eCommerce Use Cases
Approval Workflow for Large Orders
Automate Sales Approvals Without Losing Control
The B2B Approval Bottleneck
Slow Routing
Large orders get stuck in manual approval chains.
Information Gaps
Managers chase credit, stock, and customer history manually.
Delayed Fulfillment
Customers wait days for decisions, hurting conversion rates.
How It Works
Threshold Detection
CogniAgent flags orders exceeding predefined approval limits.
Smart Routing
Instantly delivers approval requests to the correct manager via Slack or Teams.
Context Gathering
Pulls live data – credit limit, payment history, stock, and margin.
Decision Assist
Offers one-click Approve, Modify, or Reject options with recommendations.
Automated Follow-Through
Updates ERP, processes order, and sends confirmations automatically.
The Real Impact for Sales & Operations Teams
Metric
Before Automation
After (With AI Agent)
Approval time
1–2 days
< 15 mins
Manual data checks
Multiple
Zero
Credit control accuracy
Inconsistent
Automated
Order turnaround
Delayed
Same-day
Core Automation Modules
Dynamic Threshold Detection
Manager Workflow Routing Engine
Real-Time Credit & History Query
Approval-to-ERP Synchronization
Audit & Notification Framework
Seamless Setup Timeline
Step 1
Define approval rules and thresholds.
Step 2
Connect ERP and CRM to enable automated routing.
Step 3
AI starts processing approvals via Slack/E-mail.
Step 4
Achieve same-day approvals and improved customer satisfaction.