BUILT ON AGENTFORCE
Axo AI for business operations on Salesforce
AI that helps your teams get real work done.
Axo connects the request to the action across inventory, manufacturing, logistics, finance, procurement, service, and order management—directly inside Salesforce, with business controls in place.
Salesforce-native
Agentforce-powered
Audit-ready
From request to controlled action
● Live workflow
User asks for an outcome
Receive stock, transfer inventory, prepare a shipment, or create a payment request.
Axo
Reads Salesforce context
Orders, inventory, warehouses, suppliers, invoices, work orders, and shipments.
Context
Applies controls
Permissions, validations, approvals, workflows, and rules stay in place.
Governed
Executes approved task
Updates records, triggers downstream processes, and leaves an audit trail.
Done
Inventory
Stock actions
Logistics
Pick, pack, ship
Finance
Billing tasks
Operations
Audit-ready execution
Axo transforms Axolt ERP from a system of record into a system of action.
WHAT IS AXO?
AI that executes, not just responds
Axo is Axolt’s Agentforce app for guided business processes across Salesforce-native ERP modules.
GENERIC AI
Answers without execution
Leaves users to finish the task manually.
Sits outside connected ERP workflows.
Misses context across operational records.
AXO AI
Guided operational action
Helps complete real ERP tasks through guided execution.
Works across Axolt modules inside Salesforce.
Uses permissions, approvals, and audit trails.
Inventory updates · inbound receiving · pick, pack, and ship · returns and service · finance approvals · next-best actions
SYSTEM OF ACTION
Turn Salesforce ERP data into controlled business action
Axo understands the context across customers, orders, inventory, warehouses, suppliers, shipments, invoices, work orders, and financial records.
Ask for an outcome, not a record
Users can request what needs to happen without knowing every object, field, screen, or workflow step. Axo helps find the right records, recommend the next action, prepare the steps, and execute approved work.
Find the right records
Recommend the next action
Prepare operational steps
Update Salesforce records
Trigger downstream processes
TRY AN OPERATIONAL REQUEST
The request stays connected to the work
“Receive the pending items for this purchase order.”
“Create the return package and book the carrier.”
“Transfer available stock between warehouses.”
“Prepare the shipment for this order.”
“Show which orders are blocked by stock shortages.”
“Create the down-payment request for this customer order.”
OPERATIONAL USE CASES
Axo across the work that keeps your business moving
Move faster across inventory, logistics, finance, manufacturing, and service while keeping data accurate and traceable.
Inventory and warehouse
Stock lookups, batch and serial tracking, adjustments, availability, and movement validation.
Inbound logistics
Identify purchase orders ready to receive, validate quantities, capture lot details, and flag exceptions.
Outbound logistics
Confirm order readiness, prepare pick lists and packages, compare carriers, and update tracking.
Returns and RMA
Guide eligibility, order and invoice checks, return packages, warehouse choice, and carrier booking.
Stock transfers
Check availability, select warehouses, validate quantities, and trace serial or lot details.
Finance and billing
Support down-payment requests, invoice actions, AP and AR visibility, approvals, and exceptions.
Manufacturing and planning
Connect BOMs, work orders, material requirements, procurement needs, and production status.
Service operations
Connect service teams with returns, customer orders, inventory, invoices, and next steps.
TRUST AND CONTROL
Operational AI built for governed Salesforce execution
Useful business AI respects the permissions, rules, validations, workflows, and audit trails that already govern your work.
Permissions
Respect Salesforce user access and business controls.
Validations
Guide actions through approved fields and rules.
Workflows
Trigger downstream operational processes.
Approvals
Keep sensitive actions governed by review steps.
Audit trails
Log users, records, decisions, timestamps, and outcomes.
Salesforce-native
Use the platform already running your business data.
WHY LEADERS CHOOSE AXO
Less clicking. Fewer errors. Stronger visibility.
Connected execution helps teams work quickly while maintaining reliable records and controls.
Faster operational execution
Reduce manual steps across receiving, fulfilment, shipping, returns, finance, service, and production.
Move from insight to action faster.
Fewer manual errors
Validate data through approved workflows and reduce duplicate entry, missed fields, and incorrect movements.
Improve accuracy with Salesforce as the source of truth.
Better team visibility
Help sales, warehouse, procurement, finance, manufacturing, and service use the same operational data.
One operational view across teams.
Audit-ready actions
Trace users, timestamps, records, decisions, and outcomes against the Salesforce work they belong to.
Strengthen traceability and compliance support.
BUSINESS OUTCOMES
What Axo helps your business achieve
A practical path from request to result, with the context and control your teams need.
Move faster across inventory, logistics, returns, finance, and production.
Reduce clicks with guided operational execution.
Improve accuracy using real-time Salesforce data.
Strengthen auditability across actions and outcomes.
Improve team productivity and reduce administration.
Connect AI to execution, not only answers.
Work across Axolt ERP modules on Salesforce.
Adopt AI without losing operational control.
WHO AXO IS BUILT FOR
For Salesforce-led businesses that need AI-driven execution
Axo is useful when more operational work needs to happen inside Salesforce, with shared visibility and traceable outcomes.
Manufacturers
Planning, work orders, BOMs, materials, inventory, and production actions.
Distributors
Stock movement, warehouse workflows, fulfilment, and supply chain visibility.
Healthcare and MedTech
Traceable, controlled, and audit-ready operational execution.
Regulated businesses
Governed processes with permissions, validations, and audit trails.
Retail and eCommerce
Order, shipping, returns, inventory, and customer service actions.
Logistics teams
Carrier booking, packages, tracking updates, and fulfilment workflows.
PRODUCT EXPERIENCE
See Axo turn conversation into action
Real examples from returns, outbound shipping, and inbound receiving—connected to the Salesforce work behind each request.
AXO IN ACTION
Axo AI on Agentforce
See how Axo brings operational context and guided actions together in a Salesforce conversation.
AXO IN ACTION
Axo AI: Simplifying RMA on Salesforce
A conversational flow brings together order details, eligible items, invoices, serial or batch numbers, return packages, warehouse choices, and carrier rates. Each action is logged in Salesforce.
AXO IN ACTION
Axo AI: Conversational Outbound Logistics
Axo brings pick, pack, ship, packaging, carrier booking, tracking, and updates into a guided flow connected to Salesforce records.
AXO IN ACTION
Axo AI: Conversational Inbound Logistics
Axo helps identify ready-to-receive purchase orders, validate quantities and serials, handle exceptions, and process stock into the right location.
AXO AI ON AGENTFORCE
See Axo AI work across Salesforce operations
Watch Axo connect a request to operational action with Salesforce context and built-in business controls.
SEE AXO IN ACTION
Use Agentforce for real operational execution across Axolt ERP
Help your teams plan, decide, and execute work directly inside Salesforce—with visibility, control, and auditability built in.
Available on Salesforce AppExchange
Explore Axolt’s Salesforce-native ERP and Axo AI on AppExchange.