OKTO is an AI layer that connects to your existing systems, reads your business data and runs dedicated agents for collections, orders, documents and operational workflows.
Invoices, balances, price lists and orders are already in your ERP. But to reach them, customers call the office and staff dig through screens. OKTO opens that data to agents that work for you.
Free-text orders opened in the ERP, a personal price list per customer, statements and invoices without calling accounts.
Proactive collections from customers with open balances, delivery notes and invoices in real time.
Answers to registration inquiries, payment tracking, and documents for students straight from the system.
If the process runs through the ERP, an agent can run on it.
Connected to the organisation’s receivables data. It knows who owes what, how long each debt has been open and what has happened with the customer — and drives the collections process according to the policy defined for it.
Takes an order in free text, finds the product in the customer’s price list, calculates the units — and opens the order in the ERP only after approval.
Read more Orders agentEvery document the customer needs, pulled from the system in real time. Invoices, statements, aging reports, price lists, delivery notes.
Read more Documents agentAnyone who isn’t a customer gets an answer and reaches sales with the details already captured — without access to data.
Read more Leads agentYour team gets full access to the ERP from their phone, within permissions defined in advance.
Read more Manager agentAn agent is not a separate chatbot. It is part of the organisation’s systems, and it gets access only to what it needs.
Reads the business data and understands the context
One per process, each with its own permissions
No system replacement. OKTO connects to the ERP you already run and puts agents on it.
Every answer is read from the ERP the moment it's asked. No synced files, nothing goes stale.
Per-customer price lists, units and pallets, collections and permissions. Not a generic chatbot guessing.
Every order waits for the customer's confirmation, and every action is logged: who, what and when.
This is one process. The same AI layer runs other agents and processes from your organisation’s systems.
Demo. Based on a real flow in a live system.
WhatsApp is live today. Further channels are built per organisation.
Free text is broken down into products, quantities and units.
A match is found in this customer’s price list — not the general catalogue.
The price is read from the ERP, from the price list assigned to them.
A full summary to the customer. Without explicit approval, nothing opens.
| How it works today. And how it works with OKTO. | Today | With OKTO |
|---|---|---|
| Documents | The customer calls: “Could you send me my statement?” | < 10sThe customer writes on WhatsApp and gets a PDF within seconds |
| Orders | Orders land on a salesperson’s phone and are typed into the ERP by hand | The order is captured, confirmed with the customer and opened in the ERP automatically |
| Accuracy | One wrong unit = a wrong shipment, a credit note, an unhappy customer | The system refuses to guess. When it isn’t certain, it asks |
| Availability | Answers between 8:00 and 17:00 | 24/7Including weekends and holidays |
| Access to data | Only three people in the company know how to pull the figure | Every customer gets it themselves |
| Audit trail | No record of who sent what to whom | A full audit log of every document and every order |
Built for businesses that can’t afford a leak.
Autonomous AI. Not uncontrolled AI.
Read about the security modelNo. OKTO reaches your ERP through a dedicated, encrypted connection, retrieves only what the specific question requires, and keeps no copy. Documents are deleted immediately after they are sent.
It hands the conversation to a human representative and alerts the team. The agent goes quiet and the conversation stays fully under your control until you hand it back.
Connecting the ERP and activating the documents agent: a few weeks. Orders are a second phase, after full validation.
Our architecture is fully decoupled from any specific ERP. SAP Business One, SAP S/4HANA and ECC are already connected, and any other ERP with an open API is built as part of the implementation. Leave your details and we’ll get back to you.
No. It takes the repetitive work off them — sending documents and typing in orders — so they can get on with selling. The manager agent is built precisely for them.
We’ll look at the systems, processes and data your organisation already has — and work out where an AI layer can create real value.
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