Sales Intelligence

10 scenarios

40 companies · 112 non-cancelled orders · 26 quotes0 open follow-upsDemo records dated 13/08/2026

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Email into an orderAI-assisted workflow demo

1 · What the records show

Account range and site prices are available, but the sample message leaves units and address ambiguous.

2 · Suggested action

Match permitted products and require confirmation before creating one draft.

3 · Follow-up plan

Order desk reviews the created draft through normal approvals. Reopening the email must not create another order.

Nothing is sent or released automatically.

Supplies for this weekSample email

From purchasing@example.invalidAccount Anchorline Ferries

Hi, Please send 12 Jangro Premium Citrus Cleaner 5L - Multi-Purpose Degreaser and another two boxes of our usual Jangro contract Germicidal Washroom Cleaner750ml. Same address as last time. PO INT-2088. Can you arrange delivery? Thanks

Original message retained beside the work. No mailbox is connected.

Review the order requestReview required

“Same address” does not identify a site. “Two boxes” does not state how many catalogue units are required. Confirm both before creating the draft.

Matched from the permitted range. Agreed prices take precedence where recorded; otherwise the catalogue price applies. The chosen date is carried into requested and planned delivery fields, not sent as a delivery promise.

Demonstration environment Sample suggestions, reviewed by you · Nothing is sent automatically · No connected mailbox, telephone or AI service

Sample processing is deterministic. Customer, product and order context comes from the existing fictional demo records. Follow-ups are saved only in this browser. Approved order drafts enter the existing prototype Orders book. No email is sent, no calls are recorded and no external system is changed.