Key Terms for AI Co-Workers
A. AI Order Automation
The AI Order Entry Assistant automates inbound order processing — reading orders from multiple formats and converting them into clean, structured data ready for your ERP, without manual re-keying.
Data Extraction Reads and interprets purchase orders from emails, PDFs, spreadsheets, or scanned line sheets, regardless of format or layout.
Normalization converts varied inputs into clean, structured order data. No matter how a buyer sends their order, the output is consistent and ERP-ready.
Validation Checks SKUs, pack sizes, and pricing against your catalog and customer-specific rules before the order is processed, catching errors before they become problems.
B. AI Sales Copilot
Kai is a chat-based AI assistant built for sales reps. Instead of navigating multiple screens to find information or complete tasks, reps can ask Kai directly, in plain language, and get answers or take action instantly.
Customer Insights Surface order history, buying patterns, and account activity on demand. For example, ask Kai "When did this retailer last order?" and get the answer immediately, without searching through order history manually.
Task Automation: Create quotes, build curated product assortments, and identify reorder opportunities through simple commands. Routine tasks that would normally take several steps can be completed in a single conversation.