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Custom ERP + AI agents

AI agents that workinside your own system.

We build a custom ERP around how you work, then put AI agents to work inside it: on orders, stock, quotes, finance and quality records. Agents draft, alert and answer from your own data, alongside the tools you keep. People approve anything that matters.

Discuss your ERP and agentsExplore custom ERP
Inside your custom ERPConnected to the tools you keepPeople approve before anything is sent

How the combination works

Your ERP holds the data. Agents move the work.

Agents are only as useful as the data they can reach. A custom ERP gives them clean, structured records to read and update, so they can draft the next step and alert the right person while your team keeps every decision that matters.

  • Custom ERP

    The system of record: orders, stock, quotes, finance and quality records, built around how you work.

    See custom ERP

  • AI agents

    Read and write through the ERP, not as separate apps bolted on. They draft, alert and answer, and connect to email, CRM and other tools.

    See the agents

  • Your team

    Approves quotes, replies and record changes before anything is sent or saved.

Order follow-up agentWorking inside your custom ERP
Example
  • Checked 18 open orders in the ERP
  • Found 3 orders at risk of shipping late
  • Drafted updates for the 3 customers
  • Waiting for your approval
Draft · order update

Revised delivery date taken from the latest production plan, written in the customer’s language.

Example screen with invented data: an agent working inside a custom ERP. Nothing is sent until a person approves it.

Business agents

Agents for the work around your ERP.

Scoped with you, connected to your custom ERP and existing tools, and supported every month. Agents sort, draft and suggest; a person approves before anything goes out.

See Business AI Transformation
Business agent

Enquiry & quote agent

Reads incoming enquiries from email and web forms, checks products, prices and stock in your ERP, and drafts the quote and reply. A person approves before anything is sent.

Discuss this agent

Typical tasks

  • Sort enquiries by product, market and urgency
  • Match requests to products, specs and prices
  • Draft quotes and replies in the buyer’s language
  • Flag missing details and follow up open quotes

Connects to

  • Custom ERP
  • Email
  • Website forms
  • Price lists
  • CRM

Human approvalEvery quote and reply is approved by the person you choose before it is sent.

Business agent

Marketing & outreach agent

Researches likely buyers, prepares content and outreach, and keeps follow-ups on schedule. Each round is reviewed against the results, so the next one is better aimed.

Discuss this agent

Typical tasks

  • Build buyer lists from your target markets and criteria
  • Draft outreach emails, posts and articles
  • Schedule follow-ups and log replies in your CRM or ERP
  • Report what worked and suggest the next round

Connects to

  • CRM
  • Custom ERP
  • Email
  • Website & SEO
  • Social channels

Human approvalCampaigns, messages and posts are approved by your team before they go out.

Business agent

Company knowledge agent

Answers staff questions from your manuals, procedures, product data and quality records, and shows where each answer comes from. Access follows the permissions you set.

Discuss this agent

Typical tasks

  • Answer how-to questions from SOPs and manuals
  • Look up specs, certificates and product data
  • Help new staff find what they need
  • Flag outdated or conflicting documents

Connects to

  • Custom ERP
  • Document system (DMS)
  • Shared drives
  • Team chat

Human approvalAnswers cite their source, and changes to documents stay with your document owners.

Custom agent

A custom agent, built around your workflow.

When the work is specific to your business, we design an agent around it: your steps, terminology and rules. It works inside the ERP modules we build with you, connects to the tools you keep, and starts with one task before it takes on more.

  • Designed around your process, terminology and exceptions
  • Works inside your custom ERP and connects to email and CRM
  • Roles, permissions and approval steps you decide
  • Starts as a pilot on one task, then expands
Discuss a custom agentOr request a free custom trial
  • OMS

    Order follow-up

    Flags orders at risk of running late and drafts customer updates for approval.

  • SRM · WMS

    Purchasing & reorder

    Suggests reorders from stock levels, demand and supplier lead times.

  • FIN

    Collections

    Lists overdue invoices and drafts reminders in each customer’s language.

  • QMS

    Quality records

    Drafts nonconformance reports and CAPA follow-ups from inspection results.

Examples to scope with you, not finished products. Each one runs inside the matching ERP module.

How agents work

Your system, your data, your approval.

Agents are part of your custom ERP, not a separate product. The same principles apply to every agent, from a free trial to a custom build.

See custom ERP

  1. Works through your ERP

    Agents read and write through your custom ERP with the permissions you set, and connect to email, CRM and shared drives only where you approve.

  2. Drafts first, you approve

    Agents prepare drafts, summaries and suggestions. Anything sent to customers or written back to the ERP waits for a person to approve it.

  3. Your data stays scoped

    Each agent sees only the records and tools you grant it. Free trials run on test or anonymised data.

  4. Improved every month

    We review results with you each month, refine instructions, rules and ERP connections, and support your team.

Free trial · limited places

Not ready for a project? Try an agent free.

Four ready-made agents for everyday work. A simple way to see how an agent behaves before you plan ERP and agents together.

  • Web
  • iOS app
  • Android app

Places are released in batches based on server load; we email you when your access opens. The ERP agent uses test or anonymised data only, never real customer records. How we handle trial data

Free

Personal assistant agent

Inbox, calendar and files: summaries, first drafts and reminders.

  • Summarise email threads and draft replies
  • Plan your week and flag deadlines
  • Turn notes into short briefs
Claim free
FreeTest data

Business ERP agent

Ask about orders, stock and sales, answered from test or anonymised data you load. A low-risk preview of an agent on ERP data.

  • Find late orders and low-stock items
  • Summarise sales by product or month
  • Suggest what to reorder
Claim free
Free

Social media agent

Topics, posts and short-video scripts in your voice, with a posting plan.

  • Suggest topics from your products
  • Write posts and video scripts
  • Build a weekly posting calendar
Claim free
Free

Startup assistant agent

A thinking partner for an early-stage idea, from business model to first steps.

  • Map the model and target customers
  • List the assumptions to test first
  • Plan first steps and first customers
Claim free

Questions

Before you start with agents.

Do we need a custom ERP to use agents?

No. Agents can start with the systems you already use. A custom ERP gives them cleaner, structured records to work with, so we usually scope the two together and build module by module.

Do agents send anything without approval?

Business and custom agents are set up so that a person approves quotes, replies, posts and record changes before they go out or are saved. You decide which steps need approval and who gives it.

Which systems can agents connect to?

Your custom ERP, plus common tools such as email, CRM, accounting software, shared drives and team chat. What is possible depends on each system’s access options, which we check before agreeing the scope.

Is the free trial really free?

Yes. The four trial agents are free while places last. Places are released in batches based on server load, and we email you to confirm when your access opens.

What data can I use with the free ERP agent?

Only test or anonymised data, such as sample products, orders and stock, never real customer records. We use it only to run your trial and delete it when the trial ends, unless you ask us to keep it.

Custom ERP, with AI agents at work.

Tell us where orders, stock, quotes or follow-ups get held up. We’ll scope the ERP modules and the agents that work inside them, or start you on a free agent first.

Discuss your ERP and agentsExplore custom ERPOr claim a free agentinfo@optiviseai.com.au