PRIME AI Agents: Built on Microsoft AI and Connected to Your Systems
PRIME AI Agents are the 9 Dots Consulting library of AI agents for ERP operations. PRIME has more than 20 agents in ten hubs, from customer engagement to finance and people. Each agent automates one defined process and passes the result to a person for review.
We are a Microsoft Solutions Partner for AI Business Solutions.
Finance · Sales and Purchasing · Inventory · Projects
PRIME Works with Your Existing Systems
PRIME agents work with the systems you already use. You do not need to replace your ERP.
Connected to Microsoft Systems
PRIME agents work directly with these Microsoft products.
Dynamics 365
Microsoft 365
Copilot
Teams
Power BI
SharePoint
Azure
Dataverse
Connected to Non-Microsoft Systems
PRIME agents also connect to systems from other vendors.
SAP
Oracle
Cegid
Salesforce
Workday
Appian
Custom Apps
Legacy Apps
PRIME also connects to ServiceNow, HubSpot, Zendesk, Snowflake, Amazon Web Services and Google Cloud.
Built on Microsoft AI and Automation
Three Microsoft platforms sit behind every PRIME agent.
Microsoft Copilot Studio
Copilot Studio is where we build and manage agents with low-code tools.
Microsoft Azure
Azure AI provides the models and secure cloud infrastructure behind every agent.
Power Platform links agents to your business data and applications.
Pre-Built or Bespoke AI Agents
We configure the 20% around your systems, data, business rules, workflows and approvals. The implementation fee covers this work.
If your process is not in the library, we build a bespoke PRIME agent, however complex or unique.
80%
PRE-BUILT
20%
CONFIGURED TO YOUR BUSINESS
What You Need for PRIME AI Agents
PRIME needs a short list of Microsoft licences.
Each user needs a Microsoft 365 licence.
Your tenant needs one Copilot Studio pack to deploy the agents.
Copilot Credits are shared across your tenant. They are not bought per user.
PRIME does not need a Microsoft 365 Copilot licence.
We are a Microsoft Tier-1 Cloud Solution Provider. We can help you buy what you need.
PRIME AI Agents Across the Business Lifecycle
Seven operational hubs follow the flow of work: CustomerHub, BidHub, ProcurementHub, OrderHub, InventoryHub, DeliveryHub and FactoryHub. Three hubs support the whole lifecycle: FinanceHub, InsightHub and PeopleHub.
Three Ways to Start
Start with one agent
Pick one defined process. Add more later.
Start with a hub of related agents
Cover a whole function, such as procurement or finance.
Build a bespoke agent
Tell us your process and we build it.
PRIME AI Agents in Action
Selected agents from the library.
RFQ Agent
Supplier quotations → Comparison → Recommendation → Buyer review
Suppliers send quotations in different formats. The agent puts them on the same basis and compares price and delivery terms. It recommends a supplier, so your buyer starts from a ready comparison.
Stock Sense Agent
Incoming demand → Inventory check → Next action → Team review
The agent checks your live stock against incoming demand. You see what is available and what is short. It also prepares the next step, such as a stock transfer or replenishment, for your team to approve.
Visual Grading Agent
Images → Grading → Person review → ERP record
Your inspector takes a photo of each item. The agent grades it against your own criteria. A person approves the grade and the ERP record is created, so nobody types it in again.
The same approach applies to fresh produce, food processing, manufacturing quality control and receiving inspection.
Executive Insight Agent
Financial data → Analysis → Trends and exceptions → Finance review
The agent reads your financial data and points out trends and exceptions. It covers liquidity, receivables, payables and cash-flow risk. Your finance team starts from the findings instead of the raw data.
Supplier Risk Agent
Supplier data → Monitoring → Mitigation actions → Team review
The agent tracks how your suppliers perform. It watches delivery reliability, price changes and how much of your spend sits with one supplier. When a supplier becomes a risk, it recommends what to do.
Material Shortage Agent
Demand and stock data → Prediction → Shortage alert → Team review
The agent predicts which materials will run short, by company, item, site and warehouse. It alerts you before the shortage reaches the production schedule, so planners have time to act.
PRIME AI Agents Built into the SAP Business One You Already Run
Three PRIME agents are live on SAP Business One. They turn purchase orders, inventory and sales data into reviewed work that is ready to action.
PO-to-SO Agent
Extracts a customer purchase order from a PDF or email. Matches it to customer and product records. Prepares the sales order for release.
HUMAN CONTROL
A person reviews the matched order before confirmation. The agent never releases an order without supervision.
Stock Optimisation Agent
Monitors stock levels, committed quantities and demand. Flags shortages and overstock. Recommends replenishment.
HUMAN CONTROL
Planners and buyers decide reorder quantities and timing. The agent does not raise purchase orders.
PO-to-SO Agent
Extracts a customer purchase order from a PDF or email. Matches it to customer and product records. Prepares the sales order for release.
HUMAN CONTROL
A person reviews the matched order before confirmation. The agent never releases an order without supervision.
The PRIME Agent Library
Each agent automates one defined process within its hub.
Hub
PRIME Agent
Function
CustomerHub
Customer Demand Agent
Detects changes in customer demand, quotations and orders so sales teams can respond earlier.
CustomerHub
Lead Qualification Agent
Evaluates leads and opportunities against defined qualification criteria.
CustomerHub
Sales Pipeline Agent
Identifies stalled opportunities, conversion signals and emerging pipeline risks.
BidHub
Bid Management Agent
Organises customer bid requirements and prepares response inputs for review.
ProcurementHub
RFQ Agent
Structures supplier quotations and prepares a recommendation for buyer review.
ProcurementHub
Supplier Risk Agent
Monitors supplier performance, delivery reliability, price changes and spend concentration. Recommends mitigation actions.
ProcurementHub
Supply Planning Agent
Identifies future shortages or excess. Recommends supply quantities and timing.
OrderHub
PO-to-SO Agent
Extracts customer purchase orders and prepares matched sales orders in the ERP.
OrderHub
Order Risk Agent
Reviews pricing, availability, credit exposure and financial risk before release.
OrderHub
Order Management Agent
Identifies missing or inconsistent order information. Produces a prioritised daily queue for sales administrators.
InventoryHub
Stock Sense Agent
Identifies shortages. Recommends transfers, replenishment or allocation actions.
InventoryHub
Material Shortage Agent
Predicts material shortages by company, item, site and warehouse before they affect production schedules.
InventoryHub
Stock Optimisation Agent
Monitors stock levels, committed quantities and demand. Flags shortages and overstock. Recommends replenishment.
FactoryHub
Production Scheduling Agent
Generates and updates production schedules using demand, materials, capacity and machine constraints. Reduces delays and improves fulfilment.
FactoryHub
Visual Grading Agent
Uses images to classify product quality, colour and maturity against defined criteria. Links results to batch records.
FactoryHub
Formula Agent
Analyses production results, product specifications, raw-material characteristics and quality records. Recommends an optimised formulation or blending ratio for review.
FactoryHub
Vibration Monitoring Agent
Analyses machine vibration data against maintenance thresholds. Detects developing equipment issues early and raises a maintenance work order.
FactoryHub
Temperature Monitoring Agent
Monitors temperature data against approved risk rules. Creates a Field Service work order with a multilingual technician alert when action is needed.
FactoryHub
Production Optimisation Agent
Assesses how a maintenance work order affects production orders, inventory and sales order delivery commitments. Recommends the best resolution.
FinanceHub
Invoice Matching Agent
Matches supplier invoices to ERP records. Identifies exceptions for review before posting.
FinanceHub
Executive Insight Agent
Analyses financial performance, trends and exceptions.
FinanceHub
Cash Flow Agent
Recommends collection priorities and payment timing.
InsightHub
Sales Performance Analytics Agent
Analyses sales results by region, product and customer for management review.
InsightHub
Portfolio Review Agent
Consolidates project information for portfolio review and prioritisation.
PeopleHub
HR Agent
Uses an employee's region, role and employment context to explain approved company policies. Routes sensitive matters to HR.
Any hub
Bespoke PRIME Agent
We build an agent around your own process
PRIME Agents and What They Do
CustomerHub
Customer Demand Agent
Detects changes in customer demand, quotations and orders so sales teams can respond earlier.
Lead Qualification Agent
Evaluates leads and opportunities against defined qualification criteria.
Sales Pipeline Agent
Identifies stalled opportunities, conversion signals and emerging pipeline risks.
BidHub
Bid Management Agent
Organises customer bid requirements and prepares response inputs for review.
ProcurementHub
RFQ Agent
Structures supplier quotations and prepares a recommendation for buyer review.
Supplier Risk Agent
Monitors supplier performance, delivery reliability, price changes and spend concentration. Recommends mitigation actions.
Supply Planning Agent
Identifies future shortages or excess. Recommends supply quantities and timing.
OrderHub
PO-to-SO Agent
Extracts customer purchase orders and prepares matched sales orders in the ERP.
Order Risk Agent
Reviews pricing, availability, credit exposure and financial risk before release.
Order Management Agent
Identifies missing or inconsistent order information. Produces a prioritised daily queue for sales administrators.
InventoryHub
Stock Sense Agent
Identifies shortages. Recommends transfers, replenishment or allocation actions.
Material Shortage Agent
Predicts material shortages by company, item, site and warehouse before they affect production schedules.
Stock Optimisation Agent
Monitors stock levels, committed quantities and demand. Flags shortages and overstock. Recommends replenishment.
FactoryHub
Production Scheduling Agent
Generates and updates production schedules using demand, materials, capacity and machine constraints. Reduces delays and improves fulfilment.
Visual Grading Agent
Uses images to classify product quality, colour and maturity against defined criteria. Links results to batch records.
Formula Agent
Analyses production results, product specifications, raw-material characteristics and quality records. Recommends an optimised formulation or blending ratio for review.
Vibration Monitoring Agent
Analyses machine vibration data against maintenance thresholds. Detects developing equipment issues early and raises a maintenance work order.
Temperature Monitoring Agent
Monitors temperature data against approved risk rules. Creates a Field Service work order with a multilingual technician alert when action is needed.
Production Optimisation Agent
Assesses how a maintenance work order affects production orders, inventory and sales order delivery commitments. Recommends the best resolution.
FinanceHub
Invoice Matching Agent
Matches supplier invoices to ERP records. Identifies exceptions for review before posting.
Executive Insight Agent
Analyses financial performance, trends and exceptions.
Cash Flow Agent
Recommends collection priorities and payment timing.
InsightHub
Sales Performance Analytics Agent
Analyses sales results by region, product and customer for management review.
Portfolio Review Agent
Consolidates project information for portfolio review and prioritisation.
PeopleHub
HR Agent
Uses an employee's region, role and employment context to explain approved company policies. Routes sensitive matters to HR.
AnyHub
Bespoke PRIME agent
We build an agent around your own process.
Questions About PRIME AI Agents
What are PRIME AI Agents?
PRIME AI Agents are the AI agent library from 9 Dots Consulting for ERP operations. PRIME has more than 20 agents in ten hubs, from procurement and inventory to finance and people. Each PRIME agent automates a defined workflow and hands the result to a person for review. We also build bespoke agents.
Do we need to replace our ERP to use PRIME AI Agents?
No. PRIME AI Agents work with the ERP you already run and with your connected systems. PRIME agents read your data and write records back to the ERP.
Which systems do PRIME AI Agents work with?
PRIME AI Agents work with Microsoft products such as Dynamics 365, Microsoft 365, Teams and SharePoint. PRIME also connects to SAP, Oracle, Cegid Retail, Salesforce, Workday, ServiceNow, HubSpot, Zendesk, Appian, Snowflake, Amazon Web Services, Google Cloud, legacy systems and custom applications. Three PRIME agents are live on SAP Business One. 9 Dots Consulting is developing agents for SAP S/4HANA.
Can we start with a single PRIME agent?
Yes. One PRIME agent is enough to begin. You can add more when you are ready or start with a hub of related agents.
How do PRIME AI Agents keep people in control?
PRIME agents write records to your ERP and recommend next steps. People review and approve. Sensitive matters go to the right person. For example, the PRIME HR Agent routes them to HR.
What do we need to run PRIME AI Agents?
Each user needs a Microsoft 365 licence. Your tenant needs one Copilot Studio pack to deploy the PRIME agents. PRIME AI Agents do not need a Microsoft 365 Copilot licence. Copilot Credits are shared across your tenant and are not bought per user. 9 Dots Consulting is a Microsoft Tier-1 Cloud Solution Provider and can supply what you need.
Can you build a PRIME agent for our own process?
Yes. 9 Dots Consulting builds bespoke PRIME agents around your process and business requirements, alongside the pre-built agents. We build agents for complex and unique workflows.
Is PRIME included with Jumpstart ERP?
Yes. Every Jumpstart ERP package includes a PRIME agent. Jumpstart Finance includes the PRIME Executive Insight Agent. Jumpstart Trade includes the PRIME Supplier Risk Agent. Jumpstart Assembly includes the PRIME Material Shortage Agent.
What does the PRIME implementation fee pay for?
Find the Right PRIME Agent for Your Workflow
Tell us about your current systems and the manual work your teams do. We recommend where to start. We reply within one business day.