“We built out an agent that lives inside of Microsoft Teams and allows all parts of our organization to access a centralized knowledge base and see live data from our ERP, our CRM, and other internal software tools”
In The Trenches · The Most Valuable A.I. Use Cases as Reported by Searchers, CEOs and Investors
Play from 13:51
13:51
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What was described
Built an agent that lives inside Microsoft Teams, giving all employees access to a centralized knowledge base and live data from ERP, CRM, and other internal tools
Said nearby on the same subject
“‘We built an AI operating system that has all the context… connects into the CRM… because everybody has the same tools, but they don’t have the data’”
LS
Leslie Silverman
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies ·
“We are giving identity and access to agents based on the task… we call this CASA, which is continuous semantic authorization and giving access based on that.”