One Problem, Different Answers: How to Set Up AI to Provide Customized Support Based on Employee Position?
Imagine this scenario: The company's Marketing Assistant and the Sales Director both ask the internal AI assistant the same question: "How is the sales performance this quarter for our latest 'Smart Coffee Machine' series?"
Answer seen by the Marketing Assistant:
"The 'Smart Coffee Machine' series has been very popular this quarter, especially sparking conversation among young customers in the Central and Western District. There are over 500 posts on social media with the hashtag '#SmartWakeUpCall', with many customers praising its minimalist design and mobile app remote control functionality."
Answer seen by the Sales Director:
"Total sales for the 'Smart Coffee Machine' series this quarter are HK$850,000, still 15% short of the HK$1,000,000 target. Within the sales team, Anna has the best performance, exceeding her quota by 20%; however, the sales figures for the Kowloon East region handled by David's team have dropped 10% month-on-month and require focused attention. There are three potential corporate clients from the food and beverage industry who have already inquired about large orders, and immediate follow-up is recommended."
The same question, two completely different answers. This is not an AI error, but the ultimate expression of AI evolution—providing the most relevant and useful customised support based on the user's role. For resource-limited, time-pressed Hong Kong SMEs, this kind of "tailor-made" AI Rapid Development capability is precisely the crucial step from being "usable" to becoming "indispensable".
Why is "One-Size-Fits-All" AI Support Not Enough for SMEs?
Many AI tools currently on the market tend to provide a standardised, universal answer. For general inquiries (e.g., "Help me write a leave email"), this might suffice. But when AI is truly integrated into the core operations of a business, the drawbacks of "one-size-fits-all" become apparent:
- Information Noise and Efficiency Bottlenecks: A junior clerk does not need to know the company's overall profit forecast, and the CEO does not want to be overwhelmed by trivial customer complaint details. When AI provides excessive irrelevant information, colleagues need to spend extra time filtering and digesting it, which actually reduces work efficiency.
- Serious Data Security Risks: Internal company data, such as salaries, core client lists, profit margins, and future development strategies, are highly sensitive trade secrets. If colleagues of any rank can easily access this information through AI, the consequences could be unimaginable. An AI that doesn't know how to "provide information based on the person" could easily become the biggest security vulnerability within the enterprise.
- Missing Decision-Making Opportunities: Data itself has no value; the value lies in the insights extracted from the data. A sales manager needs not just sales figures, but also needs to know which regions have growth potential and which product mix yields the highest profit. A general-purpose AI may only report numbers but fail to provide strategically valuable suggestions, causing management to miss the best decision-making opportunities. You can refer to our article: ChatGPT Can't Write Your "Exclusive Quotation": The Decisive Differences Between General AI and Enterprise AI.
Simply put, an AI that doesn't know how to "differentiate based on the individual" is like a new hire who only knows how to recite the company handbook but lacks flexibility. To make AI a true right-hand assistant for every colleague, we must teach it to "say the right thing to the right person."
Practical Application Scenarios: How Does AI "Tailor-Make" Answers for Different Roles?
Let's return to the initial "Smart Coffee Machine" sales question and deconstruct how AI provides precise support for different positions:
Question: "How is the sales performance this quarter for our latest 'Smart Coffee Machine' series?"
Target: Marketing Assistant
Goal: Find social media promotional materials, write success stories.
AI Should Provide: Positive customer reviews, trending hashtags, customer profiles, most popular models/colors, and other non-sensitive data.
AI Should Filter: Specific sales figures, profit margins, gaps against sales targets, and other internal sensitive data.
Target: Sales Manager
Goal: Evaluate team performance, adjust sales strategies, uncover new opportunities.
AI Should Provide: Performance vs. target comparison, team member performance rankings, high-potential leads, regional sales analysis.
AI Should Filter: Specific production costs of products, the company's overall cash flow status.
Target: Finance Director / CFO
Goal: Analyze profitability, control costs, forecast cash flow.
AI Should Provide: Product profitability analysis, cost-benefit analysis (ROI), impact on cash flow, price sensitivity analysis.
AI Should Filter: Specific individual performance of sales team members, fragmented customer feedback.
Target: Chief Executive Officer (CEO / Founder)
Goal: Grasp the overall situation, make strategic decisions.
AI Should Provide: Highly summarised executive summaries, strategic-level insights, risks and opportunities, cross-departmental collaboration suggestions.
Read more: AI Will Not Lay Off Your Employees, But Will Build You a "Super Team"
Through this approach, AI is no longer a cold database but transforms into a dedicated strategic consultant for each role. Learn more about how Intelligent CRM Systems and Enterprise Systems integrate AI capabilities. Discover how our AI Rapid Development services can build these solutions for your business.
Technical Core: How to Configure AI to Achieve "Role-Based" Support?
Achieving this intelligent, customised support isn't as simple as buying an off-the-shelf AI software. It requires a rigorous and meticulous technical architecture behind the scenes. The expert team at Frasertec Limited typically builds such systems for SME clients through the following key steps:
This is the foundation of the entire system. First, we need to clearly define the different roles within the company (e.g., Owner, Sales, Marketing, HR, Finance, etc.) and establish clear data access permissions for each role.
AI needs to "consume information" to become smart. This step involves securely connecting the AI to the company's existing various systems, including Customer Relationship Management (CRM) systems, Enterprise Resource Planning (ERP) systems, internal file servers, and other business systems.
This is the "secret weapon" for achieving customisation. When an employee asks a question, the system automatically "enriches" the AI's prompt based on their role, thereby providing an answer that fully meets the needs of that role. Learn more about our approach in this blog post on customized AI support.
An excellent AI system should have learning capabilities. By analysing user satisfaction with answers, subsequent follow-up questions, and other behaviours, the system can continuously fine-tune and optimise, making the AI increasingly "understand your needs."
How Can Hong Kong SMEs Take the First Step?
Reading this, you might think the technical barrier is high. In reality, applying this advanced AI strategy is not out of reach for SMEs. The key lies in taking gradual steps and seeking assistance from professional partners.
- Start Small: There's no need to rush to deploy company-wide all at once. You can start by selecting a pilot department where the pain points are most obvious and data is relatively concentrated (such as the Sales Department or Customer Service Department).
- Conduct a Data Inventory: Before introducing AI, first gain a clear understanding of what data your company has, where it's stored, its quality, and who has access to it. A clear data blueprint is half the battle.
- Seek a Professional Technology Partner: Building this type of customised AI system requires a combination of knowledge in cloud technology, database integration, AI model fine-tuning, and cybersecurity. Partnering with an experienced IT services company like Frasertec Limited can help you plan the most business-needs-aligned AI Rapid Development solution, avoiding detours and ensuring data security.
Summary
In the AI era, a company's competitiveness no longer depends solely on whether it uses AI, but on how "precisely" it uses AI. Teaching AI to provide "the same question, different answers" means upgrading a general-purpose tool into a digital team composed of multiple specialists. This can not only significantly improve operational efficiency and strengthen data security but also empower every colleague with insights beyond their role, ultimately building a difficult-to-replicate competitive advantage for your business.
Ready to build your role-based AI system? Contact us on WhatsApp at 852 25788828 to discuss your custom AI solution today.
Related Reading: Explore more about why employees resist AI tools, AI beyond chat for business transformation, and our complete AI blog collection.