- The problem
- Simple questions, such as which jobs are at risk or whether there is enough material for next week, require someone to open three systems and a spreadsheet.
- How it works
- A language model is given read-only access to defined records. It turns a question into queries, totals the results and answers in a sentence, naming the records it used.
- Data and integrations
- Needs reliable work orders, holds, stock and purchase orders. If job status is not recorded as it happens, the answers will be wrong with great confidence.
- Where Zoho or custom software fits
- Zoho publishes an MCP server that lets an assistant read Zoho data with permission, and Zoho Analytics includes a plain-language assistant. A custom layer limits which records are exposed.
- Expected benefits
- Quicker answers for sales and managers, and fewer interruptions for the planner.
- Limitations
- It answers from data, so it inherits every error in the data. It can misread an ambiguous question. It is no use for anything not recorded.
- Security and human oversight
- Read-only access, scoped to named modules. Every answer cites its source. No ability to create or change records.
- A small proof of concept
- List the twenty questions asked most often. Test each against known answers and count how many are right.