Work from the same conversation.
Make incoming requests visible to the team, with an assignee and status that show who is handling the next step.
Features
The customer conversation and the work it creates, together.
Give your sales team one place to see the customer request, assign the work, review a prepared order and follow up.
Connected conversations
Keep the context with the request.
Email and WhatsApp are supported channels. Your team can see the conversation, customer, status and follow-up work in the same workspace.
Know who is asking.
Link contacts to customer records, so staff can use the right account details and see the relationship behind a request.
Keep the response moving.
Clarify missing details, reply from the conversation and hand work to a colleague when the request needs another owner.
Assigning work
Get each request to the right person.
Decide which person or team should handle each request. Offload applies your agreed assignment rules; staff can change the owner when needed.
Identify the customer
Use a linked email address or WhatsApp contact when one is available.
Choose the right team
Apply the assignment rules agreed with your business.
Give someone ownership
Share work among available team members using your chosen method.
Handle exceptions
Clarify unclear requests and review replacement items when the original cannot be fulfilled.
During setup, we agree the rules and what happens when no one is available.
AI-assisted order preparation
One request. Three clear roles.
See who provides the information, what Offload prepares, and where your team takes control.
01 · Requester
Customer
Shares an order request
Example message
“Please send 12 BOX of our usual small packs for Wednesday.”
Email text or item list
PDF purchase order
Word document (.docx)
Excel spreadsheet (.xlsx)
WhatsApp message02 · Preparation
Offload AI
Builds a proposed order
- Recognise customerContact · buyer · delivery place
- Match the itemProduct list · past purchases
- Translate the unitsPack size · quantity · unit
- Prepare draftProposed product · price · total
Lines 1Proposed order · needs review
Customer Request Remarks“12 BOX of the usual small packs”Original wording retained
Final ResolutionPF-001 · Plain flour, small pack
Qty 12UOM CARPrice —
Unit needs review: “BOX” may mean PAC, not CAR. Quantity and price stay subject to the selected unit.
03 · Decision
Your team
Reviews and approves
Compare with the request
Change unit: CAR → PAC
Check quantity and price
Approve and submit to SAPIllustrative data based on Offload’s order review layout. A purchase order number comes from the request, never from a guessed customer match.
Moving your team over
Start with how your team assigns work today.
We can map your existing queues, customer records and handoff rules into a focused pilot before expanding to more teams or channels.
See the implementation approach →- Map the current workflow.Identify customer records, channels, ownership fields and existing rules.
- Configure a bounded pilot.Agree team methods, manual review points and what happens when nobody is available.
- Review real scenarios.Check routine requests, shared accounts and exceptions with staff before extending the rollout.