Demo proposal · Foodservice distribution
A missed order call doesn't cost you an order, it costs you the account. Mise is an AI voice agent that calls every customer on time, takes the order in a normal conversation, and writes it into your system before the cutoff.
No system access. No integration. Just 3 accounts + their order guides + 30 days of history, enough to build a working demo on your data.
The problem
Small and mid-size distributors capture the next day's orders through a nightly phone call. A rep dials every account on the route, walks their usual items, and keys it in before a hard warehouse cutoff. It's human, time-boxed, and repeated every single night. It fails in five predictable ways:
Rep forgets or runs out of time before cutoff. Order lost.
Order lost, and it feels like the distributor's fault.
Wrong pack size, wrong SKU, unapproved substitution. Credits and returns.
A rushed call skips the nudge. Margin left on the table, every night.
The rep leaves and the accounts wobble. Key-person risk you can't see.
You feel it as lost accounts and a business that runs on whether someone made their calls.
How it works
A real reorder call: quantities, a history-aware nudge, and a live out-of-stock substitution that never happens without a yes.
Identifies itself and confirms it's reaching the right person, no guessing.
Knows this account's SKUs, pack sizes and price, and captures quantity changes conversationally.
Out of stock, offers an approved substitute at a stated price, and never swaps without an explicit yes.
Uses past orders and par levels to nudge the item they're likely low on, every eligible call.
Reads the full order back and states the cutoff so nothing locks in by surprise.
A structured, validated order in your required format, ahead of cutoff.
When the call gets hard
Out of stock
The agent proposes a pre-approved sub at a stated price and waits for a clear yes.
The choice is recorded.
Customer wants to haggle
Price is out of scope.
Logged and handed to a human.
No answer
Unreached accounts are retried automatically.
Every account accounted for.
Dispute · credit · off-script
Anything off-script is captured and routed to a person.
Nothing guessed. Nothing bluffed.
The second check
Confirmation is three steps, checked in writing while there's still time to fix it.
Read-back on the call
The agent repeats the full order and the customer confirms out loud.
Written recap before cutoff
A summary lands while there's still time to change it.
Human review on anything flagged
Ambiguous items route to the order desk before the order is written.
Here's tomorrow's order. Quick look before it locks:
How we get there
Phase 0 · now
Agent calls a test number, walks a real account's order guide, suggests a reorder, handles one substitution, and outputs a structured order file. Proves the experience.
No integration neededPhase 1
One design-partner distributor. Real accounts, real cutoff, a human reviews every order. We watch the missed-order rate drop toward zero.
Phase 2
Full ERP write-back. Human review shrinks to exceptions only. Account coverage expands across routes.
Phase 3
Demand forecasting, suggested ordering, AR follow-up and load-sequencing, all riding the order flow you now own.
What changes
What we need from you
Exported spreadsheets, CSV or Excel, are perfect. No system access, nothing for your customers to learn. The realer the data, the more convincing the demo.
Your demo readiness
Check off what you can send. The three starred files alone are enough to get started.
Short on time?
Just send 3 accounts + their order guides + 30 days of history. That alone is enough to demo the agent taking an order and suggesting a reorder.
A handful of real accounts on the same route. Anonymize the names if you like.
The items each account normally buys. This single file is what lets the agent sound like it knows them.
Last ~30 days, or the last 5–10 orders per account. This powers the reorder suggestions.
Product info for the items in those guides, including in/out-of-stock if you have it.
A few out-of-stock pairs, e.g. romaine → green leaf, same price. Lets us show the most impressive part of the call.
A short call recording, a script, or just the phrases reps use, so the agent sounds like your business, not generic.
And whether it can export guides & history and import orders. Not needed for the demo, it tells us what writing orders back automatically looks like.
Format: CSV or Excel, most ordering systems export these directly. Anonymize customer names if you prefer; the structure is what matters.