Take every order and answer every customer, without adding inside sales staff.

Campaign leads wait days for a reply, inactive customers never hear from you, and nobody knows which message works. Insight7 AI agents reach every lead and customer by phone, chat and email, and report what each conversation produced.

insight7.io

Order line · today

KaiReorder for NorthsideOrdered

LenaQuote from last weekTo Sarah

SamShipment statusAnswered

NoahCopy of an invoiceSent

Handled by Ada today318 of 340

Ticket #3108Ordered

Order Summary

Kai reordered 40 boxes of hex bolts at his account pricing. Written to the ERP.

Closed by Ada · 2m 30s

Ticket #3109Routed

Quote Summary

Lena is ready to order the quoted 2 pallets. Passed to Sarah with the quote attached.

With Sarah · quote attached

Ticket #3110Resolved

Shipment Summary

Sam’s shipment left the warehouse today. Delivery Thursday; tracking sent.

Closed by Ada · 1m 10s

Ticket #3111Resolved

Invoice Summary

Noah needed invoice #8842 again. Ada emailed a copy.

Closed by Ada · 40s

Features

Orders from every distributor and dealer

Agents take orders by phone, email or chat, recognize returning accounts, apply their pricing and credit terms, check stock, and write the order to your ERP.

Kai · Northside HardwareOrder by email · account pricing applied

Hex bolts M10, box of 200× 40$1,240In stock

Washers M10, box of 500× 20$360In stock

Anchor bolts, box of 50× 10$5206 now, 4 Fri

Order #50214Written to your ERPSynced

Order and delivery questions answered instantly

Agents give order status, delivery dates and documents on the first call, and log every request.

Sam · where’s my shipment?Arrives Thu

Noah · copy of an invoiceSent

Ava · delivery date for her orderAnswered

Leo · spec sheet for M12 boltsSent

Jordan · change delivery addressUpdated

Maya · damaged palletTo Sarah

Quotes followed up, not forgotten

Agents follow up on every open quote, answer product questions, and pass ready buyers to your sales team.

Lena · quote for 2 palletsSent 5 days agoNo reply

2“Any questions? Your quote holds until Friday.”

Ready to orderPassed to SarahWon

Consistent answers across sales and support

Score every conversation against your standards, and coach sales and service teams on real calls.

Account scorecardAI agents

Team

Pricing accuracy100%86%

Lead times given98%79%

Next step agreed91%84%

Follow-up logged100%72%

Frequently Asked Questions

Can agents handle large, technical catalogs?

Yes. Agents work from your live catalog and ask clarifying questions when a request is unclear.

Does it work with our ERP?

Agents write orders and read stock, pricing and order status from your ERP or order system.

Can it process orders sent by email?

Yes. Agents read each order email, pull out the items, quantities and delivery details, check them against the account’s pricing and your stock, and write the order to your ERP.

Can agents apply account-specific pricing?

Yes. Agents recognize returning accounts and apply their pricing and credit terms. Orders over a limit go for approval.

What about field sales and service teams?

Their calls are scored and coached too, so every team gives customers the same answers.

What do we need to get started?

Your catalog and pricing, ERP access, and an order line. Most teams go live within 2 weeks.

What changes when every conversation counts

These teams went from hours of manual review to instant, structured insights. Here’s what that unlocked.

It’s fast and accurate

“It’s fast, accurate, and saves our team hundreds of hours every week, giving us confidence to keep scaling hiring without sacrificing quality or fairness”