Information coming in
- User question
- Approved knowledge and business records
Control / Integration-dependent
AI Business Assistant
Keep AI assistance inside company permissions, with source-linked answers and human review for changes.
What it is designed to manage
- Tenant-admin enablement
- Permission-filtered retrieval
- Cited source records and audit
- Read-only by default; human confirmation for write actions
AI provider setup and authorized data access are required. The assistant is not given unrestricted access to company data.
A practical view of the process
How the work moves.
01
Ask a business question
02
Retrieve permitted records
03
Review source-linked answer
04
Confirm any authorized write separately
Records & handoffs coming out
- Source-linked response
- Reviewable proposed action
Connected departments
Where this module connects.
Integration-dependent. Release availability requires the relevant implementation, integration and validation work. The visual above is illustrative.
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.