Last week, Conexiom announced Conexiom Relay, an AI-native order and invoice automation product that checks its work to help distributors and manufacturers drive customer loyalty and margin.
Most order and invoice traffic never arrive as clean PDFs. They come in as email threads, spreadsheets, handwritten notes, images and text messages, forcing customer service representatives (CSRs) to manually enter information while customers wait. Conexiom is known for automating requests for quotations (RFQs), orders, vendor order acknowledgements, shipping notices and invoices. The platform can ingest documents, classify them, extract and validate key data, correct mismatches and then prepare it for any of 40 compatible enterprise resource planning (ERP) systems.
According to the company, Conexiom Relay extends its core capabilities in two major ways. First, it manages unstructured data from a variety of sources beyond PDFs. By taking on any format, Relay clears the retyping queue. CSRs can spend their day on orders that need a human, such as rush requests, disputed prices and customers deciding whether to reorder.
Secondly, Conexiom Relay introduces a new level of control and transparency through its Intelligence Console. The Console’s AI is trained on 15 years of knowledge from order and invoice transactions, which sharpens how Relay handles quotes, orders and invoices. Unlike generic large language models (LLMs) that rely on “black box” AI, the Intelligence Console lets a team teach the system, control what it applies and prove automation performed as expected, according to the company. The ability for AI to check and show its work allows CSRs and ERP managers to become more confident in scaling automation, stopping manual work, and spending more time serving customers.
The Intelligence Console includes:
- Conexiom Assist: An interface that uses the best of humans and AI to ensure reusable, repeatable automation. Unlike chatbots, it takes action. It receives requests, flags exceptions and executes processes. It scales a customer service team and abides by the Playbook.
- Playbook: Turns a CSR team’s institutional knowledge into transparent rule sets for automated workflows to follow repeatedly. It automatically captures corrections made by Assist and can be augmented with rules submitted by teams in natural language. The Playbook shows its work to verify AI’s accuracy and consistency.
- Automation Analytics: Measures performance on automation. It shows how much automation occurs across order and invoice operations and identifies optimization opportunities.
- Revenue Signals: Understands historical and current data patterns, then recommends actions on upselling, cross-selling, churn risk, and vendor cost savings. Signals show how much AI supports order and invoice operations and the number of exceptions.
For more information, visit https://conexiom.com/.
