Agent responsible
Deena
Demand Planning
Monitors forecast accuracy across every retailer and product. Identifies misses, recommends baseline adjustments, and coordinates with Sage when the supply plan needs to shift.
Agent responsible
Scout
Sales Planning
Turns a won meeting into a plan — distribution wizard, quota, account scorecards. Cascades the win to Tally, Deena, and Sage the moment the deal closes.
Agent responsible
Otto
Order Management
Turns the demand plan into staged orders, ingests distributor EDI, checks coverage, and flags shorts before they ship. You approve; Otto executes.
Agent responsible
Atlas
S&OP · Analytics
Runs the S&OP cadence — snapshots, signoff, scenario comparison — and writes the executive business review with every number sourced.
Agent responsible
Tally
Trade Management
Plans promotions, predicts lift from your history, optimizes spend allocation. Notifies Deena when a new event changes demand and Dex when spend patterns suggest invalid deductions.
Agent responsible
Dex
Deductions & AR
Matches deductions with 6-signal scoring, builds dispute cases with matched shipment and promotion evidence, and tracks recovery rates. You approve — Dex executes.
Agent responsible
Sage
Supply Chain
Watches days-on-hand across every DC. Alerts on stock risk before the window closes. When demand or trade moves, Sage recalculates supply requirements and queues production adjustments.
Agent responsible
Mo-Pilot
Coordination · Team Lead
Routes every request to the right specialist. Maintains conversation context. Sends one notification when multiple agents need your approval. The first agent you meet.