AI Agents

Order screening agent

A new purchase order has come in via e-commerce. Can you organize the information?

I am analyzing the customer's data and categorizing the order type to prepare the operation for the next picking stage.

I identified that the provided delivery address does not have a house number and the customer's CPF (Brazilian tax identification number) is listed as 'Invalid' in the Federal Revenue Service database.

I categorized the order as 'Data Pending'. I have already sent an automated message to the customer requesting the correction of the information so that processing does not suffer delays in shipping.

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What this Agent solves for you

What it does

It automatically classifies order and customer information, preparing the operation to proceed quickly and securely.

Automated activities

Order type categorization
Customer data verification
Automatic organization for the next step.

Agent Subfunction

Smart screening

Results and impact

99%

less order processing time

Up to 30%

fewer operational errors

Your life gets faster with Pipefy AI Agents

99% faster

Traditional path

15–30 min

With Pipefy AI Agent

Seconds

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Order Triage Agent and how does it work?

The Order Triage Agent is a specialized AI Worker within Pipefy's Gestão de Pedidos de Clientes with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual customer service, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Order Triage Agent in Pipefy?

The cost of the Order Triage Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Order Triage Agent and manual customer service?

While manual customer service rely on manual intervention at every step, the Order Triage Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Order Triage agent for my company?

To choose the right Order Triage agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.