Use cases

Agents score every account in your market each day and learn from every call, so your sales team spends its time with customers.

Account selection

Scores every account on the problem you solve

Buying signals

Shows which account changed, and why now

Buying committee mapping

Finds who decides, whatever their job title

Customer intelligence

Keeps what every call taught in one place

Call preparation and follow-up

A brief before, a summary and CRM update after

Pipeline risk

Flags the deals that have gone quiet

Agents read each order and each supplier message when it arrives and work out what it changes for stock and delivery dates. Your planners decide what to do.

Order intake

Reads orders from email and PDF into the ERP

Supplier delays

Works out which customer orders a delay hits

Commit dates

Checks stock and capacity before you promise a date

Order changes

Applies a change in every system it touches

Agents answer customers from the full record: orders, contracts and earlier questions. Your team has time for the customers with a real problem.

Customer questions

Answers from orders, contracts and history

Renewals

Prepares each renewal with use and terms

Complaints

Collects the facts before a person calls

Account reviews

Builds the review from the real record

Agents draft the answers to customer and supplier questionnaires from one record of evidence and warn you when a certificate or a rule changes. Your experts decide what the company commits to.

Customer questionnaires

Fills them in from your own evidence

Supplier assessments

Checks each supplier against your requirements

Certificates

Tracks each expiry date and what depends on it

Regulation changes

Shows which products and customers a new rule touches

Agents match each invoice to its order and contract and explain every difference. Your finance team decides what to do about it.

Invoice matching

Matches invoice, order and contract

Collections

Follows up late payments with the full context

Month-end close

Prepares the reconciliations and explains what moved

Contract billing

Bills what the contract says