Internal knowledge assistant
Answer questions from approved procedures, product documentation and support material, with source references and a clear response when the information is missing.
BUSINESS KNOWLEDGE · ERP ASSISTANCE · AGENT WORKFLOWS
Useful AI assistants. Clear boundaries. Human control.
Explore assistants that answer questions from approved information, prepare drafts and coordinate scoped business tasks. Business Central assistance can be assessed through authorised data access and carefully controlled actions.
01
Agent use cases to explore
Each use case begins with discovery and a pilot. Availability depends on your systems, data permissions, model/vendor terms and the reliability needed for the task.
Business Central enquiry assistant
Help an authorised user retrieve permitted customer, item, order or invoice information through approved interfaces. Apply the same business and data boundaries as the underlying system.
Support triage and draft replies
Classify incoming requests, find relevant guidance and prepare a suggested reply for a person to review. Keep customer communication under the agreed approval model.
Document intake assistant
Extract a proposed set of fields from an incoming document and flag uncertainty. A reviewer validates values before they become an ERP record or approved transaction.
Workflow assistant
Prepare a task, assemble context or draft a structured request, then request explicit approval before an action changes records or sends messages.
02
What we specify before building
Knowledge and access
Identify permitted sources, refresh frequency and user permissions. Prevent a user from retrieving information they could not otherwise access.
Tools and allowed actions
List the precise APIs and operations the assistant may use, with scoped identities, validation and human approval for consequential changes.
Evaluation and fallback
Test a representative set of questions, unsupported requests and malicious instructions. Measure grounded answers and provide escalation to a person when the answer is uncertain.
Privacy, cost and operations
Assess vendor data handling, retention, model usage charges, audit needs and incident handling. Keep secrets and unnecessary personal data out of prompts.
03
Business Central: start read-only
A sensible first pilot is an assistant that retrieves permitted status information or explains an approved procedure. Draft-record creation can be considered after validation. Payments, financial posting, permission changes and externally sent communications require separate controls and explicit approval; they are not default autonomous actions.
04
Implementation options
Assess a .NET service with approved model APIs, Microsoft Copilot Studio or another suitable agent platform. Tool choice follows the problem and access model. We do not claim that every model or platform is already connected, nor that an AI answer is guaranteed correct.
Common questions
Will this be a fully autonomous employee?
No. We define a bounded assistant with explicit data sources, permitted tasks, evaluation criteria and escalation. Human accountability remains essential.
Can it work with Business Central?
We can assess authorised read access and carefully controlled operations using supported APIs. The details depend on your tenant, version, permissions and intended workflow.
Are the website demonstrations real AI or a live ERP connection?
No. They are transparent browser-only simulations using sample data, intended to explain the design before a project is commissioned.
Technology references
Product capabilities and licensing are governed by the respective vendors. These links are references, not partner or certification claims.
Microsoft: Copilot Studio agents ↗START WITH A CONVERSATION
Bring one challenge.
Define the next step.
Share the process, systems involved and what a useful outcome would look like. We will assess scope, dependencies and the right starting engagement.