Use cases

Agents for the teams behind every order.

Order entry, reconciliation and quoting are where we started. Anything a person does on a screen can be recorded once and added.

Order entry

Orders into the ERP, without the re-keying

Webstore confirmations and emailed POs arrive in every shape there is. An agent reads them, opens your order management system, and enters the job the way your team does — line items, decoration details, dates, the customer's own part numbers.

  • Watches the shared inbox and the webstore queue
  • Pulls line items, sizes, decoration and due dates off the document
  • Keys the job into the ERP against the right customer record
  • Stops for sign-off where the order looks unusual

Reconciliation

Invoices matched back to the right job

Freight bills and vendor invoices land daily and rarely line up cleanly with the PO. An agent opens both, matches them against the job, and flags what doesn't agree instead of quietly passing it through.

  • Opens the invoice and finds the job or PO it belongs to
  • Compares totals, freight, and quantities line by line
  • Routes a mismatch to a person with both documents attached
  • Records the match so the next one goes faster

Quoting

Quotes built the way your best rep builds them

Sourcing, checking what a supplier actually charges, applying the margin rules nobody wrote down. The agent works the same portals and price lists your team does and comes back with a quote ready to send.

  • Sources the product and checks live supplier pricing
  • Applies your margin, freight and decoration rules
  • Builds the quote in your system, ready for review
  • Escalates the judgment calls rather than guessing

Who it's for

B2B distribution, where the manual work piles up.

Small teams, high order volume, the same suppliers and the same software — and a lot of knowledge that only exists in people's heads.

Promotional products

Distributors and suppliers running the same portals every day — order entry, quoting, supplier follow-up, reorders from prior specs.

Commercial printing

Order intake from email and webstores, quote building, job entry, and matching the freight bill back to the job.

Branded & decorated apparel

Sizes, imprint details and decoration specs transcribed into the shop system, with proofs and approvals chased down.

Wide-format & signage

Quoting off specs, entering jobs, and keeping vendor coordination moving without a person babysitting an inbox.

Industrial wholesale

High-volume PO intake, order entry against the right account, and vendor invoice reconciliation at the end of the month.

Anything on a screen

If someone on your team does it in a browser or a desktop app, it can be recorded once and handed over. Those three are just where we started.

Questions teams ask here

No — and you couldn't hand most of them over anyway. The agent works the software you already run, by sight and click, the same way your operator does. Your ERP stays the system of record.

Which of these is eating your week?

Bring the messiest one. We'll record it on the call and run it back on your own tools.

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