IFS.ai Copilot for Customer Orders

IFS.ai Copilot for Customer Orders helps sales coordinators serve customers faster and more accurately by streamlining the customer ordering process. Instead of navigating multiple pages to review customer history, popular items, active campaigns, or related parts, sales coordinators can ask Copilot directly on the Customer Order page and receive context-aware product recommendations in seconds - supporting upsell, cross-sell, and improved customer satisfaction during order entry or live phone conversations.

This capability supports faster decision-making, increases order accuracy, and reduces time spent searching for sales-relevant information.

IFS.ai Copilot can be used to ask both general questions across IFS Cloud and context-specific questions on supported pages. For an overview of general capabilities by product area, refer to: IFS.ai Copilot for Product Areas. This documentation focuses on the context-specific capabilities available on the Customer Order page.

Who this is for ?

This feature is designed for roles involved in customer order management and sales fulfilment, including: ·      

• Sales coordinators taking customer orders (including over the phone) who need quick access to the customer's order history and recommended items. ·      
• Customer service representatives handling inbound order requests who need to confirm recurring or campaign-eligible parts. ·      
• Inside sales / order desk agents looking to upsell complementary or popular items during order capture. ·      
• Sales managers monitoring how campaign parts and best-sellers convert across customers and sites.

Where to find it?

IFS.ai Copilot is available from the Copilot panel in IFS Cloud. IFS.ai Copilot for Customer Order  is automatically activated when you open Copilot on the following page: ·      

Customer Order page: Sales → Customer Order → Customer Order

All prompts function for the sites the user has access to, and all formless interactions apply only to the currently selected Customer Order or defined customer order number. 

Context-Specific Prompts

The Customer Order page includes predefined prompts to guide you in creating relevant queries. These prompts are designed for the context of the page you are working on and support formless interaction - meaning suggested items can be added directly into the selected Customer Order through Copilot when you specify the Sales Part and Quantity.

• Provide a summary of (Customer's No) Customer's recent Purchase Parts - Returns the top 5 most recent Sales Parts sold to the selected customer, sorted by Created Date. Includes Sales Part Number and Description. Considers only order lines with status 'Released' or higher, excluding 'Cancelled' lines and 'Blocked' customer orders for the site connected to the selected order.
• What are common Sales Parts sold to the (Customer's No) Customer on recurring basis - Returns the top 5 Sales Parts most frequently ordered by the selected customer, with Sales Part Number, Description, frequency (number of order lines), and total quantity sold. Same status/site scoping as above.
• Top 10 popular Sales Parts among customers - Highlights the top 10 best-selling Sales Parts across all customers for the site connected to the selected order. Shows Sales Part Number, Description, frequency, and total quantity sold.
• What are the Sales Parts associated with the ongoing Sales Campaigns for the (Customer's No) Customer? - Returns Sales Parts featured in campaigns that are valid for the selected customer (or all customers) and applicable to the connected site. Shows Sales Part Number, Validity Period, and Campaign Sales Part.
• What are the best-selling complementary parts ordered together with the selected Sales Part? - Recommends the top 5 Sales Parts most commonly sold together with the currently selected Sales Part on user-allowed sites. Shows Sales Part Number and Description.

Formless Interaction

Each of the above prompts supports formless interaction, allowing you to add suggested items directly into the currently selected Customer Order or defined Customer Order through Copilot. When adding items, specify the Sales Part and Quantity as prompted (e.g., "Add 10 units of Sales Part P-2040 to the selected Customer Order."). Copilot will not update or add items to any other Customer Orders if it is not specified.