The use of artificial intelligence is now standard workplaces. In the software world, agents provide efficient support – in Dynamics 365 Business Central, for example, the Sales Order Agent. This has been optimized and expanded in the latest version.
AI-driven agents can work autonomously and, for example, perform assigned tasks, respond to various events and inputs, check the status of data, and resolve various errors. With the Sales Agent in Business Central, the entry of sales orders from email messages can be automated.
New improvements now enable the agent to process more complex and diverse sales inquiries independently. This saves users time on manual tasks and allows them to respond more quickly. Sales and customer service can ultimately process more requests in greater detail, even with unstructured or incomplete input. The agent can be operated using natural language. This minimizes work interruptions and maintains the flow of tasks.
Greater efficiency thanks to various improvements
The current release cycle adds various optimizations to the Sales Order Agent to handle sales inquiries even more efficiently. Users in sales, customer service, and order processing who handle large volumes of incoming sales emails will particularly benefit from these improvements. The new features reduce data entry, increase the accuracy of quote creation, and reduce the need for manual intervention in repetitive tasks.
• The agent processes email attachments (e.g. PDFs or images with quotation requests). It extracts relevant information from the respective files and generates a sales quote based on this information. This feature also allows requests in less structured formats to be processed.
• If a customer has multiple registered delivery addresses, the agent now recognizes the correct address and uses it if it is specified in the email request. This improves the accuracy of the quote and reduces the need for clarification afterwards.
• When the agent responds to item availability requests, these may include items that the company can promise within a certain period of time (e.g. at a later date). This response type uses the built-in planning tools and can be enabled with a new configuration setting.
• The agent can now automatically begin processing emails from registered customers without waiting for manual confirmation of each incoming email. This feature is particularly useful for trusted, repeat customers.
• If users manually change a quote or assist the agent during a processing problem, they can provide instructions in natural language in the Agent pane. These help the agent understand the context and details of the manual modifications. The agent continues the task without restarting and incorporates the relevant instructions into the ongoing process.
• Based on their configuration and with all the offer details available to them, agents can proceed directly to creating a sales order document from the sales quote without first requesting approval of the sales quote.
• Administrators can configure their own email signature to add to emails generated by the agent. They can also control how many emails the agent should process per day. Any excess emails will be processed automatically the next day.