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Industry · TECHNOLOGY & SAASFunction · Customer Experience
UC-250

B2B Self-Service & Order-Status Bot

A customer-facing assistant that answers order, invoice, statement and return questions from NetSuite records 24/7, identity-scoped.

8Build Duration
4-10xIndicative ROI

The Challenge

Routine where-is-my-order and invoice questions consume support staff at every B2B client, and bespoke secure access has to be rebuilt per client - which is why nobody has productised it.

How It Works

  • Ingests NetSuite order, invoice, statement and return records.
  • RAG plus agentic lookup, identity-scoped row by row per customer.
  • Answers in the customer portal 24/7 with escalation handoffs.

What It Removes

  • Routine inbound tickets
  • After-hours response gaps
  • Per-client bespoke access builds
Input Data RequirementsNetSuite sales orders, invoices, statements, returns, shipment tracking
Output FormatInstant order and invoice answers, return status, escalation handoffs
25-40% ticket deflection - instant answers at any hour.
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