Ordana Desk Agent — Your Order Desk, Running End to End

Your order desk, running end to end.

Ordana Desk is a fully autonomous AI agent that owns every order from the moment it arrives — reading it, validating it, resolving exceptions, communicating with retailers, and closing the loop directly into your ERP. Every order. Every channel.

// One order. Zero handoffs.

📨

Order arrives — any channel, any source

Email, fax, PDF, SMS, EDI, or web portal — the agent picks it up the moment it arrives, in any format. No queue, no rep required to start the process.

Automatic

🔍

Validated against your live catalog, pricing, and inventory

Every line item cross-checked in real time. Substitutions needed, quantities unavailable, pricing mismatches — all flagged before anything moves forward. This is where most manual errors happen. The agent catches them instead.

Automatic

⚡

Exceptions resolved — without a rep

Out of stock, EDI flag, pricing dispute, unclear item — the agent identifies it, contacts the retailer through their preferred channel, proposes a resolution, and gets sign-off. This applies to every order source, including EDI and web orders your portal already accepted.

Agent judgment

✅

Order confirmed and closed into your ERP

Once resolved, the completed order is written directly to your system. The retailer gets a confirmation. The loop is closed — no handoff, no follow-up, no paper trail to chase.

100%

Of inbound orders reviewed, regardless of channel

Zero

Retailer behavior change required

24/7

Operating across every channel, every hour

95%

Reduction in order errors and re-work

Every order closes itself. Your team focuses on what matters.

A great order desk rep doesn't just type in orders — they think. They catch the item that's out of stock before it becomes a problem. They know to reach out when a substitution is needed. They don't leave an order half-open at end of day. Ordana Desk applies that same end-to-end ownership — across every order, simultaneously, without a backlog forming.

Your team's attention moves from processing to oversight — focusing on the exceptions that genuinely need a human, the customer relationships worth deepening, and the business decisions that drive growth.

Agent coordination

When a phone call is the fastest path to resolving an exception, Desk Agent coordinates with Voice Agent to handle it — then picks the order back up and closes it once the call is done. Each agent does what it does best.

// Exception resolved — no rep involved

Live

📧

Inbound — 08:42

PO #8841 from Valley Grocery — 6 line items, PDF attachment

🔍

Validation — 08:42

5 of 6 items confirmed. SKU 2291 — Olive Oil 1L — out of stock (qty 12 requested)

Agent selects substitute: SKU 2294 — Olive Oil 500ml, same supplier, comparable unit cost

✉️

Outbound — 08:42

Email sent to Valley Grocery — substitution offered with pricing, reply to approve or discuss

💬

Reply received — 08:51

"That works, go ahead" — buyer approves via email

✅

Closed — 08:51

Order written to NetSuite. Confirmation sent. All 6 line items resolved.

9 minutes total. 0 reps involved.

The same work gets done. Differently.

Every task the order desk function handles today — Ordana Desk handles autonomously. Your team's capacity shifts to where it creates more value.

Order desk task How it works today With Ordana Desk
Reading & parsing orders Rep opens each email, fax, or PDF and manually interprets the order ✓ Agent reads every format instantly — structured or freeform, any layout
Validating against catalog Rep cross-references manually, often catching errors too late ✓ Every line item validated against live inventory and pricing in real time
Handling out-of-stocks Rep identifies issue, contacts customer, waits — order stalls in the queue ✓ Agent catches it, contacts the retailer proactively, proposes the sub, closes the loop
Communicating with retailers Done during business hours — evening and weekend orders wait until Monday ✓ Agent responds through the retailer's preferred channel, any hour of any day
Entering orders into ERP Manual keying — slow, error-prone, requires experienced staff ✓ Written directly to your ERP the moment the order is confirmed
Sending order confirmations Often skipped under pressure or batched end-of-day ✓ Sent immediately upon closure — every order, every time, without fail

Every Channel, Every Format

Retailers order how they always have. Ordana handles it.

The agent operates across every inbound channel without asking retailers to change a thing. Fax still works. Email still works. PDFs still work. Your customers keep their habits — the processing becomes invisible to them.

📧

Email

Structured or free-text orders parsed from any inbox format.

📄

PDF / PO

Attachments extracted via OCR — any layout, any template.

📠

Fax

Digital fax inbox processed identically to every other channel.

💬

SMS

Text-based orders captured and confirmed through the same thread.

ERP Integration

Orders land in your system. Not in a queue.

Ordana Desk connects directly to your ERP with pre-built connectors — no middleware, no manual import step. Your catalog syncs in, confirmed orders write out, and your team sees clean, complete orders in the system they already use.

Supported platforms

NetSuite, JD Edwards, SAP, Sage, BigCommerce, Shopify, MS Dynamics + more

Built on Real Order Intelligence

Trained on how distributors actually operate — not how they're supposed to.

Ordana Desk is trained on billions of dollars in real wholesale order data — including actual emails, faxes, PDFs, and the back-and-forth that resolves them. It understands the messy, unstructured reality of how orders arrive, and applies the judgment of a seasoned rep at unlimited scale.

🧠

Applies judgment, not just rules

The agent doesn't follow a fixed script. It evaluates each order in context — identifying the right exceptions, offering the right substitutions, and knowing when to escalate versus when to resolve independently.

📊

Learns each retailer's patterns

Over time the agent learns how each customer orders — their formats, usual quantities, preferred substitutions — using that context to resolve orders faster and with less back-and-forth over time.

🎯

Surfaces only what needs your team

Not every exception needs a human decision. The agent handles what it can autonomously — and escalates the edge cases that genuinely require the judgment your team is best positioned to make.

Ordana Desk

See an order close itself — live

We'll run Desk Agent through a real order scenario using your channels and ERP. You'll see exactly how an exception gets caught, resolved, and confirmed without anyone on your team touching it.