Automate inquiry triage, order processing, exception management, and daily reporting — built for teams that run on email and spreadsheets today.
Built for wholesale & distribution operations
Every inbound message, every exception, every approval — handled by durable workflows that keep your team in control.
Every email, chat message, and form submission is classified and routed without manual review. Intent is detected, the right workflow fires, and the right rep is notified.
Durable workflows with built-in approval gates keep humans in the loop for decisions that matter. Nothing is auto-approved without the right role confirming it.
Every action is audited. Every exception is surfaced in /ops. Every workflow run is traceable. The owner receives a daily brief before 8 AM.
From the first customer message to the final invoice — every step in your operations has a workflow.
Every inbound message — email, chat, or form — is automatically classified, assigned to the right rep, and routed for action. No manual triage.
Email / Chat received
Gmail or Web Chat
AI classifies intent
quote_request detected
Owner assigned
account_rep → sales_manager fallback
Rep approval gate
Awaiting decision in /ops
Response dispatched
Telegram + email
Gmail, Web Chat, and spreadsheet uploads all feed into the same AI triage engine. No more siloed inboxes or missed messages. ConversationThread tracking ensures follow-ups in the same chat thread never create duplicate workflow runs.
Quote #Q-2024-089 — 14 days no reply
stale_quote
Invoice #INV-445 — 31 days overdue
invoice_overdue
Order #ORD-812 — delivery delayed 5d
fulfillment_overdue
Stale quotes, overdue invoices, delayed deliveries, dormant accounts — all automatically detected, flagged as exceptions, and surfaced in the /ops portal for your team to action.
No new tools to learn. Plug in what you already use.
Gmail
Inbound email intake
Web Chat
Website chat messages
Telegram
Daily brief delivery
Spreadsheet
CSV / Google Sheets import
Temporal
Durable workflow engine
Auth0
Enterprise identity
Every tenant's data is hard-isolated at the database level. No cross-tenant data access is possible — by design, not by convention.
Every action writes an immutable AuditEvent. Every workflow step, approval decision, and exception resolution is permanently logged.
Critical decisions require human approval before the workflow proceeds. Automation assists — it never overrides the operator.
We're onboarding a small number of wholesale and distribution businesses. Request access and we'll reach out within 2 business days.
Onboarding 5 teams this quarter — spots are limited.