AI Business Assistant

Your business data.
Answers in plain language.

We connect a controlled AI layer to the data you already use, so people can ask business questions naturally and get useful answers without digging through reports, exports or multiple systems.

Built around your existing systems · Controlled access · Read-only by design where appropriate

From data to answer

Your systems stay where they are. We make the information easier to use.

The assistant does not need unrestricted access to your database. We define what data is available, how business terms should be understood and which users are allowed to ask for what.

Your data sources

  • SQL / business databases
  • ERP / CRM
  • Internal APIs
  • Files & approved documents

Controlled data layer

  • Read-only access where possible
  • Role and permission checks
  • Business definitions and metadata
  • Validated queries and guardrails

AI Business Assistant

  • Understands the question
  • Uses approved business context
  • Builds the right data request
  • Returns a concise answer

Useful business answer

  • Numbers with context
  • Drill-down when needed
  • Source-aware explanations
  • Available on desktop or mobile

What it can help with

Questions people already ask — without hunting through five screens first.

Operations

“What is delayed right now, and what needs attention first?”

Combine operational status, ownership and dates into one concise answer.

Finance & controlling

“Why did margin change this month?”

Use approved financial and operational data to surface the drivers behind a number.

Customers & sales

“Which customers need follow-up this week?”

Bring together activity, status and business rules without another manual report.

Management

“What changed since yesterday?”

Summarise relevant movements and let the user drill into the underlying data.

Control first

AI is useful only when the business rules stay in charge.

The useful part is not just the model. It is the layer around it: data access, permissions, business meaning, validation and the user experience.

Permissions

The assistant respects the same boundaries your users should respect. Sensitive areas can be excluded or limited by role.

Business semantics

We define what terms such as revenue, active customer, overdue or utilisation actually mean in your company.

Controlled actions

Analytics and Q&A can stay read-only. When a workflow needs to create a task, case or notification, only predefined and authorised application actions are exposed to the AI.

Auditability

Important requests can be logged with the user, question, generated data request and resulting answer for later review.

Web & mobile chat

Ask your business from the browser or your phone.

The same assistant can be delivered as a secure web application and an installable mobile experience. Users sign in, ask in natural language and get answers from the company data their role is allowed to access.

AI Business AssistantCompany data · controlled access
WEB / MOBILE
Which open service cases need attention today?
AI

7 cases need attention. 3 are overdue, 2 are waiting for customer confirmation and 2 are blocked by parts availability.

Show me the 3 overdue cases →

From inbox to action

Shared mailboxes can become part of the process — not another queue someone has to watch.

For predefined addresses such as service@, repairs@, support@ or orders@, AI can read incoming messages, understand the business context and pass structured information into the application and workflow you already use.

01

Incoming email

A customer, partner or employee sends a request to an approved shared mailbox, with free text and optional attachments.

02

Understand context

AI identifies the customer, order, asset, service type, urgency, requested action and other information relevant to the process.

03

Apply business rules

The system validates what was recognised, links it to existing records and decides which predefined workflow is allowed to continue.

04

Create the next action

Create a service case, repair request or task, assign an owner, trigger a notification, update the workflow or prepare a reply for review.

A practical first use case

You do not need to replace your ERP to make its data easier to use.

If your team already has the data but still spends too much time finding, combining or interpreting it, that is a good place to start.

Talk about your data