The AI agent
The Agent is a chat assistant that knows your Orderly data. Ask it about orders, shipments, and operations in plain language. It queries your data, analyzes performance, and can propose actions for you to approve. Open it at Agent.
Open the AI agent
Ask a question
Type into the chat (Enter sends, Shift+Enter for a new line). Some starting points, straight from the suggestion buttons:
- Show me all unfulfilled orders
- Analyze carrier performance for the last 30 days
- Give me a summary of our current operations
- Are there any delayed orders?
The agent replies as it works, and shows its tool calls inline. Expand one to see exactly what it queried and what came back. Conversations are saved in the left sidebar; start a fresh one with New Chat.
Approving actions
The agent never changes your data on its own. When it wants to make a write, such as holding a batch of orders, it creates a pending action and shows it as an approval card with:
- the reasoning behind the action,
- how many items it affects, and
- the scope (the filters it will apply).
Click Approve to let it proceed, or Reject to cancel. Nothing is written until you approve.
The agent's Pending Approval cards (proposed writes the agent wants to make) are separate from the embed portal's Action Requests (requests your end customers submit). Do not confuse the two.