ROLE BRIEF // OPERATIONS
AI agents for the work between your systems
TYPICAL COVERAGE — 80% OF OPS VOLUME
Nobody's job description says "swivel chair," but that's what operations teams actually do all day: check the OMS, cross-reference the 3PL portal, update the tracker, email the vendor, repeat. None of it is hard — all of it has to happen, on time, every time, and every handoff is a place things fall through. An ops fleet watches every order and every exception continuously, executes the playbooks you've approved, and escalates the judgment calls.
What the fleet takes over
- Order management — status tracking across systems, hold resolution, change requests processed against policy
- Logistics exceptions — carrier delays, short shipments, damaged freight: detected, classified, and worked from your playbook
- Vendor coordination — POs chased, confirmations reconciled, delivery slips flagged before they become stockouts
- Inventory monitoring — reorder-point alerts, discrepancy detection between systems, cycle-count prep
- Reporting — the Monday-morning ops digest assembled from live data instead of Friday-afternoon spreadsheet work
How it's built
Watcher agents subscribe to each system of record, an exception-classifier routes work to playbook executors, a critic verifies every outbound action, and an escalation agent packages anything novel for your team. The architecture pattern is published in our reference teardown — ops fleets extend it with per-system watchers and playbook libraries.
Your systems, your rules
Agents act through allowlisted API operations on Shopify, NetSuite, your 3PL and WMS, and internal tools; systems without APIs are handled through structured email and document parsing. Every action is logged, playbooks are yours to approve, and the kill switch halts outbound actions instantly. Security posture here.
Our ops runs across five systems — can agents handle that?
That's exactly what fleets are built for. The swivel-chair problem is agents reading and writing through each system's API with the orchestrator holding the thread. Systems without APIs are handled through structured email and document parsing.
How do agents handle exceptions that need judgment?
Exceptions are classified by playbook: known patterns execute the resolution you've approved; novel or high-value exceptions escalate to your team with full context packaged. The fleet handles volume; humans handle judgment.
What does the pilot look like?
Weeks 1–2 run in shadow mode — the fleet processes live order flow in parallel while your team grades its decisions. Go-live starts with the lowest-risk exception classes and expands as accuracy holds. Full production typically lands in 6–10 weeks.
Start with the free automation audit. We map your order flow, systems, and exception patterns, then hand you a scoped blueprint with projected coverage — yours to keep either way. Request the audit or try the live agent demo first.
OTHER ROLES: CUSTOMER SUPPORT · SALES DEVELOPMENT · FINANCE OPS · DATA & RESEARCH
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