Multi-Agent Business Intelligence for a Multi-Channel Enterprise
One enterprise assistant coordinating product, inventory and portfolio agents, answering business questions from governed data inside Microsoft Teams.
- Stage
- Delivered client engagement
- Industry
- Multi-channel enterprise: sales, inventory and supply chain
Summary
In brief
OB360 delivered a multi-agent business intelligence assistant for a multi-channel enterprise. An orchestration hub in Microsoft Teams and Microsoft 365 Copilot Chat routes each question to a product, inventory or portfolio agent, and combines their answers for cross-domain questions.
Figures come from approved KPIs and business rules, with source references, and never from unconstrained language-model arithmetic.
This is delivered client work. The client and project names are withheld.
Challenge
The business challenge
A multi-channel enterprise held years of sales, inventory, forecast and customer data across on-premises databases and selected cloud systems. Business users still relied on reports and manual analysis to answer important operational questions.
Earlier internal AI and low-code agent experiments had not delivered the expected value, and existing workplace AI investments remained underused. The organization needed a secure, phased way to ask business questions in natural language and receive explainable, evidence-backed answers inside its familiar collaboration tools.
Solution
What OB360 delivered
- An AI orchestration hub that understands intent, routes work and combines specialist insights
- A product intelligence agent for sales against forecast, performance and outlook
- An inventory intelligence agent for stock cover, exceptions and risk indicators
- A portfolio intelligence agent for brand and category mix, growth and comparisons
- Governed retrieval over approved KPIs, business rules and curated SQL and cloud datasets using Azure AI Search
- Access through Microsoft Teams and Microsoft 365 Copilot Chat, with agents built in Microsoft Copilot Studio
Questions the assistant answers
- Which products missed forecast this quarter, and which are at risk?
- Which items face stock-out or overstock risk over the next few weeks?
- Which categories are growing, and where is the product mix weakening?
- Which underperforming products also have excess inventory? (a cross-agent question)
Guardrails designed in
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Controlled business logic
KPIs, thresholds and scores come from approved data and defined rules.
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Read-only access
Agents read curated enterprise data and do not write to source systems.
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Identity and permissions
Access follows the organization’s identity and permission model.
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Answer evaluation
Figures are validated against reference answers before release.
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Traceable evidence
Answers state the period and carry references to the underlying data.
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Monitoring and cost control
Operational visibility and cost monitoring are part of the solution.
Outcome
Outcome
Sales, supply-chain and management teams can ask business questions in natural language and receive explainable, source-referenced answers in the tools they already use, without waiting for a new report. Recommended actions remain subject to business approval.
The same hub can take on additional specialist agents over time. Measured performance figures are not published for this engagement.
Capabilities
Capabilities demonstrated
- Multi-agent orchestration
- Microsoft Copilot Studio
- Microsoft Teams
- Azure AI Search
- Conversational business intelligence
- Governed data access
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