Ask instead of searching – role-based

The company agent

The company agent knows the whole operation: cases, quotes, orders, parts, storage locations, machines, personnel, tenders and how to use secondFactory. Every employee gets answers – but only from what their role is allowed to see, with sources and the next step.

From question to answer
  1. Ask a questionin the header or directly on the case, order, part
  2. Check rolepermission first, then the data
  3. Read dataread-only, from the operation’s data
  4. Answer with evidenceSources, missing information, next step
  5. Continue workingLink directly to the right page

Not a general-purpose chatbot: the answers are derived from the operation’s data.

Today

Today, every question costs a phone call or a search.

Where is the part? What is missing on the case? Who is in today? Which machine is free? The answers are scattered across many lists, pages and people’s heads – and whoever asks often interrupts a colleague.

  • Calling or looking for colleagues to clarify simple questions
  • Clicking through several lists and pages
  • Piecing together the status of orders, parts and deliveries
  • Being unsure which information you are allowed to see
  • Ask how to use new features instead of reading up on them
Features

What the module covers.

◉

Knows the whole operation

Cases, quotes, orders, parts, storage locations, machines and CNC, personnel and time, logistics, quality and tenders – from one single source of truth.

◐

Role-based answers

The agent only knows what the user is allowed to know – with the same permissions as everywhere else in secondFactory. Amounts, for example, only with finance permission; sensitive personnel data never.

⌖

Page context

When asked on a case, order, part or machine, it answers specifically about that item. Instead of guessing, it offers ambiguous matches as a choice; time references and typos are understood.

✓

Answers with evidence

Every answer shows sources, missing information and the next step – with a link directly to the relevant page.

?

Operating help

“How do I create …?”, “What does … mean?”, “Why is the button grayed out?” – instructions for every page of the interface, matched to the role.

⌂

Local and data-minimizing

A local language model helps classify an unclear question only on request – it receives no operational data. Logging is done without the question text.

Workflow

From question to evidence-backed answer.

01AskHeader or detail page.
02Check rolePermission before data.
03AssignMatched to the question.
04ReadRead-only.
05Provide evidenceSources and missing information.
06Continue workingLink to the page.
Human in the loop

This is where your team reviews and decides.

secondFactory prepares. At these points, a person confirms, corrects or deliberately approves – nothing slips through unnoticed.

Control principle →
✓

Choice instead of guessing

If a question is ambiguous, the agent offers matches to choose from – the employee makes the choice.

✓

Permission before data

Without permission, nothing is loaded – not even whether an object exists. The agent never outputs sensitive personnel data.

✓

Read-only

The agent reads; it changes nothing. Any attempt to write is aborted at the technical level.

Your benefits

What improves day to day.

✓

Less searching

Answers from the operation in seconds, instead of clicking through lists and pages.

✓

For every role

Management, office, sales, workshop, machine operators, drivers – everyone gets suitable starter questions and only their own data.

✓

No fabrications

Answers are derived from the findings in the system. If something is not recorded, the agent says so openly.

Time saved through less searching and asking aroundYou save time mainly because information no longer has to be pieced together or requested from colleagues. How large the effect is will be measured on the real workflow during the process assessment.
Input & result

What goes in. What comes out.

Input sources

  • Cases, quotes and documents
  • Orders, parts and operations
  • Storage locations, deliveries and pickups
  • Machines, CNC programs and tools
  • Personnel, attendance and time accounts – subject to permissions
  • Instructions for every page of the interface

Results

  • Answer with sources and basis
  • Missing information, stated openly
  • Next step with a link to the relevant page
  • Role-specific starter questions
  • Log without question text for traceability
In the end-to-end process

Handovers without re-entry.

View the end-to-end process →
Before

One single source of truth

All modules write to the same single source of truth – sales, planning, production, warehouse and personnel.

This module

The company agent

Questions about the operation – answered from the operation, matched to the role.

After

Continue working in the right place

Links lead directly to the case, order, part, delivery or machine.

Process analysis / demo

Test the company agent with your questions.

In a process analysis, we collect the questions that are asked every day in your operation – and show how the agent answers them for each role.