Your order desk retypes what customers already wrote. Ask Zentriq Agent instead: it checks the customer and the items in your Business Central, then prepares the sales order as a draft you approve.
Customer orders arrive as an email, as a PDF attached to that email, or as a phone call written on a pad. Someone then opens Microsoft Dynamics 365 Business Central and types them in again: customer, items, quantities, prices, delivery date. This page explains how Zentriq Agent removes that retyping step, and where it stops.
On a busy order desk the work is not deciding what to order, the customer decided that. The work is transcription: find the customer number, find the item numbers, enter the quantities, check the price and the delivery date, save. Ten orders a day is an hour of typing. Fifty is most of a person.
Transcription is also where the errors come from: the wrong item variant, a quantity off by a decimal, a delivery date nobody carried over from the email. Those errors surface later, in a shipment that goes out wrong or an invoice the customer disputes.
You write the order the way you would say it to a colleague. The agent reads your Business Central, checks what it needs, and prepares the document.
You open the draft in Business Central, check the lines and confirm. The draft only becomes a real sales order when you commit it.
The same works with the customer's own words: paste the text of their email into the chat and ask for the order.
There is nothing to configure. The flow is the same whether you ask from inside Business Central, from the web app, or from your phone.
Type the order in the chat, or paste the customer's email. Inside Business Central you can also open the agent from a customer card with Ask Zentriq, and it already knows which customer you are on.
It verifies the customer exists in your Business Central before it writes anything, looks up the item numbers and the prices, and stops to ask you when a customer or an item is missing or ambiguous instead of guessing.
The order lands as a draft with a review link. You open it in BC, check the lines, then approve or discard. Nothing reaches your order book until a person clicks.
Sales orders are one of the nine domains the agent covers. On the sales side it also handles:
It is one agent, so the same conversation also reaches purchasing, finance, inventory and reporting. The order desk does not switch tools to answer a question.
Zentriq Agent is conversational. It creates the sales order when you ask it to. It does not sit on your shared mailbox, and it will not draft an order you never asked for.
If watching a mailbox is exactly what you need, Microsoft ships a Sales Order Agent that does it natively. We compare the two on our Sales Order Agent alternative page rather than repeating it here.
Reading your data is included in the free plan, 15 messages a month. Creating documents is a write action and needs a paid plan, from CHF 29 per user per month. The full table is on the pricing page.
Microsoft's Sales Order Agent does exactly that: it watches a shared mailbox and drafts orders for a person to review. Zentriq works differently. You ask in the chat, or paste the email text, and it prepares the sales order as a draft you approve in Business Central.
Yes. Ask in one sentence, with the customer and the lines. The agent verifies the customer exists, looks up the items, and stages a draft in Business Central. The draft becomes a real sales order only once you approve it. Write actions require a paid plan.
No. Shipping and invoicing are separate steps you have to ask for by name, one write per turn. Creating an order never triggers a posting on its own.
The Zentriq Agent extension from Microsoft AppSource and a sign-in with your Microsoft account. No configuration, no integration project. It works with Business Central online, on-premises is not supported today.
The sales order flow is one part of Zentriq Agent, the conversational agent for Business Central.
Ask for the order in one sentence, approve the draft in Business Central. Free plan, no card.
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