Adapt the workflow as your operation changes.
Change steps, rules and owners using the platform’s available configuration options. See what changes, test orders and choose when the new version takes effect.
Luiz takes over order reviews.
Norte Tecnologia wants its supervisor to review orders that differ from the quote. Prepare the change from Ana to Luiz, test two orders and see who receives the next review in the example.
“When the email quantity differs from the document, I want to review the order before it is recorded in the ERP.”
One clear request. See how it changes the owner and the condition for recording the order.
About this scenario
Norte Tecnologia, its customers and the people in this walkthrough are fictional. The data describes a specific operation to explain the platform; interactions take place on this page without accessing or changing external systems.
A new rule does not erase the previous workflow.
Review the proposal before activating the version. Define what applies to new orders and those already in progress. New integrations or specific actions require assessment with the implementation team.
See how Agentfy can work in your operation.
Request a demo and tell us which workflow you want to connect.