Workflow and actors
A request arrives by email, portal or the agreed channel; the agent identifies the customer and references, queries the catalog and ERP, and prepares a quote, order or ticket for sales, operations or support.
Service · AI agents · Distribution & B2B industry
AI agents for B2B distribution that quote the same day.
Quotes and RFQs in hours, tier-1 technical support with manual citations, incident triage and a B2B ordering agent, wired into your ERP and respecting your pricing policy.
The workflows, examples and figures on this page are illustrative composites and modelled targets, not measured client results. In a real project, we define the baseline, thresholds and human review with your data before rollout.
What we solve
A B2B customer doesn’t wait three days for a quote.
The RFQ comes in by email, someone forwards it to product, product asks purchasing, purchasing checks the ERP, someone runs the numbers in Excel and, three days later, the quote goes out. Meanwhile, technical support handles the same install question for the umpteenth time, already answered on page 47 of the manual, and the salesperson loses a morning chasing stock availability for a key account.
We design agents that read the RFQ, query catalog and ERP, apply your pricing and discount rules and return a quote ready for sales to review, not draft. For technical support, the agent answers with a citation to the manual and opens a ticket if an engineer is needed. For recurring orders, the B2B customer asks the agent and it confirms stock, lead time and price within the limits you set.
Implementation contract
How it runs in production
Systems and data
It uses the approved catalog, stock, account-specific commercial terms, manuals and CRM or ERP context. Every source and permission is bounded before actions are enabled.
Exceptions and risks
Ambiguous references, unavailable stock, out-of-policy discounts and questions without documentary support stop and escalate. The agent does not invent specifications or grant unauthorised terms.
Human review
Sales validates quotes and orders that commit price or lead time; support or engineering resolves technical escalations. Rules define which standard cases may progress and which require approval.
Implementation pattern
We combine cited retrieval for catalogs and manuals, deterministic pricing and permission rules, and bounded ERP actions with a record of the input, decision and outcome.
Relevant integration
The connection fits the authorised APIs or connectors for the ERP, CRM, document repository and intake channels. Actual scope depends on the modules and permissions available in your installation.
What we build for this sector
Use cases that ship to production.
Sales
Sales agent for quotes and RFQs
Reads the RFQ from email or portal, identifies catalog references, checks stock and price in the ERP, applies your per-customer discount policy and returns a draft quote in under an hour.
Modelled target: RFQ answered in < 1 h vs. 2–3 days
Support
Tier-1 technical support with manual citations
Answers customer and partner technical questions citing the manual, datasheet and resolved cases. If the case needs an engineer, opens a ticket with a prior diagnosis and the relevant data attached.
Modelled target: −68% tickets reaching engineering
Operations
Delivery note and incident triage
Reads incoming delivery notes, invoices and incidents, pulls the data into the ERP, detects discrepancies (quantity, reference, price) and opens the incident with assigned owner and deadline.
Modelled target: Processed in 4 min vs. 20 min manual
Orders
B2B ordering and availability agent
The B2B customer asks via WhatsApp, email or portal, the agent confirms reference, real stock, lead time and contract-based price, and leaves the order prepared in the ERP for validation.
Modelled target: +41% orders closed outside office hours
Knowledge
Market and catalog research assistant
Ask in plain language about datasheets, equivalents, substitutes and catalog prices. Uses official sources from the manufacturer and the brands you distribute, no invented specs.
Modelled target: Query resolved in < 30 s
Illustrative composite scenario · modelled figures and targets, not client results
An industrial distributor with 1,200 active B2B customers.
Industrial component wholesaler with an 18,000-reference catalog, a 9-person commercial team and SAP Business One connected to a customer portal. Illustrative composite scenario; the figures below are a modelled baseline and targets, not measured client results.
Modelled baseline
Baseline assumption: Average RFQ response time: 48–72 hours. The engineering team spends roughly 35% of its day on tier-1 support for products that are already documented. Out-of-hours orders are lost or answered next day. Manual delivery-note processing takes 18–22 minutes per document.
Modelled target
Modelled operating target: The agent returns a quote draft in under 60 minutes for 78% of standard RFQs; the rest are routed to sales with data prepared. Tier-1 support absorbs 68% of tickets before they touch engineering. Out-of-hours orders are closed with confirmation in under 5 minutes. Delivery notes processed in 4 minutes.
Modelled target: −74% average RFQ response time
We connect to your stack
Integrations that matter in this sector
CRM
Salesforce
Enterprise CRM with fine-grained permissions, AI workflows that respect the data model.
CRM
Microsoft Dynamics 365
Enterprise CRM/ERP suite in the Microsoft ecosystem, native fit with 365 and Power Platform.
ERP
SAP Business One
Reference ERP for mid-market distribution and manufacturing, document extraction and ops orchestration.
ERP
Holded
Spanish cloud ERP widely adopted by SMBs, invoicing, expenses and reconciliation automation.
ERP
Odoo
Modular open-source ERP, AI agents and workflows on top of sales, inventory and project modules.
COMMS
Microsoft 365 / Outlook
Email, calendar and SharePoint as channel and context, triage, drafting and RAG over your inbox and files.
Frequently asked
What clients ask us
- 01
Does it integrate with our ERP (SAP, Holded, Odoo, Dynamics)?
Yes. We work on SAP Business One, SAP S/4HANA, Microsoft Dynamics 365, Holded, Odoo, A3, Sage and the most common industrial ERPs via API or connector. The agents read and write only in the modules you authorise (catalog, stock, orders, quotes, customers) and every action is logged.
- 02
Who owns the catalog and pricing data?
You do, no caveats. Data lives on EU infrastructure, isolated per client, and no model provider trains on your catalog, your pricing policy or your customer history. If you stop working with us, you export everything and it is deleted from the environment.
- 03
How do we control which prices and discounts the agent can offer?
We configure explicit rules: base price per reference, minimum margins, per-customer or per-volume discounts, required authorisations. If an RFQ asks for terms outside the range, the agent does not grant them, it escalates to sales with a reasoned proposal. Every quote issued is traceable.
- 04
What if the B2B customer prefers to keep talking to their usual rep?
Good. The agent is built to absorb repetitive volume and free the rep to spend time and energy on the relationship that actually closes accounts. When the customer wants a person, the agent hands over to the right one with the context of the last exchange.
Same sector, other services
Trust
Safe, traceable AI,
enterprise-ready.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
- 01We never train models on your data without explicit authorization.
- 02Human review built-in for processes where risk demands it.
- 03Traceability: prompts, sources, permissions, errors and metrics, all documented.
- 04Privacy, security and control integrated from day one.
- 05Solutions engineered to be maintained, audited and improved over time.
GDPREU AI ActAEPDISO 27001 readyEU data residency
Personal diagnosis
We work with
few clients.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day, not a canned demo.
How we work
- 01Tell us which process eats your time
- 02Personal reply within one business day
- 0320-minute call, no demo, no pitch