Workist

Workist is your digital colleague in inside sales.

Instead of just handling documents, the Workist Agent takes care of all the tasks that still need to be done manually today: from order entry and quote proposals to telephone orders. This really takes the pressure off the sales team—and creates space for what really matters: customer focus, acquisition, and growth

The AI agent thinks for itself instead of just executing commands, operates independently, and works together with your team seamlessly

• Goodbye, manual typing: Requests and orders no longer sit untouched in your inbox. The AI agent captures and processes them independently
• More focus on customers: Instead of juggling emails, ERP systems and follow-ups, your team wins back valuable time for real sales work
• Faster response times: Whether it’s a price request or an order - the AI agent helps your team respond faster, as jobs are completed up to 90 % faster
• Thinks and asks: The agent uses master data, detects unclear cases, and brings in your team when human decisions are required
• Works right where you do: The AI agent is directly integrated into ERP, inbox and more. No extra tools. No need to change workflows.
• Relief from day one: No training, no onboarding. The agent joins your team on day one and keeps learning continuously

Here’s how the Workist Agent captures incoming orders

1. Forwarding: Incoming orders are automatically detected and pre-sorted or simply forwarded manually to the agent
2. Extraction: Workist analyzes documents contextually and automatically detects all relevant information - for any language or layout
3. Validation: The AI agent matches content with existing master data, detects errors or unclear entries, and involves your team when needed
4. Transfer to ERP: Via standard interfaces like EDI or API, the structured data is reliably transferred into your ERP system

Your AI agent is ready to go—for less routine work, more focus, and a noticeable impact on your daily sales activities