In progress
AI Assistant · Built into CRM & ERP

Say what you need. It does the work.

Describe a task in your own words. The assistant works out the steps and carries them out in your CRM & ERP, instead of only answering questions about it.

See where it stands Built into CRM & ERP

Acts, not just answers

Creates and updates real records

Your store

Works within the store you are signed in to

No flows to build

It decides the steps for each request

AI ASSISTANTExample

Create an order for Rao Retail: 20 fresh apples and 10 whole wheat bread, 5% discount. Then invoice it.

Working out the steps…

Customer found: Rao Retail
Products found: Fresh apples, Whole wheat bread
Order SO-1042 created with 5% discount
Invoice FA-0311 created and linked

DoneOrder SO-1042 · Invoice FA-0311 · $144.20

Ask anything about your business

Example conversation. The assistant opens from the robot icon in CRM & ERP.

Plans its own steps

Works in your store

Where it stands

What it can do today, and what is next

It is being built in the open, one area at a time, and already runs on our own live CRM & ERP.

Working now

Working in our live CRM & ERP.

Customers and suppliersCreate, find and update them. A missing supplier is added when you need one.
Products and servicesSearch, see price, description and stock, add new ones and update existing ones.
StockCheck stock by warehouse, add quantities and record receiving and issuing.
Customer ordersFind and filter by status, see every line, create orders, add or change items and quantities, apply discounts.
InvoicesCreate an invoice from an order and link the two.
PurchasingCreate supplier purchase orders and look up supplier orders.

Being polished

Working, with checks still being tightened.

Invoice paymentsRecording a payment on an invoice works in most cases. A few cases are being fixed.
Order and invoice checksMore validation so that every order and invoice is complete and consistent.

Coming next

Being built next.

Invoice emailsSend one or many invoice PDFs to customers by email.
Recurring invoices and remindersRepeat invoices on a schedule and send a reminder before one is due.
File attachmentsAttach a purchase order, document or image and ask it to create the order, product, lead or email from it.
ReportsAsk for information from any area and get a table, graph, PDF or Excel file.
ShippingStart a shipment through carriers such as UPS from the chat.
CallsUse the call center from the same chat. See AI Call Center.

How it works

It works out the steps, so you do not have to

No fixed flow for each task. The assistant uses what your CRM & ERP exposes to it and decides what to do.

Ask in your own words

Type a request the way you would say it to a colleague. Wording can differ every time.

It plans the steps

For an order it checks whether the customer exists, adds them if needed, checks the products, then creates the order.

It does it in your system

Records are created and updated in your CRM & ERP, within the store you belong to.

You see the result

In the chat as a table or details, and soon as a PDF, Excel file or graph.

Try asking

Things you can say

Find customer Rao RetailHow much stock of fresh apples do we have in the main warehouse?Show my last 5 orders that are still openCreate an order for Rao Retail with 20 fresh apples and apply 5% discountCreate an invoice from order SO-1042Create a purchase order for 200 coffee bags from our usual supplierRead this purchase order and create the sales order (soon)Send these three invoices to the customers by email (soon)