One AI Platform. Every Employee. Full Control.

Give every employeesecure AI — that alsoacts on your ERP.

Employee Smart Assistance unifies a company-managed AI assistant and an ERP AI agent into one governed platform. Employees chat with AI, analyze documents, query your Business Central data, and execute approved actions — under role-based access, token limits, automatic model fallback, and a complete audit trail.

Cost governance · ERP-aware answers · Multi-model fallback · Enterprise-grade privacy

What teams optimize with one platform
35-60%Lower AI spendvs individual subscriptions
70%Less manual ERP workin repetitive day-to-day tasks
<1sFallback switchingpremium to free model routing
100%Governed & auditabletracked per employee and action
The problem

AI is everywhere in your company — and nowhere working together. Meanwhile your ERP holds the answers, but employees can't reach them.

  • 01AI usage is fragmented across personal accounts and tools, making spend unpredictable and impossible to optimize.
  • 02Sensitive product, customer, and supplier data gets pasted into unmanaged AI tools with no policy, no audit trail.
  • 03Business Central data stays trapped — employees wait days on IT or BI to answer questions they could ask directly.
  • 04There is no consistent way to enforce role-based limits, token quotas, or model and data policies across departments.
The economics

Subscription sprawl + a passive ERP vs. one governed platform.

Today

  • Each team buys separate AI plans; seats and tools are duplicated and underused.
  • No company-wide quota strategy, no visibility into who uses what, or at what cost.
  • The ERP only answers through reports — questions wait on IT, BI, or spreadsheets.
  • Sensitive data leaves approved boundaries; no consistent policy or audit.
  • Every new automation becomes a custom development ticket and a long backlog.

Employee Smart Assistance

  • One company AI strategy with centralized governance and predictable spend.
  • Token limits by employee, role, or department — with automatic premium-to-fallback routing.
  • Conversational access to Business Central: ask in plain language, get source-cited answers.
  • A secure proxy and role-based controls keep keys, data, and actions inside your governance.
  • New workflows ship in weeks on top of your existing ERP — every action logged and reversible.
What you get

Two products, one platform — governed AI plus an ERP agent.

Employee Smart Assistance replaces scattered AI tools and passive reporting with a single secure workspace where employees chat, analyze documents, query live ERP data, and execute approved actions — all under policy-driven governance you fully control.

Company-wide AI workspace

One secure internal interface for every employee to chat with AI, summarize files, and get work done — in the web workspace or right inside Microsoft Teams, WhatsApp, and Telegram.

Conversational ERP access

Employees ask Business Central questions in natural language and get grounded, source-cited answers — no SQL, no waiting on reports or BI.

Governed action execution

The agent proposes and executes approved ERP actions — like creating and posting sales, purchase, and transfer orders — under role-based controls, with full traceability and human-in-the-loop confirmation.

Token-based cost control

Set monthly or weekly token quotas per employee, department, or role to keep AI spend aligned with business priorities.

Automatic model fallback

Connect Claude, OpenAI, Gemini, DeepSeek, Kimi, and open/local models. When premium limits are reached, routing switches to a free fallback so work never stops.

RBAC & data-domain control

Define who can use which models, connectors, and data. Topic- and table-level data domains (finance, sales, costing…) are enforced even on generated SQL.

Knowledge base & documents

Your SOPs, contracts, and policies become first-class context via RAG. Upload PDF, Word, Excel, and images — with EN/AR OCR — for grounded answers.

Artifacts, voice & analytics

Generate downloadable Excel, PowerPoint, PDF, and images from chat, use voice input (EN/AR), schedule recurring reports, and watch usage, spend, and ROI on a live admin dashboard.

Use cases

Built for every department — governed centrally.

Roll out AI safely across the company while keeping cost, access, and compliance measurable from day one. These are the patterns teams adopt first.

Customer Support

Resolve tickets faster, on policy.

Agents draft replies, summarize customer and order history from the ERP, and suggest compliant answers — while managers control usage and quality.

Sales & Marketing

Create campaigns and proposals at lower cost.

Teams generate content and pull live sales figures from Business Central, while token limits and fallback routing prevent budget overrun.

Finance & Procurement

Close faster, reconcile smarter.

Ask the ERP for pending approvals, invoice matches, and variances; let the agent draft commentary and propose actions under finance-domain controls.

HR & Operations

Standardize internal workflows.

Draft SOPs, policies, and bilingual announcements, and query operational data — with clear access controls and full traceability.

Developers & IT

Enable productivity with policy controls.

Developers get AI assistance for code and analysis while IT governs model access, connectors, data domains, and security boundaries.

Compliance & Audit

Every prompt and action, accountable.

Model requests, token events, fallback switches, and ERP actions are logged to a queryable audit trail — built for internal control and regulator readiness.

How it works

Launch one governed platform in five practical steps.

01

Connect AI providers & your ERP

Link your AI APIs (Claude, OpenAI, Gemini, DeepSeek, Kimi, open/local) through a secure proxy, and connect Business Central — read-only or governed read/write.

02

Set roles, limits & data domains

Assign token quotas and RBAC by user, team, or role, and scope which data domains and models each group is allowed to use.

03

Ground it in your knowledge

Upload SOPs, contracts, and policies to the knowledge base so every answer reflects how your organization actually works.

04

Employees work in one interface

Teams chat, analyze documents, query the ERP, and generate artifacts — with automatic fallback keeping sessions running past premium limits.

05

Admins monitor & govern

Leaders review usage, spend, and audit dashboards in real time, tune quotas, and enforce policy with complete visibility.

Example workflow

One email, end to end — drafted by AI, approved from WhatsApp.

Here is a real, governed workflow on Employee Smart Assistance. An inbound supplier email triggers the assistant; it drafts a grounded reply from your knowledge base and ERP; and because it involves a price commitment, it pauses for one-tap human approval before anything is sent — with every step logged.

Scenario · Finance & Procurement

A supplier email lands in the shared procurement inbox. No one has touched it yet — and by the time a manager taps “Approve” on their phone, the reply is already on its way, with a full audit trail behind it.

  1. Trigger · Email inbox

    A supplier email arrives in procurement@

    The assistant watches the shared inbox. It detects the new email, classifies it, and starts a run automatically — no human action required yet.

  2. Draft · Knowledge + ERP

    It researches and drafts a reply

    It reads the email, pulls the supplier's contract terms from the knowledge base, looks up the latest invoice and payment status in Business Central, and drafts a bilingual (Arabic + English) reply with a counter-proposal.

  3. Policy · Checkpoint

    Policy decides this needs a human

    The reply contains a price commitment, so the governance policy returns “require approval.” The run pauses and a checkpoint is created — nothing is sent without sign-off.

  4. Approve · WhatsApp / Telegram / Teams

    The manager gets a one-tap approval card

    An approval card is delivered to the manager's chat app: the full email, the full draft, and Approve · Revise · Reject buttons. They never leave WhatsApp or open another system.

  5. Resolve · Send

    Tap Approve → the run resumes → the email goes out

    On approval, the assistant sends the reply through the email connector. Tap “Revise” instead and it loops back to redraft. Either way, who approved what — and when — is written to the audit log.

The result

Hours of back-and-forth become one notification and one tap — with company data, policy, and a complete audit trail enforced at every step.

Inside the platform

Governed AI and live ERP — in one employee workspace.

What you see below is the assistant employees use every day: an internal AI workspace that answers from your knowledge base and your live Business Central data, with quota awareness, instant fallback, and an admin governance dashboard behind it.

Employee Smart Assistant
Employee WorkspaceLive · Policy Enforced
Top 5 selling SKUs in the Eastern Region this month — and draft an Arabic + English summary.
Here are the top SKUs from Business Central. Premium quota is at 94% — fallback will auto-activate at 100% if needed.
Top SKUs · Eastern RegionERP · Live
SourceBusiness Central
Premium tokens used47,100 / 50,000
Fallback modeStandby
Policy profileStandard Employee

One internal assistant — chat, documents, and ERP queries — with quota awareness and automatic fallback continuity.

erp.company.com / ai-ops
Modules AI Ops Control Center
AI & ERP Governance Dashboard
Company-wide usage, spend, and ERP actions
Fallback Engine · Active
Active Employees
186
+14 this week
Premium Usage
82%
monthly pool
Fallback Sessions
1,248
auto-routed
Projected Savings
42%
vs seat subscriptions
Request Routing Flow · TodayWorkflow automation · live
Requests9842
Premium6310
Fallback3192
ERP Actions540
Recent governance & ERP eventsAudit trail
  • 10:12Sales team reached premium cap; auto-switched to fallback modelWARN
  • 09:56ERP query blocked: user lacks costing data domainOK
  • 09:41Daily spend report exported to finance workspaceINFO

Usage, spend, model routing, and ERP actions in one view — designed for admins, finance, and audit.

Real-time
Usage, spend & model visibility
ERP-aware
Grounded in your live data
Enterprise
Governance and audit readiness
Productivity comparison · per department

Where the hours come back.

Conservative estimates at enterprise scale (1,000+ employees). Numbers are workflow time for one representative task — not aggregate FTE math.

DepartmentRepresentative workflow · systems touchedTodayWith Smart AssistanceSavedQuality lift
MarketingCampaign brief · analytics + Drive3–5 hrs11 min~95%Consistent voice · AR + EN copy · last-year benchmarks attached
E-CommerceListing audit · marketplace + e-com SKU sync~30 min/SKU90 sec/SKU~95%Catches taxonomy + image issues · auto-fixes copy · cites source
SalesCRM follow-up draft · order context from BC + OTO12 min/lead2 min/lead~83%Personalized in AR/EN · pulls last 3 orders · suggests next-best
ProcurementSupplier email triage + reply · BC contract terms15 min/email2 min (approve)~85%Contract terms checked automatically · WhatsApp approval
Inventory MgmtStockout decision · BC + OTO · PO via supplier2–6 hrs90 sec~99%Voice-initiated approval · zero waiting on email
WarehousesPick-list rebalancing · OTO OMS · driver dispatch35 min/wave5 min/wave~85%Optimal route + load · WhatsApp dispatch to drivers
FinanceInvoice reconciliation · Business Central exceptions25 min/batch3 min/batch~88%Catches anomalies humans miss · cited audit trail
HRPolicy Q&A · onboarding doc · HR system lookup20 min/Q30 sec~97%Always cites HR policy · AR + EN · 24/7 in-channel
Legal AffairsContract clause review · risk-flag · cite precedents45 min/contract8 min/contract~82%Risk-tier classification · always cites the source clause
ITTier-1 ticket triage · diagnostics · BC + HR access22 min/ticket6 min/ticket~73%Escalates with full context · pre-fetches diagnostics
Methodology

Workflow times are based on internal interviews and comparable retail-IT case studies. The “With Smart Assistance” column assumes a post-pilot steady state — month 3+ after rollout — including the time the human still spends reviewing and approving. Pre-pilot months will see lower savings.

Quality dividend

Time saved is the obvious win. The bigger win is consistency: every employee gets the same quality of context, citations, and policy adherence — including the new joiner on day one.

Security & deployment

What leaders ask before rolling AI out company-wide.

All AI requests pass through a controlled internal proxy, so provider keys and routing stay under company governance. ERP access is role-aware and can run read-only; data residency, encryption, and access control are designed up-front.

Control your AI. Unlock your ERP. Scale smart.

Deploy one governed AI platform for your entire company.

Stop paying for disconnected AI subscriptions and waiting on reports. Give every employee productive, secure AI access — grounded in your knowledge and your ERP — with quota controls, automatic fallback, and enterprise-grade governance from day one.

Bilingual enablement (EN/AR) · API & ERP onboarding support · No sales pressure

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