Order status
Status emails, answered
Drafts the reply to each where’s-my-order email from Proton and your ERP.
AI agents that work the night shift
Always-on AI agents for distribution. They run on your schedule, or the moment something happens in your ERP, and have drafts waiting for your team by morning.
6:00 AM
Quote follow-up
Daily check · quotes open 7+ days6 follow-ups drafted
Shortage resolution
Daily review · reported shortagesReply drafted · ships in 2 parts
Supplier invoice match
Daily check · new invoices1 price mismatch flagged
Open PO follow-up
Daily 5:00 AM3 ship-date requests drafted
Due-to-reorder emails
Daily 6:00 AM14 reorder emails drafted
Past-due accounts
Daily past-due reviewOn · waiting
Past-due accounts is on.
Build AI agents that take action across your business
Tell an agent the job in plain language, set when it runs, and watch it get to work.
Past-due accounts agent
Trigger · INV-40218 hits 30 days past dueAgent · WorkingDone · 6:02 AM
Harbor Plumbing Supply$18,40030 days
Metro Hospital Supply$9,25052 days
Acme Industrial$4,10036 days
Collections follow-up · Harbor Plumbing SupplyDraft · not sent
Hi Pat, invoice 40218 is 30 days past due.
Supplier invoice agent
Trigger · INV-55102 doesn’t match PO-7731Agent · WorkingDone · 2:14 PM
Invoice from Allied Fittings Co.
INV-55102 · PO-7731 · $6,842.50
Line 2 price doesn’t match PO
Open PO follow-up agent
Trigger · PO-7742 has no ship date after 3 daysAgent · WorkingDone · 7:01 AM
PO-7742 · Allied Fittings Co.12 linesNo date
PO-7748 · Bay Electric Supply4 linesNo date
PO-7751 · Bay Valve Supply7 linesNo date
Ship-date request · Allied Fittings Co.Drafted
Hi Sam, can you confirm the ship date for PO-7742?
Late shipment agent
Trigger · Order #58219 ship date slippedAgent · WorkingDone · 10:36 AM
Order #58219·Thu, Oct 22Tue, Oct 27
Heads-up · Acme IndustrialDraft · not sent
Hi Alex, part of your order will ship Tuesday.
Ready for Jordan Lee
Call prioritization agent
Schedule · Mondays 7:00 AMAgent · WorkingDone · 7:03 AM
Acme IndustrialFLT-204 reorder due in 4 days
Metro Hospital Supply$48K quote open 14 days, no reply
Harbor Plumbing SupplySpend down 30% vs. last quarter
Quote follow-up agent
Trigger · Q-2310 open 7 days, no replyAgent · WorkingDone · 9:00 AM
Q-2291 · Metro Hospital Supply$48,20014 days
Q-2304 · Harbor Plumbing Supply$12,7509 days
Q-2310 · Bay Electric Supply$6,4807 days
+ 3 moreFollow-up · Metro Hospital SupplyDraft
Hi Jamie, checking in on quote Q-2291.
Past-due review ready.
Customer service agents for every order email, call and case
Agents read Proton and your ERP, and a person decides what reaches the customer.
Every new case read, tagged and routed
Tickets
Returns22
- RMA for 2 damaged pumpsAcme Industrial · ProntoRMANormalMonAlex Kim
- Wrong fittings on #58302Bay Electric Supply · orders@Wrong itemHighFriJordan LeeSuggested by an agentJordan Lee: Approved
Hi Sam, sorry for the mix-up. I’ve opened a return for the 3/4" elbows and the 1/2" ship today.
Inside sales23
- When will PO 4471 ship?Harbor Plumbing Supply · orders@BackorderNormalThuPriya Shah
- Add 4 valves to PO 4460Summit Mechanical · ProntoChangeNormalTueChris Ward
Customer care23
- Cancel line 3 on #58410Metro Hospital Supply · PhoneCancelHighTodayMaria Gomez
- Invoice copy for #57904Valley Electric · orders@BillingNormalTueDana Novak
Jordan Lee approves it.
Voice agent
Status calls, answered
Answers order-status calls from the caller’s own account.
Call Assistant
Help on every live call
Brings up specs, pricing, alternatives and add-ons while the rep is on a call.
What reps say about Pronto
“Pronto is the greatest tool I’ve ever used. I wish I’d had this back in the 80’s when I started.”
“Pronto saves me 2 hours a day, easily. It’s very user-friendly, even for guys who don’t love tech.”
“Pronto makes me look smarter, gives me the info I need, and never judges my questions.”
Ask Pronto once, then schedule the job for next time
Ask Pronto for help now, or have it build a workflow for a recurring job. Review the steps before publishing it, then enable the schedule. Monday’s sales brief no longer starts with someone pulling the same reports.
Explore Pronto Pronto
Build a weekly sales brief for our Monday meeting.
Which comparisons matter most?
Compare revenue with last week, and include stalled deals with a next step for each rep.
Here’s the job I’d set up:
Weekly sales brief
Revenue vs. last week
Stalled deals, with a next step for each rep
Agent · Every Monday, 7:00 AM
Handed off. The agent runs it from here.
Give the agent the account history
and the next step
A missed reorder is more useful when someone follows it up. An agent can review purchase history, identify the account owner, and prepare a follow-up and tracker. The work uses the records and tools connected for that workflow.
Explore the Proton platform Acme Industrial
Acme IndustrialTracker createdLapsing account · no order in 60 days
Lapsing accountPurchase historyFollow-up + tracker
Ordered FLT-204 filters every month until July
No order in 60 days; the usual cycle is 30
Account owner on record: Dana Ruiz
Tracker · createdWin-back · Acme Industrial
OwnerDana Ruiz, account owner
Follow-up drafted and tracker created.
What distributors say about Proton
“The dream has always been: a customer emails a part list, and the order just happens. Proton is the first vendor I’ve seen actually build toward that — and they ship faster than anyone we work with.”
Cas RangelChief Information & Technology Officer, Building Products Inc.“The only way you could follow up on a quote is if you either remembered it or made a note somewhere. This holds you more accountable. I don’t know how we lived without it, to be honest with you.”
Tony WehrsInside Sales Supervisor, Dakota Riggers3xthe first-pass match rate of an in-house system on description-only lists in a cross-reference test
75%less time spent preparing lists in that cross-reference test
Your team can build workflows with Pronto where agent tools are enabled. Our team helps you choose the first job, connect the right data, and test the result. Agree who will own it and who can change it before rollout.
Tell Pronto what you want done, which records matter, and when it should run. It drafts the workflow. Review the steps and sample results with our team, publish it, then enable the schedule. Start with a specific job, such as a weekly brief of quotes that need follow-up.
A schedule you set, such as every weekday morning or before the Monday sales meeting. You can also run a workflow manually. For work based on ERP data, we’ll confirm how often the data refreshes before choosing the schedule.
Yes. A published workflow gives the agent a saved set of steps to follow on each run. The records and AI-generated results can change, so test the workflow on your own data and review the output before relying on it for a recurring job.
Only if you authorize that action in the workflow. You can start with draft-only follow-ups that a rep reviews and sends. Before enabling a schedule, agree the email connection, whose mailbox it uses, and which actions need approval.
The Proton records and connected tools available to that workflow. A quote follow-up may need quote history, customer contacts, and an email connection. The owner’s permissions and connections matter; agents do not automatically gain access to every system or every rep’s mailbox.
The workflow owner or an admin can enable or disable its schedule. Editing also depends on the permissions set for your team. You can review run history to see scheduled and manual runs, and work with Proton on changes before turning the schedule back on.
Yes, using the modules, records, and tools available in your setup. A workflow can bring account history and quote information into a follow-up job, for example. We’ll confirm the supported steps with you; adding a module does not automatically enable every action or connection.
Take one repeating job off the team’s list
Bring one recurring check, follow-up, or report. We’ll confirm the records and connections it needs, then show the scheduled work and the steps your team reviews.
30 minutes with a distribution expert. No scripts, no pressure.
