Blueprints

AI solution starting points for real B2B workflows.

Use these as conversation starters. Ordex adapts the blueprint around your actual tools, data, team, risk tolerance, and commercial pain.

quickreply

Sales Follow-Up Copilot

Pain point

Leads arrive through forms, calls, inboxes, and CRM notes, then go cold while the team gathers context.

Pilot idea

Draft replies, summarise lead context, classify urgency, suggest next steps, and update CRM fields.

support_agent

Support Knowledge Assistant

Pain point

The team answers the same questions repeatedly, but the approved answer lives across docs, policies, and old messages.

Pilot idea

Ground answers in approved knowledge, show source notes, escalate uncertainty, and create a clean support log.

analytics

Operations Reporting Agent

Pain point

Managers chase updates across spreadsheets, Slack, email, and project tools before they can see what is happening.

Pilot idea

Collect updates, summarise progress, flag blockers, draft weekly reports, and highlight missing information.

request_quote

Quote Preparation Workflow

Pain point

Quotes and proposals take too long because requirements, rules, pricing notes, and history are scattered.

Pilot idea

Gather requirements, check rules, draft proposal sections, and prepare a review-ready quote pack.

inventory

Internal Knowledge Search

Pain point

Staff ask the same internal questions because useful knowledge is buried in documents and shared drives.

Pilot idea

Search policies and docs, answer with source references, route unknowns, and identify missing documentation.

assignment_ind

Client Onboarding Assistant

Pain point

New clients or projects stall because forms, emails, tasks, documents, and responsibilities are not connected.

Pilot idea

Collect onboarding details, check completeness, assign tasks, draft welcome messages, and track next actions.

Next Step

The best blueprint is the one shaped around your process.

If none of these match exactly, bring the messy workflow anyway. The discovery call is built to find the right pilot.