AI Agent

An AI agent for ERP systems is a digital assistant that lets people ask questions about ERP data in plain language instead of building reports, running queries, or navigating multiple screens. Agility Intelligence's AI Agent connects directly to your ERP so warehouse, operations, and planning teams can ask things like "what inventory is available for item A100" or "which orders are delayed today" and get an immediate answer pulled from live data. Instead of waiting on a report to be built or digging through dashboards to piece together an answer, teams get a direct response in seconds. Because the AI Agent works inside the ERP you already use, there's no separate system to maintain, no duplicate data entry, and no disconnect between what the AI reports and what's actually happening on the floor. It's designed to reduce the time between a question and an action, which is where most operational delays actually happen.

AI Agent connects to your ERP through role-based permissions, so it only sees and acts on the data a given user is already authorized to view. Access can be scoped down to the level of individual modules, meaning a user might have read-only visibility into accounts receivable while having full transactional access to inventory, depending on how their role is configured. When a query is sent to AI Agent, only the specific prompt needed to generate a response is passed along, and no customer data is used to train the underlying AI model. Any transaction that would change data in your ERP requires human approval before it's submitted or posted, unless it's part of an automated workflow your team has explicitly built and approved. For customers on SAP Business One or similar enterprise environments, authentication typically runs through your existing identity provider, such as Azure Active Directory, so access control stays consistent with the rest of your security policies.

No. AI Agent is designed to work alongside your existing ERP reports and dashboards, not replace them. Traditional reporting is still valuable for recurring, structured views of your data — things like month-end financials or standard inventory reports that your team already relies on. AI Agent solves a different problem: the ad hoc, in-the-moment questions that don't justify building a new report, like checking on a single order's status or spotting which locations have unusual inventory variance today. Rather than opening a report builder, exporting to a spreadsheet, or waiting on someone else to pull the data, a user can simply ask the question in plain language and get an answer immediately. Over time, many teams find that AI Agent reduces how often they need to build one-off or ad hoc reports, but it isn't intended to replace the structured, recurring reporting your organization already depends on for governance, audits, or standard operating reviews.

AI Agent is built to work with the ERP environments manufacturers and distributors already rely on, with dedicated support for SAP Business One and Macola. Because Agility Intelligence is designed with an ERP-agnostic architecture, the underlying approach isn't limited to a single platform, and additional ERP integrations are evaluated based on customer demand and technical fit. If your organization runs SAP Business One or Macola today, AI Agent connects directly through each system's native APIs and service layers, so there's no middleware to install or maintain, and no duplicate database to keep in sync. If you're running a different ERP and are evaluating AI Agent, it's worth talking to the team directly about integration options, since support is expanding over time. The goal across every supported environment is the same: let your team ask questions and take action using the data that already lives inside the ERP, without introducing a second system of record to manage.

AI Agent can do both. In its simplest form, it answers plain-language questions about ERP data — checking inventory levels, order status, or shipment activity without anyone needing to run a report. But AI Agent is also capable of performing transactions inside your ERP, not just reading from it, which is what separates it from a basic reporting or search tool. Depending on how a user's role is configured, they may be limited to read-only access in certain modules while having full transactional permissions in others. Any transaction that changes data — creating an order, updating a record, adjusting inventory — requires human approval before it's submitted or posted, unless it's part of an automated workflow your team has specifically built to run without manual sign-off. That combination lets teams move from asking a question straight to taking the next action, while keeping a person in control of anything that actually changes what's in the ERP.

No. Data processed through AI Agent is not used to train Agility Intelligence's underlying AI models, whether by Agility Intelligence itself or by any third-party AI provider involved in delivering the service. When you submit a natural-language query, only the specific prompt needed to generate a response is sent to the AI system that processes it — your broader ERP database isn't exposed or retained beyond what's required to answer that individual question. This distinction matters for manufacturers and distributors who are cautious about sharing operational or customer data with AI tools, since it means your inventory levels, order details, and business relationships aren't being absorbed into a model that could resurface that information elsewhere. As audit logging capabilities continue to be built out, customers will also have more visibility into exactly what was asked, what data was accessed, and what actions were taken through the system.