Choose the right system
What Is a Custom Business Agent?
Compare business agents, rules-based workflows, and chatbots, then see how inputs, permissions, approvals, and exceptions shape a practical agent.
Compare agents, workflows, and chatbotsPractical business guides
Choose the guide that matches the job in front of you.
Compare an agent with a workflow or chatbot, or prepare for a customer’s EDI, cXML, or PunchOut request. Each guide gives you questions and a checklist you can use before an inquiry.
Prepare for buyer onboarding
A Customer Asked for EDI, cXML, or PunchOut. Start With This Checklist.
Learn what a buyer’s EDI, cXML, or PunchOut request means, what information to collect, and how cart return, approval, and ordering differ.
Use the supplier checklistDiscuss an opportunity
Bring one repeating process. We will help determine whether it is a good first project.
Discuss an OpportunityBring one process and the systems involved.