Product 3 of 4 · Scale phase

Your team handles exceptions. AI handles the rest.

Governed, auditable automation running on top of your margin intelligence layer. No hallucinations. No black box. Every action logged, every boundary defined by you.

Deployed after pilot ROI is proven · Governed by rules you define · Full audit trail
AI Ops Layer · Active workflows
Trigger: Margin alert fired
Job #4821 · Riverside · 15% below target
AI
Action: Draft email sent to VP Ops
Summary: job, customer, gap, dollar impact
Sent
Action: Task created in tracker
Assigned to PM · Due in 48 hrs
Created
Exception: Order value exceeds $80K
Requires human approval before proceeding
Human
AI Ops is a scale-phase product. It works best after the Margin Intelligence Dashboard is live and delivering proven ROI. See the full process
ARCHITECTURE AI Ops Layer Governed automation · Audit trail · Human escalation Alerts · Follow-ups · Reorder triggers · Supplier comms Margin Intelligence Layer Live margin by job · Customer trending · Rep view Alerting · Real-time · Cross-system ERP P21 / NetSuite SAP / Epicor CRM Customer data Order history Finance Actuals Invoicing No existing system is replaced. AI layer sits on top of what you already have.
What makes it different

Not a chatbot. Not an agent that acts without permission.

Most AI tools for operations are either too passive (a dashboard you have to check) or too aggressive (an agent that takes actions you did not sanction). AI Ops sits in the middle: it acts on defined triggers within defined boundaries, logs every action, and escalates anything outside its scope to a human.

Rules you define. Boundaries you control.

You set the triggers and the limits. The AI acts within them. Any action outside those boundaries escalates to a human before proceeding.

Every action logged with a full audit trail.

What the AI did, when, why, and what happened next. Readable by your team, your controller, your auditor.

Humans stay in the loop on what matters.

Routine tasks are automated. Exceptions, high-value decisions, and anything outside defined scope land with a human. Always.

What it automates

Three categories of routine work.

AI Ops handles the workflows that eat your team's time but do not require human judgment. Every routine. Every follow-up. Every reorder trigger.

Margin Alert Workflow
Trigger: Job drifts 10+ points below threshold.
Actions taken automatically
Email summary sent to VP of Operations and Controller
Task created in project tracker assigned to project manager
Job flagged in dashboard with 48-hour resolution timer
Logged · Auditable · Human escalation if unresolved
Capability 1

Alert-driven workflows that act while you sleep

Every margin alert fired by the Margin Intelligence Dashboard can trigger a configurable sequence of actions. The right people get notified. Tasks get created. Timers get set. All without anyone manually checking a dashboard at 11pm.

You define what happens. The AI executes it. Every step is logged.

Triggered by any margin alert from the dashboardConnects directly to the Margin Intelligence Layer below it
Multi-step workflows with configurable sequencesEmail, task creation, Slack notification, timer, escalation
Human escalation after configurable time windowIf the alert is not resolved within your defined SLA, it escalates automatically
Customer Follow-Up Automation
Trigger · Order frequency drops
Riverside Industries has not placed an order in 47 days. Historical avg: 28 days.
AI drafted re-engagement email to account manager for review and send.
Trigger · Quote not responded to
Quote #2847 to Delta Components has not received a response in 72 hrs.
Gentle follow-up drafted. Awaiting rep approval before sending.
Capability 2

Customer follow-up that happens on time, every time

Quotes that go unanswered. Customers that go quiet. Accounts that drift. These are the situations where a timely follow-up makes the difference between a deal and a loss.

AI Ops monitors the patterns, drafts the outreach, and routes it to the right person for approval before anything is sent. Your rep decides to send it. The AI makes sure it happens within the right window.

Quote follow-up triggered at configurable intervals48 hours, 72 hours, 5 days. You define the cadence per customer type.
Order frequency monitoring and re-engagement draftsSurfaces accounts that have gone quiet before revenue visibly drops
Human approval before any outreach is sentThe AI drafts. The human decides. No unsanctioned customer communication.
Audit trail · Last 24 hours
09:14 Margin alert fired for Job #4821. Email drafted and sent to VP Ops. AI
09:14 Task created in project tracker: "Investigate Job #4821 margin gap." AI
10:32 VP Ops acknowledged alert. Task status updated to "In Review." HUMAN
11:05 Draft PO generated for SKU-4821 reorder. Awaiting approval. AI
11:18 Purchasing manager approved PO. Order placed with supplier. HUMAN
Capability 3

Complete audit trail. Every action. Every actor.

Every workflow action is logged with a timestamp, the trigger that caused it, what was done, and who did it. AI actions are labeled as AI. Human approvals are labeled as human. Nothing is ambiguous.

This is what makes the system auditable, trustworthy, and compliant. Your controller, your auditor, and your ERP team can trace any action back to its source.

Every action timestamped and attributedAI vs human clearly labeled. No ambiguity about who did what.
Trigger-to-outcome tracing for every workflowSee the full chain: what fired it, what happened, what the result was
Exportable for your controller or auditorCSV or PDF export of any time period. Meets standard audit requirements.
Governance

Built for operators who need to trust their systems.

Every Quanzar AI product is governed by the same principles: rules you define, boundaries you control, and a human always in the loop for what matters.

Defined boundaries

You configure what the AI is allowed to do. Order sizes above a threshold require human approval. Customer communications are always reviewed. Nothing outside your scope executes automatically.

Human in the loop

Exceptions always land with a human. High-value orders, customer outreach, margin calls above a certain size. The AI handles the routine. Your team handles what actually requires judgment.

Reversible actions

Most AI actions are reversible or require approval before they are final. Draft emails, pending POs, queued tasks. Nothing irreversible happens without a human signing off.

Expected outcomes

What changes after the AI Ops Layer is live.

Based on operational improvements seen in manufacturers who have deployed the AI Ops Layer after their 60-day pilot.

3 hrs/day

Average admin time saved per operations team member after routine workflows are automated.

0 missed

Margin alerts that go unacknowledged after AI Ops workflows are configured for escalation.

40%

Reduction in time-to-response on customer re-engagement after automated workflows activate.

Secure by Design
Defined action boundaries
Human in the loop always
Full audit trail
No public model training
Get started

Start with the audit. Scale to AI Ops when ready.

AI Ops is a scale-phase product. The path starts with the free 10-minute audit. See your margin leakage first. Prove ROI in the pilot. Then automate what is working.