Talk to it like a colleague
No new window to live in. Mention the agent in Teams, Slack or the shared inbox, hand it a job in your own words, and it owns that job end to end.
A real job, not a taskOrder entry, invoice matching, customer questions. The whole job, not a step in a flow.
Briefed once, in your wordsYour process, your exceptions, your tone. No template to fill in and no prompt to maintain.
Hands over cleanlyWhen it stops, a person picks up with the full context attached, not a transcript to read.
It reads the company brain, and adds to it
Every answer starts from what your company already knows, and every correction your team makes goes back in.
It learns your exceptionsTheir format, their part numbers, the exception you made last month. It applies them next time.
Corrected, not reprogrammedYou fix it the way you would correct a colleague, and it holds the correction.
Knowledge your company ownsHeld on your side, exportable, and never used to train anyone else's model.
Already connected to your systems
The agent reads and writes where the work actually lives: your ERP, Microsoft 365, SharePoint and the shared inbox. Nothing to move, nothing to copy across.
Reads the record, not a copyMaster data, documents and past decisions, connected live rather than pasted in.
Writes back to the ERPPosts the order, matches the invoice, confirms to the customer. SAP, Business Central, Exact, AFAS, Infor.
Permissions per systemRoles and scopes per connection. It can only reach what you let it reach.
SAP
Business Central
Dynamics 365 F&O
Exact
AFAS
Microsoft 365
SharePoint
Outlook
Teams
You decide how much it does alone
An agent that touches your ERP is held to the same rules as a person who does, and you set them. Start with suggestions, move to approvals, let it run alone where you trust it.
Thresholds you moveAbove the line it waits for a person, below it posts itself. You decide where the line sits.
A full audit trailWhat it read, what it decided and why, timestamped against the record it touched.
EU hosted by defaultGDPR compliant, on-prem where you need it, your data staying yours.
