Order Intake Agent
From email to order or quote in the ERP, without retyping.
Orders and quote requests arrive in every possible format and have to be moved into your ERP by hand, at the exact point where revenue is created. The Order Intake Agent handles that path automatically and routes only doubtful cases to a person.
A proven building block, fitted to your process
A building block we have deployed before, configured to your formats, your ERP, and your pricing logic.
Revenue waits while someone retypes.
Free text, PDFs, purchase orders, technical spec sheets: someone has to read them, extract the right data, and transfer it manually into the ERP.
That costs time, introduces input errors that only surface at production or delivery, and keeps customers waiting exactly when they are comparing.
Pricing from technical specifications also calls for scarce expertise. If those two people are on leave, it stalls.
One agent, the whole path from request to order
Picks requests from the mailbox
Incoming orders and quote requests are picked up, in whatever format they arrive.
Recognizes the data
The agent extracts the relevant order data, including from technical specification sheets.
Structures into the ERP
Everything lands in the standard format your ERP turns into an order or a quote.
Prices & routes exceptions
It completes the pricing parameters where applicable. Doubtful cases go to a person, the rest runs through.
Everything to automate intake and quoting
How to introduce the order handler to your team
Your inside sales team is not afraid of an agent, but of a system that quietly makes mistakes. So we present it with its boundary attached: what it does not recognize with certainty, it puts forward.
That makes it reinforcement, not a risk.
- Works with
- Takes over
Reads
- Languages
- Available
Including during month-end close and the summer shutdown
- Hands over
- Leaves behind
Faster from request to order, with fewer errors.
Faster turnaround from request to order or quote, fewer input errors, more consistent pricing, less dependence on individual experts, and staff freed up for exceptions and customer contact.
Every order follows the same pattern
Unstructured in, structured into the ERP. That same pattern returns at every client, so the building block is deployable again and again without custom work.
References
The questions that always come back
Usually that means the logic sits in the heads of two people. We capture that logic together and configure it in the agent. What cannot be captured stays a doubtful case and goes to a person.
That is exactly the starting point. The agent is built on unstructured input; it expects no fixed template. The more variation, the bigger the time saved.
The opposite. Today your inside sales time goes into retyping. Once the agent takes that over, that time is free for the conversations that do matter.
See it on your own
requests
We run the Order Intake Agent against a selection of your incoming requests. You see what runs through automatically and where it stops.