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Sales Order Email Agent

Your customers order by email. Your team retypes it.

The agent watches the order mailbox, reads the purchase order — body text or PDF — checks it against your master data, creates the sales order, and replies with an acknowledgement in the same thread. Minutes, not tomorrow morning.

The dashboard is behind a login, because it shows live customer orders. Ask us for credentials.

PDF and prose POs, both read One reply per email, guaranteed Fails closed — a failed check never books an order
RE: Purchase Order 4500198231 — wire rope, 3 lines 4m 12s
From procurement@customer.co.in · 09:14

Please supply against the attached PO. Delivery to our Jamshedpur yard, same terms as last month.

📎 PO-4500198231.pdf · 2 pages
Customer identified 0001028844 · sold-to matched on domain
No sales or delivery block clear
Materials and quantities valid 3 lines · above minimum
! Ship-to resolved by name only flagged in the reply
Within credit limit ₹ 18.4 L of ₹ 60 L exposure
Reply in thread · 09:18

Order acknowledgement, three lines priced, requested delivery confirmed, with the ship-to ambiguity called out so your customer corrects it before dispatch — not after.

SO 0000104521 created · logged · acknowledged in the original thread
The problem

Order entry is a typing job with a deadline.

Every PO that arrives by email gets read by a person, keyed into the system by a person, and acknowledged by a person — if there is time before they go home.

⌨️

Skilled people, keying data

Customer service spends its morning transcribing PDFs. The job needs judgment maybe five percent of the time, and it is paid for the other ninety-five.

🕘

Acknowledgements slip a day

The customer waits, then chases. The chase is another email your team answers by hand.

💸

The costly errors are quiet

A blocked customer, a quantity below the minimum lot, an order that pushes past the credit limit. All catchable, all missed on a busy morning.

How it works

Seven stages. Every one logged.

One inbound email runs the same path every time, and the run log records what happened at each stage — including the stages it deliberately skipped.

01Ingest

Reads new mail from the order mailbox and holds its position across restarts.

02Guard

Allowlisted senders only, auto-replies rejected, and a ledger that makes double-replies impossible.

03Extract

Reads the order out of prose and PDF attachments into a schema-validated intent.

04Classify

Order, or not an order. Anything that isn't gets logged and left alone, never answered.

05Validate

Customer, blocks, ship-to, materials, minimum quantities, pricing, credit limit. All deterministic.

06Generate

Creates the sales order and the payload your system expects. Skipped entirely if a check failed.

07Respond

Replies in the original thread — acknowledgement, or a holding note plus an internal escalation.

Fail-closed by design

When it isn't sure, it doesn't order.

The interesting part of an order agent is not the happy path. It is what happens when the customer's PO is missing a material code, the quantity is under the minimum lot, or the order would break the credit limit. Every check is plain code with a recorded result — no model gets a vote on whether your rules apply.

1
A failed check stops the order

No sales order is created. The customer gets a holding reply that names what is missing, and your team gets the escalation.

2
One reply per email, always

A durable ledger claims each message before work starts, so a restart mid-flight cannot produce a second acknowledgement.

3
The run log is the audit trail

Every run keeps the extracted intent, each check result, the payload, and the reply. Reconstructing "why did this order go through" takes seconds.

# run 0f31 — held, not ordered from: buyer@customer.co.in classify: ORDER lines: 2 read from PDF check.customer: PASS check.block: PASS check.min_qty: FAIL — 40 m vs 100 m lot check.credit: FAIL — ₹ 4.2 L over limit generate: SKIPPED respond: holding reply sent escalation: raised to order desk sales_order: none
What your team gets

A desk that never leaves at six.

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Live operations dashboard

Every run as it happens: what arrived, what was extracted, which checks passed, what was sent. Password-protected, and it fails closed if the password is missing.

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PDFs are not a special case

Scanned or generated, table or paragraph. The extraction is schema-validated, so a half-read PO fails loudly instead of booking half an order.

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Sender allowlist

Only mail from customers you approved is processed. Newsletters, bounces and auto-replies are turned away at the guard.

🧾

Your rules, your master data

Customers, materials, minimum lots, price lists, credit limits. The engine is deterministic and unit-tested against your rule set.

🔗

Ready for the real ERP

Pilots run against a simulated backend so nothing touches production. The payloads are built to the interface your ERP already exposes, so switching over is a config change, not a rewrite.

🌙

Overnight orders answered

A PO that lands at 23:40 is acknowledged at 23:44. Your team reads the summary in the morning instead of the backlog.

Pricing

Priced on the mailbox, not the headcount it replaces.

Cost follows order volume and how many rule sets and plants sit behind it. We size it with you before anything is signed, and a pilot runs on one mailbox with a small allowlist.

Single-mailbox pilot Order desk rollout Multi-plant
Get a tailored quote

Forward us five real POs. We'll send back five acknowledgements.

A pilot runs on a copy of your mailbox with your master data and your rules. You see what it books, what it holds, and what it escalates — before it ever touches a customer.