Arzana's Office Execution System (OES) includes a Front Office module that automates quoting, order entry, and routine customer service emails. Fully customizable to integrate with your existing systems.
Watch how Arzana automates front-office workflows, with effortless human oversight directly in your email host.
Annotations: This demo shows live email parsing, ERP integration, and automated response generation in real-time.
Get up and running in as little as 48 hours
Provide parts and customer lists, list of existing software systems, and sample documents (POs, RFQs)
Our Onboarding Agent customizes Arzana to your specific data formats and existing systems.
Test API and On-Prem connectors to ensure safe and consistent communication between your systems and Arzana
Arzana goes live, but doesn't take action. Our team monitors its output to catch and handle edge cases with custom logic.
Full deployment with choice between automatic and human-approval modes.
Automatically generate accurate quotes from incoming emails and website form submissions
Arzana extracts key data from email or website form RFQs and can handle any document type: even handwritten notes
Arzana pulls part, customer, price, and delivery details from the RFQ and internal systems and generates the quote in your ERP, CRM, or other format. If more info is needed from the customer, Arzana responds in an email asking for clarification.
RFQ Analyzed
Product specs extracted
Quote Drafted
Pricing & lead time calculated
Ready for Review
Awaiting approval
Send Quote
Quote delivered to customer
Follow Up
Automatic follow-up after several days
Update Status
Status synced to ERP/CRM
Once the quote is sent, Arzana tracks it and follows up automatically after several days, and updates the quote's status in your ERP or CRM accordingly.
Save 100+ hours each week and reduce errors with automated order entry
Arzana instantly comprehends and extracts key data from emails containing purchase orders, regardless of format.
Arzana converts billing addresses to account numbers and external SKUs to internal part numbers based on custom-developed mapping logic.
Create Sales Order
Sales order created in ERP
Update CRM
Order details synced
Send Confirmation
Custom email sent
With mapping complete, Arzana creates the sales order in your ERP, updates your CRM, and replies with a custom order confirmation email
Handle customer service emails with instant, accurate automation that feels personal and responsive.
Returns? spare parts? order status? Arzana recognizes these and other common inquiries and identifies where to look for the right answer.
After analyzing the inquiry, Arzana prepares the appropriate response based on live ERP + CRM data as well as your company's technical documents. Arzana will let you know if it can't find the answer, instead suggesting next steps to your rep for where to look.
Send Reply
Email sent to customer
Monitor Thread
Watch for customer response
Context-Aware Reply
Understands full conversation
Once approved, Arzana automatically executes the customer service response and monitors for responses, understanding the thread context before replying again.