An order arrives in a chat, then someone opens it, retypes it into a document, checks stock, and copies the address. None of it is hard, but it eats hours that should go elsewhere.
Free ConsultationIt is almost never a matter of effort. These are the patterns we keep running into.
It uses the same documents and rules your staff use. A quote made through the assistant is exactly the document someone would have made by hand.
You decide what may be created, what may be changed, and what is untouchable. Actions outside the boundary are refused, not performed and corrected later.
Wide reaching changes such as a bulk price update or deleting a document are always held for a human to approve first.
Each change attaches to its document noting that it came through the assistant, at whose request, and when.
It uses the same documents and rules your staff use. A quote made through the assistant is exactly the document someone would have made by hand.
You decide what may be created, what may be changed, and what is untouchable. Actions outside the boundary are refused, not performed and corrected later.
Wide reaching changes such as a bulk price update or deleting a document are always held for a human to approve first.
Each change attaches to its document noting that it came through the assistant, at whose request, and when.
A picture of the screen you would work in, not an illustration.
Case study
Situation
The admin team spent half the morning moving orders from chat into quote documents, then checking stock on another screen before they could reply.
What we built
An assistant was installed inside the app, permitted to draft quotes and read stock, but never to approve, change base prices, or delete documents.
Result
Pick the one closest to your situation. We tighten the scope in the first conversation.
Questions about stock, customers, and documents get answered without opening three screens.
Who it is for
Companies that want to try an assistant without granting it any write access.
What you get
The assistant genuinely creates and changes documents, inside limits you set.
Who it is for
Companies whose daily work is largely retyping from incoming messages.
What you get
No. Your data is used to answer the question at hand and we choose settings that do not retain it for training. If your policy forbids data leaving at all, an on premises option can be discussed.
That is precisely why permissions are bounded and large actions ask first. What it produces is a draft still requiring human approval, and every change can be traced and reversed.
It depends on whether that app exposes a way to read and write its data. If it does, yes. If the data is locked, only the reading side is possible, and even that is limited.
What it takes over is retyping and hunting across screens. Decisions, negotiation, and unusual cases remain human work, and those are exactly the parts that copy and paste has been crowding out.
No long form. Send one message describing where you are now and we reply with a sensible next step, not a mass quote.
Free Consultation
