Organized data for informed action.
Bring orders, documents and customer information into one context. Agentfy preserves where data came from and highlights what needs attention before the next step.
The order changed. The earlier quote stays visible.
Estúdio Ponto needs 12 laptops for its new team but attached an earlier quote for 10. The example brings together the email, quote and customer record so Ana can check the current order.
Three sources. One order to understand.
Marina sent an email and a PDF. The CRM uses the studio’s registered company name.
Every value has a source.
“We need 12 Pro 14 laptops for the new team. The previous quote is attached.”
- Field
- order.quantity
- Source value
- 12
- Reference
- EMAIL-1048 / body
Illustrative tools. Connections and access are assessed during implementation.
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.
See where each piece of information came from.
The 12 units in the email and the 10 in the quote keep their references. Ana can check what the customer is ordering now without losing the document used for comparison.
See how Agentfy can work in your operation.
Request a demo and tell us which workflow you want to connect.