The Copilot works your order desk

What moves

The Copilot can find, create, confirm and cancel orders, handle deliveries and decide returns, using the asking person's permissions and asking for approval before any change.

Before you start

• AI Copilot and Sales Orders in your plan
• An AI provider set up for your company
• The person holds the permission the action needs
• AI Copilot in your plan

Step by step

1. Sales managerAI Copilot

   Asks which confirmed orders are at risk of missing their delivery date.

   You see:The Copilot lists them with their customers and dates.

2. Sales managerAI Copilot

   Asks to confirm a draft order and approve a pending return.

   You see:Cards show both changes and wait for Run.

3. Sales managerSales Orders & Fulfilment

   Runs each card after checking it.

   You see:The order is confirmed and the return is approved, each recorded in the order's history.

Related

• AI Copilot
• Sales Orders & Fulfilment
• The Copilot works your pipeline and your records
• Turn an answer into a chart in Diagram Studio
• Add an app to your workspace by conversation
• A heavy user hits the limit and an admin raises it
• A manager assigns work through the Copilot and the colleague is told
• Connections between modules