Platform area
The AI interface
One input for the whole workspace: paste a request, a purchase order or a question and get a cited answer.
What the AI can do, listed by product for three workspaces: Sales Engineer alone, Sales Engineer with Service Centre, and Machinist with Route and Stock.
With Machinist + Route + Stock on
From the live engine
Why and how
- Why
- Requests arrive as emails, POs and questions, and each needs the catalogue, the price and the engineering behind it.
- How
- The products you switch on decide what it can do, and every chat is kept in the menu under Recents.
What is in it
Request
Paste or forward a request: it is matched, priced and kept as a thread.
The menu's recent chats: a pinned account thread, then a request the inbox prepared and nobody has opened yet, two sales threads and a design thread, newest first.
Demonstration data
Order
Paste a purchase order to check it against its quote and draft the order.
Question
Ask a technical or catalogue question and get an answer that cites its source.
The parts it hosts
- Customer contextPin a customer and the answer carries their own patterns and custom fields, never another customer's rows or any price, cost or margin
- ActivityEvery action recorded, and the notifications the team and the org's customers receive
- IntegrationsEvery connection to the systems around the workspace, tailored per product, plus custom ones
It follows your products
- AI
- Quotes
- Orders
- Customers
- Catalogue
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
Questions
- No. The AI interface is the one AI input; other areas open it with a prompt already written.
- It says so. A missing specification, tolerance or price is left empty and asked about, never guessed.