Teams Agent
Your entire operation, one message away.
A conversational AI assistant in Microsoft Teams — real-time answers about your orders, invoices, pricing and profit, in plain English and in seconds. Just ask.
- Ask however you'd naturally speak — no commands or syntax to learn.
- Answers come back in seconds, built from live business data.
- Lives inside Microsoft Teams — nothing new for your team to install.
- Client / status
- BOLD Precious Metals · in production
- Business outcome
- Orders, invoices, pricing and profit — scattered across systems → one Teams conversation
- How you use it
- Ask in plain English, right inside Microsoft Teams
- What we delivered
- Architecture, build, integration, operate
Your answers are scattered across five systems.
Your data lives across orders, invoices, live spot prices, margins and customer history — so a simple answer means logging into five tools. Teams Agent collapses all of it into one conversation.
One conversation, not five logins
Anyone on the team asks a question in Microsoft Teams and gets the answer back — instead of hopping between order systems, invoicing, pricing feeds and spreadsheets.
Real-time, not reported later
Answers are built from live data at the moment you ask — current orders, current spot prices, current margins — not a report that was accurate this morning.
Everyone, not just analysts
The whole team gets instant answers in plain English, so the people closest to the work don't have to queue behind whoever owns the dashboards.
Everything your team asks, answered in Teams
One assistant across orders, invoicing, pricing, profit, fraud and alerts — all reachable from the same chat box your team already uses every day.
Natural language — no training required
Ask however you'd naturally speak. No rigid commands, no syntax. The assistant understands the question and does the work.
Orders & invoices, on demand
Look up any order, check status and tracking, pull customer and billing details, and generate a professional invoice PDF on the spot — all from a chat message.
Live pricing & spot rates
Get current gold, silver, platinum and palladium prices and the live selling price of any product on demand — always up to date.
Profit intelligence
See profit and margin on any order, product, or across a day, month or year. When something loses money, the assistant explains why in plain English — and suggests how to make it profitable.
Fraud protection
Automatically screens orders for risk and surfaces suspicious ones before they ship, so your team reviews the right orders — not every order.
Proactive alerts & morning briefings
It doesn't just answer — it reaches out: a morning briefing with yesterday's sales and profit, plus instant alerts on sharp price moves and high-value orders.
Less hunting. Better margins. Fewer surprises.
Save hours every week
No more hunting through systems for a single number — the answer comes back in the chat.
Protect your margins
Spot profit leaks early and act on clear, plain-English suggestions to fix them.
Catch fraud sooner
Risky orders are flagged before fulfillment — not after a chargeback lands.
Never miss what matters
Big orders and sharp market moves come to you, the moment they happen.
Simple by design
No new app for your team to install. No dashboards to learn. No steep onboarding.
It lives in Microsoft Teams
The tool your team already opens every day — the assistant is just another chat.
You ask in plain English
Like messaging a very well-informed colleague. No syntax, no commands to memorize.
It answers in seconds
With live data, formatted clearly and ready to act on — right there in the conversation.
What it changed
Built for a demanding operation — tailored to yours
Teams Agent was built for a high-volume precious-metals operation, and the same approach can be tailored to your business. Secure, real-time, and designed around the way your team already works.
Want an assistant like this in your Teams?
Realisier Labs designed, built and runs Teams Agent for BOLD Precious Metals. If your team is buried in orders, invoices, pricing and profit questions, we can build an assistant tuned to your systems and your data.
Start the conversation