Sales & order management
Order processing agent: from PO to ERP without rekeying
Capture purchase orders from email, text, and voicemail, validate customer and product details, and post clean orders to your ERP, with review and approval where you want it.
Manual order entry is where margin leaks
Every order means repetitive data entry, cross-checking customer and product details, and validating the transaction before fulfillment can start. Manual steps slow the day down, and a single mistyped SKU or quantity turns into returns, credits, and unhappy customers.
Every stage, handled
The Order Processing agent takes an order from arrival to ERP entry:
- Capture: ingests purchase orders from email, attachments, text, and voicemail.
- Extract and validate: reads order details and cross-checks customers, products, pricing, and terms against your records.
- Review where it counts: human-in-the-loop approval before anything posts to your ERP, so your team stays in control.
- Route and post: clean orders land in the right system automatically.
Fits the systems you already run
The agent connects to your existing ERP rather than replacing it: an overlay on your order flow, not a migration project. Accuracy improves continuously as the AI learns from your team's corrections and approvals.
The payoff
Consistent, fast, accurate order intake, and a customer service team that spends its time on customers instead of keystrokes.
Related agents
RFQ agent
Read incoming RFQs from email, voicemail, and text, and generate accurate, ready-to-review quotes automatically, so you respond first and stop losing deals to slow follow-up.
See how the agent worksInbox automation agent
Classify, prioritize, and file every email and attachment in your shared inbox automatically. The Inbox Automation agent links messages to business transactions so nothing gets buried.
See how the agent worksTicket auto-response agent
Generate context-aware, human-like replies to recurring support tickets from your history and knowledge base, cutting response times while keeping your team in control of every send.
See how the agent worksSee your inbox become an operations hub
See your own quotes, orders, and invoices processed in minutes.
Encryption, tenant isolation, and human review. Trust & security