Your AI assistant for Agiliron. Run stock, orders and customers from one place, and let your assistant check inventory, raise the order and keep the records straight. Ask in plain words and it does the Agiliron steps for you.
You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Agiliron.
Create and addNew records and entries, from a plain-words ask.
Create a sales leadCreate a contactCreate a customer accountCreate a supplierCreate a sales opportunitySchedule a call or meetingCreate a taskRaise a support ticketAdd a note to a recordAttach a file to a recordAdd a productCreate a product categoryCreate a price bookRecord a supplier's priceCreate a sales orderCreate a customer quoteRecord a customer returnRaise a purchase orderRecord stock receivedCreate a work orderImport many leadsImport many contactsImport many customer accountsImport many productsImport many quotesImport many sales orders
Find and readLook anything up without opening Agiliron.
Search sales leadsSearch contactsSearch customer accountsCheck a customer's balanceSearch suppliersSearch sales opportunitiesFind calls and meetingsSearch tasksSearch support ticketsSearch notesList attached filesSearch the product catalogList product categoriesCheck stock on handList stock adjustmentsList stock transfersList product bin locationsList price booksCheck a product's pricesCheck supplier pricesSearch sales ordersSearch customer quotesSearch customer returnsSearch purchase ordersSearch supplier returnsList received stockList packed packagesList shipments already sentSearch work ordersList sales channelsCheck a product's channelsList a product on a channelRead POS drawer countsRead account settingsList saved viewsCheck a bulk importList many products on a channel
Update and organizeKeep things current as they change.
Update a sales leadUpdate a contactUpdate a customer accountUpdate a supplierUpdate a sales opportunityUpdate a call or meetingUpdate or complete a taskUpdate a support ticketUpdate a noteUpdate a productUpdate a product categorySet stock at a locationUpdate a stock transferMove stock between binsAssign a product to a binChange a product's binUpdate a price bookSet a product's priceUpdate a sales orderUpdate a quoteUpdate a customer returnUpdate a purchase orderUpdate a supplier returnUpdate a packageMark an order shippedUpdate a work orderChange a channel listingUpdate many leadsApply store credit in bulkUpdate many productsSet stock levels in bulkSet prices in bulkUpdate many sales ordersReplace an attached file
Clean upClear out what you’re done with.
Delete a sales leadDelete a contactDelete a customer accountDelete a supplierDelete a sales opportunityDelete a calendar eventDelete a taskDelete a support ticketDelete a noteDelete an attached fileDelete a productDelete a stock transferRemove a bin assignmentDelete a price bookDelete a sales orderDelete a quoteDelete a customer returnDelete a purchase orderDelete a supplier returnDelete a packageDelete a work orderRemove a channel listing
More actionsEverything else it can do in Agiliron.
Adjust stock up or downTransfer stock between locationsReturn goods to a supplierPack an order into a packageProducts on a channelPush prices or stock to channels
Showing the main actions in each group.
Triggers
3
When something happens in Agiliron, an AI agent can start on its own. Pick an event, and say what should happen next.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
It only does what you allow.
Choose which Agiliron actions it may use, and how often it checks with you. Looking things up just runs.
Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your Agiliron is deleted.
Manage actionsConnected
125 of 125 capabilities enabled
Create a work order
Check a bulk import
Transfer stock between locations
Create a sales order
Your permission mode is Auto. It decides when to check with you.