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AI Agent · Order Coordination

800 customers confirmed.
Zero coordinators.

The Order Management Agent contacts every customer before delivery day, confirms their standing order across WhatsApp, SMS, and voice, and syncs it directly into your ERP — all without a human in the loop.

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The Bull / Order Management
Cycle: Wednesday
OF
Workspace
Dashboard
Orders
Customers
Interventions 4
Dashboard Wednesday, July 30 · 09:14
312
Confirmed
89
Waiting
4
Escalated
287
Paid
12
Overdue
Live Activity
Cohen Pizzeria
Order confirmed: 8 kg Mozzarella ✓
WA 09:12
Levy Deli
No reply after 4h — SMS sent
SMS 09:07
Gold Catering
No SMS reply — voice call initiated
Voice 08:51
Shapiro Mini Market
Modification: +2 kg Ricotta requested
WA 08:44
Needs Attention · 4
Mizrahi Shawarma
All 3 channels failed — no response
WA · SMS · Voice — all sent
Ben David Bakery
Customer asked: "Is Gouda available?"
WA — question reply
Outreach channels

Three tries before it asks for help.

The agent escalates automatically — only the hard cases reach a human.

WhatsApp first
SMS after 4 hours
Voice call after 8 hours
Human escalation — last resort
Process

Contact. Classify. Sync.

The full order cycle runs autonomously. Your team sees a clean dashboard — not a phone queue.

01 — Contact
Agent reaches every customer
Before each delivery day, the agent sends a personalized message to every customer in the cycle — pre-filled with their standing order — and waits for a reply.
02 — Classify
AI reads every reply
Each inbound message is processed by Claude, which returns a structured intent: confirm, decline, modify, or question. The order state updates instantly. No manual triage.
03 — Sync
Confirmed orders enter ERP
Confirmed orders are pushed to Priority ERP via OData API the moment they're classified. No copy-paste, no manual entry. Overdue accounts are flagged automatically.
Capabilities

Built to run a full order
cycle without supervision.

Every feature came from watching a real coordinator spend their day on the phone.

Multi-channel Outreach
WhatsApp → SMS → Voice, with automatic escalation after each timeout. Each message is personalized with the customer's standing order, in Hebrew or English.
AI Reply Classification
Claude reads every inbound message and returns structured intent: confirm, decline, modify, or question. The order state updates instantly. Ambiguous replies go to a human, clear ones don't.
ERP Sync
Confirmed orders land in Priority ERP via OData API in real time. The local database is a coordination cache — Priority is the source of truth.
Immutable Audit Trail
Every agent action, customer reply, and state transition is appended to a log — nothing is ever updated or deleted. Full compliance history available on demand.
Get access

Ready to take your
coordinators off the phones?

The Order Management Agent is deployed as a custom engagement, scoped to your ERP, channels, and customer base.

Request access → See how we work