Query and action in the ERP — without retyping into spreadsheets
Ask in natural language; the agent queries authorized systems and completes the task with an auditable trail.
Operations stop alternating between chat, ERP, and spreadsheets to check order status, inventory, or open a work order. An agent with defined permissions queries ERP, WMS, or internal queue APIs, proposes permitted actions, and logs every step. Sensitive transactions go through human approval. Operators ask; governors audit.
What blocks you today
Teams query AI or a colleague then retype everything into the system — double entry and delay. Operational question queues depend on who 'knows how to use the ERP'. IT blocks automation without trail, rollback, or clear permission limits.
What changes in practice
- Query of order, inventory, work order, or protocol in natural language
- Permitted actions by profile — reservation, update, ticket opening
- Configurable human approval on critical transactions
- Auditable log of every query and action executed
- Integration with ERP, WMS, or APIs you already have
Business outcome
Operational step closes in the source system. Manual queue drops; teams review exceptions, not retype everything. IT releases automation with governance — not a disposable demo.
Where it usually fits
- Back-office with high volume of repetitive ERP queries
- Operations with multiple systems and ten clicks for a simple task
- Distribution, industry, or retail with order status and inventory queried all day
- Field service or internal operations opening work orders and protocols constantly
- Companies with internal chat that doesn't complete anything in the system
How it evolves next
With stable basic queries and actions, the agent can orchestrate larger cross-department flows — always with agreed limits.
- Multi-step orchestration between ERP, CRM, and service channel
- Sales or support copilot on the same integration layer
- Document vs. order verification automation before payment release
- Queue monitoring and alert when integration fails
- Escalation to human with full context of the agent's attempt
Teams query AI or a colleague then retype everything into the system — double entry and delay?
Operational question queues depend on who 'knows how to use the ERP'? Contact us — we build the pipeline with clear exceptions and audit trail.