AI agents that answer the questions your business gets every day.
Socraty works across your sales, stock, customer and product information so your team, and your customers, can get the answers they need without searching through spreadsheets, reports and catalogues.
Diagram: a question goes to Socraty in the middle. Socraty reads the sources around it, such as the sales history, stock export, aged debt report and product catalogue, and the card underneath shows which kind of information answers that question. Examples alternate between questions from your team, about sales, stock and credit, and questions from customers on your website, about products, alternatives and quotes.
Your business has the answer. Finding it is the problem.
Your company already has valuable information.
It’s sitting across ERP reports, spreadsheets, product catalogues, technical documents and customer records.
But answering a simple question can still mean opening reports, filtering Excel, searching PDFs or asking the person who knows where to look.
Your customers face the same problem.
They search through product pages and catalogues, struggle to find exactly what they need and end up submitting a contact form or waiting for sales.
Socraty makes that information easier to use.
Let Socraty find what needs your attention.
Sales
Know which customers need attention.
Who hasn’t reordered?
Which customers are spending less?
What did this customer buy previously?
Which accounts are behaving differently?
Stock
Know what needs attention.
What’s running low?
What may need reordering?
What’s moving faster than normal?
What stock hasn’t moved?
Credit
Know who needs chasing.
Which invoices are overdue?
Who is paying later than usual?
Which accounts have changed payment behaviour?
Product
Find product answers without searching catalogues.
What’s the closest alternative?
Which product matches these requirements?
What specification does this SKU have?
Which product works for this application?
Website
Answer customers while they’re still interested.
Which product should I use?
Will this work for my application?
What alternatives are available?
Can I get a quote?
Watch Socraty work through a question.
Question, check, finding, source, suggested action. Sample data only, no signup.
Sample data only You are a sales manager at a distributor. Pick a question your team already asks.
Which customers are overdue for their normal reorder?
Checking customer purchasing history…
Pattern identified
Customer A normally orders every 31 days. Last order: 67 days ago.
Finding
36 days beyond normal reorder cycle
Suggested action
Contact Customer A regarding DEMO-F01.
SourceSales History.xlsx
Customer A order dates, rows 118 to 142. The usual cycle is the account’s own median gap between orders over the last 12 months, not a blanket cut-off.
RuleTeam rule 14: partial returns
Check for a partial return in the last 30 days before calling. None found for Customer A.
What should we reorder this week?
Checking stock movements and supplier lead times…
Pattern identified
DEMO-F01: 120 on hand, about 40 a week dispatched. PT-48: about 15 weeks of cover.
Finding
DEMO-F01 has about 3 weeks of cover against a 4-week lead time
Suggested action
Review a purchase order for DEMO-F01. PT-48 needs nothing. A person confirms the order.
SourceStock Movements Q3.xlsx and Supplier Lead Times.xlsx
On-hand and 8-week average dispatch from the stock export, rows 40 to 61. Lead times from the supplier sheet, tab 2.
RuleTeam rule 9: recent receipts
Lines received in the last 14 days are left out of slow-stock and reorder flags, so a fresh delivery is not misread.
Which accounts are paying later than usual?
Checking aged debt and payment history…
Pattern identified
Customer D usually pays within its 30-day terms. Two invoices are now more than 60 days old, £4,200 in total.
Finding
Customer D has changed payment behaviour. Customer E has one invoice at 35 days, inside its agreed 45-day terms, so it is not flagged.
Suggested action
Contact Customer D about the two invoices before the next order is released.
SourceAged Debt 31 Aug.xlsx
Rows 12 and 13 for Customer D (£2,650 and £1,550). Row 27 for Customer E.
RuleTeam rule 3: agreed terms
Late is measured against each account’s agreed terms and its own payment history, not a single number of days.
Can you update the order in our ERP for me?
Answer
No. Socraty reads the information your team provides and writes nothing back to your systems.
Suggested action
On a real build, a request like this is handed to the person who owns the order.
WhyRead-only by default
Your team keeps the decision and the system of record. A live connection is a separate, scoped piece of work.
Identify customers whose buying behaviour has changed.
Stock running low?
Flagged.
Surface products that may require attention.
Product question?
Answered.
Search approved catalogue and technical information.
Customer ready to buy?
Qualified.
Turn website conversations into structured sales enquiries.
Source?
Shown.
See where the answer came from.
Decision?
Still yours.
Your team remains in control.
Every answer shows its source.
AI answers are only useful if your team can trust them.
Socraty works from the information your business provides and shows where its answers came from, whether that’s a spreadsheet row, catalogue entry, document or approved company rule.
If the information isn’t available, Socraty should say so rather than invent an answer.
Source-backed
See where the information came from.
Company-approved
Socraty works from information you choose to provide.
Read-only by default
You don’t need to give Socraty permission to change your ERP to get started.
Human-controlled
Your team decides what happens next.
Start with the data you already have.
You don’t need to replace your ERP or start with a major IT project.
Socraty can begin with the reports, spreadsheets, catalogues and documents your business already uses.
ERPERP exports
XLSExcel / CSV
WWWProduct catalogues
PDFTechnical PDFs
CRMCustomer records
DOCCompany rules
All of this feeds intoSocraty
Start with the information your team already uses. Live system integrations can be scoped where required.
No ERP write-access required to get started.
Turn your website into somewhere customers can actually ask.
Your customers don’t always know your exact product name, SKU or specification. They know what they’re trying to achieve.
Socraty lets customers describe what they need in their own words, ask detailed product questions and get answers from approved company information.
When buying intent appears, Socraty can capture the requirement and pass a structured enquiry to sales.
Richard described how the internal assistant helped the team check company records and make better-informed decisions using their SAP Excel exports.
Richard, KempnerA paraphrase of feedback shared with Socraty, published with permission. Not a verbatim quotation.
Instead of searching for the information, ask for it.
The same intelligence can work for your customers.
The information your team uses to answer customer questions often comes from the same product catalogues, company knowledge and business data.
Socraty can make approved parts of that information available through your website, helping customers find products, explain what they need and submit better-qualified enquiries.
Your company informationSocratyYour teamYour customers
What can you ask Socraty?
Customer Reorder Risk
Find customers ordering later than normal.
Customer Spend Decline
Identify accounts whose purchasing has decreased.
Purchase History
Ask what a customer previously bought.
Reorder Attention
Surface products that may require replenishment.
Stock Movement
Understand which products are moving faster or slower.
Slow-Moving Stock
Identify inventory with limited recent movement.
Overdue Accounts
Find invoices requiring attention.
Payment Behaviour
Identify customers paying later than usual.
Product Matching
Match requirements against catalogue information.
Product Alternatives
Find relevant substitutes.
Specification Search
Ask questions across product documentation.
Product Discovery
Help customers find relevant products.
Application Questions
Answer detailed product questions.
RFQ Qualification
Collect the information sales needs.
Qualified Enquiries
Turn customer conversations into structured sales opportunities.
Start with one workflow.
We’ll identify one high-value question or process, connect the information required and demonstrate what Socraty can do with it.
01
Intro
Fifteen minutes on the question your team, or your customers, keep asking.
02
Information
You share the reports, spreadsheets and catalogue content you already have. The rules and acceptance checks are written down.
03
Pilot
Socraty is set up on that workflow and tested on your own cases with the people who will use it.
04
Decide
You see what it does with your information, then decide what comes next.
Give Socraty one question your business answers manually every week.
Show us the spreadsheets, reports, catalogues or product information your team already uses, and a question your employees or customers regularly ask. We’ll show you what Socraty can do with it. Or email hello@socraty.ai.