especially: the person on the other end may not be verified.
Frequently asked questions

Business profiles, explained.

SpeakDo's general operation is covered in detail on the Dolibarr and Security pages.

Does a business profile replace Dolibarr permissions?

No. The permissions defined in Dolibarr remain the final authority on what can be executed. The business profile acts upstream: it restricts what is offered, not what the ERP allows.

Can I request a business profile specific to my industry?

Get in touch at hello@speakdo.fr to discuss it. Defining a new profile takes work on the context, vocabulary and relevant actions specific to your business — we can't commit to a timeline in advance.

Are profiles available on both SpeakDo Field and AI Agents?

Yes. The same profile mechanism applies to both: what changes is the channel the intent arrives through, not how it's filtered.

Can the receptionist profile look up an invoice or a full customer record?

No, never. This is a deliberate design choice: this profile is built for potentially unverified interactions, so it never exposes financial data or full customer records.

See profiles in action

The same mechanism, in the field or for your AI agents.

See how a business profile applies in practice depending on the channel used.