Products/BE One AI
Staff ask in chat or by email; customers can check their own orders by phone. It answers from live Business One data over a fixed, published list of lookups, and raises quotes and orders only for a verified customer, after Confirm.
How a question goes
In chat, by email, or by phone through BE Voice. Type it the way you'd say it.
Anything touching money, pricing or a balance waits until the customer is verified.
Live stock, prices, orders and deliveries, over ten published lookups and nothing else.
Quotes, orders and credit requests are drafted first. A person presses Confirm.
What's in it
If a question is not on the list, it cannot ask it. That is what makes it something your IT team can sign off.
On-hand and available stock, order status, every outstanding order, delivery estimates.
Released only after the customer proves who they are. That cannot be switched off.
Three documents, each confirmed before it is raised, each reversible by a person.
Staff in chat or by email; customers by phone on BE Voice. The thread is the conversation.
MorePayments, credit memos, master data changes and deletions are out of reach by design.
A small connector on the on-premise machine. Nothing inbound at your site; we never see the password.
Try it on your data