AI Sales Agent for Microsoft 365 and Business Central
Speeds up sales work, removes manual search across documents and email, and gives instant access to ERP data and templates. Runs in your Azure, inherits access rights, and scales with your processes
Special offer
Start your pilot and go-live in 1–2 weeks with the ready-to-use standard setup:
Document search and Business Central requests
AI Sales Agent
Examine your stock, find out what's being stored excessively and what's missing to improve performance
Business outcomes
Lower licensing footprint
Many ERP lookups handled by the agent without giving full ERP licenses to everyone.
Faster onboarding
Expert-level answers with links to the original sources
30–60% faster customer replies
Through one workspace: documents, ERP data, email
Fewer mistakes
The agent cites source documents and discount rules
Secure by design
Deployed in your Azure, Single Sign-On via Entra ID
Functional blocks
Documents
product specs, contracts, quote and email templates, presentations, policies, user guides
ERP/CRM data
stock, reserves and shelf life; order statuses; margin; planned delivery dates; customer sales statistics; discount policies
Email
classification and prioritization, root-cause analysis for losses/returns/claims, fast replies, SLA control
OCR and data normalization
for accurate search and answers
How it works
Single portal in Azure: front end, functions, and storage in your subscription; Single Sign-On and roles from Entra ID
How intelligent search works
Near-real-time indexing
of corporate sources; answers always include links to originals
Automatic classification
of all documents into categories you choose
Delivered as a packaged solution
with options to extend for your metrics and workflows
Instant answers
grounded in your corporate data, with links to source documents and systems
Built-in OCR
for scans and images
How it understands and retrieves Business Central data
Your business context
understands your business context from existing documentation (user manuals, policies, system guides end etc.)
Business context of data model
interprets the Business Central data model, understands the business meaning of entities and their relationships, performs searches with fuzzy matching, and applies filters according to system logic
Source-linked answers
produces answers withlinks back to the original records and documents
Prompt control
lets you adjust promptrules to reflect your terms and improve accuracy
Complex queries
handles multi-stepquestions across items, orders, finance, logistics, and other entities
Key scenarios with Business Central
Quote Preparation Agent
Prepares quotes with prices, discounts, terms, and source links
Deal & Shipment Tracking Agent
Tracks order progress, delivery dates, and payment statuses
Order Portfolio Agent
Displays open and completed orders by customer, item, or salesperson
Contract Execution Agent
Analyzes what has been shipped, invoiced, and paid
Customer Account Health Agent
Retrievescustomer balances, overdue invoices, and credit limits
Risk & Receivables Agent
Lists overdue accounts and customersclose to their credit limit
Payment Status Agent
Shows recent payments and outstanding amounts by customer
Invoice Overview Agent
Displays issued invoices with amounts, due dates, and payment status
Purchase Order Tracking Agent
Tracks purchase order status: ordered, received, and invoiced quantities
Vendor Overview Agent
Showssupplier details, active orders, and purchase history
Purchase Price & Discount Agent
Displayscurrent item prices, discounts, and vendor-specific terms
Purchase History Agent
Listspast purchases by item, vendor, or period
Inventory & Availability Agent
Monitors stock levels, reservations, expiry dates, and item variants
Reservations & AllocationsAgent
Shows which orders include selected items
Delivery Planning Agent
Plans deliveries and identifies potential delays
Product Insights Agent
Identifies top-selling items, expiring batches, and low-stock alerts
What you get beyond a standard chat assistant
Real-time ERP lookups
Stock levels, margins, delivery dates, credit limits — with sales-ready guidance
Flexible connectors
Integrate multiple corporate sources across Microsoft 365, ERP, CRM, BI, file shares, and more
Customizable behavior
Adjust prompt rules and terminology to match your processes and vocabulary
Fast deployment
Packaged rollout in your Azure cloud, no custom coding required
Transparent cost control
Usage telemetry, token policies, and billing fully visible in your tenant
Pricing
Starter
$250
/ month
Includes up to 3,000 AI answers/month
Growth
$600
/ month
Includes up to 15,000 AI answers/month
Enterprise
Let’s talk
15,000+ answers/month
All plans include the full feature set:
• Document search
• Business Central requests
• OCR for scans and PDFs
