Sales & telesales workspaceapp.evolio.ai

Matched products · #2730

Order #2730 catalog matches showing product names, SKUs and quantities.

Your ERPMatched products

Receives structured orders through the integration method agreed for your configuration, such as an import-ready file or API export.

From customer orders to your ERP. Without retyping.

evolio.ai turns incoming messages and documents into structured orders, so your sales and telesales teams spend less time entering data and more time with customers.

One platform, two interfaces, connected to your ERP.

ERP product catalog

The ERP catalog supports product identification. This does not imply stock, payment or invoice synchronization.

Team review when required, not a mandatory stop before the ERP.

Conceptual workflow. Two interfaces of the same platform, not screenshots of the admin or ERP.

See a real order inside evolio.ai.

Original message

The original message remains available for checking. Personal contact details have been hidden in this published capture.

Order #2730 is an example with agent approval, not proof of fully automatic processing. The capture does not show an ERP order ID. The UI is in English; the customer's message and product names remain in their original language.

Original message · #2730

Order #2730 original WhatsApp message inside evolio.ai, with contact details hidden.

Less order entry. More time for the work that matters.

Field sales. Illustrative work scenarios. AI-generated images, not customer photographs.

Field sales

Spend more time with customers.

Orders arrive through the existing flow. Sales agents consult them in app.evolio.ai and intervene when needed, with less manual transcription.

Telesales & order desk. Illustrative work scenarios. AI-generated images, not customer photographs.

Telesales & order desk

Handle orders without retyping every line.

Check structured orders and resolve exceptions instead of copying every product from messages and documents.

Illustrative work scenarios. AI-generated images, not customer photographs.

Management & operations

Keep control of the workflow.

Administer the platform and ERP connection through admin.evolio.ai and agree the way of working that fits your company.

Company administrationadmin.evolio.ai

Your rules. Your level of automation.

Choose the approval flow as part of the configuration agreed with your company.

Automatic delivery
Orders that pass the checks can be sent automatically.
Approval for every order
A person approves all orders before delivery.
Selective approval
Only certain orders need approval, according to company rules.

Incomplete interpretation or validation issues require attention. Not every order has to wait for an agent.

See how this would work with your orders and ERP.

Bring real order examples and tell us about your ERP. We will show the workflow and confirm the connection method and approval rules for your setup.

Book a demo