ERP•AI EmailPilot

Email that knows the business.

Built for agents. Tuned to your role.

Your inbox should know the difference between a new buyer, a job applicant and a payment request. Business context decides what deserves attention. Agents prepare the next step.

Explore the pilot See the difference

Interactive demo available. Connected workspaces are invite-only.

One inbox. Different business priorities. Sales HR Finance

ERP•AI / EmailAgent workspace

Sales inboxIllustrative example

Sales · customer relationships · buying intent

New buyerOpportunity

Can we talk about 40 seats for our team?

Agent assessment

Buying intent detected. A new sender is welcome here.

Next step Prepare a qualification draft and capture the enquiry.

Ready for your review

Existing customerReady to expand our rollout
Priority
Vendor outreachOur lead lists for your team
Digest
Suspicious senderPlease send your one-time code
Hold

Open to opportunity.

A first-time buyer should get through. A vendor selling to your sales team can wait. Agents use intent and customer context to separate the two.

ERP•AI / EmailAgent workspace

HR inboxIllustrative example

HR · application intent · sensitive requests

Job applicantApplication

Application: product designer

Agent assessment

Application intent detected. An unknown sender can be relevant.

Next step Prepare application intake and an acknowledgement draft.

Demo workflow · HR directory pending

Employee requestA private benefits question
Review
Vendor outreachA new tool for your HR team
Digest
Suspicious senderPlease send your one-time code
Hold

Open to people.

Applications and employee questions deserve a clear next step. Agents prepare intake and replies; sensitive cases and hiring decisions stay with the right people.

ERP•AI / EmailAgent workspace

Finance inboxIllustrative example

Finance · vendors · purchase orders · approvals

Vendor invoiceCheck evidence

Invoice against purchase order PO-1042

Agent assessment

Vendor and PO found. Currency is missing, so this needs review.

Next step Record the exception and prepare an acknowledgement draft.

No payment authorized

Vendor requestPlease use our new bank account
Hold
Unmatched invoicePayment due today
Review
Suspicious senderPlease send your one-time code
Hold

Open with evidence.

An invoice needs more than a familiar name. Agents check vendor and PO evidence, flag missing details and hold bank-change requests for human review.

The advantage

More context.
Better next steps.

01

Is it safe?

Safety and business relevance are checked separately. Welcoming new buyers never means trusting suspicious links or instructions inside an email.

02

Does it matter to you?

Department, message intent and business relationships shape priority. Useful first contacts get a path in; irrelevant outreach gets less attention.

03

What may the agent do?

Prepare intake, check evidence and draft a response within assigned permissions. A relevant message is never permission to send money or change bank details.

Business context, kept current

The inbox stays in step
with your business.

ERP.AI records supply customer, vendor and purchase-order context automatically. When context is missing or stale, dependent automation pauses.

Headless from the start. Agents work through scoped email and document APIs, with a familiar inbox for people to review decisions and drafts.

In the pilot today: Sales and Finance sync with OpsForge Business Suite. HR workflows are demonstrated; an employee-directory connection is pending. Agents prepare routine intake and response drafts for review.

Explore ERP•AI Email