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Salesforce ERP Platform | Inventory, Manufacturing & Finance in One System | Axolt
Built on Agentforce

Axo AI for business operations on Salesforce

Most AI tools help you ask questions. Axo helps your business take action across inventory, manufacturing, logistics, finance, procurement, service, and order management directly inside Salesforce.

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From request to controlled action

User asks for an outcome

Receive stock, transfer inventory, prepare shipment, create payment request.

Axo

Reads Salesforce context

Orders, inventory, warehouses, suppliers, invoices, work orders, shipments.

Context

Applies controls

Permissions, validations, approvals, workflows, and rules stay in place.

Governed

Executes approved task

Updates records, triggers downstream processes, and leaves a full audit trail.

Done
InventoryStock actions
LogisticsPick, pack, ship
FinanceBilling tasks
OperationsAudit-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 an Agentforce app from Axolt that adds an agentic AI execution layer across Axolt ERP modules on Salesforce. It guides, recommends, prepares, and executes business processes using real-time Salesforce data, approved workflows, permissions, and audit trails.

Generic AI

  • Answers questions but leaves users to complete tasks manually.
  • Creates another dashboard or prompt outside business workflows.
  • Lacks operational context across ERP records and actions.
  • Makes auditability and governance harder to control.

Axo AI

  • Helps users complete real ERP tasks through guided execution.
  • Works across Axolt modules directly inside Salesforce.
  • Uses Salesforce records, workflows, permissions, and approvals.
  • Logs actions, decisions, users, records, and outcomes.
Inventory updates and stock transfers
Inbound receiving and warehouse actions
Pick, pack, ship, carrier booking, and tracking
Return merchandise authorisation and service workflows
Finance, billing, payment, and approval tasks
Operational recommendations and next-best actions
System of action

Turn Salesforce ERP data into controlled business action

Because Axo works on top of Axolt’s Salesforce-native ERP modules, it can understand business context across customers, orders, inventory, warehouses, suppliers, shipments, invoices, work orders, and financial records.

Ask for an outcome, not a record

Axo helps users move from request to outcome without needing to know every object, field, screen, or workflow step. It can prepare actions, validate details, and execute approved tasks while keeping everything connected to Salesforce.

  • Find the right records
  • Recommend the next action
  • Prepare operational steps
  • Update Salesforce records
  • Trigger downstream processes

Example requests Axo can support

“Receive the pending items for this purchase order.”
“Create the return package and book the carrier.”
“Transfer available stock from Warehouse A to Warehouse B.”
“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 inventory, logistics, finance, manufacturing, and service

Axo is designed for the moments where business users need to act faster while keeping data accurate, traceable, and governed.

Inventory and warehouse operations

Support stock lookups, transfers, batch and serial tracking, inventory adjustments, pick lists, receiving workflows, availability checks, and stock movement validation.

Inbound logistics

Identify purchase orders ready to receive, group items by warehouse, validate quantities, capture serial or lot details, flag exceptions, and update stock records.

Outbound logistics

Review order details, confirm items ready to ship, suggest pick lists, prepare packages, compare carriers, book shipments, and update tracking information.

Returns and RMA

Guide users through return eligibility, order details, product information, invoice references, warehouse selection, tracking capture, return packages, and carrier booking.

Stock transfers

Check availability, choose source and destination warehouses, validate quantities, handle serial or lot details, and confirm transfers with full traceability.

Finance and billing

Support down-payment requests, invoice actions, AP and AR visibility, finance approvals, billing status updates, exception checks, and audit records.

Manufacturing and planning

Help users interact with BOMs, work orders, material requirements, inventory availability, procurement needs, and production status.

Service operations

Connect service teams with returns, customer orders, invoices, inventory status, approvals, and operational next steps inside Salesforce.

Trust and control

Operational AI built for governed Salesforce execution

For business AI to be useful, it must be controlled. Axo is designed around business execution with permissions, rules, validations, workflows, and audit trails.

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 operational visibility.

01

Faster operational execution

Reduce manual steps across receiving, fulfilment, shipping, returns, finance, service, and production operations.

Move from insight to action faster.
02

Fewer manual errors

Guide users through approved workflows, validate data, and reduce duplicate entry, missed fields, and incorrect stock movement.

Improve accuracy with Salesforce as source of truth.
03

Better visibility across departments

Help sales, operations, warehouse, procurement, finance, manufacturing, and service teams act from the same operational data.

One operational view across teams.
04

Audit-ready actions

Connect every action to Salesforce records so your business can trace users, timestamps, records, decisions, and outcomes.

Stronger traceability and compliance support.
Business outcomes

What Axo helps your business achieve

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 especially useful for businesses that already use Salesforce or want to run more operational work inside Salesforce.

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.

Pharma and 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.

Axo AI on Agentforce by Axolt — AI That Works for You

One Platform. Total Visibility. Zero Disconnect.

Not just dashboards. Not just insights. Real AI that plans, executes, and leaves audit trails.

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Axo AI: Simplifying RMA on Salesforce

Axo AI automates the entire Return Merchandise Authorization (RMA) process, replacing manual steps with a single conversational flow. Users can instantly retrieve order details, product info, and invoices, while the system automatically identifies eligible items, suggests warehouses, and fetches serial or batch numbers. From creating return packages with accurate dimensions to booking shipments with real-time carrier rates, everything is handled in one chat. Each action is logged in Salesforce, turning a time-consuming process into seconds of effort.

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RMA
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AXO AI conversation

Axo AI: Conversational Outbound Logistics on Salesforce

Axo AI, built on Salesforce Agentforce, transforms manual outbound logistics into a seamless experience. From consolidating order details and simplifying pick-pack-ship to automating packaging and booking shipments with real-time carrier rates, every step happens in a single chat. All actions are logged instantly in Salesforce, making the process fast, intuitive, and error-free.

Pund Partners From Europe And Asia

Axo AI: Conversational Inbound Logistics on Salesforce

Axo AI transforms inbound logistics by replacing manual PO searches and data entry with natural language commands. It instantly identifies ready-to-receive POs, groups items by warehouse, and guides users through receiving serialized, lot-tracked, or mixed products. Stock is automatically processed into the correct warehouse and location, with real-time alerts for errors like invalid serials or excess quantities. Every action is logged in Salesforce, turning a slow, error-prone process into a quick, guided, and accurate experience.

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Pund Partners From Europe And Asia
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AXO AI conversation

Axo AI: Seamless Stock Transfers on Salesforce

Axo AI eliminates the complexity of manual stock transfers with a simple conversational flow. Users can instantly view product availability across warehouses, select the optimal source, and transfer items with full traceability for serialized and lot-tracked products. Every transfer detail—quantities, product names, source and destination, and serials—is confirmed in chat and logged in Salesforce, turning a complex task into a fast, reliable, and auditable process.

See Axo in action

Use Agentforce for real operational execution across Axolt ERP

Axo helps your teams plan, decide, and execute operational work directly inside Salesforce — with visibility, control, and auditability built in.

Salesforce-native
Agentforce-powered
Audit-ready
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