Boostorder AI Agent

Document Agent

Turn conversations into trade documents

Customers send text, PDFs, photos, Excel files and voice notes. The Document Agent reads them, maps them to your data and creates quotations, sales orders, invoices and returns — 24/7, synced with your ERP.

What it does

From a customer message to a checked document

Intake

Understand incoming requests

Read PDFs, photographed documents and Excel files, and process multiple orders at once.

Data mapping

Map customer data

Match ship-to addresses, translate customer product and branch codes, and convert units and quantities.

Trade documents

Prepare trade documents

Extract and validate details, add, update or remove line items, and create sales orders and credit notes.

Payment & delivery

Manage payment and delivery

Set payment methods, show and select shipping addresses, and set shipping methods and fees.

Fulfilment

Track fulfilment

Check order and delivery status, and update document status for the customer.

What it knows

Grounded in your own data

Works from your customer master data, catalogue, pricing and ERP order rules, so every document is right the first time.

Document requirements
Line items, quantitiesCustomer, delivery, payment, shipping
Trade document types
Purchase orders, debit notesSales orders, credit notesDelivery orders
Customer formats & mappings
Document layoutsShip-to addressesCustomer-to-internal product codesUnits of measure & conversion rates
Payment & delivery options
Payment methodsShipping addressesShipping methods & fees
Fulfilment status
Order statusDelivery status
Why it matters

From daily friction to measurable outcomes

Today
What slows the team down
✕ Slow response to customer enquiries
✕ Manual order processing & data entry
✕ Order errors & rework
✕ Missed or delayed orders
With the Document Agent
Where the business ends up
✓ 24/7 digital order processing
✓ Standardised order workflow
✓ Scalable order operations
✓ Structured transaction data
What moves first
Operational indicators · leading
Lower
Response time
Lower
Order processing time
Higher
Automation rate
Higher
Order accuracy
Higher
Orders processed per employee
What shows in the numbers
Business indicators · lagging
Revenue
Capture more orders
Cost
Lower processing, data entry, error correction, return & wrong-shipment costs
Cash flow
Faster order-to-cash cycle
Customer experience
Faster & more accurate service
Team morale
Less repetitive work & lower workload
AI Agent

The rest of the agent layer

One agent layer sits between the systems that hold your data and the people selling in the market. Each agent takes a job someone is doing by hand today.

Get free demo

See Boostorder on your own order flow

Tell us what you sell and which channels you sell it in. A product specialist walks through the order cycle with your products, your customers and your numbers.

30-minute session, online or at your office
Scoped to your industry and sales channels
Reply within one business day
Book your demo
By submitting, you agree to our Privacy Policy.