Departments/Operations
Operations that keep up as volume grows.
AI agents process the orders, schedule the work, keep your systems in step and build the reports. Your operations team handles the exceptions and the customers.
How the agents work in operations.
01Reads
Orders, job sheets, delivery notes and messages from customers and suppliers.
02Checks
Each one against stock, capacity, pricing and your rules.
03Acts
Enters the order, schedules the job and updates every system it touches.
04Asks
Routes anything unusual to the person who owns it, with the reason.
Where the agents work.
Each one starts as a single process with a measure agreed before anything is built.
01Order entry
- Today
- Orders from email and PDF are typed into the ERP by hand.
- With agents
- Orders are read and entered as they arrive, and unclear lines go to a person.
- Measured in
- Orders entered untouched
02Scheduling and dispatch
- Today
- The schedule is rebuilt by hand whenever something changes.
- With agents
- Jobs are scheduled against capacity and moved when things change, with the planner approving.
- Measured in
- Jobs delivered on time
03Inventory and replenishment
- Today
- Stock levels are checked by report and reordered from memory.
- With agents
- Levels are watched continuously and reorders are prepared for approval.
- Measured in
- Stock-outs
04Systems kept in step
- Today
- The same record is typed into several systems.
- With agents
- A change in one system is carried to the others and logged.
- Measured in
- Errors and rework
05Customer updates
- Today
- Customers call to ask where their order is.
- With agents
- Status updates go out on their own, and questions are answered from live order data.
- Measured in
- Status enquiries
06Operations reporting
- Today
- Monday's report takes most of Friday to build.
- With agents
- The report is ready at the start of the week, with the jobs at risk listed first.
- Measured in
- Reporting hours
Works inside
- ERP
- Order inbox
- Warehouse system
- Scheduling
- CRM
- Spreadsheets
What stays with your people.
The agents prepare, check and record. The calls that carry judgement or risk stay with a named person on your team.
- 01Exceptions, priorities and trade-offs.
- 02Customer and supplier relationships.
- 03Changes to how the operation runs.
Guides for this team.
GuideHow do you stop re-keying data between your CRM, ERP and other systems?
Why the same customer gets typed into three systems, what it costs, and how to connect them so a change in one place shows up in the others.
GuideHow do you process customer orders that arrive by email and PDF?
How to turn purchase orders that arrive as email attachments into orders in your ERP without re-keying, and what happens when the system isn't sure.
Questions
Questions we hear first.
What happens with orders the system can't read?
They go to a person with the reason and the original document. Nothing is guessed. Those cases become test cases, so the system handles more of them over time.
Can it work with an older ERP?
Usually. We connect through whatever your system offers, whether that's an API, a file import or a database connection, and we tell you early if something can't be connected.
What if our process changes?
The rules are documented and yours to change. Small changes are part of running the system. Bigger ones are scoped with you.
Why not just use ChatGPT or Copilot?
They're good tools for one person doing one task. The systems we build run a whole process: they connect to your systems of record, follow your rules, hand exceptions to a named person and log every step. The two work well side by side.
Why not build this ourselves?
You can, and some teams should. What we bring is a team that does this every day, a tested way of working, and people who stay to run it. Everything is set up in your accounts, so your team can take it over when it's ready.
Make your business AI-native.
Start with a short call about where your team's hours go and what you want to change.