AI teammates that carry your revenue and ops.

Blocks deploys custom agents for orders, collections, and follow-ups, working around the clock so nothing slips.

• Fully managed implementation.
• Native connectors to your ERP and core systems.
• Live in under 30 days.

Book a demo

Your team of AI agents

Nina
Sales rep · AI agent

Hi! Nina here — happy to help.

I need 200 dining chairs — what’s in stock?

We’ve got two ready to ship:

Walnut chair
CHR-WAL-002 · $285

Oak chair
CHR-OAK-011 · $265

The walnut, please.
Great choice — when do you need them delivered?

By June 18, on Net 30.

Quote · SO-26-0231
OAKLINE
Net 30 · Jun 18
Walnut dining chair × 200
Halden & Rowe
$57,000

Enterprise-grade security & compliance

Runs on your core tools

+ more

Meet your AI Revenue & Operations workforce

We sit on top of your ERP and deploy AI agents that execute your daily operations end to end. Demand grows. Your team doesn't have to.

Order Intake

• Takes orders by phone, email, chat, and WhatsApp
• Captures every order in your ERP without a single keystroke
• Reads POs and attachments straight from the inbox

Quotes

• Creates accurate, margin-aware quotes in seconds
• Prices every line from your live ERP data
• Follows up on every open quote until it closes

Lead Generation

• Finds new buyers that match your best customers
• Reaches out and turns interest into real conversations
• Fills your pipeline with sales-ready leads

Growth Opportunities

• Spots the big project behind a small order and flags it to your rep
• Reaches out first when customers are due to reorder or go quiet
• Preps your reps for every meeting and hands them new business ready to close

Support

• Answers customer questions across email, chat, and phone
• Resolves disputes by pulling order, shipment, and invoice context
• Flags delays and keeps customers informed before they ask

Collections

• Watches every invoice from issued to paid
• Sends relationship-aware reminders that match each customer's history
• Reconciles partial payments and short-pays automatically

Procurement

• Follows every purchase order from creation to delivery
• Tracks shipments and communicates with suppliers in their language and time zone
• Detects delays days before they hit production

Accounts Payable

• Performs three-way match across PO, receipt, and invoice automatically
• Flags discrepancies and routes them for resolution
• Handles supplier disputes end to end

Product Expert

• Answers specs, compatibility, and lead times in seconds, with the source attached
• Names a valid equivalent when the first choice isn't available
• Adds the parts the job needs before the order closes

Analyst

• Answers from all of your data at once: ERP, email, CRM, spreadsheets, and Blocks apps
• Comes back with the number, the trend against your target, and what is driving it
• Runs analytics across every other agent and connects the dots, customer by customer

How we work

We map, build, and deploy. You stay in control.

01

Discovery & Use Case Scoping

We map your ERP and identify the highest-pain workflows.

02

Guided implementation

A dedicated Solution Engineer connects Blocks, configures agents, and tests with your team.

03

Live Monitoring & Iteration

We track performance against agreed KPIs and iterate fast.

04

Expand Across the Back Office

Once one agent is proven, expanding to the next process takes days.

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

• Role-based permissions & SSO
• Enterprise SSO and 2FA with granular, role-based access control for every team member.
• Per-agent guardrails
• Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.
• Budget & Spend management
• Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.
• Full version control
• Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.
• SOC 2 Type II
• Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.
• API access & Multi-tenancy
• Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.