Industry Solution

Sales Operations

Victor AI automates your order processing across every channel - email, EDI, website, WhatsApp - and posts customer orders straight into your ERP!

Victor AI

Sales Operations Agent

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Meet Victor, the AI Sales Operations Agent (beta).

Victor AI automates your order processing across every channel - email, EDI, website, WhatsApp - and posts customer orders straight into your ERP! Victor AI flags unusual transactions or customers with recommended actions, learns from each case, and continuously shrinks the exception rate. The result: faster cycles, fewer errors, and more time for proactive selling! Thanks to his increasing capabilities, he will be able to better assess the downstream impact of each decision. This will make Victor AI a fully autonomous agent.

A. Sales Order Automation
& Monitoring

1
Automation of manual customer order intake and changes (mail+pdf, EDI, call) by no-touch transfer into ERP
2
Automation of SO-related document transfer like ASN, Packing List, Quality Documents and Delay Notice
3
Continuously monitoring order acceptance criteria, availability and demand patterns

B. Sales & Inventory
Planning

1
Support in continuously adjusting demand planning based on improved forecasting
2
Monitoring of customer behavior, dates/ schedules, quantities and pricing across all channels including EDI and platforms
3
Foundational inventory planning and parametrization of planning master data

C. Exception Management
& Collaboration

1
Automation of exception management process for SOs through learning from human response management
2
Escalation to human sales agents in case of ambiguity and for approvals (human in the loop)
3
Using Deep Search and 3rd party provided services (API) to provide additional insights

X. Sales Order Management
Canvas (SOM Canvas)

1
Backlog of cases with new unprocessed sales orders due to anomalies - e.g. new customer, outlier, conspicuous features or last minute changes.
2
Monitoring KPIs for SO automation, backlog and case status development.

Y. Decision Making Process in SOM Canvas

1
Shows additional context for individual case e.g. mail thread, further order details and related order intake cases, customer details
2
Provides suggestions for next actions and follow-up activities. Allows for setting automation levels for similar future cases.

Z. Integration into Mail, Teams, and ERP Systems

1
Victor can handle his inbox and notify sales staff in MS Teams to pay attention to open cases and to access the SOM Canvas.
2
Integration into e-commerce systems and ERPs to create and update master and transactional data via MCP, middleware or BAPI/API connectors

Why Victor AI, your sales operations coworker, will give you the ultimate edge

Victor AI is a multi-agentic application that comes with predefined agentic skills. To make him effective in your specific company, sales organization, and operational setup, these skills need to be adapted. Most of this can be done collaboratively with Victor AI — learning on the job by observing how skills are used in practice and memorising the correct responses. This approach lets you leverage existing tools while reliably solving complex tasks. To enable you to adjust and create new skills for specific and highly individual tasks, we also provide Ada, the skill builder agent.

Victor AI, the sales operations agent, does the repetitive work mostly on Autopilot. For interaction in chats, analytic usage, and approvals, he is also available in Copilot mode.

1
Autopilot for repetitive tasks
2
Copilot for approvals, analytics and learning
3
Ada for customized skill building

Purchase Order (PO/POC): Lisa AI can manage purchase order confirmations, analyse deviations, plan and do various checks, follow ups and update POs

Purchase Order (PO/POC): For the human buyers to train and oversight Lisa AI we provide a case management inbox with action drawers to train Lisa and handle exceptions

Sales Order (SO): Victor AI can process incoming sales orders, check for proper intake, create or update SOs in ERP, analyse deviations, plan and do various checks

Sales Operations

Meet Victor, the AI Sales Operations Agent (beta).

A.

Sales Order Automation
& Monitoring

1

2

3

B.

Sales & Inventory
Planning

1

2

3

C.

Exception Management
& Collaboration

1

2

3

X.

Sales Order Management
Canvas (SOM Canvas)

1

2

Y.

Decision Making Process in SOM Canvas

1

2

Z.

Integration into Mail, Teams, and ERP Systems

1

2

Why Victor AI, your sales operations coworker, will give you the ultimate edge

1

2

3

Purchase Order (PO/POC): Lisa AI can manage purchase order confirmations, analyse deviations, plan and do various checks, follow ups and update POs

Purchase Order (PO/POC): For the human buyers to train and oversight Lisa AI we provide a case management inbox with action drawers to train Lisa and handle exceptions

Sales Order (SO): Victor AI can process incoming sales orders, check for proper intake, create or update SOs in ERP, analyse deviations, plan and do various checks

Don’t miss the opportunity to meet Lisa and Recall Space!

Security

Sales Operations

Meet Victor, the AI Sales Operations Agent (beta).

A.

Sales Order Automation& Monitoring

1

2

3

B.

Sales & Inventory Planning

1

2

3

C.

Exception Management & Collaboration

1

2

3

X.

Sales Order Management Canvas (SOM Canvas)

1

2

Y.

Decision Making Process in SOM Canvas

1

2

Z.

Integration into Mail, Teams, and ERP Systems

1

2

Why Victor AI, your sales operations coworker, will give you the ultimate edge

1

2

3

Purchase Order (PO/POC): Lisa AI can manage purchase order confirmations, analyse deviations, plan and do various checks, follow ups and update POs

Purchase Order (PO/POC): For the human buyers to train and oversight Lisa AI we provide a case management inbox with action drawers to train Lisa and handle exceptions

Sales Order (SO): Victor AI can process incoming sales orders, check for proper intake, create or update SOs in ERP, analyse deviations, plan and do various checks

Sales Order Automation
& Monitoring

Sales & Inventory
Planning

Exception Management
& Collaboration

Sales Order Management
Canvas (SOM Canvas)