Voice AI to know your accounts

Walk in knowing what changed.

Before you go in, ask. Workd tells you what’s late, what you promised and what they paid, from your ERP, your CRM and every past visit.

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You sit in the parking lot paging through the app, or you call the branch and hope someone picks up.

With Workd

You ask one question on the walk in, and you hear what matters.

Things people say

Say it the way you’d say it to a colleague.

“What should I know about Henderson before I go in?”
Two things. An order is running late, and you owe Mike a quote.
✓PO 4471 and quote Q-80377
“Catch me up before my 2:00.”
One late order and an open quote.
✓Your 2:00 is Henderson Mechanical
“What did Henderson pay last time?”
$12.40 a box on their last order.
✓From your ERP
“Are they buying more or less than last year?”
A little less, mostly in one product group.
✓Compared with the same months last year
“Who else are they buying from?”
You noted one other supplier on your last visit.
✓From your visit notes
“Anything open I should fix before I walk in?”
One delivery complaint. Dana is on it.
✓Open issue on the account
See everything your team can say

One answer, from everything you know

Workd pulls the ERP, the CRM and your last visit together, so you hear it once instead of looking in three places.

Orders and what’s lateWhat they paidWhat you promised
1Just talk 2From your own systems

This works because it sits on the whole platform

CRM and salesEvery customer and conversation, linked to orders, calls and routes.Your ERP and CRMAnswers come from the systems you already run, and the work goes back into them.ReportingEvery number you care about, on one dashboard.Orders and quotesQuote, order and invoice on one record, with live stock on every line.

Questions we hear

Where do the answers come from?

From your own ERP and CRM, live, plus every visit and call logged in Workd.

Does each person see the same thing?

Each person’s agent can only do what their role allows.

Do I have to learn what to ask?

No. Ask the way you’d ask a colleague at the branch.

Next: Voice AI to manage your quotes

Try it right now: call our AI

Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.

Get a Demo Talk to our AI: (248) 522-9680