1 · Meet people where they work
Orders arrive naturally
Customers send an email, WhatsApp message through the usual business channels.
B2B Order Operations, Simplified
Stop switching between
systems to process
one customer order.
Offload brings the order and the required business context together, completes the repetitive preparation in the background, and gives your team a clear draft for the final check.
Works with
WhatsApp
+
Email
How Work Happens Today
Before one order is approved, your team has to assemble the full picture.
The customer request, account history, pricing, stock, and exceptions often live in different places. Your staff has to bring them together manually before they can safely make a decision.
01 Open each request
Orders arrive through email, WhatsApp, PDFs, spreadsheets, and portals.
02 Piece together the order
Identify the customer, products, quantities, delivery details, and intent.
03 Switch systems to verify
Check pricing, contract terms, stock, history, and exceptions across tools.
04 Chase exceptions and prepare
Coordinate with other teams, resolve missing information, then create the draft.
The Offload Workflow
From customer request
to completed work
Customers keep using the channels they already know. Offload understands each request, applies your operating rules, and completes the work inside the systems your business already runs on.
2 · Understand and decide
A complete order is assembled
Offload extracts the details, identifies customers and products, converts them to ERP ready format, applies your rules, and finds missing information.
3 · Execute across your systems
The order is created
Proposed orders are submitted or amended where exceptions occur through ambiguity.
4 · Keep people in control
Confirm or escalate
Routine orders are confirmed a fraction of the original time so users are left with managing exceptions.
1 · Meet people where they work
Customers ask in any channel
Questions arrive through WhatsApp, email, website chat, forms, or voice without requiring a new portal.
2 · Understand and decide
The full context is retrieved
Offload identifies intent, retrieves account and transaction history, and decides the next best action.
3 · Execute across your systems
The request is resolved
Offload checks order status, retrieves customer information from the right owner and proposes items.
4 · Keep people in control
Respond or hand off
If a quotation is required, it is generated and sent to the customer.
1 · Meet people where they work
Documents arrive unstructured
Quotes, invoices, confirmations, and delivery changes arrive through email, documents, portals, or messages.
2 · Understand and decide
3-Way Matching is applied
Offload extracts line items, compares records, applies tolerances, and identifies missing or conflicting information.
3 · Execute across your systems
Back-office work is completed
Purchasing systems are updated, approvals are requested, and supplier follow-ups are sent automatically where exceptions occur.
4 · Keep people in control
Teams manage exceptions
Routine work moves forward while material discrepancies are surfaced with evidence and recommended actions.
Generates order drafts, replies & suggestions
ERP, catalogue, and validated order history
Approvals and corrections from your team
Results
Our Approach
Accuracy Is Built,
Not Assumed
Proper AI accuracy requires two things — and we are honest about that.
1
Your Connected Data & History
The AI starts with your ERP data (catalog, pricing, inventory) integrated with previously validated orders and product corrections. This continuously refines accuracy with every loop.
2
Your Team's Input
Every correction your team makes teaches Offload what good looks like for your specific business. Accuracy grows because of your feedback — not despite the need for it.
The human-in-the-loop is not a workaround. It is the mechanism that makes
the outcome trustworthy.
The Offload Integrated System
One place to review work,
evidence, and exceptions.
Offload does not hide uncertainty. It brings together the request, available business data, discrepancies — so your team can make the final decision with the full context.
Customer Interaction Channels
E-mail & Documents
Messaging & Chats
Platform Links
Voice
Building blocks of the integrated system
E-mail Interface
WhatsApp CRM
Master Data
Custom Order Workflows
Get Started
Ready to Offload the Admin?
We understand that change is difficult. So we start by understanding your existing process, risks, and operational needs & how your business runs—we help you assess where Offload can safely support your team, at a pace that works for you.