Pick your industry. The picture is the same three steps every time: BE Teammate reads the systems you have granted it, works inside the rules and assignments you set, and asks a named person in Microsoft Teams before it changes anything or messages anyone outside the business.
Purchasing Finance Sales & marketing Customer service Schools Clinics IT support
How BE Teammate works: Purchasing BE Teammate (Penny, Purchasing) connects to SAP Business One, Supplier price lists, Purchasing inbox, BE One AI, Microsoft 365, Browser. Rules and assignments: assigned to Purchasing and the site leads; granted SAP stock, supplier price lists; needs approval Any purchase order; can approve Purchasing manager, to $5,000. Asked in Microsoft Teams: Enough 20mm fittings for the Henderson job on Friday? It replies: Short by 140. Supplier B has them at $3.10, delivered Thursday. Supplier A is Monday. Then asks for approval: Raise a PO to Supplier B: 140 fittings, $434 ex GST? Approved by the purchasing manager. PO sent. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS SQL SAP Business One Stock in every warehouse API Supplier price lists Prices and lead times MAIL Purchasing inbox Quotes and confirmations MCP BE One AI Drafts the purchase order M365 Microsoft 365 Job schedule, shared files WEB Browser Supplier portals with no API Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Penny · Purchasing Checks stock, prices and lead times, then proposes the order. ASSIGNED TO Purchasing and the site leads GRANTED SAP stock, supplier price lists NEEDS APPROVAL Any purchase order CAN APPROVE Purchasing manager, to $5,000 ASKS YES Microsoft Teams · Purchasing Staff @Penny Enough 20mm fittings for the Henderson job on Friday? Penny Short by 140. Supplier B has them at $3.10, delivered Thursday. Supplier A is Monday. APPROVAL NEEDED Raise a PO to Supplier B: 140 fittings, $434 ex GST? SAP B1 · draft purchase order Approve Reject Approved by the purchasing manager. PO sent. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: Finance BE Teammate (Finn, Finance) connects to SAP Business One, Bank feed, Accounts inbox, BE One AI, Microsoft 365, Linux computer. Rules and assignments: assigned to The accounts team; granted SAP read-only, accounts inbox; needs approval Any email to a customer; can approve Finance manager. Asked in Microsoft Teams: Has Harbour Plumbing paid invoice 10482 yet? It replies: Not yet: $8,240, 34 days overdue, two reminders sent. No payment in today's feed. Then asks for approval: Send the final reminder and copy their account manager? Approved by the finance manager. Sent. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS SQL SAP Business One Invoices, payments, customers API Bank feed Payments received today MAIL Accounts inbox Its own address, BE AgentMail MCP BE One AI Customer history in SAP M365 Microsoft 365 Outlook, calendar, OneDrive VM Linux computer Builds the aged-debt report Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Finn · Finance Checks the ledger, bank and inbox, then proposes the next step. ASSIGNED TO The accounts team GRANTED SAP read-only, accounts inbox NEEDS APPROVAL Any email to a customer CAN APPROVE Finance manager ASKS YES Microsoft Teams · Accounts Staff @Finn Has Harbour Plumbing paid invoice 10482 yet? Finn Not yet: $8,240, 34 days overdue, two reminders sent. No payment in today's feed. APPROVAL NEEDED Send the final reminder and copy their account manager? email · Harbour Plumbing accounts Approve Reject Approved by the finance manager. Sent. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: Sales & marketing BE Teammate (Sam, Sales) connects to Company knowledge, CRM, SAP Business One, Sales inbox, Microsoft 365, Browser. Rules and assignments: assigned to The sales and marketing team; granted CRM, price lists, product docs; needs approval Any quote or email to a customer; can approve Sales manager. Asked in Microsoft Teams: Northside wants a quote for 40 desk phones. It replies: Past customer, last order 2023. 40 in stock. Tier B price list: $6,360 ex GST. Quote drafted. Then asks for approval: Email the quote to Northside and book a follow-up Thursday? Approved by the sales manager. Quote sent. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS DOCS Company knowledge Markdown price lists and specs HTTP CRM Leads, deals, contact history SQL SAP Business One Stock and customer pricing MAIL Sales inbox Its own address, BE AgentMail M365 Microsoft 365 Calendar, proposals in OneDrive WEB Browser Tender portals with no API Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Sam · Sales Reads the CRM, price lists and company docs, then drafts. ASSIGNED TO The sales and marketing team GRANTED CRM, price lists, product docs NEEDS APPROVAL Any quote or email to a customer CAN APPROVE Sales manager ASKS YES Microsoft Teams · Sales Staff @Sam Northside wants a quote for 40 desk phones. Sam Past customer, last order 2023. 40 in stock. Tier B price list: $6,360 ex GST. Quote drafted. APPROVAL NEEDED Email the quote to Northside and book a follow-up Thursday? email + calendar · Northside Electrical Approve Reject Approved by the sales manager. Quote sent. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: Customer service BE Teammate (Cara, Customer Service) connects to SAP Business One, Courier tracking, Support inbox, BE Messaging, Microsoft 365, Browser. Rules and assignments: assigned to The customer service team; granted Orders read-only, courier API; needs approval Any email or SMS to a customer; can approve Any customer service lead. Asked in Microsoft Teams: Mrs Lee is asking where order 55120 is. It replies: Left Sydney Tuesday, stuck at the Melbourne depot since 7am. Courier says it goes out today. Then asks for approval: Text Mrs Lee the tracking link and today's ETA? Approved by the team lead. Text sent. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS SQL SAP Business One Orders and customers API Courier tracking Where every parcel is MAIL Support inbox Its own address, BE AgentMail SMS BE Messaging Texts the customer M365 Microsoft 365 Outlook, shared mailbox WEB Browser Courier portals with no API Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Cara · Customer Service Reads the order and tracking, then drafts the reply. ASSIGNED TO The customer service team GRANTED Orders read-only, courier API NEEDS APPROVAL Any email or SMS to a customer CAN APPROVE Any customer service lead ASKS YES Microsoft Teams · Customer service Staff @Cara Mrs Lee is asking where order 55120 is. Cara Left Sydney Tuesday, stuck at the Melbourne depot since 7am. Courier says it goes out today. APPROVAL NEEDED Text Mrs Lee the tracking link and today's ETA? SMS · 04xx xxx 218 Approve Reject Approved by the team lead. Text sent. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: Schools BE Teammate (Ava, Front Office) connects to Compass, Microsoft 365 Education, Office inbox, BE Messaging, Learning platform, Browser. Rules and assignments: assigned to Front office, year coordinators; granted Compass read-only, office inbox; needs approval Any message to families; can approve Year coordinator or deputy. Asked in Microsoft Teams: Who in Year 9 is away today with no explanation? It replies: Six students, no note yet. Two have missed three days this week. Then asks for approval: Text the six families the standard absence notice? Approved by the Year 9 coordinator. Sent. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS MCP Compass Attendance, timetable, read-only M365 Microsoft 365 Education Teams, Outlook, OneDrive MAIL Office inbox Absence notes from families SMS BE Messaging Texts parents and carers API Learning platform Classes and assignments WEB Browser Portals with no API Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Ava · Front Office Checks attendance and the inbox, then drafts the notices. ASSIGNED TO Front office, year coordinators GRANTED Compass read-only, office inbox NEEDS APPROVAL Any message to families CAN APPROVE Year coordinator or deputy ASKS YES Microsoft Teams · Year 9 team Staff @Ava Who in Year 9 is away today with no explanation? Ava Six students, no note yet. Two have missed three days this week. APPROVAL NEEDED Text the six families the standard absence notice? SMS · 6 families · absence notice Approve Reject Approved by the Year 9 coordinator. Sent. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: Clinics BE Teammate (Cara, Reception) connects to Practice management system, Reporting database, Reception inbox, BE Messaging, BE Voice, Microsoft 365. Rules and assignments: assigned to Reception, practice manager; granted Appointments and waitlist only; needs approval Any message to a patient; can approve Reception lead, practice manager. Asked in Microsoft Teams: Dr Patel has a 2pm cancellation tomorrow. It replies: Three on the waitlist want an earlier slot. Sam R. is first and free at 2pm. Then asks for approval: Text Sam R. the 2pm slot with Dr Patel? Approved by the reception lead. Booked. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS API Practice management system Appointments and waitlist SQL Reporting database Billing and recalls MAIL Reception inbox Referrals and enquiries SMS BE Messaging Texts patients VOICE BE Voice Missed calls and voicemail M365 Microsoft 365 Rosters, shared calendar Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Cara · Reception Checks the book and waitlist, never the clinical notes. ASSIGNED TO Reception, practice manager GRANTED Appointments and waitlist only NEEDS APPROVAL Any message to a patient CAN APPROVE Reception lead, practice manager ASKS YES Microsoft Teams · Reception Staff @Cara Dr Patel has a 2pm cancellation tomorrow. Cara Three on the waitlist want an earlier slot. Sam R. is first and free at 2pm. APPROVAL NEEDED Text Sam R. the 2pm slot with Dr Patel? SMS · Sam R. · 04xx xxx 731 Approve Reject Approved by the reception lead. Booked. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. How BE Teammate works: IT support BE Teammate (Iris, IT Support) connects to Databases, Servers and devices, Web APIs, MCP servers, Microsoft 365, Linux computer and browser. Rules and assignments: assigned to The service desk team; granted PRT-02 over SSH, SQL read-only; needs approval Any change, any outbound email; can approve IT lead or a named delegate. Asked in Microsoft Teams: the PRT-02 print queue is stuck again. It replies: Checked PRT-02 over SSH. The spooler stalled on job #4412 at 08:12. Then asks for approval: Restart the spooler and requeue job #4412? Approved by the IT lead. Spooler back online. 01 CONNECTS TO YOUR SYSTEMS 02 GOVERNED BY YOUR RULES 03 ASKS YOU BEFORE IT ACTS SQL Databases MSSQL, Postgres, MySQL SSH Servers and devices Print servers, Linux hosts API Web APIs Any HTTP service you run MCP MCP servers BE Hub and any MCP server M365 Microsoft 365 Outlook, calendar, OneDrive VM Linux computer and browser Its own isolated sandbox Credentials go in through a one-time encrypted link, never the chat. RULES & ASSIGNMENTS BE Teammate Iris · IT Support Looks for itself, read-only, then proposes the fix. ASSIGNED TO The service desk team GRANTED PRT-02 over SSH, SQL read-only NEEDS APPROVAL Any change, any outbound email CAN APPROVE IT lead or a named delegate ASKS YES Microsoft Teams · Service desk Staff @Iris the PRT-02 print queue is stuck again. Iris Checked PRT-02 over SSH. The spooler stalled on job #4412 at 08:12. APPROVAL NEEDED Restart the spooler and requeue job #4412? ssh PRT-02 · restart cups Approve Reject Approved by the IT lead. Spooler back online. Who asked, who approved and what ran: logged. It looks for itself, works within the rules you set, and changes nothing until a named person approves. Names, numbers and amounts in these examples are made up.
The same rules in every industry
It connects to what you grant. Databases, web APIs over HTTP, MCP servers, servers over SSH, Microsoft 365, its own mailbox, your own documents as local knowledge, and its own sandboxed Linux computer and browser. Credentials go in through a one-time encrypted link, never the chat.Your rules decide the rest. Who each bot works for, what it can read, which actions need approval and who is allowed to approve them. A purchasing bot and a reception bot have different keys and different limits.It asks before it acts. Any change, and any email or SMS to a customer, patient or family, pauses on a card in Teams until an authorised person taps Approve.Everything is written down. Who asked, what it read, who approved and what ran, in an audit log you can export.
Kept in Australia
Student, patient and customer records are the data you least want sent overseas. How BE Teammate keeps your data, and the AI that reads it, in Australia .
Questions about how BE Teammate works
Can BE Teammate act without asking?
Only where you allow it. Reading granted systems happens on its own; changes and outbound messages wait for an approval card in Teams unless an admin has marked that action as safe to run.
Do we have to start with every system connected?
No. Most businesses start with one role and two or three systems, see it working for a week, then add more.
Which roles can we start with?
Sixteen department specialists come ready to deploy, including Finance, Purchasing, Customer Service, Operations, Sales and IT Support. You choose which ones exist and who can talk to them.
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