Home › Use Cases › Answer a shop team's questions from its orders and policies
Use caseUC0013

Answer a shop team's questions from its orders and policies

Colleagues ask the back office questions that need the order records, the policy notes, a sum, or no lookup at all. This app picks where to look, runs each lookup in order and stops once it can answer.

For the back officeCross-domain

Why it matters

Today's manual process, and the same job with the app

A shop's back office, answering colleagues' questions from the order system and the policy notes.

✕Today's manual process

1Work out where the answer lives: the order system, the policy notes, or nowhere at all.
2Export the orders to a spreadsheet and filter them by customer or month.
3Find the rule in the policy notes, then do the sums in the spreadsheet.
4One slip sends an empty report back as if it were a real answer.
Every answer found by a person

✓With the app

1The app picks where to look: the order records, the policy notes, a calculator or today's date.
2It pulls the figures itself from the order records, and stops as soon as it can answer.
3Two-step questions run in order: the rule from the policy notes first, then the orders checked against it.
4Questions nothing here can answer should get a plain no. It still runs a lookup on some, so a person checks its answers.
People check answers instead of finding them

See it work

One real case, read by the app, step by step

A colleague asks what share of February's sales came from customer 11.

Answer a shop team's questions from its orders and policiesReference appBuilt to be shaped to your process
  1. 1The question as a colleague typed it.
  2. 2First, the order records it looks up customer 11's spend and the February total.
  3. 3Then the calculator customer 11's spend is about 1.17% of the February total, and it stops.
  4. 4A question it should refuse the supplier's own returns policy is not in the shop's notes.
  5. 5Searched anyway it returned the shop's cancellation rule, as it does on 6 of 16 such questions.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
84 of 94answers took exactly the right stepsmeasured in 06 Evals →
6 of 16questions it should refuse, looked up anywaymeasured in 06 Evals →
26 of 120questions got no usable replymeasured in 06 Evals →
18¢to answer 1,000 questionsmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesWhich questions it may answer, which it must refuse, and how many lookups it may make.
Your recordsYour own order system and policy documents, read only.
Your systemsThe lookups it may use, swapped for your own: stock, billing or shipping.
Your screensHow each answer, and the steps behind it, is shown to your team.

Want this for your team?

Talk to us

We can run this on your own order records and policy notes, with your own questions, inside your environment.

Talk to us →
A living map of modern AI — kept current every morning