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Y Intelligence - platform architecture

Administration Console
Channels
WhatsAppMS Teams EmailWeb chatAPI
Access security, Authentication & Roles
Workflow & OrchestrationModule
Data Isolation & Security

Knowledge Base & Wiki

Products, procedures, policies, pricing, FAQs

Agent Runtime

Reasons over knowledge, decides when to use tools

Y Training

AI-assisted course creation & delivery

Integration framework
Customer info Stock Product & pricing Order status Invoices
ERP WMS CRM Accounting E-commerce

01 ENTERPRISE PLATFORM

02 TOOLS

03 CHANNELS

04 ADDITIONAL MODULES

Keep AI Inside an Approved Business Environment

Instead of AI being used within several different providers, by several different departmens, Y is contained within your business environment


Data Isolation

Isolation

Your information stays within your controlled environment.

Role-Based Access

Access

Credentials and permissions control who sees and does what.

Controlled Integrations

Scope

Systems are connected within agreed scope and permissions.

Approved Content

Approved

Answers draw on company-approved information, not public tools.

✽  Suggested Approach

Start Small, Prove Value,
then Expand

PHASE 1

Foundation and Knowledge

Stand up the platform, ingest priority knowledge, activate WhatsApp and enable read-only knowledge lookups.

PHASE 2

Communication and Operations

Enable notifications, reminders and collections, order capture, returns and credit notes.

PHASE 3

Orchestration and Modules

Automate full processes like order-to-cash, add channels, API access and Y Training as needs emerge.

Compliance Management


Ensure regulatory training is always up to date without manual tracking or follow-ups. The system automatically assigns, schedules, and monitors compliance training based on roles, certifications, and expiry timelines.

AI can generate updated compliance courses as regulations evolve, ensuring content is always relevant and aligned with industry standards. Integration with HR and operational systems ensures that compliance requirements are tied directly to employee profiles and job functions.

  • Automatically assign mandatory training based on role
  • Track expiries and trigger renewals
  • Reduce compliance risk and audit exposure
  • Maintain always up-to-date training content
  • Provide full audit trails and reporting

Employee Onboarding


Streamline onboarding by automatically delivering structured, role-specific learning journeys from day one. New hires receive personalised training paths aligned to their position, department, and location.

AI-generated courses accelerate onboarding content creation, while integrations ensure onboarding aligns with internal systems, tools, and processes. This reduces ramp-up time and ensures consistency across the organisation.

  • Deliver structured onboarding from day one
  • Personalise training by role and department
  • Reduce time-to-productivity
  • Eliminate manual onboarding coordination
  • Ensure consistent experience across all hires

Sales Enablement


Equip sales teams with continuously updated product knowledge, competitive insights, and training aligned with real market activity. AI generates and updates training based on new products, pricing changes, or strategic shifts.

Integration with CRM systems allows training to be triggered based on pipeline activity, ensuring sales teams receive the right knowledge at the right time to close deals more effectively.

  • Keep sales teams up to date in real time
  • Trigger training based on deal stages or products
  • Improve conversion rates through better knowledge
  • Align training with actual sales activity
  • Reduce lag between strategy and execution

Product and Partner Training


Educate customers, partners, and suppliers on new products or services through scalable, AI-generated training. Courses can be built directly from product documentation, manuals, or internal knowledge bases.

Integration ensures that updates to products automatically reflect in training content, keeping external stakeholders aligned without requiring manual updates or repeated sessions.

  • Train customers and partners at scale
  • Generate courses directly from product documentation
  • Ensure consistent external messaging
  • Reduce reliance on in-person training
  • Accelerate product adoption and understanding

Operations and Process Training


Standardise operational processes across locations by embedding training directly into workflows. Employees receive training triggered by tasks, system interactions, or process changes.

AI can continuously refine training content based on usage patterns and performance data, ensuring that operational training evolves alongside the business.

  • Deliver training within real workflows
  • Ensure consistency across branches or sites
  • Reduce operational errors and inefficiencies
  • Adapt training based on performance data
  • Support continuous process improvement

Performance Improvement


Identify skill gaps and automatically assign targeted training to improve individual and team performance. AI analyses performance data, assessments, and behaviour to recommend relevant learning pathways.

This creates a continuous learning environment where training is not static, but dynamically aligned with business goals and employee development.

  • Identify and close skill gaps automatically
  • Personalise learning for each employee
  • Support career growth and retention
  • Align training with performance metrics
  • Enable continuous, data-driven improvement

Speak to your business like it's a person

Contact us today to set up a demo or if you have any questions about Y.