AI Commercial Desk: every customer message becomes the right action
An omnichannel AI front-office for B2B teams. It understands the request, checks your company data and prepares the quote, order, reply or support case — with a human in the loop when it matters.
4 channels
email, WhatsApp, web chat, voice
Minutes
from request to ready-to-send quote
0
invented prices or stock data
100%
audit trail for every action
Sound familiar?
- Sales reps spend hours copying requests from emails into the ERP and Excel.
- Quotes leave late because someone has to check prices, stock and delivery terms manually.
- WhatsApp, email and phone requests live in different places — some simply get lost.
- Every rep applies discounts and rules differently, with no visibility for management.
- Customers wait for simple answers about order status or invoices.
With AI Commercial Desk
- All incoming requests land in one inbox and are classified automatically: quote, order, support or question.
- The AI extracts client, products, quantities and services, then checks them against your real data.
- Quotes and order drafts are prepared using your price lists, stock and commercial rules.
- Anything above your thresholds goes to a human for one-click approval or editing.
- Every decision is logged — management sees what was sent, by whom and why.
One control point for your entire commercial flow
Built for distributors, manufacturers and B2B service companies.
Unified omnichannel inbox
Email, WhatsApp, web chat and voice requests in a single queue, with full client context.
- Automatic classification
- Client identification
- Priorities & SLAs
Automatic quotes
Ready-to-send quotes generated from your price lists, client-specific prices and delivery terms.
- Client price verification
- Stock & lead-time check
- Branded PDF
Order drafts
Confirmed requests become order drafts ready to be pushed into your ERP.
- SKU matching
- Quantity validation
- ERP-ready format
Support cases
Complaints, returns and technical questions turn into tracked cases routed to the right team.
- Case routing
- Status replies
- History per client
Commercial rules engine
Define discounts, margins, value thresholds and autopilot limits — the AI follows them every time.
- Margin protection
- Approval thresholds
- Rules per client group
Human in the loop
Approve, edit or reject AI-prepared actions with one click before they reach the client.
- Approve & send
- Inline editing
- Escalation
Company Brain
The AI learns from your catalogue, documents and past conversations — and never invents commercial data.
- Catalogue & documents
- Grounded answers
- Multilingual
CRM & ERP integrations
Connects to your existing CRM, ERP and accounting tools via APIs or file exchange.
- Two-way sync
- Custom connectors
- Webhooks
Control & ROI dashboards
Volumes, response times, conversion and hours saved — in real time.
- Response time
- Quote conversion
- ROI calculator
AI that acts — under your rules
Not just a chatbot: an action layer between your customers and your systems.
Intent & entity extraction
Identifies client, products, quantities, services and deadlines from free-text messages in any language.
Grounded on your data
Every price, stock level and delivery term comes from your systems — never made up.
Autopilot with limits
Low-risk actions go out automatically; high-value ones wait for human approval.
Voice & chat agents
Add RoboSync voice agents for inbound calls and a web chat that sells 24/7.
Built for
- B2B distributors and wholesalers
- Manufacturers with direct sales teams
- Industrial equipment and service companies
- Teams handling 50+ customer requests per day
How we implement it
Discovery
We map your channels, request types, price lists and commercial rules.
Connect your data
We connect catalogue, price lists, stock and CRM/ERP — the Company Brain.
Pilot with approval
The AI prepares every action and your team approves — you see accuracy before autopilot.
Scale & autopilot
Gradually enable autopilot on low-risk flows and add new channels and agents.
Frequently asked questions
Can the AI send wrong prices to clients?+
No. Prices, stock and terms are read from your systems, and anything above your thresholds requires human approval.
Which channels are supported?+
Email, WhatsApp, web chat and voice. Other channels can be added on request.
Does it work with our ERP?+
Yes — we build integrations with common ERPs and CRMs via API or file exchange.
Does it work in Romanian and other languages?+
Yes. The AI understands and replies in Romanian, English and other major languages.
Ready to turn every message into a sale?
Tell us how your team handles requests today and we'll show you AI Commercial Desk on your own data.