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Jitterbit EDI AI Assistant

Introduction

The EDI AI Assistant streamlines the management and configuration of Jitterbit EDI by interacting with it using written natural language.

EDI header with AI assistant open

Note

To use the EDI AI Assistant, your Harmony license must include the EDI AI Assistant option. Contact your Customer Success Manager (CSM) to add this option to your license.

Access the EDI AI Assistant

Access the assistant from these places:

  • In the Harmony portal header on any Jitterbit EDI page, use the Jitterbit AI icon. In the panel, use the dropdown to select EDI AI Assistant.

  • From these Jitterbit EDI pages:

The Build with AI and Search with AI options are visible to all users, whether or not their Harmony license includes the EDI AI Assistant option:

  • If your license includes the EDI AI Assistant option, selecting one of these options opens the assistant.

  • If your license doesn't include the EDI AI Assistant option, selecting one of these options opens a dialog describing the assistant, with a contact form. Submitting the form sends a request for it to be added to your license.

EDI AI Assistant controls

The EDI AI Assistant panel includes these controls:

  • New chat: Start a new chat.
  • Expand: Expands the chat. Once expanded, click the Minimize icon to return to the previous view.
  • Resize: Drag the left edge of the panel to adjust its width.

Supported interactions and capabilities

The following interactions and capabilities are supported.

Trading partner

The EDI AI Assistant can help you with managing your trading partners:

  • Communication: Create and edit new AS2 and FTP communication connections, and modify and view connection details such as name, address, port, login, frequency, and active status.

    Warning

    Do not include FTP or AS2 certificate passwords in your prompts. Providing them will not work and unnecessarily exposes your sensitive data to the model.

  • Workflows: Create and edit EDI XML workflows, and view EDI XML workflow details such as map processing, direction, EDI standard, document type, and version, and ACK and debug settings.

  • Trading partners: Create and update trading partners, supporting both mandatory fields and optional configurations like archive settings.

  • Settings: Retrieve and query EDI configuration settings for IDs (including preferred partner ID and your preferred ID), and the connection type, name, and frequency.

  • Partner search: Search for trading partners by custom field description. The assistant returns the names of matching partners.

  • Custom fields: Retrieve, add, update, and delete a partner's custom fields. Changes require your confirmation. A partner must retain at least one custom field, so you can't delete the only remaining field or all fields at once.

Example user prompts

  • What are my ISA IDs for Walmart US?
  • Change the schedule for 84 Lumber to run every 1 hour.
  • Update the frequency of my 84 Lumber connection.
  • Which partners have a custom field named Region set to EMEA?
  • What custom fields does partner 3M have?
  • Add a custom field UDF 01 with description 12345 to Partner ADT.
  • Delete custom field UDF 01 from Partner 3M.

Transactions

The EDI AI Assistant supports querying and filtering of transactions.

Wherever a transaction search supports a document type filter, you can filter by either of the following:

  • A general document type (such as Invoice or Order) returns all documents of that type, across all of its document type codes.

  • A specific document type code (such as 810, 850, ORDERS, or INVOIC) returns only documents of that subtype. You can refer to a subtype by its code alone (for example, 810) or by the code qualified with its general type (for example, Invoice.810, Order.850, or Invoice.INVOIC).

The following interactions are supported:

  • Filters: Query and retrieve data using various combinations of direction, status, trading partner, document type (general type or specific code), date range, and document ID.

    Example user prompts

    • How many orders did Walmart US send today?
    • List all my invoices.
    • List all my 880 invoices.
    • Show all Order.850 documents for partner 3M.
    • Show all POs from Lowe's.
    • Show any errors from Lowe's.
    • Filter by order and Walmart for the last month.
    • Are there any errors this morning?
    • Show me any of my orders that didn't download.

  • Non-acknowledged documents: Search for outbound documents that are missing expected acknowledgments. The assistant cross-references your workflow configurations to determine which document types require acknowledgments, then searches for documents where the Acknowledged By field is null. You can optionally filter results by partner name, document type (general type or specific code), date range, or custom fields including document ID, control numbers (ISA, GS, ST), document dates, and user-defined fields (UDF1–UDF5).

    Example user prompts

    • Show non-ack documents.
    • Find non-ack documents for partner CommerceHub Amazon Marketplace.
    • Find non-acknowledged documents between April 1 and April 30 2026.
    • Show non-ack documents for the last 7 days.
    • Find non-ack documents with doc type 810.

  • Acknowledged documents: Search for documents that have been acknowledged. You can optionally filter results by partner name, document type (general type or specific code), date range, or custom fields including document ID, control numbers (ISA, GS, ST), document dates, and user-defined fields (UDF1–UDF5). After retrieving acknowledged documents, you can ask the assistant to calculate the average acknowledgment time overall or by document type.

    Example user prompts

    • Show acknowledged documents for partner 3M.
    • Find acknowledged 810 invoices from the last 30 days.
    • What is the average time to acknowledge documents?
    • What is the average acknowledgment time for orders?

  • Non-compliant documents: Search for documents that failed compliance checks. You can optionally filter results by partner name, document type (general type or specific code), direction (inbound/outbound), status (Success, Error, Pending, and others), or date range.

    Example user prompts

    • Show non-compliant documents.
    • Show non-compliant documents for partner 3PL Central.
    • Show non-compliant documents created after March 1, 2026.
    • Show non-compliant invoice documents for partner 3M in the last month.
    • Show non-compliant 810 documents for partner 3M.

  • Resend acknowledgements: Send or resend acknowledgements for inbound transactions, after your confirmation. You can filter by partner name, document type (general type or specific code), status (such as Success, Error, or Pending), date range, or the same custom fields supported for other transaction searches.

    Example user prompts

    • Resend acknowledgements for Walmart US transactions from last week.
    • Send acknowledgements for all pending inbound 850 documents from Lowe's.

  • Reprocess transactions: Reprocess documents matching optional filter criteria, after your confirmation. You can filter by partner name, document type (general type or specific code), direction (inbound/outbound), status (Success, Error, Pending, and others), date range, or the same custom fields supported for other transaction searches. If no criteria are provided, the assistant reprocesses all available documents.

    Example user prompts

    • Reprocess the document with ID 12345.
    • Reprocess all error documents from Walmart for today.
    • Reprocess all error 810 documents from Walmart for today.

  • Archive transactions: Archive documents matching optional filter criteria, after your confirmation. You can filter by partner name, document type (general type or specific code), direction (inbound/outbound), status (Success, Error, Pending, and others), date range, or the same custom fields supported for other transaction searches. If no criteria are provided, the assistant archives all available documents.

    Example user prompts

    • Archive documents with document ID VA-Shipment-008.
    • Archive documents for partner 3M.
    • Archive documents with document type Order.
    • Archive documents with document type 880.
    • Archive documents created after March 1, 2026.

  • PII guidance: The EDI AI Assistant answers questions about PII fields and masked data in documents, and provides a link to the Enable PII documentation. The assistant provides guidance only and does not query or expose actual PII data.

Messages

The EDI AI Assistant allows for filtering and advanced queries of messages:

  • Filters: Filter messages based on error, trading partner, date range, or keyword.

  • Advanced queries: Perform more advanced queries, allowing the large language model (LLM) to determine results based on the query.

Example user prompts

  • Show me any failed FTP messages.

Analytics

The EDI AI Assistant provides search capabilities for analytics:

  • Search capability: Perform searches based on date, trading partner, or document type.

  • Total/sum queries: Navigate to the Transaction volume report when you request totals or sums.

Example user prompts

  • How many orders did Walmart send within the past week?
  • How many orders from all my trading partners were sent within the last 48 hours?

  • Hourly transaction counts: Calculate transaction volume by hour for a date or date range of up to 7 days. You can optionally filter by document type (general type or specific code) or partner name. Acknowledgement documents are excluded from all counts.

    Example user prompts

    • Show me transaction counts by hour for 2026-06-10.
    • Show me transaction counts by hour for 2026-06-10 to 2026-06-16 for partner ALDI-HOFER.
    • Show me transaction counts by hour for 2026-06-10 for document types 810 and 850.

Recommendations

You should interact with the EDI AI Assistant as you would with any large language model (LLM) AI product. Follow these suggestions:

  • Write in English using whatever wording comes naturally to you, as if talking to a person with your own level of IT and business knowledge. Other languages may be used but have not been validated.

  • To get ideas of what interactions you can perform, ask the assistant in natural language what it can do, or type help.

  • Read the assistant's responses carefully before typing your reply. If there's something you don't understand, ask the assistant to clarify.

  • Once the assistant has performed an action, you can review and confirm what it did by browsing the configuration in the UI. If any settings are not as expected, you can ask the assistant to edit them or edit them directly.

Limitations

The following interactions are not yet supported:

  • Trading partner

    • Delete, import, or export trading partners.

    • Add or assign a company ID.

    • Delete workflows.

    • Delete or assign communication settings.

    • View, create, or update FTP or AS2 certificate passwords.

    • Edit, add, or remove labels.

    • Manage transactions.

  • Transactions

    • Direct query of transaction details. The assistant can navigate to specific transaction tables (for example: Show me Walmart orders), but it cannot extract specific data points within those transactions, such as PO numbers or received times.

    • Query personally identifiable information (PII).

    • Change the order or viewing of columns or sort columns.

    • Refresh the screen.

    • Upload an EDI file.

    • Specify multiple document IDs in a single search, reprocess, resend acknowledgements, or archive request. (A search request that includes multiple document IDs returns no documents.)

    • Print, copy, or save a transaction from the raw view.

  • Archive

    • Query archived transactions.

  • Analytics

    • Export reports upon request.