What We Do
Five things. We install them in your shop and run them.
Your team does digital work by hand: re-keying orders, checking stock in two systems, chasing RFQs in an inbox. Those are manual digital workflows. We automate them.
We work with the ERP you already run: Business Central, Epicor, JobBOSS, Global Shop, NetSuite, QuickBooks, Excel, Tulip, and the store on Shopify.
1. Quoting and RFQs
Quotes out the same day. Drafted from your ERP, approved by your person.
| Job | Agent does | Your person does |
|---|---|---|
| RFQ in | Reads it. Finds the part from a spec, drawing callout, or old number. | Confirms the match. |
| Quote | Drafts from ERP pricing, stock, lead time, routing. | Reviews, sends. |
| Follow-up | Drafts the chase when no reply comes back. | Sends or drops it. |
2. Inventory
Real stock, by location. "How many do we have?" answered from the ERP.
| Job | Result |
|---|---|
| Stock questions | Counter and sales ask in plain language. Answer from live ERP. |
| Reorder points | Low stock flagged before the job stalls. Draft PO ready. |
| Stock online | Your store shows real stock. Orders flow back to the ERP. No re-keying. |
On Business Central with Shopify? Read the honest connector comparison.
3. Production planning
Ship dates you can promise. Built from live ERP data, not a whiteboard.
| Job | Result |
|---|---|
| Job status | Where every job sits, from the routing. No walk to the floor. |
| Capacity | Open hours by work center this week and next. |
| Ship dates | Promise dates from load, material, and lead time. Flagged when at risk. |
| Material shortages | Jobs that will stall on stock, called out early. |
4. Order status and inbox
Customer questions answered from the ERP. Your people stay on the floor.
| Job | Agent does | Your person does |
|---|---|---|
| "Where's my order?" | Answers from the sales order, shipment, tracking. | Handles exceptions only. |
| Inbox | Sorts mail by job. Drafts replies from real data. | Edits, sends. |
5. Managed service
We monitor, fix, improve. Flat monthly. What's included.
Rules every agent runs under
| Real data only | No data, no answer. It says so. |
|---|---|
| Human approval | Quotes, emails, order changes are drafts until approved. |
| Everything logged | What it read, drafted, who approved, when. |
AI agent questions
- What is an AI agent on our ERP?
- It reads your ERP data and does one office job: quotes, planning, order status, inbox. Not a chatbot.
- Will it email customers on its own?
- No. It drafts. Your person sends.
- What can it see?
- What an employee role in your ERP can see. We set the role together.
- Which job first?
- Usually quoting. Slow quotes lose orders.
- What if it's wrong?
- The approver catches it. We fix the cause.