Retrieve
Apply the user’s access rules to maintained knowledge and preserve the document version used as evidence.
- Receives
- User task and approved sources
- Produces
- Relevant context with source references
AI enablement
Explore practical AI assistance for marketing and revenue teams with controlled access, human review and measurable evaluation.
Let’s connect
An assistant with a visible boundary of authority
Connect approved knowledge and narrowly scoped tools to one operational task. Model output remains subject to application validation and access policy.
Prepare
Ask the model for a structured draft or proposed action, then validate required fields and permitted operations.
- Receives
- Authorized context and task policy
- Produces
- Draft answer or validated proposal
Review
Present consequential changes with the exact target and arguments to an authorized reviewer.
- Receives
- Tool proposal and current permissions
- Produces
- Recorded approval or rejection
Evaluate
Inspect the response, citations and tool trace against representative scenarios before promoting a changed version.
- Receives
- Model, instructions and tool configuration
- Produces
- Versioned evaluation and release evidence
Step 1 of 4
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Knowledge owner | Supports verification of the answer against the material actually retrieved. | |
| Application owner | Limits available operations but does not replace backend authorization. | |
| Workflow owner | Binds the reviewer decision to the precise proposed action. |
Resolve the important decisions.
Read and write tools
A reporting assistant can begin with read access. Writing CRM fields or publishing content requires a separate authority decision.
Foundry MCP approvals
Foundry exposes approval requests for configured MCP calls. The application must route those requests to the appropriate reviewer.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
AI is useful when it supports a well defined task with the right information and an appropriate level of authority. UniLink helps teams identify opportunities in campaign planning, content operations, reporting and internal knowledge access, then assess the data and workflow needed to support them.
An engagement can include a marketing copilot, a reporting assistant or a bounded workflow that uses approved tools. Microsoft Foundry is one option for connecting models, knowledge and tool access within an enterprise environment. The implementation depends on your architecture, access requirements and evaluation results.
What we help you build.
Use case assessment
Identify repeatable tasks, expected users, success criteria and the consequences of an incorrect answer or action.
Knowledge and retrieval design
Prepare approved sources, access boundaries, source references and a refresh process for internal knowledge assistance.
Marketing copilots
Scope assistance for brief preparation, approved content workflows, campaign analysis and operational guidance.
Tool and workflow integration
Connect approved APIs or MCP tools with limited permissions and review gates for consequential actions.
Evaluation and tracing
Build representative evaluation cases and review response quality, tool behavior, latency and failure patterns.
Governance and adoption
Document allowed uses, escalation rules, data handling expectations and the people responsible for ongoing review.
How the work comes together.
Bound the task
Choose a defined user need and specify what the assistant may read, recommend and act upon.
Prepare knowledge and access
Review source quality, permissions, credentials ownership and the available integration methods.
Prototype and evaluate
Test representative and difficult cases, including incomplete information, unauthorized requests and tool failures.
Introduce with oversight
Release an agreed scope with review checkpoints, operational monitoring and a process for revising instructions.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can an AI assistant update our CRM?
It can be designed to use approved tools, but the scope of any write action needs explicit rules, access controls and testing. Human review is appropriate for consequential changes.
Do you recommend AI for every workflow?
No. Deterministic rules are often clearer for routing, validation and required approvals. AI is considered where interpretation or synthesis offers a useful advantage.
How do you assess quality?
We define representative tasks and acceptance criteria, inspect responses and tool calls, and test difficult cases. Evaluation continues as data, instructions or models change.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.