unitop AI agents

unitop AI agents make it possible to use Artificial Intelligence wherever key business processes are taking place: in the ERP system, in Microsoft applications used in tandem, or in the data and process structures within your organisation. A unitop AI agent doesn’t only provide assistance with individual tasks. Depending on the scenario, it can extract information from the unitop context and other sources, prepare steps within a process, evaluate interim results and initiate defined actions. To do that, it operates with clearly defined permissions and its output undergoes specialist verification by your employees. This therefore creates a new type of process support – one that is closer to the ERP, closer to the data and closer to the tasks performed by your specialist departments.

unitop is more than just a collection of data. As an end-to-end, sector-specific software solution based on Microsoft Dynamics 365 Business Central, unitop displays structured business data, documents, roles, releases and specialised logic. Precisely this context is decisive in the case of AI agents. A unitop AI agent doesn’t work in isolation from the system, but within the Business Central environment and sector-specific unitop processes. It can evaluate data, give instructions, prepare procedures or initiate actions. The precise tasks that an AI agent takes over will always depend on the defined functions and the permissions put in place. Decisions and critical process steps remain controllable and, depending on the scenario, can be actively confirmed by the users.

AI assistants help your teams carry out individual tasks. They answer questions, summarise information, help analyse data or provide suggestions. unitop AI agents, on the other hand, are more suited to handling multi-step processes and procedures. They can use information from the ERP context, link multiple steps together and prepare or initiate tasks, as long as the tasks themselves are technically possible and are permitted by the organisation. More process support doesn’t mean less control. In an ERP environment, permissions, business logic, verification and releases play a key role. Results that are critical are checked before taking effect.

Whether an agent works particularly closely with unitop or links multiple systems together will depend on the specific process concerned. The key factor is not the technology alone, but the benefit it brings for your organisation.

Are you looking to use AI agents in your unitop environment in a way that makes sense? 

We can help you identify suitable processes, select the appropriate technological route and develop an implementation method that is reliable and secure.

A unitop AI agent is an AI solution that is able to help with the processes in and around unitop. Depending on the scenario, it can extract information from the unitop context and other sources, prepare steps within a process, evaluate interim results and initiate defined actions. The precise actions an agent can perform will depend on data access rights, permissions and the technical implementation.

Copilot in Business Central primarily helps users perform individual tasks in Business Central, such as questions, analyses, summaries or suggestions. unitop AI agents, on the other hand, are more suited to performing multi-step processes and ERP-related process support in a unitop context.

unitop BC agents work in particularly close proximity to Business Central and unitop alike. They use the immediate ERP context including the data model, business logic, clients and permissions. unitop 365 agents have been designed to operate across platforms and can connect unitop data to additional Microsoft services, applications or data sources.

That will depend on the process. If an agent is meant to work in close proximity to Business Central and unitop, using a unitop BC agent may make sense. If multiple systems, Microsoft 365 applications or additional data sources need to be included, a unitop 365 agent may be the better way to go.