Use case
AI Order Entry and Exceptions Agent
An AI agent that enters purchase orders from email and PDF, and flags the ones that need a person.
Who it's for
Customer service and order desk teams who re-key purchase orders and chase mismatches every day.
What the agent does
- Reads purchase orders from email, PDF and customer portals
- Enters them into your ERP or order system
- Checks price, quantity, stock and terms against what was quoted
- Routes exceptions to the right person with the reason attached
What stays with your people
Your team handles every exception and approves anything outside the rules. Clean orders can be held for approval or released automatically — your choice.
How to get it
Pick the level of help that fits
Questions
Can it release orders automatically?
Only if you want it to, and only within limits you set. Many teams start with every order held for a quick approval.
What counts as an exception?
Whatever you decide: price differences, unknown items, credit holds, short stock or unusual terms.
Who maintains it?
Your team, after hand-over, or us on a scheduled maintenance plan.
More
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→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.