How to build an AI assistant that runs on ERP data
The steps for a permission-aware query layer that shortens the report request chain.
ERP & AI · 2026-08-04 · 5 min read
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.
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