ERP & AI · · 5 min read
To build an AI assistant on ERP data, define the record types, user groups and questions in scope. Carry ERP roles into the query layer and reference source records in answers so users can verify results.
Start by narrowing the scope: which record types, which user groups and which questions. A clear scope shortens integration time.
The second step is authorisation. Roles in the ERP must carry over to the query layer, so users only receive data they may see.
The third step is verification. Answers should reference the source record so teams can confirm the result in the system.
Frequently asked questions
- What scope should you define before integrating ERP data?
- Define which record types, user groups and questions the assistant will support. A clear scope shortens integration time.
- How should an AI assistant enforce ERP permissions?
- ERP roles must carry over to the query layer so users only receive data they are authorised to see.
- How can teams verify the assistant's answers?
- Answers should reference the source record so teams can confirm the result in the system.
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