Agent Library

Every agent we build, in plain English.

Each agent does one job inside your systems. Pick one to start; add the next when the first has earned its keep.

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Every agent here is built around your process — your part numbers, your price lists, your approval limits. None of it is a product you log into. Narrow the list below, or jump straight to a pillar: Supply Chain, RevOps, Reporting.

Pillar

Industry

Works with

Showing 20 agents and 7 reporting views

Supply Chain Agents

Order-to-cash and procure-to-pay

From the PO in your inbox to the cash in your bank — quoting, orders, suppliers, invoices.

Supply Chain Agents: the whole pillar

  • Common starting point

    Quote-to-Cash Agent

    Turns RFQs into accurate quotes, quotes into orders, and shipped orders into invoices that get paid.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Any price below your floor margin

    See how it works

  • Common starting point

    Order Entry Agent

    Gets purchase orders out of inboxes, PDFs and EDI and into your ERP — correctly, the first time.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Price on the PO does not match the contract

    See how it works

  • Common starting point

    AR & AP Agent

    Applies cash, chases overdue invoices in your tone, and matches every vendor bill before you pay it.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +5 more

    Asks you first: Any write-off or credit memo

    See how it works

  • Common starting point

    Supplier Onboarding & Compliance Agent

    Collects, checks and keeps current every document you need from suppliers — before an auditor or customer asks.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Bank details — always verified by a person

    See how it works

Also built

  • Customer Service Agent

    Answers "where’s my order?", ETA, tracking and invoice-copy requests from your ERP and carriers — and drafts the rest.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Credits, goodwill gestures or anything that changes an order

    See how it works

  • Procurement & PO Agent

    Suggests reorders from min/max and open demand, drafts POs, and chases vendors for confirmations and ETAs.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Every PO before it’s sent

    See how it works

  • Shipment Exception Agent

    Watches every shipment, flags delays and short-ships, and tells the customer before they ask.

    • Your ERP or WMS
    • Carrier tracking
    • Shared inboxes

    Asks you first: Customer messages on key accounts

    See how it works

  • Returns & RMA Agent

    Approves returns against your policy, issues labels and credits, and keeps restock and refund in step.

    • Your ERP
    • Shopify
    • Amazon
    • Shared inboxes

    Asks you first: Returns outside policy

    See how it works

  • Customs & Trade Docs Agent

    Assembles commercial invoices, packing lists and certificates of origin, and suggests codes for your broker to confirm. Your broker still files.

    • Your ERP
    • Shared drives
    • Broker and forwarder emails

    Asks you first: Every code suggestion — your broker confirms

    See how it works

  • Company Compliance Agent

    Tracks licences, permits, insurance and customer-required certifications, and keeps the evidence folder audit-ready.

    • Shared drives
    • Shared inboxes
    • Spreadsheets

    Asks you first: Any document sent outside the company

    See how it works

  • ESG & Customer Questionnaire Agent

    Collects supplier sustainability data and fills your customers’ CSR and vendor questionnaires from evidence you’ve approved.

    • Shared drives
    • Shared inboxes
    • Customer portals
    • Spreadsheets

    Asks you first: Any new answer that isn’t in the approved library

    See how it works

  • Cost & Price Change Agent

    When a vendor raises costs, it shows which SKUs and customers lose margin and drafts the price-list update for approval.

    • Your ERP
    • Spreadsheets
    • Shared inboxes

    Asks you first: Every price change

    See how it works

  • Bookkeeping & Close Agent

    Categorises transactions, reconciles bank and card feeds, and hands your accountant a clean month.

    • QuickBooks
    • Xero
    • NetSuite
    • Acumatica
    • +4 more

    Asks you first: New or unusual transactions

    See how it works

RevOps Agents

Leads, reorders and catalog

Find the revenue already sitting in your customer list — and follow up on every lead.

RevOps Agents: the whole pillar

  • Common starting point

    Inbound Sales Agent (Lead-to-Quote)

    Answers every inbound inquiry fast, qualifies it, and hands your rep a quote-ready opportunity.

    • Your CRM
    • Website forms
    • Shared inboxes
    • Shopify
    • +1 more

    Asks you first: Pricing outside published lists

    See how it works

  • Common starting point

    Sales Outreach Agent

    Researches the accounts you want and drafts outreach your reps would actually send.

    • Your CRM
    • Outlook & Gmail

    Asks you first: Every first send — until you say otherwise

    See how it works

  • Common starting point

    Reactivation Agent

    Spots customers who’ve gone quiet on their usual reorder cycle and reaches out before they’re gone.

    • NetSuite
    • Acumatica
    • Sage
    • Odoo
    • +4 more

    Asks you first: Any discount offer

    See how it works

  • Common starting point

    Upsell & Cross-sell Agent

    Finds customers who buy A but never B, and suggests the right add-on at quote and reorder time.

    • Your ERP order history
    • Your CRM
    • Shopify

    Asks you first: Any pricing change

    See how it works

  • Common starting point

    Product Catalog & PIM Agent

    Turns supplier spec sheets into clean, complete product listings across your website and marketplaces.

    • Shopify
    • Amazon
    • Spreadsheets
    • Your ERP item master

    Asks you first: Claims about safety, compliance or certifications

    See how it works

Also built

  • Loyalty & Retention Agent

    Runs tiering, rebate tracking and win-back, and warns you when a good account starts slipping.

    • Your ERP order history
    • Your CRM
    • Shopify

    Asks you first: Any offer or rebate change

    See how it works

  • Marketing Content Agent

    Drafts product announcements, campaign emails and case-for-change content from your ERP and catalog data — for your approval.

    • Your ERP and catalog
    • Your CRM or email tool
    • Shopify

    Asks you first: Every send

    See how it works

AI Reporting & Dashboards

One set of numbers everyone can agree on

One honest view across every system you run — and answers in plain English.

AI Reporting & Dashboards: the whole pillar

These are views, not agents. Each one is a number your systems already hold and cannot show you in one place.

  • View

    True margin by SKU and customer

    The problem

    Your ERP shows gross margin at list. It does not subtract freight, rebates, returns, payment terms and the cost of the account.

    What you see

    • Margin after freight, rebates, returns and terms
    • Customers who look profitable but are not
    • SKUs that lose money below a certain order size
    See how it works

  • View

    Cash & inventory cockpit

    The problem

    Cash, inventory and receivables live in three systems, so nobody sees the cash cycle in one place.

    What you see

    • Cash conversion cycle
    • Dead and aged stock with its carrying cost
    • A 13-week cash view from open AR, AP and POs
    See how it works

  • View

    Ask your data

    The problem

    Every new question becomes a spreadsheet project.

    What you see

    • Ask "why did margin drop in March?" and get a narrated answer with the numbers behind it
    • Answers across ERP, CRM and commerce data
    • Every answer shows where the numbers came from
    See how it works

  • View

    Customer & supplier health

    The problem

    You find out an account is slipping when the order does not come.

    What you see

    • Order-cycle drift and churn risk by customer
    • Supplier on-time-in-full and lead-time drift
    • Concentration risk on both sides
    See how it works

  • View

    Open orders, backlog & fill rate

    The problem

    Open-order reports are a list, not an answer.

    What you see

    • What ships this week and what is at risk
    • Fill rate by customer and SKU
    • Backorders with their cause
    See how it works

  • View

    Sales rep & territory scorecards

    The problem

    Commission spreadsheets are not performance reports.

    What you see

    • Quote activity, win rate and margin by rep
    • Accounts each rep is losing quietly
    • Pipeline vs. last year
    See how it works

  • View

    Monday owner brief

    The problem

    The numbers exist; nobody has time to read six dashboards.

    What you see

    • A written one-page brief every Monday
    • What changed, why, and what needs a decision
    • Links to the detail behind every line
    See how it works

The second agent starts where the first one finished.

Agents share The Agent Layer — the connections to your systems, the map of your customers and items, your rules and approval limits. Once your Order Entry Agent knows your part numbers, your Quote-to-Cash and Customer Service agents already do too.

How The Agent Layer works

The Agent Layer sits between your team and your systemsYour teamThe Agent LayerYour systems

Shared underneath, yours on top.

An agent you buy off a shelf asks your process to fit its rules. We write the rules around your process instead, which is why no two builds of the same agent look the same.

Shared scaffolding

  • The connections into your ERP, accounting, commerce, email and EDI
  • The action log, and the approval gate in front of every write
  • Shadow mode and the side-by-side comparison it produces

Written for your business

  • Your part numbers, price lists, price breaks and MOQs
  • The exceptions your team currently handles from memory
  • Your margin floors, credit rules and who signs off on what

What every agent on this page agrees to

  • Least-privilege access

    Each agent gets its own scoped login with only the permissions its job needs. No shared admin accounts.

  • Every action logged, your limits enforced

    Each action is recorded with what the agent saw and why it acted. You set the approval thresholds — dollar amounts, new customers, price changes.

  • Your data stays yours

    We never use your data to train models. NDAs are standard on every engagement.

Don't see your process?

If the work is “read something, check it against our rules, do something in a system”, it is usually an agent. Tell us the process and bring a few real examples — a messy PO, a disputed invoice, last month's short-ships.

Book a working session

Questions & Answers

Questions about the library

How to start, what is bespoke, and where the old SMB pages went.

Yes, and that is how we prefer to start. One agent, one job, one number you can watch in your own system. Add the next when the first has earned its keep.

No. There is shared scaffolding underneath every agent — the connections into your systems, the action log, the approval thresholds — but the part that does the work is written around your process, your part numbers, your customers and your rules. You are not reshaping how you quote or receive to suit a product you bought.

Phone and website receptionist services for local businesses now run separately at intellivizz.ai. This site is for agents that work inside an operator’s ERP, accounting, commerce and email systems.

Many do. The Inbound Sales Agent hands RFQs to the Quote-to-Cash Agent. The AR & AP Agent tells the Reactivation Agent which customers are disputing invoices rather than drifting away. They share one layer, so they share what they know.

Looking for the AI receptionist, chatbot or AI calling pages? Those services for local businesses now run at intellivizz.ai.

Not sure which agent to start with?

Answer a few questions about how your orders, quotes and invoices move today, and get your top three.

Find your top 3 agents (3 min)Book a working session