Sales Intelligence

10 scenarios

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

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Approval holding up an orderAI-assisted workflow demo

1 · What the records show

SO-10412, worth £7,320, is awaiting approval.

2 · Suggested action

Ask the account owner to identify the outstanding approval and contact the authorised approver.

3 · Follow-up plan

Review today. If it remains held, escalate to the order desk with the order reference.

Sales Intelligence cannot bypass approval or release this order.

Grangemoor University ServicesReview evidence

SO-10412£7,320 · awaiting approval · 11/08/2026Open source

Account ownerDuncan Cusack

Sample account context
Sample customer enquiry: can you tell us what is needed before this order can move forward?

Open customer Customer orders

Review the suggested message and assign the next step

Calculated from current fictional order records. Your approved follow-up is saved in this browser.

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.