Pain points
Disconnected channels
Incomplete information
Automated Activities
Automatic creation via integration
Initial data structuring
Agentic AI: strategic impact on customer order management
Use case: Customer Order Management
Unstructured
2 days
(48 h)
- Orders come in through scattered channels
- Manual triage of customer data
- Manual payment verification
65 %
Structured
8 hours
- Standardized forms
- Visible, organized steps
- Less back-and-forth
83 %
Automated
1 hour
- Automated financial integrations
- Rule-based validations
- Less rework and fewer inconsistencies
98 %
Agentic
10 minutes
- AI categorizes orders and customer data
- AI validates payment and moves stages
- Autonomous flow through completion
Meet the AI Agents powering customer order management
AI reduces rework, speeds up decisions, and ensures consistency for every order.
Order triage agent
Automatically classifies order and customer information, preparing operations to move forward quickly and securely.
Automated Activities:
- Order type categorization
- Customer data verification
- Automatic routing to the next step
Payment validation agent
Automatically checks payment via financial integrations, ensuring speed and fewer errors.
Automated Activities:
- Payment validation
- Inconsistency checks
- Automatic move to completion
See how Pipefy turns customer order management into an intelligent flow.
Stage
Pain points
Automated Activities
AI Agents
99% less time to process orders
AI reduces the full cycle from days to minutes, from order intake to completion.
Up to 30% fewer operational errors
Automated triage and validation eliminate inconsistencies and manual failures in the order process.
Up to 24x more orders per day without growing the team
Autonomous flows scale sales operations productivity without needing immediate hiring.
Become a Pipefy expert: master building AI agents and take your processes to the next level.
Learn, hands-on, how to build, automate, and scale end-to-end processes in Pipefy Academy.
What you will learn:
Build and organize your processes
Create forms and portals to centralize requests. Structure pipes and cards to track tasks with clarity and control.
Manage information with ease
Build custom databases and keep your team’s data always up to date and connected.
Automate and accelerate results
Eliminate manual tasks with automations, AI agents, and email tools that work for you.
Analyze and improve your operation
Create reports, interfaces, and dashboards to visualize metrics, identify bottlenecks, and make data-driven decisions.
Start the Process Manager course now
Learn to use Pipefy strategically, build your first agent from scratch, and gain the autonomy to scale your flows—and gain the autonomy to scale your flows.
Access the courseGet answers, learn more, and connect with other specialists.
Join conversations, share best practices, and discover new ways to supercharge your processes.
Access Pipefy CommunityFrequently asked questions
If you need help, we're here to guide you and provide full support
How does Pipefy improve customer order management?
Pipefy centralizes orders, automates critical steps, and uses AI for triage and validation, reducing total processing time.
Can I integrate with my current order intake channels?
Yes. Pipefy connects to email, forms, ERPs, CRMs, and other channels through no-code integrations.
Does AI really replace manual triage?
Yes. AI categorizes order and customer data, reducing errors and accelerating the flow.
How does automated payment validation work?
The AI agent checks financial integrations and validates payments without human intervention.
Can the process be customized?
Yes. Fields, rules, and automations can be adapted with no code.
Does the team need to involve IT to get started?
No. Setup can be done by business analysts.
How does Pipefy reduce rework in orders?
Standardized forms and AI reduce inconsistencies and automate validations.
Can I track order status in real time?
Yes. Pipefy provides a Kanban view, dashboards, and automated notifications.
Are there risks of errors in automated validation?
Rules and integrations reduce human error and ensure operational consistency.
How long does it take to implement customer order management AI Agents and see results?
Pipefy AI Agents are quickly configured in a no-code studio, making it possible to activate customer order management flows in just a few days. On average, use cases deliver measurable impact in up to 20 days, ensuring agility, operational accuracy, and ROI in days—not months.
The platform global leaders trust to innovate and scale
Pipefy is one of the most respected platforms in the market, recognized by leaders for its innovation, robustness, and operational impact.
With Pipefy, your data security is a priority.
Pipefy is the only platform that combines process automation with built-in governance and enterprise-grade security—delivering compliance, full auditability, and precise control over AI and sensitive data.
Artificial intelligence becoming real in your day-to-day work
Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an incredible user experience for your company’s teams—without overloading the technical team.
