01 Agents
Agents read email, portals and EDI, enter orders and shipments in your ERP and warehouse system, prepare documents and respond to customers.
Customer story
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Pallet captured that expertise, reached production in just 49 days, and helped us elevate our service.
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We expect to grow immensely from our partnership with Pallet.
Life sciences automation
Order entry
Check pack sizes and units before entering orders in your ERP.
Product matching
Match product codes, pack sizes and customer identifiers to the correct catalogue item.
Order confirmation
Confirm contract pricing, availability and terms. Send customers an acknowledgement the same day.
Missing detail
Follow up for missing product codes, pack sizes, quantities and dates.
Lot & serial capture
Capture lot, device serial and expiry details from receipts and shipments.
Two-way traceability
Trace affected shipments, returns and customers by lot or device serial number.
Tracing gaps
Flag missing or inconsistent partner tracing records. Request corrected documentation.
Missing documentation
Flag missing lot details or certificates before receipt closure.
Temperature records
Read temperature records, certificates of analysis and quality documents, including scans and photos.
Range checks
Flag temperature excursions or missing readings. Send records to quality for disposition before stock is released.
Audit record
Gather lot and temperature records for audit requests.
Supplier documents
Match receipts and documents to purchase orders. Reconcile shortages and overages.
Order inquiries
Answer order, status, availability and delivery questions by email and phone.
Proactive updates
Flag shortages early so customers can adjust replenishment plans.
Invoicing
Invoice fulfilled orders at the agreed contract price.
Chargebacks
Validate chargebacks against contract prices and eligibility. Flag discrepancies for review.
Eligible stock
Find lots that meet demand and customer shelf-life requirements.
Buying decisions
Plan replenishment using usable stock, demand and expiry dates.
Ranked actions
Rank shortages by service impact and inventory value at risk.
Expiry risk
Flag stock nearing expiry and suggest transfers to meet demand.
GDPR
We operate under GDPR, the world's strictest standard for data privacy.
SOC 2 · Type II
Independently audited controls for security, availability, and confidentiality across our systems.
CCPA
Full compliance with the California Consumer Privacy Act for the data we process on your behalf.
Deploy agents to automate
your operations
