DEVELOPMENT · WEB / SAAS PLATFORM · PORTAL / INTRANET · INTEGRATIONS AND APIS · DASHBOARD / DASHBOARD · AI-POWERED PLATFORM

Grupo Ubesol — Agente de IA empresarial integrado en Microsoft Teams

Development of a customized artificial intelligence agent for Grupo Ubesol, integrated into Microsoft Teams and connected to the company's main data sources: SharePoint, SAP, Jira, SQL databases, SharePoint lists and other internal systems. The solution allows you to query corporate information in a natural way, respecting Active Directory and SharePoint permissions, to improve productivity, speed up searches and turn scattered data into useful answers for teams.

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The challenge

Connect business knowledge and make it accessible from a conversation

Grupo Ubesol needed a solution capable of facilitating access to internal information dispersed between different corporate systems.

The company works with data, documents, processes, and tasks spread across SharePoint, SAP, Jira, SQL databases, internal lists, and other key sources. This meant that many queries required searching through various tools, changing platforms, or relying on specific people to locate the right information.

The challenge was to create a business AI capable of understanding natural questions, searching the right sources, and responding with useful, accurate, and contextual information.

In addition, it was imperative that the system respected corporate security: Active Directory permissions, SharePoint permissions, per-user access, and control over what information each person could access.

The solution

A bespoke AI agent within Microsoft Teams

  • Agent integrated into Microsoft Teams
  • Connect to SharePoint
  • SAP integration
  • Jira Connection
  • SharePoint Lists
  • AD and SharePoint permissions
  • Enterprise RAG
  • Productivity in every conversation

KEY FEATURES

What the app can do

  • Business chat in Teams

    Conversational agent built into Microsoft Teams to ask questions, query data, and get answers without leaving your usual work environment.

  • Search on internal documentation

    Locating information in SharePoint documents, folders, and libraries, with contextualized, query-oriented responses.

  • SAP Inquiries

    Access to business information connected to SAP, allowing you to respond to orders, suppliers, statuses, operations or other relevant data.

  • Jira Inquiries

    Recovery of tasks, incidents, statuses, projects and assigned items to facilitate operational monitoring.

  • Connecting to SQL

    Query structured data from internal databases for more accurate answers based on up-to-date information.

  • SharePoint List Integration

    Use of corporate lists as a source of data to answer about processes, internal records or information managed by departments.

  • Permission Control

    Enforce Active Directory and SharePoint permissions to ensure that each user only accesses the information that corresponds to them.

  • Answers with context

    AI doesn't respond generically: it uses the company's connected knowledge to generate useful, concrete, and actionable answers.

  • Actions and productivity

    The agent helps reduce manual searches, speed up processes, find relevant data, and facilitate decisions in less time.

  • Enterprise scalability

    Architecture ready to add new sources, new use cases, more departments, and new future automations.

Gallery

Inside the product

PROCESS

How we did it

  • Analysis and definition

    We understand your challenge, requirements and goals to define the scope.

  • UX/UI design

    We prototype the experience and the design of each screen.

  • Development

    We build the software with secure, robust and scalable technology.

  • Testing (Q&A)

    We validate quality, performance and security before release.

  • Launch and support

    Go-live and ongoing product evolution.

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