Introduction to the Sales Order Agent in Business Central

The Sales Order Agent is a new AI-powered feature in Business Central that transforms how your sales team handles customer orders. Rather than manually processing each customer email, creating quotes, and managing order confirmations, this intelligent agent automates the administrative workflow, freeing your team to focus on high-value tasks.

In this video, UG Expert Jason Chance walks through exactly how to set it up, configure it to match your business needs, and see it in action.

Key Takeaways

• Agent works within a structured flow: The Sales Order Agent operates in a three-step interaction model: customer request → agent processing → human review. It’s designed specifically to handle quote creation, order processing, and customer communication—not detailed product inquiries or technical questions. This focused approach means it’s a time-saver for routine administrative tasks, not a replacement for customer service.
• Email inbox setup is critical: Before you activate the agent, you need to designate an email inbox (or shared mailbox folder) for it to monitor. In a production environment, you’ll typically set up a shared mailbox with full send-as permissions for all Business Central users who need access. The agent monitors incoming emails in this inbox and automatically processes sales-related requests.
• Configuration controls automation: The setup screen offers granular controls over agent behavior. You can decide whether to require review for all quotes, whether to send quotes for customer confirmation, and whether the agent should automatically convert quotes to orders. You also control language settings, item availability checks, attachment handling (PDF, PNG, JPEG only), and daily email limits—allowing you to scale from light automation to full end-to-end order processing.
• Handling real-world complexity: As shown in the demo, the agent can intelligently handle real scenarios: recognizing when items are out of stock, alerting you to inventory issues, and even understanding customer requests that reference availability constraints. When it encounters something that requires judgment, it flags it for human review with full context—not just the raw email, but also its own analysis and suggested next steps.
• Outgoing communication: Every outgoing message includes a custom email signature you configure, perfect for adding disclaimers about AI assistance or reinforcing your brand voice. The agent generates professional order confirmations with itemized details, pricing, and attached PDFs, all ready for your review before sending.