BUSINESS CASE FOR SAGA COMMERCE

Example case: AI agents for B2B ordering

04 Trust

When the agent may act alone.

Every part gets a fit score out of 100. At or above the merchant’s , the agent orders alone. From 70 up to it, the agent asks the buyer to confirm. Under 70, or on a hard rule, a sales rep decides.

Threshold at work

5 orders meet 3 checks, then the fulfilment agent writes the one that passes. Each stops where a rule says stop.

Ordering agent: check 1, Hard rules, check 2, Threshold 85. Buyer’s agent: check 3, Limit €300. Fulfilment agent: check 4, Writes to the ERP.

  1. Acts. Oil and air filters, fit 100, €96.40. Every check passes, so the agent orders alone. The buyer can undo for 10 minutes, or until the van leaves.
  2. Asks. Water pump and timing belt kit for the Golf in bay 2, fit 90 and 100, €325.50. Over the €300 limit, so the buyer’s agent asks the approver, and the part is held.
  3. Asks. Thermostat for a Polo, fit 70. Under the threshold of 85, so the agent asks the buyer first and says why.
  4. Hands over. Alternator for a Transit, best fit 64. Under 70, so the agent hands it over to a sales rep.
  5. Stops. Front brake pads for a Peugeot 308, fit 100. Brakes are a safety category, a hard rule, so the agent stops and a sales rep decides.

Only an order that passes every check is ordered alone. Every other order stops, asks or hands over, and says why.

Example orders from the prototype’s mock ERP. The checks are the engine’s own rules, in its order.

Each agent’s limits

6 words for every agent, so their limits compare at a glance. What it does, and what it never does.

Each agent’s limits
The 6 wordsBuyer’s agentFor the buyerSetup agentFor the merchant adminOrdering agentFor the merchantFulfilment agentFor the merchantReview agentFor the merchant admin
ActLets an order through inside the buyer’s rulesNever applies a setting. It only suggestsOrders at or above the threshold, 85 to startHolds stock, books the van, writes the order. In the pilot, a sales rep books the vanNever touches a live order
AskThe approver, for the exact amount over €300The merchant admin, to approve every valueThe buyer: which version if 2 fit, and to confirm a part from 70 up to the thresholdNever asks. It works only on decided ordersThe merchant admin, with the evidence for a change
ExplainSays what it is, and why an order waitsShows the replay: where the sales rep disagreedSays why: the fit score, the ERP source and its ageTells the buyer first when the van runs lateShows undo, return and override rates per category
Stop or fall backThe part stays held while it reminds the approver. No agent ever approvesUnder 90% rep agreement, the category only asks the buyer to confirmOn a hard rule, like a safety part, or a fit under 70ERP not reachable: a sales rep checks stock by phoneNever changes a safety category, whatever the numbers say
Hand over toApproverMerchant adminSales rep, with a 5 minute answer targetSales repMerchant admin
Be undoneBy the approver, who declines in 1 tapBy the merchant admin, who rejects any valueBy the buyer, for 10 minutes or until the van leavesBy the buyer, for 10 minutes or until the van leaves, then a returnBy the merchant admin, who rejects any change
  • Buyer’s agentFor the buyer

    Act
    Lets an order through inside the buyer’s rules
    Ask
    The approver, for the exact amount over €300
    Explain
    Says what it is, and why an order waits
    Stop or fall back
    The part stays held while it reminds the approver. No agent ever approves
    Hand over to
    Approver
    Be undone
    By the approver, who declines in 1 tap
  • Setup agentFor the merchant admin

    Act
    Never applies a setting. It only suggests
    Ask
    The merchant admin, to approve every value
    Explain
    Shows the replay: where the sales rep disagreed
    Stop or fall back
    Under 90% rep agreement, the category only asks the buyer to confirm
    Hand over to
    Merchant admin
    Be undone
    By the merchant admin, who rejects any value
  • Ordering agentFor the merchant

    Act
    Orders at or above the threshold, 85 to start
    Ask
    The buyer: which version if 2 fit, and to confirm a part from 70 up to the threshold
    Explain
    Says why: the fit score, the ERP source and its age
    Stop or fall back
    On a hard rule, like a safety part, or a fit under 70
    Hand over to
    Sales rep, with a 5 minute answer target
    Be undone
    By the buyer, for 10 minutes or until the van leaves
  • Fulfilment agentFor the merchant

    Act
    Holds stock, books the van, writes the order. In the pilot, a sales rep books the van
    Ask
    Never asks. It works only on decided orders
    Explain
    Tells the buyer first when the van runs late
    Stop or fall back
    ERP not reachable: a sales rep checks stock by phone
    Hand over to
    Sales rep
    Be undone
    By the buyer, for 10 minutes or until the van leaves, then a return
  • Review agentFor the merchant admin

    Act
    Never touches a live order
    Ask
    The merchant admin, with the evidence for a change
    Explain
    Shows undo, return and override rates per category
    Stop or fall back
    Never changes a safety category, whatever the numbers say
    Hand over to
    Merchant admin
    Be undone
    By the merchant admin, who rejects any change

A person can undo or overrule every agent. No agent approves a spend, changes a rule or decides a safety part.

Try the threshold

Fit scores stay fixed. Only the threshold moves. Drag it past 90 and the water pump moves from ordered to asked.

Drag to move it
  • Original partfit 100not in stock
  • Hollenfit 90arrives 10:45
  • Vantorfit 70arrives 13:30, not listed for this VIN

Acts. Hollen scores 90, above the threshold of 85. The agent orders it. The buyer can undo.

Each part keeps its fit score. Only the merchant’s threshold moves. At or above it, the agent orders. From 70 up to it, the agent asks the buyer first. Under 70, a sales rep decides. The real setting is per category, in the prototype.

How the agent decides

  1. Hard rules firstSafety part, credit hold, no contract price, no fit data, old data or ERP down. A person decides.
  2. Fit score, 0 to 100An exact OE part scores 100. A part not listed for the VIN never acts alone.50Cross-reference30Fits the VIN20Key specs
  3. The merchant’s threshold85 to start, set per category. At or above it, the agent orders with undo.Hands over0Asks70Acts85
  4. Then preferenceEarliest delivery, lowest return rate and brands bought before only rank parts that already fit.

Assumption 85 is a starting point. The threshold replay sets each category’s own before go-live. A category orders alone only at 90% rep agreement. Every month a person reviews it.

What always holds

Whatever fails, a person takes over, and both sides keep control.

If something fails

What failsWhat happens
ERP not reachableA sales rep checks stock by phone
Approver silentA reminder goes out. No agent ever approves.
AI or speech downWhatsApp and a sales rep take over
No stockA backorder date, or a sales rep sources it
No sales rep freeThe buyer hears when, and stock stays held
MisheardThe agent reads it back and asks

The buyer always

  • Can undo for 10 minutes, or until the van leaves
  • Can ask for a person at any step
  • Sees the ERP source and age of every number
  • Has its own agent, and every agent says what it is

The merchant always

  • Changes the threshold, nobody and nothing else
  • Sells only at its contract prices, read live from its ERP
  • Pauses any category in 1 click
  • Sees a full log, with every override

Privacy

  • The car owner’s name and contact never leave the workshop. Each side’s agent uses only what the order needs. Returns update brand scores only as totals, never per buyer. No buyer ever sees another buyer’s orders.
  • On WhatsApp’s Cloud API, Meta processes the messages for the business. So the order and its history live in the merchant’s ERP and webshop. Meta
  • A caller must hear up front that the call is recorded, why, and who receives it. So the agent says it in its first line on a call. EDPB guide for small businesses
  • A licence plate or a VIN can identify a person. So the agent uses them only to find the car, and keeps them with the order. For the replay, each plate or VIN is first matched to its car model, then pseudonymised. EDPB guidelines on connected vehicles