In Jestor, for anyone with a critical process who isn't yet fully comfortable letting an AI agent act on its own, the recommendation is to add a verification checkbox field, allowing the team to quickly review whether the agent's classification is correct before trusting it completely.
In Jestor, the newly reorganized settings bring a dedicated "Usage" area, accessible as its own page inside the settings menu, where you can track the account's consumption of items like automations, tables, and public pages. How to access this area The new settings panel can be
Yes. In Jestor 8.0, Magic Link lets you log in by simply entering your registered email — the system sends an access link straight to that inbox, with no password to type. How Magic Link works Choosing this login option, the user enters only their email. Jestor sends an authentication
In Jestor 8.0, you can select several apps, tables, or a whole folder and delete them all at once, with a confirmation list showing exactly everything that will be deleted before the deletion is finalized. How bulk deletion works With builder mode turned on, simply select multiple items — apps,
In Jestor, the quote approval list lets you filter proposals received by payment method — such as Pix — as well as by status and vendor, making it faster to find the quote that best fits the desired terms. How the payment-method filter helps in the decision Opening the list of
Yes. In Jestor, when accepting a quote to resolve a purchase order, the system automatically calculates the "price balance" — the savings between the value originally forecast and the final value of the chosen quote. How the savings calculation works Every order has a maximum expected value defined at
In Jestor, the purchasing system's Kanban automatically locks certain order fields as it moves through stages, preventing changes to information that shouldn't be edited anymore at that point in the process. How the locking works While an order is in the "new request" stage,
In Jestor, when a new payment request is created, the selected cost center already automatically determines who is responsible for approving that request, routing it to the correct approval queue. How this approval rule works On the new-request form, one of the fields filled in is the cost center
In Jestor, project expenses are organized into two separate views — pending and paid — and every expense created automatically generates a matching payable in Omie, keeping both systems always in sync. How the split works When a new expense is created, it's linked to the project, the vendor, the
In Jestor, each stage created within a project's Gantt chart can have its own checklist, with checkable items, letting you visually track how much of that stage is done through a percentage progress bar. How the checklist works When you create a stage in the Gantt chart — like
In Jestor, the stock movement template integrated with Omie shows two automatic warnings on the dashboard: one for items below the minimum stock level, and another for items completely out of stock. How these alerts work The "low stock items" warning is calculated based on the number of
In Jestor, the CRM dashboard integrated with Omie includes indicators showing the expected value by service type across open deals, plus a visual gauge that tracks progress toward the monthly profit goal. How these indicators work Right at the top of the dashboard, indicators show how many deals are hot,