Orchestration
See how automated workflows coordinate routine work and route decisions to the right person.
Workflow map
Human decision
Approval RoutingRoute exceptions above authority to the correct approver with full context.
Inputs
Exception type, value, requested discount, approver matrix.
Outputs
Approval or rejection with reason, recorded to the quote.
Controls
- · No quote leaves without approval on exceptions
- · Reason mandatory on every decision
Live run — QT-2941 (Al Noor Contracting)
awaiting approval- WhatsApp inquiry captured21 Jul 2026 · 00:42In: "Salaam Sara, need urgent quote for 8 tonnes rebar 12 mm B500B. Deliver to Dubai Investment…" · Out: inquiry inq_alnoor
- Customer and product matched21 Jul 2026 · 00:42In: sender +971 50 224 8811, "12 mm rebar" · Out: Al Noor Contracting · REB-12 · 8 t
- Stock and commercial rules checked21 Jul 2026 · 00:50Stock 5 t on hand + 3 t backorder · Rules PR-014, MOQ-006, CR-006, DS-003, DL-002 evaluated
- Discount exception routed to Omar Hassan21 Jul 2026 · 00:50Reason: 4% discount exceeds salesperson authority (rule DS-003)
- Approval recorded21 Jul 2026 · 00:50Waiting for approver to record decision and reason
- Customer quote prepared and sent21 Jul 2026 · 00:50Preview ready · human confirmation required to send
- Follow-ups scheduled21 Jul 2026 · 00:50Scheduler pending — will run after send
- Command Center updated21 Jul 2026 · 01:04Attention count, pipeline stage and recent activity refreshed
Human control & safety
- No price outside the approved band without review.
- No discount above authority without approval.
- No customer-facing quote sent before approval.
- Credit and payment exceptions always routed to a named owner.
- Every approval and customer-facing action is logged.
- Staff can pause a workflow or take over manually.
Current mode
Running with human checkpointsActive
Automated workers
Toggle to pause a workerInquiry Parser
ActiveReads WhatsApp and email inquiries and extracts customer, items, delivery site and deadline.
- Trigger
- New inbound message
- Human checkpoint
- Salesperson reviews
- Items today
- 6
- Last action
- 1 h ago
Stock & Rules Checker
ActiveChecks stock on hand, MOQ, credit and price rules before a quote is drafted.
- Trigger
- Draft quote saved
- Human checkpoint
- Sales Manager on exception
- Items today
- 4
- Last action
- 1 d ago
Quote Drafter
ActiveTurns a parsed inquiry into a draft quotation using current price list and terms.
- Trigger
- Inquiry marked ready
- Human checkpoint
- Salesperson edits before send
- Items today
- 2
- Last action
- 1 d ago
Follow-up Scheduler
ActiveCreates day 1, day 3 and pre-expiry follow-ups when a quote is marked sent.
- Trigger
- Quote marked sent
- Human checkpoint
- Owner can edit / skip
- Items today
- 3
- Last action
- 1 d ago
Owner Digest
ActiveAssembles the morning summary of items that need the owner's attention.
- Trigger
- 07:30 daily
- Human checkpoint
- Owner reviews
- Items today
- 1
- Last action
- 9 h ago
Exception queue
5 open- Discount above authorityAl Noor ContractingRequested 4% discount exceeds salesperson authority of 3% (rule DS-003) — Sales Manager approval required.Owner: Omar Hassan · SLA: Within 2 h
- Credit exceptionArabia Homes DevelopmentCustomer at 45% credit utilisation with a slow-paying invoice from last month.Owner: Omar Hassan · SLA: Within 2 h
- Missing product / customer match+971 50 811 4402No customer match for +971 50 811 4402. Company name requested.Owner: Karim Haddad · SLA: Within 4 h
- Expired / exhausted creditAl Murad Trading Est.Al Murad Trading Est. at 99% of credit limit — new orders on advance only.Owner: Omar Hassan · SLA: Same day
- Unavailable stockAl Noor ContractingQT-2941 has backorder — split-delivery proposed, needs confirmation.Owner: Karim Haddad · SLA: Within 6 h