Agents and teams - Kharyo AI

Agents and teams

Does every order need you at every step?

Sales helps the customer, Inventory updates stock, Payments confirms the money arrived, and Reports sends your morning summary. Each agent uses its tools, hours and your business information. They pass the work along so you can stop copying it over.

SalesLicores Altamira
Working
  • ToolsWhatsAppSpreadsheetsCortex
  • ScheduleEvery day, 8:00 to 22:00 · Caracas
  • Does on its ownReplies, quotes, and prepares orders
  • Asks you aboutDiscounts over 5 % and price changes
Version 4 , tested before going liveOrder team

An order from start to finish

The whole order handled. You get on with your day.

Scroll slowly. At each stop, an agent takes care of its part and records what it did.

01 · Sales

Valeria messages on WhatsApp.

Sales replies with this month's catalog and the delivery cost for her area.

Valeria RondónCustomer · WhatsApp
11:42

Do you have the 750 ml aged rum? I'd like two delivered to Chacao.

Yes, we do. It's 37,00 $ including delivery to Chacao. Shall I prepare your order?

02 · Cortex

The price comes from your catalog.

Prices, stock and delivery areas come from what you saved in Cortex. Each answer shows its source.

October catalogVersion 6 · valid through Oct 31
750 ml aged rum
18,50 $
Stock
14 bottles
Delivery to Chacao
Free

Source cited in the Sales reply

03 · Inventory

Reserves the bottles in your spreadsheet.

Inventory deducts the two bottles in the spreadsheet you already use. You skip the manual copying.

InventorySpreadsheets · Licores Altamira
11:44
ProductStock
750 ml aged rum12
Reserve red wine9
12-year-old whisky6

04 · Payments

Confirms payment in the bank.

When Valeria sends the reference, Payments looks it up at the bank. The order moves forward once the money has arrived.

PaymentsBanco de Venezuela
11:51

37,00 $

Pago Móvil · Ref. 0094 3317

Confirmed by the bank

05 · You

Review the receipt whenever you want.

The record shows who did what, which information they used and when.

Receipt for Valeria's orderLicores Altamira · today
  1. Sales answered from the catalogSource: October catalog, version 6
  2. Inventory set aside 2 bottlesInventory spreadsheet
  3. Payments confirmed $37.00Banco de Venezuela
  4. Sales confirmed delivery for 15:00

Illustrative product scenes. Sample businesses and data.

You decide what each agent does on its own and what it checks with you.

Needs your decision · today, 10:42

8 % discount for Valeria

Valeria asks for a discount on six bottles. Sales has the reply ready and holds it for you, because discounts over 5% need your decision.

  1. You approved the discountRecorded in the order receipt
  2. Sales sent Valeria the discounted totalWhatsApp · Licores Altamira

What if it does something I wouldn't want?

You set its hours, tools and limits.

Prepare it in a conversation with Kharyo. Before activating, test every change with cases from your business.

Its own schedule

Scheduled tasks start at the time you choose, in your local time zone.

  • Reports · Yesterday's summary for CarlaQueued
  • Collections · Overdue invoice remindersQueued
  • Sales · Today's open ordersQueued

Also works in the browser

When an app has no direct connection, the agent uses its website as you would. Moving money in the browser always needs your approval.

portal.distribuidoralara.com
Invoice 22911.250,00 $
DestinationDistribuidora Lara C.A.
Waiting for your approval

They pass work between themselves

The order goes from Sales to Inventory to Payments. You don't need to forward it.

Sales
Inventory
Payments

Try it before it goes live

Every version is tested with cases from your business before serving a customer.

  • Typical order
  • Variant and address missing
  • Requests a discount
  • Bank unresponsive

You set the limits

You decide what each agent does on its own and what it checks with you. The same rule applies when you ask for work from ChatGPT or Claude.

  • Reply and quoteOn its own
  • Discounts up to 5 %On its own
  • Larger discountsAsks you
  • Bank transfersAsks you

Illustrative product scenes. Sample businesses and data. Connecting to ChatGPT or Claude depends on each provider's acceptance.

Stop doing
it all yourself.

Tell Kharyo what takes up your day. It suggests a team you can try for free.

Operational AI for Modern Business.