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AI agents that answer the questions distributors get every day

Socraty connects to the ERP and CRM you already run and puts agents to work on sales, purchasing, shipping and customer enquiries.

Book a 15-minute introSee the agents

Live with a UK packaging distributor · Read the story

How can I help you?

Stock and supply

Which lines will run out before the next delivery arrives, and how much should we reorder?

Which of the UK sectors we serve are growing, and which are contracting?

Customers

A customer has a competitor quote well below ours. Build me the response.

Brief me before I ring this customer: what do they run, and what is the open opportunity?

Credit and payments

Which accounts are paying later than usual, and how much is now overdue?

Growing the accounts

Draft a re-engagement email to an account that has gone quiet, leading with a technical reason.

Based on an internal agent we built for a client. Client details removed, example questions shown.

Meet the agents

Start with the one that saves the most time. Add the next when you’re ready.

Sales agent

Every rep starts the day with a ranked call list: accounts gone quiet, reorder gaps and products they could be buying.

Purchasing agent

Reads supplier emails against your open purchase orders and flags what needs a buyer, before the inbox does.

Shipping agent

Compares your carriers’ rate sheets for every shipment and picks the cheapest one that meets the delivery date.

Internal agent

Ask anything about sales, stock and credit, from a rep’s quick check to the director’s morning view of the business.

Website agent

Customers describe what they need. The agent finds the right product and hands a qualified enquiry to sales.

Works with the systems you already run

Don’t see yours? Ask us
  • Sage
  • Business Central
  • SAP
  • Xero
  • QuickBooks
  • Pipedrive
  • HubSpot
  • Outlook
  • Gmail
  • Excel
  • PDF
  • Google Drive
  • SharePoint

For your sales team

Every rep starts the day knowing who to call, and why

The agent reads your ERP sales history and CRM overnight and builds each rep’s call list for the day, with the reason for every call. Less time typing and searching, more time on the phone.

  • Quiet accounts and reorder gaps, ranked by value
  • Cross-sell: what a customer could buy but doesn’t yet
  • Call notes written back to your CRM, within limits you approve
Book a 15-minute intro

Your business has the answer. Finding it is the problem.

The old way

Answers are scattered across exports, spreadsheets, PDFs, inboxes and people’s heads. Everyone digs in a different place.

With Socraty

One place to ask. The whole team gets the same answer, with the same context and the source shown.

ChatGPT knows a bit about you. Socraty knows your business: every customer, product and rule, for your whole team and on your website.

What can you ask Socraty?

The questions distributors answer by hand every week.

  • 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 answers without searching catalogues

    • What’s the closest alternative?
    • Which product matches these requirements?
    • What specification does this SKU have?

  • Website

    Answer customers while they’re interested

    • Which product should I use?
    • Will this work for my application?
    • Can I get a quote?

  • Customers slipping away?

    Found.Spot customers whose buying has changed.

  • Stock running low?

    Flagged.Lines that need reordering, surfaced early.

  • Product question?

    Answered.From approved catalogue and technical information.

  • Customer ready to buy?

    Qualified.Website conversations become structured enquiries.

  • Where did that come from?

    Shown.Every answer names its source.

  • Final decision?

    Still yours.Your team stays in control.
Kempner

Customer story · UK packaging distributor

Kempner case study

Kempner’s commercial knowledge was spread across SAP exports, spreadsheets and the people who knew where to look. We built Agent Ziggy around the information they already had, so the team can ask instead of search.

  • What did this customer buy previously?
  • Which customers have reduced their orders?
  • Which accounts are paying later than usual?
Read the Kempner story

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

One intelligence layer. Two ways to use it.

Your company information goes in once. Your team and your customers both get answers from it.

Your company information

  • ERPERP exports
  • XLSExcel and CSV
  • WWWProduct catalogues
  • PDFTechnical PDFs
  • CRMCRM records
  • DOCCompany rules

SocratyWorks within the limits you approve. Every answer shows its source.

For your teamSales · Purchasing · Shipping · Internal

Call lists · supplier emails · carrier choice · questions

For your customersWebsite agent

Product answers · alternatives · qualified enquiries

  1. Book a 15-minute intro

    Bring the question your team answers by hand every week. We’ll show where an agent helps first.

  2. Pilot on one workflow

    Live in weeks, on the information you already have. You set the checks it has to pass.

  3. Fixed price, fair terms

    Agreed in writing before we start. You pay the second half only when it passes your checks.

Implemented with your team, checked against your records

Socraty is an implementation partner, not another login. We scope, build, test and hand over each agent with the people who will use it.

  1. Scoped to one workflow

    We start with the question that costs your team the most time, and write down what a good answer looks like before anything is built.

  2. Built on your systems, as they are

    Your data doesn’t need to be perfect first. Records the agent is confident about go straight through; anything it isn’t sure of is flagged for a quick yes or no.

  3. Checked before go-live

    Tested on your own cases against the checks you set. Handover includes written notes and an agreed plan for upkeep.

How your data is handled

  • Kept separate from every other customer’s data
  • Never used to train AI models
  • Hosted in the UK or EU, encrypted in transit and at rest
  • Read-only by default, with every question and answer logged

Questions

Anything else, email hello@socraty.ai.

How long does setup take?

Most pilots are live within a few weeks. The exact timing depends on the systems we connect and the checks you want the agent to pass before your team relies on it.

Does it replace our ERP?

No. Socraty sits on top of your ERP, accounts and CRM and works from what they already hold. Your team keeps the systems they know.

Can it change our data?

Only within the limits you approve. Socraty starts read-only, and any action, such as drafting an order, is switched on by you and logged.

How is our data protected?

Your data is kept separate from every other customer’s and used only to run your agents, never to train AI models. System credentials are held in a secure vault. Data is hosted in the UK or EU and encrypted in transit and at rest.

What does it cost?

A fixed price, agreed in writing before we start. You pay half to begin the pilot and the rest only when the agent passes the checks you set. See pricing.

Give Socraty one question your business answers by hand every week

We’ll show you what an agent can do with it in 15 minutes, using sample data. Nothing to prepare.

Book a 15-minute intro