Collections, quotes, order entry, procurement, and customer support. Each agent has its own email and phone line, works from the ERP you already run, and learns how your business does things.
This is the Collections agent on a live Business Central sandbox. Every invoice, what happened last, what happens next, and a chat that answers from the record.
Collections1$41,206.50 overdue · $9,880.00 collected this week
Each one does one office job, end to end. Your people handle customers and exceptions, not data entry.
Gets overdue invoices paid without you chasing them.
Turns RFQs into priced quotes the same day.
Puts customer POs into your ERP with no re-keying.
Keeps material ahead of the schedule.
Answers “where’s my order?” so your people stay on the floor.
Re-keying, two-system stock checks, status emails. If a person does it at a keyboard from ERP data, we can build the agent.
Tell us what it isCustomers and suppliers reach them the way they reach you today. No portal to log into, nothing new to learn on their end.
To: [email protected]
Subject: Invoice PS-INV103188, 31 days past due
Hi Helen, our records show $14,980.00 open on PS-INV103188. Could you let me know when we can expect payment? Happy to resend the invoice.
“Hey, it's Helen. We're cutting checks Friday, you'll have it by the 4th.”
Promise to pay recorded for Oct 4. Reminders paused. Follow-up scheduled Oct 5 if unpaid.
Like a new employee, the first one starts on one job, learns how your shop does it, and earns the next one.
A 20-minute call, then an onsite visit. We pick the job that pays off first, connect to your ERP with an agreed role, and it starts working on one workflow.
Every correction you make, which customers get a call instead of an email, which parts have a substitute, how you word a final notice, is kept and used next time. We review the log with you weekly.
Quotes, order entry, procurement, support. Each new agent starts with what the first one already knows about your customers, parts, and people.
Monitoring, fixes, and improvements for a flat monthly fee per agent. One plain-language page a month on what they did.
Your agents share one memory of your customers, suppliers, parts, and people. A fact one of them learns, the others use.
CollectionsQuotesOrder EntryProcurementCustomer SupportCustomerSupplierEvery answer comes from the ERP record. No record, no answer. It says so.
Final notices, disputes, quotes, and order changes are drafts until a person says send.
What it read, what it drafted, who approved it, when. One log per invoice, order, or quote.
