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AI business assistant

An AI assistant that knows
how you work.

It finds information in your documents and connected tools, then prepares the work. Your teams keep the final decision.

Let’s talk about your needs

Less searching.
More time to act.

Finance

The assistant gathers your figures and prepares reports. You check them and make the decisions.

Quality

It finds the right procedure, compares versions and shows you its sources.

Maintenance / Support

It brings past service records together to help you understand the fault.

Working folderAtlas · MaintenanceAssistant Métier
  1. You

    Bring me up to date on the Atlas case.

    I’m bringing together the documents and conversations available in your tools.

    ERPCRMMessages
    Contract · CRM · Email
  2. You

    What is the status of the latest service visit?

    Support is waiting for a part. Here is the latest report.

    CRM · Service record SAV-312
  3. You

    Is it covered by our contract?

    Yes, this work is covered by clause 4. You can check it.

    Maintenance contract · Clause 4
  4. You

    What changed in the procedure?

    Two steps have changed. I’m putting the versions side by side.

    Procedure v2Procedure v3
    Source procedures · 2 changes
  5. You

    Prepare a table of the next actions.

    Here is the tracker, with owners and deadlines to check.

    Atlas action tracker
    ActionOwnerDue date
    Check the partSupportTomorrow
    Schedule the visitTeamFriday
    Service report · Procedure v3
  6. You

    Draft a reply to the customer too.

    The draft covers this case and the next steps.

    Customer replyDraft

    Hello, we have reviewed your case. Here are the next steps…

    To review · not sent
    Atlas case · Sources retained
  7. You

    Don’t send it without my approval.

    You stay in control. The message is waiting for your approval.

    Prepare
    Send
    Your approval is required
    Sending blocked · Human approval
  8. You

    Keep everything together for next time.

    The summary, tracker and draft stay in the Atlas folder.

    SummaryTrackerDraft
    Atlas folder · Ready to resume

It finds.
It prepares.
It connects.

Your company’s knowledge,
easy to find.

Contracts, procedures, records: the assistant brings the essentials together and cites its sources.

Information stays accessible, even when the person who knows it is away.

It also finds information
in your tools.

ERP, CRM, email: we connect compatible tools and agree on what the assistant can consult.

It prepares the work.
You stay in control.

The assistant can prepare an action without executing it. You decide its permissions and the approvals required.

Working folderMaintenance

What does the contract cover?

Here are the maintenance clauses.

Maintenance contract

And the procedure to follow?

Here is the latest version.

Inspection procedure
  • ERP
  • CRM
  • Messages
Customer case
  • Order
  • Customer conversations
  • Attachments
Available sources gathered
Your permissions
Prepare the reply
Send the reply
Preparation allowed. Sending disabled.
Customer replyDraft

Hello,

Here is the information for your case.

The relevant documents are attached.

To review · not sent

  • Your company’s knowledge,
    easy to find.

    Working folderMaintenance

    What does the contract cover?

    Here are the maintenance clauses.

    Maintenance contract

    And the procedure to follow?

    Here is the latest version.

    Inspection procedure

    Contracts, procedures, records: the assistant brings the essentials together and cites its sources.

    Information stays accessible, even when the person who knows it is away.

  • It also finds information
    in your tools.

    • ERP
    • CRM
    • Messages
    Customer case
    • Order
    • Customer conversations
    • Attachments
    Available sources gathered

    ERP, CRM, email: we connect compatible tools and agree on what the assistant can consult.

  • It prepares the work.
    You stay in control.

    Your permissions
    Prepare the reply
    Send the reply
    Preparation allowed. Sending disabled.
    Customer replyDraft

    Hello,

    Here is the information for your case.

    The relevant documents are attached.

    To review · not sent

    The assistant can prepare an action without executing it. You decide its permissions and the approvals required.

You choose its
level of autonomy.

What the assistant does and what your team decides at each autonomy level.
Level
The assistantShip It Green
Your team
SuggestSuggests what to do and explains why.Decides what happens next.
PreparePrepares the text, table or document.Reviews and approves.
ExecutePerforms the authorised action.Sets permissions and steps requiring approval.

Your assistant, hosted
where you choose.

At Ship It
Green

Dedicated infrastructure operated by Ship It Green. We agree on authorised access together.

At your
company

A server on your premises. We agree on authorised access together.

Your datais not usedto traina public model.

The best open
source models

Our teams select and train the model best suited to your business needs.

Getting started

We start with
a concrete task.

  1. We choose a task and measure how long it takes.

  2. We gather the sources and agree on the expected outcome.

  3. We configure access, actions and approvals.

  4. We check the results before going further.

Frequently asked questions

Answers to help you
get started with confidence.

How do Assistant Métier and TealIA differ?

TealIA is your ERP. Assistant Métier works with your documents and compatible tools to find information and prepare authorised actions.

What data can it use?

Your documents and compatible tools, within authorised access limits. We review possible connections with you before getting started.

Where is my data? Is it used to train AI?

You choose where to host the assistant. Your data is not used to train a public model. We agree with you on authorised access and data exchanges.

Can it act without my approval?

You decide what it can consult or change. Sensitive actions follow the approval steps you have chosen.

How can I check its answers?

The assistant can make mistakes. It cites its sources so your teams can check the answers before using them.

How do we get started?

We start with a task and an expected outcome. Then we agree on connections, setup, training and budget with you.

A task to simplify?
Let’s talk.

Show us the task and your desired outcome. We’ll help you find the right starting point.

Let’s talk about your needs