AI agents for the repetitive steps in your operations
Someone on your team spends hours a week on the same steps: opening emailed orders, retyping lines, chasing suppliers, checking what is stuck. An AI agent can do those steps under rules you set, and it stops for a person wherever you decide.
What an AI agent is, in plain words
An AI agent is a program that works through a chain of steps you would otherwise do by hand: it reads an email, looks up the customer, checks stock, fills in a draft and passes it on.
Unlike a fixed script, it can read messy input, such as a PDF in an unusual layout or a note that says “same as last time, plus 20 cases”.
Jobs that suit an agent: repeated and easy to check
Here is one job from start to finish; three more follow below. In B2B sales automation, an agent drafts follow-ups to new buyers the same way.
Emailed purchase orders into draft orders
- Automatic
A customer emails a 24-line purchase order as a PDF.
- AI
The agent reads it, matches the customer and each line to your products, and fills in a draft sales order.
Two lines it cannot match are flagged, not guessed.
- Person
Your team checks the draft, fixes the two flagged lines and approves it.
- Automatic
The order goes into the ERP, and the customer gets a confirmation.
- Automatic
- The system does it
- AI
- AI sorts or drafts, by your rules
- Person
- A person checks or acts
More jobs that suit an agent
Three more jobs; the details are made up.
Replies on stock and ship dates
Example: a customer asks when 40 cases of item 2210 will ship. The agent checks stock and the next delivery, and drafts the reply for your team to send.
A morning exceptions list
Example: before your team starts, one list of orders with no tracking after two days, payments that do not match, and addresses the carrier rejected.
Reminders to suppliers
Example: purchase orders past their due date get a drafted reminder to the supplier, which your buyer reviews and sends.
How we build an agent, beside your team
An agent can use a cloud AI model or a private one, and it can work behind a chatbot that talks to customers.
- 01
One task
We walk through one task with you, using a few real examples.
- 02
Build and test
The agent is connected to the systems the task needs and tested on those examples.
- 03
Go live
It starts beside your team, and a person approves what matters.
Questions about AI agents
What happens when the agent is not sure?
It stops and passes the item to your team.
Which systems can an agent work with?
The ones the task needs, such as your inbox, store, ERP and shared files.
Next step
Contact us about an AI agent
Tell us which steps take the most time each week.