- Before
- Spends half his day finding the PO, the amendment and the delivery proof across five places, then writes the reply from scratch.
- Now
- Opens each case with the proof pack built and a decision proposed, asks the agents what he would ask a colleague, and approves, edits or rejects with a reason.
One price dispute, from the customer's email to a signed answer
Ashcombe Labs, a diagnostics laboratory group and a Kestrel & Vane Group customer, says invoice INV-20931 overbills 228,000 sterile sample tubes by $27,360. Here is how Ben Ortiz, AR specialist, works the case with the agents — asking them questions in plain words, opening every source they cite, and approving the answer — screen by screen in the working solution.
- 01Wednesday morning
The agents worked the queue overnight and wrote him a brief
Ben Ortiz · AR specialistBen's home screen says the agents worked his 24 open disputes overnight and read 6 new ones: 10 need him ($71,422 disputed), $244,790 is in dispute, 4 answers are due this week and 9 were resolved this week for $30,470. The Needs you list is in the order the agents suggest — answer date, then amount — and beside it the report writer's morning brief, every line with its source.
“Biggest today: Ashcombe Labs, $27,360 on price. The invoice is right: their PO missed Amendment No. 3.”
- 0207:30 brief · 09:24
He asks the brief a question, in plain words
Ben Ortiz · AR specialistUnder the brief is an ask box: "Ask about any dispute, customer or credit". Ben asks what is due this week. The report writer answers in the thread: four answers are due by Friday — Oxenford Health today, with Marta Kowal; Sable Ridge Mining and Orrin Medical Group on 16 Oct, both waiting for sales; and Quintrell Hotels on 16 Oct, whose reply is ready for him. One is past due: Stanmore Rail Services, with Grace Achebe since 8 Oct.
Suggested questions sit under the box: “What is due this week?” · “Which credits need Marta?” · “Why so many price disputes?”
- 03Overnight arrivals
New disputes from every channel, read and linked to the line
Intake reader · ClassifierSix arrivals since 17:00 yesterday — from email, a customer's supplier portal, Kestrel & Vane's own dispute form, a call note from Ines Moreau in customer service and a short payment from cash application. Juniper Row Labs' email is linked to INV-21004 line 2 at 0.95 confidence, $1,140 disputed, and the classifier proposes Short delivery, owner Ben Ortiz, answer within 10 business days, reminders paused on $1,140 only. A duplicate and a "not a dispute" are flagged; one short payment is marked "Check the reading".
“Your call — nothing is opened until you accept.”
- 047 Oct, 09:12 – 09:24
One case: the customer's thread on the left, the proof pack on the right
Rhea Talbot · Ashcombe Labs, AP leadRhea Talbot, AP lead at Ashcombe, writes that INV-20931 bills the KV-ST10 tubes at $1.37 while PO 4500-77812 says $1.25, and that Ashcombe is holding the invoice. Two minutes later the intake reader has linked it to line 1 and paused reminders on the $27,360 only — the undisputed $288,840 stays due on 18 Oct. The classifier calls it a price dispute, owner Ben, answer by 21 Oct, and an acknowledgement goes to Rhea under rule R-01. At 09:24 the decision agent, at 0.96, says the invoice is right: Amendment No. 3 sets $1.37 for deliveries shipped from 1 Sep, the order shipped on 16 Sep, and Ashcombe did not object to the acknowledgement at $1.37 within 5 business days.
Every agent message shows its confidence and numbered citations to what it read. Credit owed $0; $316,200 to collect by 18 Oct.
- 0509:22 · ten minutes in
Eight items, each checked against the disputed line
Proof gathererThe proof gatherer pulls 8 items from the ERP, the contract repository, the carrier and the mailbox: the customer PO at $1.25 (their claim), supply agreement SA-2291, Amendment No. 3, order acknowledgement SO-118402, Northgate Freight's proof of delivery, the ERP price list, earlier invoices and a CRM note. Ben opens Amendment No. 3: signed 1 Aug 2026 by Owen Marsh of Ashcombe, it applies to all deliveries shipped on or after 1 September 2026, whatever the date of the purchase order.
“Kept with the case · highlighted text is what the agent used.”
- 067 Oct 09:25 · one question today
A second agent that could have disagreed, and one question for sales
Contract checker · Callum Reyes, salesThe contract checker, working on its own at 0.97, agrees: the price follows the ship date, not the PO date; notice was 31 days against the 30 required by §4.5; and 950 cases × 240 = 228,000 tubes. It flags one thing for a person — a CRM note that Owen Marsh asked on 20 Aug whether $1.25 could hold until Q4. Ben clicks "Ask Callum Reyes", and Callum answers in the thread. The checker's last line now reads that Callum confirmed no price hold was agreed.
“No — I checked with Hana and we did not agree a price hold. Owen knows. Go ahead, and copy me.”
- 0709:26 · the draft
The reply in the customer's terms, and the next dispute found
Reply and credit drafter · Root-cause analystThe drafter has written to Rhea, copying Owen Marsh and Callum, using their PO number and portal reference. It attaches Amendment No. 3 and the order acknowledgement, asks Ashcombe to release the invoice for payment of $316,200 by its due date, 18 October, and prepares the same answer for Ashcombe's supplier portal, where the invoice shows "On hold". Ben can edit it in place or tell the agents in plain words — "Make the reply softer", "Copy Marta Kowal". Below it, the root-cause analyst has found four open Ashcombe POs that still say $1.25 — 516,000 tubes, $61,920 at risk of the same dispute — drafted a heads-up to Owen Marsh, and added the case to root cause RC-1, "price changes not reaching customer POs".
The drafter drafts only. Nothing is sent until Ben approves.
- 08Before he signs
He asks the agents the question he would ask a colleague
Ben Ortiz · AR specialistBen types "What if a price hold was agreed?" into the case. The contract checker answers at 0.95, with two citations: a price hold agreed in writing would override the amendment for the orders it covered, and the $27,360 would become a credit — above his limit, so Marta Kowal would sign it. Nothing in writing exists: the CRM note only says Owen asked, and Callum confirmed no hold was agreed.
Anything that changes an amount, a credit or what is sent still comes back to Ben first.
- 09One decision
He approves with a reason; his signature is recorded
Ben Ortiz · AR specialistBen clicks Approve and send. The dialog states exactly what goes out — the reply to Rhea, cc Owen Marsh and Callum Reyes, with the amendment and the acknowledgement, posted on Ashcombe's supplier portal, no credit — and asks for a reason: "Invoice correct — contract price applies". A note for the record is optional. No credit is involved, so it is within his authority; a credit above $10,000 would go to Marta Kowal instead.
“Signed as Ben Ortiz · Wed 14 Oct 2026 · kept in the audit trail.”
- 10Sent · answered
Sent, posted and followed up
Proof gathererThe thread records the reply sent to Rhea Talbot with Owen Marsh and Callum Reyes copied, the answer posted on Ashcombe's supplier portal with 2 attachments, and the heads-up on the four POs sent to Owen. The case reads "Answered · waiting for Ashcombe", and the proof gatherer will read Ashcombe's portal and the bank receipts on Fri 16 Oct, their next payment run.
“Reply sent and posted on their portal. The Proof gatherer checks their payment run on Fri 16 Oct.”