Top down, Business First, Custom
AI solutions

You want to know how to implement AI in your company.

LeadershipSalesOperationsOffice and FinanceAgent

10 people · 10 agents · solid line = answers to · pulse = helps · drag to turn

An illustrative organisation. No real company or customer data.

Managing Director, Sets the priorities

Sales Manager, Runs sales and the reps, answers to Managing Director

Operations Manager, Runs purchasing and the warehouse, answers to Managing Director

Finance Manager, Runs the office and the books, answers to Managing Director

Sales Rep (North), Looks after customers in the north, answers to Sales Manager

Sales Rep (South), Looks after customers in the south, answers to Sales Manager

Purchasing Officer, Buys stock from suppliers, answers to Operations Manager

Warehouse Supervisor, Picks, packs and ships, answers to Operations Manager

Office Administrator, Orders, invoices and the phones, answers to Finance Manager

Customer Service Officer, Answers customers, answers to Finance Manager

Morning Cockpit (agent), The morning view, rebuilt from the business’s own data, answers to Managing Director

Ask the Business (agent), Answers questions over the business’s data, with sources, answers to Managing Director

Customer Drift (agent), Flags customers who have quietly stopped ordering, answers to Sales Manager

Quote Builder (agent), Drafts quotes from live stock and prices, answers to Sales Manager

Price-list Doer (agent), Normalises supplier price lists and flags changes, answers to Operations Manager

Stock Analyst (agent), Cover, reorder points and real profit, item by item, answers to Operations Manager

Order Doer (agent), Prepares emailed orders for review, no retyping, answers to Finance Manager

Margin Watch (agent), Catches margin breaches before invoicing, answers to Finance Manager

Answer Desk (agent), Answers staff questions from the business’s own procedures, answers to Finance Manager

Support Desk (agent), Drafts replies to customers for a person to send, answers to Customer Service Officer

Top down, Business First, CustomAI solutions