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A wholesaler’s warehouse team taking orders by phone among packed boxes

PlatformAgents

AI that reads your email and documents.

Agents read each enquiry, order and document as it arrives, then draft the work for your team to approve.

Agents

A draft for every routine message.

An agent reads the shared sales inbox and drafts the reply for each routine message. A salesperson approves it.

Sales inbox · drafts for approval

Queue · 3 drafts ready

Re: Quote 48213 – please go aheadOrder confirmed in email · PO attached
Order ready
Fryer element for model FE-40No serial number in request
Chase details
Where is my delivery? PO 7741Dispatched yesterday · DPD
POD reply

Draft reply · sales order created

To: Sarah Lane, Northgate Catering

Thanks Sarah, order confirmed. Sales order SO-10482 created for 2 × door gasket 2041-118 against quote 48213. Dispatch tomorrow by DPD; tracking to follow.

Approve and sendEditDrafted in 4 s
Concept: the approval queue. Each routine message is drafted and the order created, then a salesperson approves. Sample data.

How it works

Agents check your records before they draft.

We choose models around your task and data requirements, and explain what information passes to each provider.

Our approach to security
  1. Read the inbox

    Agents read the shared inbox, including purchase-order PDFs and other attachments.

  2. Check your records first

    An agent searches internal sources and drafts a supplier request only when nothing is found.

  3. Draft for approval

    In the first stage, a person approves every message before it is sent.

  4. Send routine replies once proven

    Once accuracy is proven, routine replies go out on their own.

Part of one platform

Agents work inside every module.

Each module uses the same underlying records, so your software works together as it grows.

See the platform

Next step

See which modules fit your operation.

Book a demo