AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
B2B order status, spec-sheet requests and lead-time questions get answered from your ERP data, so buyers stop waiting on email replies.
Distributors and B2B buyers need order status, spec sheets and lead times, and they often wait days for an email reply while your team digs through the ERP. This edition answers those questions from your ERP data and document library in minutes, coordinates routine supplier questions inside your rules, and passes technical or commercial questions to the right person.

AI Customer Support Agent for Manufacturing answers B2B order-status, spec-sheet and lead-time questions from your ERP data and document library, and coordinates routine supplier questions inside the rules your team sets. Buyers and distributors get answers in minutes, and anything that needs an engineer or account manager reaches the right person.
In manufacturing, slow answers cost orders. A distributor waiting for a lead time or a spec sheet will often place the order with whoever replies first. Your sales and customer service teams lose hours to lookups they repeat every day. This edition handles those routine questions from live data, so buyers get fast, accurate answers and your people can focus on quotes, key accounts and engineering questions. The scope sets out the systems, document library and routing rules before you order, so you know exactly what it covers.
The agent answers B2B order-status questions from your ERP data on your agreed channel. Buyers get a current answer, and your customer service team avoids repeating the same lookups.
Spec-sheet and product questions are answered from up to 100 documents in your library. Anything that needs an engineer reaches the right person, with the buyer's question already captured.
Lead-time answers come from the same ERP data every time, through the Manufacturing workflow template. Routine supplier questions are coordinated within the rules your team sets.
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $7,400 |
| Express | 15–25 working days | $8,500 |
| Rush | 10–20 working days | $9,600 |
Before you start: Track a typical month of order-status and spec enquiries by source, with average time to answer each type.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
The build price is one-time. Running it costs roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your existing ERP or order-management plan.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsIf you need a full EDI integration with buyer systems, coverage across more than two connected systems, or support in more than one language, add a note at checkout for a written Change Quote. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionAfter launch, monthly maintenance keeps the build current as your business changes. It covers monitoring, fixes, updates, a health report and change hours for things such as a new product line's spec sheets or an updated lead-time model. It starts after the post-launch support period, bills monthly and can be cancelled any month. Unused hours do not roll over.
$370/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance works| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A B2B chatbot add-on bills a monthly per-seat fee | A B2B support agency quotes a monthly retainer | Ours is one fixed price, shown on this page before you buy |
| Order status | A generic add-on can't see your ERP data | A rep checks the ERP manually between calls | Ours pulls live order status from your ERP directly |
| Spec sheets | Most add-ons can't search a document library | An agency emails the request to your team | Ours retrieves the right spec sheet from your library instantly |
| Delivery | A chatbot can turn on in a day but needs weeks of ERP integration | An agency usually takes weeks to hire and train | Ours has a fixed delivery time shown before you buy, with faster options |
Yes. It connects to your ERP or order-management system with read access, so a buyer asking where their order stands gets the actual current status, whether that's in production, awaiting materials or shipped. If your system doesn't have that status yet, it says so, which saves your sales team from fielding the same status call twice a day.
Yes, from the spec-sheet and SOP library you organize and approve, up to 100 documents. A buyer asking for technical specifications on a specific product gets the right document immediately instead of waiting for someone to find and email it, and it says so if a spec isn't in the library yet.
They're based on your actual current production and order-management data, not a static number pulled from an old catalog. Connected to your ERP, it reflects real capacity and queue position where that data is available, giving buyers a realistic estimate rather than an optimistic guess that creates problems later.
Roughly $50 to $250 a month in your own accounts for AI model usage and hosting, on top of your existing ERP or order-management plan. You pay these directly to each provider. Monthly maintenance is optional if you want ongoing changes made for you.
Delivery follows the fixed timeline shown in the delivery panel, counted from a verified intake. Express and rush options are available for a fee. The clock starts once your ERP access, spec library and sample messages are confirmed, so organizing your documents early in intake keeps the build on schedule.
No. It handles routine order-status, spec-sheet and lead-time questions, but anything touching pricing negotiation or contract terms is routed to the approver you name, with the buyer's question and order history attached, so a person makes that call. Pricing decisions stay with people who understand the full account relationship and history.
Yes. Every ERP and document-store credential is shared by adding our team as a user or creating a key you control, never sent by email, and it only shares information you've explicitly approved for buyer-facing use. Internal-only documents stay excluded from its knowledge base unless you deliberately include them, so sensitive engineering data never becomes visible by accident.
Order the AI Customer Support Agent for Manufacturing and give buyers order, spec and lead-time answers in minutes. Systems and routing are agreed in writing before you pay.

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