Keep the original
Store the message, email body, order file, and intake channel with the order record.
Order review and approvalLet AI prepare the order,
Let AI prepare the order,
then keep approval with your team
Review chat, email, spreadsheet, and PDF originals beside AI-prepared candidates. Confirm SKUs, quantities, prices, and duplicates, then move only approved orders into downstream work.
✓ Original and candidate✓ Duplicate detection✓ Bulk assignment✓ Approval history
Have complex operating rules? Book a consultation
Review flow
From source evidence to approval in one screen
AI organizes the evidence and exceptions; your team keeps the business decision.
Compare candidates
Review extracted items, quantities, requests, SKUs, customers, and price candidates beside the source.
Check exceptions
Separate unmatched items, price exceptions, missing details, and likely duplicate submissions.
Approve or hold
Approve confirmed orders, assign judgment calls, or hold and reject orders that are not ready.
Operations
Keep one review standard as order volume grows
Handle individual decisions and selected-order operations from the same queue.
Duplicate order detection
Connect a repeated message to the existing order number so the team can avoid duplicate fulfillment.
Bulk owner assignment
Assign selected orders to an operator and continue within assigned-order access scope.
Bulk field and status changes
Update the owner, processing state, and operating fields across selected orders.
Approved-order handoff
Reuse approved data for statements, carrier CSV files, and supported ERP transfers.
Review standard
Focus on exceptions instead of rereading every order
Different intake channels still follow one review and approval record.
AreaBeforeStackCube
SourceOpen messages, inboxes, and files separatelyCompare source and AI candidates together
Review targetReread every order from the beginningFocus on SKU, price, and duplicate exceptions
OwnershipAssign work in a separate chatRecord assignment and processing state
After approvalRebuild statements and back-office filesReuse the approved order
FAQ
Order review and approval questions
Does AI approve orders automatically?
No. AI prepares candidates and exceptions while your operator decides whether to approve, hold, or reject the order.
How are duplicate orders handled?
A repeated message or intake request is connected to the existing order as a likely duplicate. The operator reviews the source and order number before deciding.
Can we assign multiple orders at once?
Yes. Selected orders can be assigned in bulk, and access policies can limit an operator to assigned orders.
Can an unapproved order be sent downstream?
Customer statements and supported ERP transfers use approved orders so unconfirmed candidates stay out of downstream work.
StackCube
Book a consultationBring every order that needs review into one queue
Use sample orders to test source comparison, AI candidates, approval, and downstream handoff.