Simplified order creation and real-time metrics through Katana’s AI-powered assistant

KAI, our brand-new AI-powered sales assistant, helps you by decreasing manual order entries and displaying essential sales metrics (currently in beta).

November 7, 2024

3 min read

Team Katana

Katana Team

In business, efficiency is often everything. Manual tasks can eat into time better spent building customer relationships and driving growth. That’s where KAI — your AI-powered sales assistant — comes in. Designed to automate order processing, deliver real-time sales insights, and enhance productivity, KAI transforms how you manage sales and inventory. KAI is currently available in an early beta version.

How can KAI assist you?

Automates sales order entries

With KAI, you can automate order entry to save you time and reduce errors. Simply copy-paste sales order details from an email or a message into KAI, and it automatically extracts the information and creates a quote. Afterward, you can review accuracy, make adjustments, and convert it to a sales order when you’re ready.

Provides daily sales insights

KAI provides real-time sales metrics, giving you a clear overview of daily sales, delays, throughput rates, top-performing products and high-value customers – all in a widget placed on the top of the Sales screen. Interact with the widget by clicking on it and opening KAI in a side panel. Here you can choose premade options to generate graphs or request custom insights.

Generates custom charts

Whether you’re looking to monitor long-term sales trends, assess customer buying patterns, or dive into product performance, KAI’s charting capabilities let you create tailored visualizations. To turn raw data into actionable insights, just ask KAI to generate a chart that fits your needs.

If you want to get back the time spent on data entry, enhance sales insights, or optimize inventory management, KAI is here to help. By automating routine tasks and delivering crucial metrics, KAI empowers your team to focus on what really matters — driving growth, engaging customers, and making strategic decisions.

Try it out now

KAI is designed to enhance productivity by automating tasks and delivering valuable insights. However, as with any AI-powered tool, its results may vary and won’t always achieve 100% accuracy. We recommend reviewing AI-generated outputs to ensure they meet your specific needs and standards.