Configure what actions your AI agent is allowed to perform.
Allow Order Taking
AI can create orders on behalf of customers
Order Confirmation & SKU Verification
AI confirms exact product SKUs with customers
Restocking Reminders
Notify customers when out-of-stock items are available
Payment Reminders
Automated reminders for pending invoices
Reorder Reminders
Remind inactive customers to place new orders
Negotiation Mode
No Negotiation
AI cannot offer discounts
AI Negotiation
AI can offer discounts within limits
Manual Takeover
AI transfers to human for negotiations
Credit Limit Reminders
Alert customers when approaching credit limit on new orders
Allow Order Splitting
AI can split orders when stock is insufficient
Inventory Clearance
Offer discounts on aging inventory to previous buyers
Price List Distribution
Send updated price lists to high-value customers