Solution for Ops

Orders, after-sales and reports that
run themselves.

Your operations team types across 5 systems all day: WhatsApp with customers, Slack with the team, HubSpot for the CRM, Sheets for inventory. XIA Agents connects everything and lets the Operations agent move the right information between systems.

The problem

If you work in operations, this will sound familiar.

  • !An order changes status and you have to notify the customer, the team and update the CRM — manually
  • !Weekly reports that take 4 hours to assemble by copying data from several places
  • !Orders that fall behind because no one proactively checks their status
  • !After-sales support repeating the same answers all day long
How we solve it

4 workflows your agent runs today.

No code. No rigid templates. The agent understands context and learns from your team.

Order tracking in Slack

When an order changes status in NapsixB2B, the agent notifies the #sales channel in Slack with the details, alerts the customer over WhatsApp and updates the CRM. All without you lifting a finger.

SlackWhatsAppHubSpot

Automated weekly reports

Every Monday, the agent pulls the week's sales, RFQs and orders, generates a report in Google Sheets and emails it to leadership with an executive summary.

SheetsGmailHubSpot

Automated after-sales support

A WhatsApp message comes in asking about order status. The agent identifies the customer, finds their order, replies with tracking and alerts logistics if there's a delay.

WhatsAppHubSpotTiendanube

Proactive SLA alerts

The agent watches in-progress orders. If one nears its agreed SLA without moving, it alerts the #ops channel and proposes an action (escalation, supplier call, customer outreach).

SlackTiendanubeCalendar
Typical results

What you see in the first week.

−4h

Per weekly report

24/7

Support coverage without adding headcount

−70%

Tickets escalated manually

Included preset

Operations Agent

Specialized in order tracking, reporting and after-sales support. Connected to Slack, WhatsApp, Sheets, HubSpot and native NapsixB2B.

Preconfigured apps

SlackWhatsAppGoogle SheetsHubSpotGmailTiendanube
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