You can connect ERP systems, CRM platforms, internal documents, databases, knowledge bases, email history, and other APIs.
Ask questions about your business data
and get instant answers.
virtualworkforce.ai connects ERP systems, CRM platforms, documents, and email history so teams can quickly retrieve the information they need without searching across multiple tools.
Free 14-day trial · No credit card required · GDPR Compliant
Teams retrieving business data with virtualworkforce.ai:
Capabilities
Instant answers grounded in your business data. Instead of searching across systems, your AI Agent retrieves information from ERP, CRM, documents, and email history to answer questions immediately.
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Ask questions in natural language
Ask about orders, invoices, policies, stock levels, or customer data using simple questions.
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Connect your business systems
Retrieve information from ERP, CRM, internal documents, and databases in one place.
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Reduce manual searching
Stop switching between tools and searching through documents to find the right information.
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Answers grounded in real data
Responses are generated using your connected systems and internal knowledge sources.
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Works alongside your email workflow
Retrieve information while reading or responding to emails without switching between systems.
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Managed by business users
Teams can connect knowledge sources and refine answers without heavy IT involvement.
Free 14-day trial · No credit card required · GDPR Compliant
Teams spend significantly less time switching between systems to find information.
Customer and internal questions can be answered faster with immediate data retrieval.
Responses become more consistent because answers come from the same trusted sources.
Workflow
How Chat with your Data works
🔗 Step 1 – Connect your knowledge sources
Connect ERP systems, CRM platforms, internal documents, databases, and email history.
❓ Step 2 – Ask a question
Ask questions in natural language about orders, invoices, customers, policies, or operations.
🔎 Step 3 – AI retrieves relevant data
The AI Agent searches connected systems and identifies the most relevant information.
💬 Step 4 – Receive a grounded answer
Answers are generated using verified data sources so your team can act with confidence.
Free 14-day trial · No credit card required · GDPR Compliant
Trusted by leading companies
Chat with your Data – Frequently Asked Questions
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Yes. When connected to your ERP or financial systems, the AI can retrieve order status, invoice details, shipment information, and other operational data.
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The AI retrieves relevant information from your connected systems before generating answers, so responses are grounded in real business data rather than generic text only.
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Most integrations can be configured by business users. IT is typically only involved for initial system access, authentication, or security approval.
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virtualworkforce.ai is built to retrieve and reason across your operational systems, not just within Microsoft 365. While Microsoft Copilot primarily works inside Microsoft applications such as Outlook, Word, Excel, and SharePoint, virtualworkforce.ai can combine information from ERP systems, CRM platforms, internal documents, email history, databases, and other APIs at the same time. This makes it especially powerful for operational questions such as order status, invoice details, pricing agreements, or internal policy lookups.
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Yes. Teams can use Chat with your Data alongside their email workflow to retrieve the information they need before replying to customers, suppliers, or colleagues.
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No. Although it fits naturally into email workflows, Chat with your Data can also help teams answer internal operational questions, check customer information, verify policies, and retrieve data faster across the business.
Ready to access your business data instantly?
Connect ERP, CRM, documents, email history, and APIs so your team can retrieve the right information without searching across systems.
Free 14-day trial · No credit card required · GDPR Compliant