Orders, inquiries and complaints come in through phone, email and your ERP all at once. An AI employee handles the back-office work behind them and prepares every decision for your team.
Orders arrive by email, fax and phone and have to be entered into the ERP manually, often with discrepancies in item numbers, quantities or tiered pricing.
Customers and field sales are constantly asking about stock levels, delivery dates and substitute items, while your team is actually meant to be working on quotes or orders.
Every quote needs to be checked against individual customer terms, minimum quantities and current purchase prices before it can go out.
Wrong deliveries, quantity discrepancies and transport damage land unsorted in the inbox and first have to be matched to the right order and supplier.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
Captures incoming orders from email and fax, matches item numbers and quantities against the ERP, and flags discrepancies for approval by your team.
Answers standard questions about stock levels and lead times directly from the ERP, so your back office isn't interrupted by every inquiry.
Compiles quotes based on stored price lists and customer terms and makes them ready for sales to review and send.
Matches incoming complaints to the right order and supplier, summarizes the issue and prepares the response. Your team sends the final reply.
Pre-sorts requests for reorders and framework agreements by urgency and supplier, so purchasing prioritizes instead of sifting through it all.
Your own checks, exceptions and rules, built in like the standard.
Orders from email and PDF into the ERP, plus capacity-based scheduling.
Capture the request, prepare the costing, create the quote, align, follow up.
Create, check and link invoices and delivery notes, including customs documents.
Takes calls and answers website chats around the clock, escalates complex cases.
Capture and categorize complaints, open a case, prepare standard cases.
Open items, staged payment reminders, deadlines and follow-ups all in view.
Your team knows the customers. The AI employee knows the processes behind them.
30 minutes, one process from your business.