Sync AI · Sales Agent

Orders keyed by AI. Pacing watched by AI.

The Sync AI Sales Agent works both sides of the sales desk: AI order ingestion turns order files in any format into Sync sales orders with no re-keying, while scheduled monitoring tracks budget vs actual, rep performance against budget and the accounts drifting off pace.

Runs on a schedulePermission-scopedInside SyncAsk via Sync MCP
AI order ingestion

Any order format in. A Sync sales order out.

PDFs, spreadsheets, emailed order forms - the agent reads the file, matches styles, colors and sizes to your catalog, and creates the sales order in Sync. Reviewed in Sync, inside your permission settings, before it flows downstream.

  • Order files in any format, parsed automatically
  • Styles, colors and sizes matched to the Sync catalog
  • Sales orders created in Sync, visible for review
AI order ingestionLIVE
01
Order file receivedPDF order form, 214 units
Parsed
02
Lines matchedStyles, colors, sizes against catalog
Matched
03
Sales order createdIn Sync, ready for review
Created
Scheduled monitoring

Budget vs actual, before the quarter is a surprise.

Every run compares the season plan to reality - by rep, brand and category - and surfaces the accounts pacing behind last year while there is still season left to act.

  • Budget vs actual by rep, brand and category
  • Rep performance against budget, every run
  • At-risk accounts flagged with the why behind the decline
SHow are we pacing against budget this season?
Budget vs Actual · SS26
92%of budget, season to date
Two categories behind plan - swim ahead, outerwear and accessories lagging.
+11%SWIM VS BUDGET
-18%OUTERWEAR VS BUDGET
3REPS BELOW 80%
Outerwear gap is 2 accounts - both slipped pre-books - calls listed.
3 reps under 80% of budget - pipeline detail attached per rep.
9 accounts pacing 20%+ down - flagged before the season closes.

Sync Demo dataset

What it works

Both sides of the sales desk

Creation where documents arrive, monitoring where the numbers drift.

Order ingestion

Order files in any format become Sync sales orders - parsed, matched to the catalog, ready for review.

Budget vs actual

Season plan against reality by rep, brand and category, refreshed every run.

Rep performance

Every rep against budget, with the pipeline detail behind the number.

Account pacing

Accounts trending down year over year, flagged with the reason while there is season left.

How it runs

Scheduled inside Sync. Answerable from your assistant.

Sync AI agents run on a schedule inside Sync itself, against live data and within your existing Sync permission settings - the same roles and access your team already uses, with no side door. What an agent surfaces or creates is visible in Sync before it flows anywhere downstream.

And because Sync speaks MCP natively, you can interrogate everything an agent finds from the assistant you already use - Claude, ChatGPT, Gemini or Grok - through Sync MCP. The agent does the watching. You do the asking.

The full agent team

One agent per desk. Seven desks.

The Sales Agent works alongside six others, each watching its own desk inside Sync. Pick the next one.

Proof

Apparel brands already run on Sync.

We selected Sync based on their highly efficient, finely tuned system that is apparel industry specific. Sync has provided the platform we required to grow our brands in the global arena.

Paul Naude · President & CEO, Vissla

We are in a 1000% better place now than we were with the old system. Sync has given us access to more data visibility and reporting than ever before.

Brandon Roberts · Systems & Operations Lead, Bad Birdie

Sync revolutionized our operations. Transitioning from a manual system was a game-changer… the team at Sync values our brand and treats us like a true partner.

Kelly Fulton · Production & Operations Manager, Bond-Eye
FAQ

The Sales Agent, answered.

What does the Sync AI Sales Agent do?

Two jobs: AI order ingestion turns order files in any format into Sync sales orders with no re-keying, and scheduled monitoring tracks budget vs actual, rep performance against budget and account pacing - flagging the accounts drifting off plan with the reason why.

How often does the agent run?

Sync AI agents run on a schedule you set - hourly, nightly, weekly, or on the cadence that matches the work. Each run checks live Sync data, not a stale snapshot.

What can the agent see and touch?

An agent works within your existing Sync permission settings - the same roles and access controls your team already uses. Everything it surfaces or creates is visible in Sync before it flows anywhere downstream.

Does order ingestion really handle any format?

The agent reads order files as they arrive - PDFs, spreadsheets, emailed forms - and matches lines to your Sync catalog by style, color and size. The created sales order sits in Sync for review inside your permission settings before it flows downstream.

Can we ask questions about what it finds?

Yes. Sync speaks MCP natively, so you can interrogate any agent's findings from Claude, ChatGPT, Gemini or Grok through Sync MCP - drill into a flag, ask for the why, or pull the detail behind a number.

How do we get it?

The agents are part of the Sync AI layer of the Sync platform. Book a demo and we will configure it against a real product range so you can see what it catches on data like yours.

See it on your data

Send us a real order file.

Bring the messiest order form a buyer has ever sent you. We will run it through ingestion live and show you the sales order land in Sync.