Solutions for teams
Operations
Buy what you need, receive what arrives, book without clashes.
Purchase orders drawn from what your open orders need, deliveries received against them, stock held for the customer who ordered it, and appointments the calendar will not let overlap. The Agent prepares; you post and confirm.
What your operations team hands to the Agent.
Each job ends in a posted document or a booked slot, and each says where you decide. Every operations use case
Ask what the open orders need, or name the items under a count, and the Agent drafts a purchase order for each supplier, in the unit you buy in.
- You get
- A purchase order per supplier; Confirm gives it its number and locks its lines.
- You decide
- Waits for your yes, unless you chose Full autonomy. A rule can hold an order over an amount. You send it to the supplier yourself.
Receive drafts every open line; you enter what was counted.
- You get
- A posted goods receipt: stock on hand rises, the average cost moves, the rest stays open, and the order closes itself once everything is in.
- You decide
- Waits for your yes, unless you chose Full autonomy.
Confirming the customer's order reserves the goods, so no unit is promised twice; the Agent drafts the delivery from the order.
- You get
- A delivery, with the goods leaving at average cost.
- You decide
- A person confirms and delivers.
Enter the counted quantities and the reason: a count, damage, or opening stock with its unit cost.
- You get
- A posted stock adjustment with its reason.
- You decide
- An Owner or Admin posts it.
Pick the client, the service, the person or room and the time. The overlap is refused, and the service's buffer is kept.
- You get
- An appointment on the client's record, later marked Completed or No-show.
- You decide
- A card for your yes.
Say "move Thursday's visit to Friday afternoon" in the chat.
- You get
- The visit in a free slot, shown on the client's record.
- You decide
- The Agent asks before it moves it.
Standing jobs for Minis.
Small agents with one job that repeats; each brings you the result. About Minis
The warehouse day
Every morning at 07:30, the purchase orders expected today and the orders promised this week.
A late supplier delivery
Weekdays at 07:30, the order that was due yesterday and has not arrived, with a call to the supplier proposed as a task.
What your team works in.
Every page of the product is on All features.
You decide what goes out.
The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.
Start with your next order.
Bring your items and suppliers in from a spreadsheet, and let the Agent draft the first purchase order.