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Explore AI Co-Workers

What are AI Co-Workers?

AI Co-Workers are standalone, agentic workflows designed to automate specific wholesale jobs from end to end.

Each AI Co-Worker takes responsibility for a clearly defined piece of work, such as order entry, quote creation, data cleanup, or follow-ups, and executes it automatically within the WizCommerce platform. They operate on top of WizCommerce's core products and are deeply integrated into real wholesale workflows.

The goal is to automate manual tasks, freeing your team to focus on higher-value work.

Who uses AI Co-Workers?

Operations and Sales Teams use AI Co-Workers to eliminate repetitive, time-consuming tasks such as order entry, data lookups, and follow-ups.

AI Co-Workers work alongside your existing team, handling the time-consuming, error-prone work so your people can focus on what requires human judgment and relationship-building.

Available AI Co-Workers

WizCommerce currently offers two AI Co-Workers integrated into your platform:

AI Order Entry Assistant

Reads incoming orders from emails, PDFs, spreadsheets, scanned documents, or images and converts them into clean, structured, ERP-ready orders. Automatically handles data extraction, normalization, and validation without manual re-keying.

Why it matters: Order entry is one of the biggest sources of manual effort and errors in wholesale. The AI Order Entry Assistant removes this operational bottleneck and eliminates the need for constant fixing and cleanup.

AI Sales Copilot

Allows sales reps to interact with customer data, orders, pricing, and products through a chat-based interface. Reps can ask questions, surface insights, and take action, such as checking order history, finding products, generating recommendations, or preparing follow-ups, without navigating multiple screens or systems.

Why it matters: Sales reps spend too much time searching for information instead of selling. The AI Sales Copilot acts as a real-time assistant, helping reps get answers and complete tasks faster, directly in the flow of their work.

Access AI Co-Workers

AI Co-Workers are integrated directly into your WizCommerce platform. No separate login or app required.

Where to Find the AI Order Entry Assistant

  • Admin Dashboard: Access the AI Order Entry Dashboard at AI Order Entry Dashboard to monitor and review processed orders.

  • Email Link: Click the review link in the order processing email to view extracted order details. ella 1

  • Dashboard: Monitor processed orders and review submitted orders.

     

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Where to Find AI Sales Copilot

Access the AI Sales Copilot from:

  • WizOrder App: Copilot button in the top right corner. kai1

     

     

  • Web Portal: Copilot button in the top right corner. kai 2

     

     

  • Any page: Access via the Summarize button available throughout the platform. (E.g., In the customer’s profile) kai 4

Finding Your Way Around AI Co-Workers

AI Order Entry Assistant Interface

  • Inbox View: View order processing progress. ella 5ella 1

 
 

  • AI Order Processed View: Preview all the data extracted by the AI. 

  • Processing Status: Shows the current state of each order (draft, submitted, or failed).

AI Sales Copilot Interface

Chat Window Type questions or commands in natural language. kai 7 

Quick Actions: Pre-built prompts for common tasks:

  • Find customer order history

  • Check product inventory

  • Generate product recommendations

  • Create quotes

  • Search for products