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Key Terms for AI Co-Workers

WizCommerce's AI Co-Workers take on repetitive wholesale tasks automatically, working alongside your team, not instead of them. The terms below cover the core concepts behind AI Order Automation and AI Sales Copilot.

Platform: WizOrder     |     Who is this for: Sales Rep & Admins


Table of Content

Sections Topics
A AI Order Assistant
B AI Sales Copilot
C FAQs

A. AI Order Assistant

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.


FAQs

1. What is the difference between the AI Order Entry Assistant and AI Sales Copilot?

A. The AI Order Entry Assistant handles inbound order processing, it reads orders from emails, PDFs, and spreadsheets and converts them into ERP-ready data automatically. AI Sales Copilot is a chat-based assistant for sales representatives, it answers questions, surfaces customer insights, and helps complete tasks like creating quotes or building carts through conversation.

2. Does AI Order Automation replace the need to review orders manually?

A. No. The AI processes and structures the order data, but a human review step is part of the workflow before orders are submitted to the ERP. The AI handles extraction, normalization, and validation — the final approval remains with your team.

3. Do I need any technical setup to start using AI Co-Workers? 

A. No. AI Co-Workers use a natural language chat interface — type your question or request the same way you would in a regular conversation, and the AI responds instantly. No technical setup or training is required to get started.


Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.