Product · AI Order Desk
Answer every Request for Quote (RFQ) and file every customer order to your ERP without rekeying, with the whole deal in one place.
For sales and customer service teams rekeying emailed POs and chasing quotes.
AI reads. Your business logic decides. Your team approves.
RFQs become quote responses drafted from your catalog, for a rep to send.
Customer POs from email and EDI are filed to your ERP as validated sales orders.
Messages, attachments, approvals and exceptions stay with the deal they belong to.
Your team reviews each RFQ and PO once, with every problem already found.
The ERP record is read back after the write, and any difference is raised.
Confirmations and answers are drafted beside the order, and a person sends them.
2–5%
of manually entered orders carry an error
78%
of B2B buyers choose the vendor who responds first
2–3 hrs
per rep per day lost to manual paperwork
99%
field-level extraction accuracy
However a customer names an item, the order line lands on your SKU.
Misspelled, shortened or incomplete item names resolve to the right product.
Customer part numbers and manufacturer codes cross-reference to your catalog.
A confirmed mapping is stored for the product, or for the one customer who uses it.
A new mapping is used only after a person confirms it.
Read more about sales order inbox.
RFQs answered from your catalog and pricing, ready for a rep to send
Customer POs from email and EDI become validated sales orders
Quote, PO, acknowledgment and change requests linked in one record
Your shared inbox sorted, read and routed to the right person
Service requests triaged and opened in your system of record
Challenge: Processing orders manually took up to 48 hours and led to errors and delays.
Solution: Agents read any order format and create the order in the ERP, with the team reviewing only exceptions.
| >90% | of orders need no touch |
|---|---|
| <1 min | processing time per order |
| 85% | staff effort reduction |
| 3 months | to ROI |
Challenge: A busy customer service inbox, and customer POs whose lines ship from different warehouses, so one PO can become several sales orders.
Solution: AI Order Desk works the customer service inbox and turns each incoming PO into one or more sales orders, split by the warehouse that holds each item.
| >90% | of purchase orders need no touch |
|---|---|
| <2 min | from PO to sales orders ready to review |
| >90% | line-level match accuracy |
Challenge: One sales support inbox carrying requests for quote, purchase orders and customer questions, against a third-party ERP for its sector.
Solution: AI agents classify each incoming message, answer RFQs with quotes, process purchase orders, convert accepted quotes into orders, match every line to the catalog, and send confirmations and drafted replies.
| >90% | of quotes, orders and conversions need no touch |
|---|---|
| <2 min | from RFQ or PO to a record ready to review |
| >90% | line-level catalog match accuracy |
Status written back where the connector supports it.
It reads each RFQ and customer purchase order from the mailbox or EDI, checks it against your records and files the quote or order to your ERP. Your team reviews each RFQ and PO once, with the problems already found.
The account code on the RFQ or PO is looked up in your ERP first, then other identifiers on it. An agent then weighs signals such as the original sender and the delivery address, and a person decides if nothing resolves.
Each line shows ranked candidates with a one-line reason. An exact code or cross-reference always ranks above a looser match, and an inactive product blocks the line and offers its replacement.
Exceptions fall in three bands: blocked refuses the submit, check holds the record, and warning holds only if you choose. A blocker stays a blocker under every policy.
Every order leaves a record of what was sent, and a retried write files the order once. A failed write stays findable for resubmission, and an undelivered send is re-sent once.
Yes, a confirmed quote converts to an order directly. The conversion is checked against the ERP quote before it is sent.
Point us at your order inbox, read-only, and compare our filings to yours.
