# 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](/content/website/book-a-meeting?from-lp=true/index.html)

## 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.