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AI agents connected to the ERP, with a person at the critical points

We build agents that read customer requests, check them against the ERP and prepare the reply, the quote or the alert. Before anything leaves the company or is saved in the ERP, a person approves it.

Test with real documents
  1. 01

    Inside the ERP

    The agents read and propose in Sage X3 and Cegid PRIMAVERA, with the permissions of whoever invokes them.

  2. 02

    A person decides

    Before a reply leaves the company or a record goes into the ERP, a person approves, corrects or rejects it.

  3. 03

    Everything is recorded

    Actions and decisions remain auditable and feed the process metrics.

How an agent runs in production

What triggers it
  • An email from the customer
  • A deviation from the pattern
  • A user request
AI agents
  1. Gathering
  2. Proposal
  3. Validation
  4. Logging
A person approves
  • Before replying to the customer
  • Before saving to the ERP
What gets done
  • The reply, the quote or the alert
  • The decision recorded
  • The process metrics

The agents, one by one

  • Quotes and Proposals

    Reads the quote requests customers send by email, prepares the proposal and the reply, answers the customer and records it in the CRM. A person approves before it is sent. Ports & Shipping · in production

  • Container Tracking

    Reads the customer's request, looks up the container status in the ERP and on the shipping lines' websites, compares it with the usual times for the route and prepares the reply. A person approves before it is sent. Ports & Shipping · in production

  • Transport Deviation Alerts

    Compares each shipment with transport patterns and, on its own initiative, warns the team of delays and interruptions. The agent raises the alert and people decide what to do. Ports & Shipping · available as a pilot

  • Customer Accounts

    Answers customer emails about their account and raises internal alerts for collections and management, based on payment habits and news about each customer. Ports & Shipping · available as a pilot

  • Customs Compliance

    Checks the cargo and port-call documents against customs rules and flags what is missing or does not match before it goes to customs. A person approves before submission. Ports & Shipping · in production

  • Vessel Data Entry

    Automatically fills in each vessel's data in the system from the documents and available sources, so the team only has to confirm. Ports & Shipping · in production

  • Natural Stone Quoting

    Reads requests for natural stone works and projects and prepares the quote piece by piece, with costs calculated from the factory's industrial costing in the ERP. Stonify · available as a pilot

  • Production Manager's Assistant

    Schedules cutting and manufacturing orders across the factory's machines in the most efficient way and warns when a disruption outside the usual pattern appears. Stonify · available as a pilot

Cases

Who already works this way

  • Grupo Ibero Linhas

    “Today AI warns us before an error reaches the customer. A few years ago, this seemed impossible.” Paulo Henrique Tomás, Managing Director, Grupo Ibero Linhas.

From the first document to production

  • Choosing the processa repetitive task that is reversible and can be checked by rule
  • Test with real documentsthe agent processes last month's documents with the company's rules
  • Pilot with low limitsthe agent proposes and a person approves each case
  • Productionthe agent handles the day's volume and a person still approves before anything is sentafter weeks of history
a person approves

Agents propose, people decide

Each agent has a list of what it can and cannot do. Before a reply leaves the company or a record goes into the ERP, the case goes to a person, who approves, corrects or rejects it.

Works with

Systems our agents read from and write to, and the connectors that link other AI assistants to the same data.

Further reading

AI agents connected to the ERP: where it is safe to let them decide

Value limits, permissions inherited from the user and the design of the human validation queue.

Test an agent with your documents

Send us documents from last month and we show the agent processing them with your company's rules. Before we receive them, we sign a confidentiality agreement.

Test with real documents

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