Grounding AI in enterprise data
On This Lesson 4 topics
This lesson is planned. The outline below lists the topics it will cover. The full lesson has not been published yet.
In this lesson
connect AI to ERP, CRM, and knowledge bases through governed interfaces.
Planned topics
- Grounding means answers are based on retrieved company facts, not model memory.
- The model never connects to the ERP or CRM database; it calls governed APIs or reads curated indexes.
- Pass the end user's identity so the AI sees only what that user may see.
- Index knowledge-base content with owners, freshness dates, and a way to remove outdated articles.
Draft outline details
Demonstration
a flow: customer message, assistant service, order API (user-scoped token), policy index, model, response; with the ERP behind the API, not reachable from the model.
Check your understanding
Why call an API rather than query the database?
Show answer
The API enforces access rules, limits, and audit, and keeps the schema private.
Practice
Apply this lesson with the module's lab, exercises and quiz.
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