Deliver prompt, accurate service at scale

Pallet agents read purchase orders, emails, attachments, and shipment requests, then match customer and product references to your records. They check required fields and duplicate orders before entering validated information into your ERP or shipment system. Ambiguous matches and approval-sensitive actions go to your team for review.

Pallet agents collect missing request details and prepare customer quotes using approved product catalogues, price lists, contract terms, or shipment rates. They match requested products or services to your records and follow each account's instructions. Quote preparation can include review and approval before a response is sent.

Pallet agents use order and shipment records to answer questions about availability, status, delivery dates, and delays. For logistics providers, they can retrieve proof-of-delivery documents and other shipment records. Agents can also send confirmations and proactive updates using the communication rules defined for each customer.

Pallet agents can process approved quantity changes, substitutions, cancellations, and reschedules, then update records and confirm the revised details. For returns, they capture the request, check eligibility against your rules, and issue approved return authorizations. Requests that need a purchasing, commercial, or service decision can be routed for review.

Manufacturers use Pallet for purchase order intake, release schedules, quotes, and order updates. Distributors use it for product matching, stock inquiries, backorders, and returns. Logistics providers use it for shipment entry, quoting, shipment changes, status updates, and document requests. The workflow uses the rules and records relevant to each business.

Pallet agents work through APIs, electronic data interchange, browsers, and remote desktop, alongside email, voice, and documents. This lets a workflow use the interfaces available in your enterprise resource planning, warehouse management, or transportation management systems. The connection method and required actions are defined for the workflow being deployed.

Pallet captures product mappings, delivery requirements, account preferences, contacts, and escalation paths with your operators. Agents use those instructions when handling customer requests. Workflows can include draft review and approval, while ambiguous requests are routed to a person with the relevant records and context.

Most custom Pallet agents go live in about six weeks. Pallet works with your operators to capture the customer service process, account rules, and exception paths, then builds and tests the agent before production. The deployment is scoped around the workflow and systems your team uses.

Pallet encrypts data at rest and in transit and controls access by role. Customer service workflows can retain review and approval steps for sensitive actions. Security reports and documentation are available in Pallet's Trust Center, with an overview of controls on the security page.