Convergence ERP
AI agents

AI agents for every department of your business

Ten agents, one per department and a main agent, watch your business, tell you what needs doing and do the work when you ask. You keep the last word on everything that commits the company.

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The Convergence ERP agents

How they work

  1. 1
    They watch

    Every half hour, each agent looks through its department: invoices past due, stock below its minimum, hours waiting, a vehicle due for service. Each finding gets a priority: how late, how much money, how soon, who is waiting.

  2. 2
    They tell you

    Camille ranks everything and tells you what to do first, on the Agents page, in a short written brief and, if you want, in a morning email. Each person only sees the departments they have access to.

  3. 3
    They do the work

    Ask in the chat, in French or in English. The agent finds the customer, the products and the prices, and makes the quote, the order or the purchase order. What commits the company waits for your OK.

Meet the team

What each agent watches, what it does, and what you can ask it.

Camille

Main agent

  • Ranks what the other agents find and tells you what to do first
  • Writes the morning brief
  • Answers you in the chat and hands the work to the right department

Ask it: « What should I do first today? »

Félix

Sales agent

  • Watches overdue invoices, orders to invoice and quotes about to expire
  • Makes your quotes and orders
  • Prepares invoicing and payment reminders for your OK

Ask it: « Make a quote for Acme: a 40-gallon water heater and its installation. »

Maude

Purchasing agent

  • Watches vendor bills due and late purchase orders
  • Orders what is below its minimum, at the right cost
  • Prepares your purchase orders

Ask it: « Order 3 water heaters from our usual supplier. »

Théo

Inventory agent

  • Watches products below their minimum
  • Sets reorder levels
  • Prepares stock adjustments and moves for your OK

Ask it: « Set the minimum of the 40-gallon water heater to 5. »

Rosalie

People agent

  • Watches the hours waiting for approval
  • Prepares their approval for you

Ask it: « Which hours are waiting for approval this week? »

Olivier

Expenses agent

  • Watches the expense reports waiting
  • Prepares their approval for you

Ask it: « Which expense reports are waiting? »

Jade

Services agent

  • Watches jobs with nobody on them and finished jobs not invoiced
  • Schedules jobs and puts the right people on them

Ask it: « Put Marc and Julie on tomorrow's job at the Tremblays. »

Jules

Fleet agent

  • Watches vehicle services due and trucks not reporting
  • Records the services done

Ask it: « The 2019 truck had its oil change today at 84 000 km. »

Samuel

Production agent

  • Watches late shop orders
  • Makes shop orders and puts people on them
  • Prepares their release for your OK

Ask it: « Make a shop order for 50 jars due Friday. »

Béatrice

Accounting agent

  • Watches bank accounts to reconcile and sales tax to remit
  • Prepares the GST and QST remittance, payments received and journal entries for your OK

Ask it: « How much GST and QST do we owe for last quarter? »

A conversation with Félix

An example in the chat: the agent finds the customer and the products, makes the draft, and prepares the email for your OK.

Make a quote for Acme: a 40-gallon water heater and its installation.

Félix · Done: draft quote made for Acme Plumbing Supplies, with the 40-gallon water heater at 649.00 $ and the installation at 450.00 $, so 1 099.00 $ before taxes. Do you want me to send it to the customer?

Yes, send it.

Félix · The email with the quote is ready. Confirm it with the button below and it goes out.

Waiting for your OKConfirm

You stay in control

You confirm what commits the company

Drafts and notes are done at once. An email to a customer, an invoice, an approval or a tax payment waits for your click.

Never more than the person

An agent works with the access of the person talking to it, and everything it does is in the activity log under their name.

Your rules

For each agent, choose what it may look up and do: at once, with confirmation, or not at all.

Your style

Give your agents these names and faces, rename them, or keep them simply as the Sales agent or the Fleet agent.

Questions

Can the agents act without my approval?

They do at once only what commits nobody: drafts, notes, a job's schedule, a vehicle service. An email to a customer, an invoice, an approval, a stock adjustment, a payment or a tax remittance always waits for a person to click Confirm.

What can an agent see?

Exactly what the person talking to it may see. An agent never has more access than that person, and everything it does is in the activity log under their name.

Can I decide what each agent may do?

Yes. In Settings, Agent security lists everything each agent can look up and do. For each action, choose done at once, with confirmation, or not allowed. The main agent can also be kept from acting.

Do I have to use the names and faces?

No. Names and faces are off until you turn them on, and you can rename every agent. Without them, they are simply the Sales agent, the Fleet agent and so on.

Do the agents speak French?

Yes. They answer in the language you use in the app, French or English.

Can I turn an agent off?

Yes. Each agent and each thing it watches can be turned off for the whole company in Settings.

Put the agents to work

Free for 14 days, no credit card.

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