AI grounded in your organization’s knowledge and data
An enterprise AI assistant can do much more than a basic chatbot.
With controlled access to company knowledge, documents and systems, it can provide answers grounded in the organization’s actual information.
Users can ask questions in natural language instead of searching through multiple applications, files or reports.
AI assistants for employees
In many organizations, employees spend a significant part of their time finding information.
Procedures, contracts, documents, customer records, project information and other data may live in different places.
An enterprise AI assistant can connect to those sources and help staff find the information they need more quickly.
For example, users can ask about an internal process, request a document summary or look up information about a customer.
AI assistants for sales and customer service
Sales and support staff usually need to review customer history, previous requests and other information before responding.
An assistant can collect and summarize that information, highlight key points and even draft a proposed reply.
The aim is to reduce repetitive work and give staff the information they need to make faster decisions while keeping them in charge.
AI assistants for managers
Managers can also ask questions in natural language instead of working through several pages of reports.
For example:
“What is the status of our active projects?”
“What are the most important open customer requests?”
“How have sales changed since last month?”
With the right data infrastructure, the assistant can retrieve relevant information and present it clearly.
Connecting AI to enterprise systems
Depending on the project, an assistant can connect to Dynamics 365, CRM, databases, documents, internal systems and enterprise APIs.
User permissions, information security and limits on the assistant’s access to company data are central to the design.
Examples of AI assistant applications
- Employee assistant
- Support staff assistant
- Sales assistant
- Management assistant
- Intelligent search across enterprise documents
- Summaries of information and reports
- AI-assisted responses to customer inquiries
- CRM data analysis
- Questions and answers based on enterprise data
- Draft replies, reports and correspondence