Our AI chat agents understand natural language and connect it to the data and processes in your Microsoft systems. Whether it's Business Central, Dynamics 365, or SharePoint, the agent accesses specific approved information, answers queries accurately, and triggers automated processes. This reduces the workload on teams, improves service quality, and delivers clear, measurable efficiency gains.
Standard inquiries are answered automatically by the chat agent, giving teams more freedom to focus on complex cases.
Precise, context-sensitive answers without lengthy searches—both externally (customer service) and internally (HR/IT)—prevent frustration.
The agent takes care of the preliminary work: structuring information, summarizing, creating drafts, and neatly handing everything over to the next steps in the process.
Reliable performance even with heavy traffic—flexible instead of rigid rules, making it ideal for changing requirements.
Clear data and access models, governance, auditability, and role-based permissions minimize risks.
The agent conducts fluid conversations in a context-stable manner and reliably recognizes intentions. If a request is too complex, it can be transferred to an employee—including a summary.
It summarizes content from Microsoft SharePoint documents, creates email drafts or task lists, and structures information for Dynamics 365 CRM or ERP (Business Central) processes.
Whether it's a ticket, lead, appointment, or order, our AI chat agents can initiate defined processes in Microsoft Dynamics 365 Customer Engagement or Business Central and prepare them neatly.
The agent only reads approved data—e.g., product information from Business Central, customer data from Dynamics 365, or documents from SharePoint—and only outputs what you explicitly approve.
The defined guidelines and guardrails for reducing hallucinations, citing sources, clear response policies, and coordinated escalation paths ensure reliable and traceable results.
The agents primarily understand and speak German and English. To ensure consistent quality across different dialogues, we recommend using separate agents for each language.
The agent answers questions about features, variants, and availability using information from PIM/ERP/website.
It retrieves information from CRM/ERP, guides users through return processes, and documents results.
He asks questions, evaluates leads according to defined criteria, and books appointments directly in calendars.
First aid for standard problems, step-by-step guides, pre-filled ticket system.
Guidelines, forms, checklists; new employees receive quick answers and to-do lists.
Search and summary from SharePoint/Confluence/documents – including source citations.
All data remains within the Microsoft cloud and your existing authorization models.
All data is processed exclusively in Microsoft Azure and used only for its intended purpose. Permanent storage takes place in your existing systems.
Entra ID and Microsoft permissions are used to precisely control who can see what information or perform what actions.
Filters, policies, and optional approvals by employees prevent unwanted or incorrect actions.
Personal data is only used in authenticated sessions or automatically masked. Each interaction remains isolated.
Conversations and processes can be logged and evaluated to ensure quality and security at all times.
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AI Chat Agents use modern language models for natural‑language dialogues and are deeply integrated with Microsoft Dynamics 365 CE and Business Central. This means they not only generate answers but also create or update records and processes directly in CRM/ERP — without media discontinuity.
Examples include ticket creation and status queries in customer service, lead qualification and appointment booking in sales, as well as order and delivery status or return processes in order management.
The agents access data from Dynamics 365 CE and Business Central in real time and execute defined actions according to your business rules — including creating, updating, and assigning records.
Yes. The solution is designed for the Microsoft technology stack, ensuring performance, scalability, and governance mechanisms in enterprise environments.
