Interactive Operations Partner
Choose a situation. See what the agent does next.
Try three short situations: a request to revise a quote, a field measurement that doesn’t match, and conflicting client feedback. Watch the AI agent gather the available details, update the record, and either handle the next step or stop for a real decision.
Choose a situation ↓Choose a situation
Guided demonstration using invented records and simulated actions.
Operations Partner
ReadyDrawing says 36. Luis got 35½ in the field.
The north-wall cabinet is on today’s cut list. If the shop builds to the wrong number, Erin is looking at a remake, another site trip, and a homeowner asking what happened.
- Read Luis’s note
- Checked the approved drawing
- Checked what Dana is expecting
- Pulled up the J-201 job folder
- Found the 2:00 cut-list deadline
- Held this cabinet and asked Luis to remeasure
- Added Luis’s remeasure to J-201
- Marked 35½ as the tightest spot
- Kept Rev A in place and attached Luis’s photo
- Sent Avery and the shop the drawing, measurements, photo, and hold
Hold on J-201
That cabinet is off the cut list until Luis rechecks it.
- Luis’s field note is newer, but the shop still builds from the approved drawing.
- Dana’s email tells us what she expects. It does not settle the field size.
- The cut list closes at 2, so Luis needs to remeasure this morning.
Luis—measure top, middle, and bottom. Send one photo and the tightest number by 10. Do not release the cabinet.
Only the north-wall cabinet is on hold. The rest of J-201 stays in the shop. Erin updates Dana after Avery checks the fit and the October 9 date.
Ready for Avery and the shop
Luis confirmed 35½ at the tight spot. Avery and the shop now have the approved drawing, all three measurements, the photo, and the hold. The rest of J-201 keeps moving.
What the agent handled
- Caught the mismatch before this cabinet reached the cut list.
- Held one cabinet instead of stopping the whole job.
- Got the remeasure and photo onto J-201 for Avery and the shop.
Next move
Still needs a person
Operations Partner
ReadyRev B says 12 mm. Sam wrote down 10.
The customer bumped the order to 75, changed the finish, and asked for it two weeks sooner. Kim cannot finish the quote until the hole size and material certs are settled.
- Read the customer’s changes
- Pulled up Q-1042
- Checked Rev B
- Compared Rev B with Sam’s call note
- Prepared the two questions Kim still needs answered
- Put the customer’s answers on Q-1042
- Marked Rev B as the drawing to quote
- Added 12 mm holes, material certs, and September 18
- Sent the updated job back to Kim
Questions prepared
Two questions are ready for the customer.
- Rev B is the latest drawing and calls for a 12 mm hole.
- Sam’s call note says 10 mm.
- Nobody wrote down whether material certs need to ship with the order.
Before we update the quote: should we use the 12 mm hole on Rev B or the 10 mm from your call with Sam? Do you need material certs with the shipment?
Kim can keep working the quote, but she is not pricing from a guess. Q-1042 waits on these two answers.
Back to estimating
Q-1042 now says Rev B, 12 mm holes, certs with shipment, and September 18. Kim can reprice it and check lead time with the shop.
What the agent handled
- Compared the customer email, Rev B, Sam’s call note, and the old quote.
- Prepared the two questions Kim needed answered.
- Put the answers back on Q-1042 instead of starting another thread.
Next move
Still needs a person
Operations Partner
ReadyMegan’s email says keep it. Tom’s comment says change it.
Nina is ready to start Draft 4, but the client gave two different answers on the headline and yesterday’s call ended without a decision.
- Read Megan’s email
- Read Tom’s Draft 3 comment
- Checked Priya’s call notes
- Pulled up P-301
- Put the two headline choices in front of the account lead
- Put the chosen headline on P-301
- Kept the page marked not approved to publish
- Added the choice to the Draft 4 notes
- Sent Draft 4 back to Nina
Draft 4 is waiting
Which headline does Nina use?
- Megan’s email says the original headline works.
- Tom’s comment in Draft 3 says use “Keep Work Moving.”
- Nobody cleared the page to publish.
Pick the headline Nina should use. The agent will add it to her Draft 4 notes and send them over. This does not publish the page.
Headline choice recorded
Nina can start Draft 4 with one headline. The page is still marked “not approved to publish.”
What the agent handled
- Caught Megan and Tom’s conflicting instructions before Nina started Draft 4.
- Put the two real choices in front of the account lead.
- Recorded the choice on P-301 and sent Nina one set of notes.
- Left publishing blocked until Megan approves the full page.
Next move
Still needs a person
Bring the job everyone keeps chasing
Your agent should sound like your team and know how the work really moves.
Start with one job that gets bounced between email, drawings, notes, and people. The agent pulls it together and handles the follow-up your team agrees it can handle. Your people still own price, quality, schedule, and every customer promise.