Visualisation of artificial intelligence: glowing AI brain in a laptop on a dark Background

AI basics add-on

Innovating. Transforming. Succeeding.

Looking for a solution that will speed up your business processes efficiently, precisely and sustainably? If so, our AI basics add-on is for you! This innovative AI solution integrates the transformative power of Azure OpenAI Services directly into your unitop business software solution and expands the underlying Microsoft Dynamics 365 Business Central ERP system by providing additional functions for specific use cases. This add-on is much more than just a collection of useful AI functions. It opens the door to the smart automation and optimisation of working processes.

Graphic: AI basics add-on with framework and use cases, linked to unitop functions A and B

The unitop AI framework

Stable, innovative & adaptable – our AI basics add-on

At the heart of our AI basics add-on is our powerful unitop AI framework. This core component was developed to provide a seamless, secure and, most of all, highly adaptable connection to the Azure OpenAI services. Our AI framework stands out due to the following key features:

Fully configurable

You are in complete control. Whether your AI use cases are the ones already provided in unitop or they were individually created for you, you have the ability to adapt them so that they precisely match your specific business needs. Detailed system instructions (meta prompts) and user instructions (user prompts) can be defined precisely as needed.

Selecting models and parameters

You can decide which of the Large Language Models in Azure AI Foundry (for example, various versions of GPT) you wish to use. The parameters can also be adjusted with precision to configure the required AI output in a targeted way: by selecting “Temperature”, for example, you can limit the degree of creativity in the AI responses; and by selecting the “Max Tokens” parameter, you can set the length of the responses to be generated.

A flexible testing environment

You can create multiple configurations per use case. That way, you can quickly and efficiently test and compare different prompts, models or parameter settings, so you can achieve the best possible performance.

On-prem capability

A crucial advantage: the unitop AI framework is designed to function in SaaS format as well as in on-prem environments. With the AI basics add-on, Microsoft Dynamics 365 Business Central on-prem installations can be expanded to include innovative AI functions for unlimited use in unitop.

Expanded data connection

The framework makes it possible to connect additional in-company data sources as context-specific information repositories. This will provide you with AI-generated outcomes that are more relevant and precise, and all tailored to your use case. For example, AI can put together recommended actions based on your specific business processes and knowledge databases.

Uses & possible applications

AI incident management made easy – with the unitop AI basics add-on

The AI basics add-on can be used in many different ways. To illustrate the potential of this powerful AI solution, we will now provide you with a detailed presentation of a core use case: AI incident management. The established, non-sector-specific unitop “Incidents” add-on takes care of all of the administration concerning business incidents of any type – from customer enquiries and complaints to supplier information and internal support tickets. Integrating AI functions takes this add-on to a whole new level:

Screenshot of a unitop function with AI basics add-on: Configuring incident analysis with GPT-4.1

Create and categorise incident records automatically

Thanks to a new interface, you can automatically record incidents originating from external sources in unitop. This is an ideal way to perform tasks such as converting emails (and their attachments) from your info or sales mailboxes directly into structured incidents:

  • The AI analyses incoming incidents automatically.
  • To do that, the subject line and the content of the message and the detailed long-form descriptions stored for each incident category are taken into account.
  • Based on those, a precise categorisation (e.g. “Modification of master data”, “Order request” or “Product complaint”) is then carried out.
  • The logic used for that purpose is controlled via configurable prompts, which use placeholders for dynamic content such as the text from emails or lists of categories.
Screenshot of a unitop function with AI basics add-on: comparing data for change requests on laptop

Smart recognition and updating of master data

The AI automatically identifies potential changes to master data (such as a telephone number, email address or postal address) in incoming messages. In the meantime, information from the text of the email, the signature or even from analysed attachments is taken into account. The changes identified are presented in a clearly understandable form:

  • An easy-to-follow comparative view shows the “old” values recognised by the AI (from your system) and the “new” values (from the relevant email).
  • For increased traceability, the locations of these in the original text are marked in colour and provided with reference numbers.
  • You can then adopt the proposed modificationswith a single clickor you can create a new contact.
Screenshot of a unitop function with AI basics add-on: Processing email prompts on a laptop

AI-assisted text analysis and composition

The integrated AI functions will help you manage your communication and put it on a professional footing:

  • Impartial summaries: The AI takes the texts of long or emotionally worded emails and compresses them down into one impartial and objective summary. That way, your employees can get a rapid overview of the message.
  • Integrated translation: The AI automatically recognises emails written in another language. The summary can be immediately translated into the working language you want (e.g. German), while still displaying the original language (if configured in that way).
  • Contextual text suggestions: Professional, stylistically appropriate replies to emails, letters or texts to help you prepare for upcoming calls can be compiled to fit the context. As part of that process, the AI can take account of additional information that you enter on an ad hoc basis and of the course of events pertaining to the incident up to now. Outgoing notifications can also be translated into other languages.
Screenshot of a unitop function with AI basics add-on: English text suggestion for complaints

Powerful analysis of attachments

The AI functions provided by the unitop AI basics add-on will also help you analyse file attachments:

  • Analysing images: Say you are forwarding images of damaged goods. The AI can describe the content of the image (“The image shows a black cup with numerous visible scratches...”).
  • Extracting data from forms: The AI can even interrogate data from scanned forms filled in by hand (such as from membership applications or service reports). The data can then be used to create new contacts or for further process automation.
Screenshot of a unitop function with AI basics add-on: Complaint analysis and summary

A comprehensive summary of events and process-based recommended actions

One of the functions provided by the AI basics add-on that is especially worth highlighting: The integrated AI can provide you with a summary of all events that have taken place so far in a complex business situation and can recommend specific and appropriate actions that will form the next logical steps:

  • To create the summary, original notifications (plus attachments), relevant documents (such as orders, complaints or delivery notes) and activities performed are taken into account.
  • The recommended actions are not based on generic logic: the AI is guided by the specific process steps and guidelines defined by you in advance in the meta prompt for this use case and given to the AI as an instruction. This is particularly valuable during the induction of new employees and as a means of ensuring that processes are performed consistently.

Configuration

Maximum flexibility thanks to in-depth configuration abilities

A particularly outstanding feature of our AI basics add-on and the underlying unitop AI framework is its advanced adaptability. What you will receive is not a black box, but a transparent system that you actively configure yourself.

The adaptability of the AI basics add-on – a striking example that arose during development

Imagine a team consisting of members from various countries with different native languages working together within a department. You want to ensure that everyone involved can benefit equally from the benefits of AI – whatever their native language. No problem!

With our AI basics add-on configured accordingly, you can ensure that the summary of events relating to an incident is automatically issued in the native language of the relevant person.

This is achieved by allowing information from the relevant master data (e.g. a pre-determined job description such as “French call centre agent”) to be included as a placeholder in the prompt, thereby instructing the AI accordingly.

As you can see: by carefully constructing the prompt and by utilising the data you have available, you can adapt the system provided with the AI basics add-on to your specific business processes, even when multiple countries are involved.

Graphic: Connection between AI basics add-on, unitop/Business Central and Azure OpenAI platform

Making AI technology usable

Technical aspects and benefits of the AI basics add-on

You benefit from the robust and scalable AI models from Microsoft Azure, which is developing all of the time.

The add-on is connected to your own instance of Azure OpenAI, which means that you retain ownership of your data and the models being used.

You have the ability to define meta prompts and user prompts in a highly precise way. You can therefore precisely control how the AI behaves and optimise the quality of the output generated in a targeted way.

Thanks to the configuration sets and test facilities, you can develop, test and improve AI applications step by step.

Innovating. Transforming. Succeeding.

Rely on smart process automation to increase your competitiveness
– with the AI basics add-on

Looking to push ahead with your digital transformation and unleash the massive potential of artificial intelligence within your unitop ERP business solution? If so, our AI basics add-on is the key! With support from AI, you can reduce the number of routine manual tasks to a minimum, speed up your processes, improve data quality many times over and support your employees in a targeted way using smart tools. This will result in an array of advantages, which will only be to your benefit:

  • Improve the precision and consistency of your data and your processes.
  • Boost employee satisfaction by removing the need for them to perform repetitive tasks.
  • Make decisions that are more rapid and well-founded.
  • Future-proof your company or organisation.

Contact

Your contact

Ready to raise the efficiency of your business processes to a new level and unleash the full potential of artificial intelligence for your company or organisation? Get in touch with us – we’ll be pleased to advise you: