Meet Rio · AI Agent

Sales AI Agent

An AI sales agent that works on your quotations, sales orders, invoices and dispatch in DotOne. Ask which quotations are about to go cold, which orders are late or what next month is likely to look like. The agent reads the data, picks out what needs action and prepares the follow-up or report for your team.

See the Agent in a Demo Sales Management module

YouWhich confirmed orders are at risk of missing their dispatch date this week?

Reading open sales orders
Checking finished goods stock
Matching against dispatch dates
Flagging orders at risk
Preparing a list for the sales head

Result · Orders at risk of late dispatch, with the reason for each and the customers to inform.

Watch the agent work

It watches every order. You keep customers happy.

Demo data

SO-1044 may miss dispatchPrinting is 40% behind plan. Customer: Om Industries.

Due12 Oct
Value₹6.3 L

Review Notify sales headAlert sent ✓

Orders to watch

SO-1044 · Om IndustriesAt risk
SO-1045 · Metro PipesAwaiting stock
SO-1046 · Apex AgroOn track

Payments due this week

Metro Pipes

₹3.1 L

Apex Agro

₹2.4 L

Nova Plast

₹1.6 L

Draft quotation

Read enquiryShree Polymers, 8,000 pcs
Priced from last order₹6.10 per pc
Draft readyQT-2210
Sales rep sends

The same job, two ways

In a traditional ERP the software stores the data and people do the analysis. In DotOne the agent does the analysis and your team makes the decision.

Traditional ERP

×Open the sales module and pull the quotation and order registers.

×Filter by customer, salesperson, date and status.

×Build a report in a spreadsheet to see pending quotations and late orders.

×Compare with stock and past months to judge what is at risk.

×Call or message the team to follow up, order by order.

With the Sales AI Agent

✓Ask the agent, for example "Which quotations have had no reply for two weeks?"

✓The agent reads quotations, orders, stock and dispatch together.

✓It picks out the exceptions: stale quotations, late orders and unusual drops.

✓It builds the sales report or forecast, ready to share or export.

✓It assigns follow-up tasks and sends reminders, within your rules.

What it can see

Quotations and their status
Sales orders, pending and confirmed
Invoices and payments due
Dispatch plans and delivery challans
Finished goods stock

What you can ask

"Which quotations are pending for more than 15 days?"
"Show this month's sales by product and region."
"Which orders are due for dispatch this week?"
"What demand should we plan for next month?"
"Which regular customers have not ordered recently?"

What it can do

Tracks every quotation and reminds the owner when one needs a follow-up
Flags confirmed orders at risk of late dispatch
Forecasts demand from order history so production can plan ahead
Generates sales reports by customer, product, region or salesperson
Routes follow-up tasks to the right salesperson and alerts managers

The agent only acts within the roles, permissions and approval rules you set in DotOne. Anything that changes data can be set to need a person's approval.

Frequently asked questions

What does the Sales AI Agent do?

It works on the sales side of DotOne: quotations, sales orders, invoices and dispatch. You ask it questions in plain language, and it finds stale quotations, late orders and changes in demand, then prepares a report, a forecast or a follow-up for your team. Think of it as an AI sales assistant that already knows your ERP data.

How is it different from the CRM AI Agent?

The CRM AI Agent looks after leads, the pipeline and customer conversations before a deal is won. The Sales AI Agent picks up from the quotation onward: orders, dispatch, invoices and the sales forecast.

Can the agent send quotations to customers by itself?

Only if you allow it. The agent acts within the roles, permissions and approval rules you set in DotOne. It can prepare a draft for a salesperson to check, and anything that changes data can be set to need a person's approval.

What parts of sales work can be automated?

AI sales automation in DotOne covers the routine work around orders: follow-up reminders on quotations, alerts on late dispatch, task routing to the right salesperson and regular sales reports. Decisions on price, credit and commitments stay with your team.