Macola AI Agent Real Use Cases
Ask. Query. Act.
AI Agent lets your team ask Macola questions in plain language, like checking an order, spotting low stock or asking for a chart. When a task needs doing, it shows exactly what it's about to do and waits for your approval before anything is written.
- Location
- MA
- Vendor No
- 200
- Item No
- glovesIm
- Quantity Ordered
- 450
Review the details before approving. This posts to Macola.
Ask. Query. Act.
You Approve Every Change.
AI Agent does three things with your Macola data. A person stays in control: nothing is written to Macola until someone approves it.
Ask
Ask AI Agent to create something for you, like a chart, an Excel file or an email draft, or to recommend your next move. It builds it in the conversation. You review it and decide what to do with it.
Query
Ask a question about your Macola data the way you'd ask a coworker, like “What's the status of order 1293?” The answer comes from live Macola data, often a plain sentence with a small table. No report to build, no screens to hunt through.
Act
Ask it to do something, like create a purchase order. It asks for anything missing, then shows the exact operation and details. Edit what needs changing, tick the approval box and click Approve & Execute. Only then is it sent to Macola, and only people with the right permissions can act.
Order Status in One Question
Ask where the order is. Get the answer.
You ask“What's the status of order 1293?”
- A customer calls to ask where their order is
- Someone opens the right Macola screens, or asks a coworker to pull a report
- The answer comes back later, or the customer waits on hold
- The same lookup gets repeated all day, for every order
- The rep types the question in plain language
- AI Agent pulls the answer from live Macola data
- The answer appears in the conversation as a plain sentence and a small table
- Questions asked often can be saved as a prompt and reused
Asking questions needs only View Only access to the Macola module, and asking a question never changes anything in Macola.
Watch this question get answered, start to finish.
From Low Stock to Purchase Order
From “what's running low?” to a purchase order, with your approval.
You ask“Create a purchase order for 450 units of glovesIm from vendor 200.”
- Someone runs an inventory report and scans it for what's running low
- They look up the vendor, then open purchase order entry in Macola
- Every line gets keyed in by hand
- A wrong item or quantity surfaces later, when the order is already out
- Ask “Show me low-stock items,” and the answer comes back as a table
- Ask for the purchase order. If something's missing, like the location, AI Agent asks you for it
- A review card marked Approval required shows the order: location, vendor, item, and quantity
- Change the quantity with the pencil if needed, tick the approval box, and click Approve & Execute
- The card turns Executed, with a Transaction complete message and a confirmation you can download
Creating the purchase order needs Full access to that Macola module. People with View Only access can still ask the questions. The values shown here are demo data.
Watch this purchase order get created, start to finish.
Ask for Charts, Emails and Recommendations
Ask for the chart, the spreadsheet, the email draft or the recommendation, and AI Agent creates it for you to review.
You ask“Create a bar chart of inventory value by category.”
- Someone runs a report, exports it, and builds the chart in Excel by hand
- A spreadsheet of low-stock items means another report, another export, and a round of cleanup
- An email asking a coworker for a purchase order is typed from scratch, after looking up the details
- Deciding where to relocate materials means studying the numbers and making the call alone
- Ask for a bar chart, and it appears in the conversation with the key points written out and a Download button
- Ask for an Excel spreadsheet of your results, and it comes back as a file you can download
- Ask it to draft an email, and it writes the draft. It drafts emails but doesn't send them: you review it and send it yourself
- Ask for recommendations, such as where to relocate materials in the warehouse based on volume. They are suggestions, and you decide what to do with them
Charts, files and drafts don't change anything in Macola, and anything that does still waits for your approval. The values shown here are demo data.
Watch a recommendation, an email draft, a chart and a spreadsheet get created.
What Else Could You Ask?
The same conversation handles questions, deliverables, actions, and the shortcuts that make repeat work easier.
“Show me low-stock items.”
An inventory question. The answer comes back as a table in the conversation.
“What's the status of order 1293?”
An order question. Check a single order without opening a report.
“How much of this SKU is on hand at the east warehouse?”
A location question. Stock levels without digging through screens.
“Create a purchase order for 450 units.”
An action. If something's missing, like the location, it asks. Review the card and approve before it's written. Needs Full access.
“Create a bin transfer between two bins.”
Another action, with the same approval step. Move stock from one bin to another and confirm it before it posts.
Pick Up Where You Left Off
The menu includes Recent Sessions, Saved Prompts, Saved Answers, and a Prompt Library for the questions you ask most.
You Decide Who Can Ask and Who Can Act
Access is set per person and per Macola module, and AI Agent follows it while it runs.
Everyone Starts With Questions
General Access lets someone use AI Agent. View Only access to a module means they can ask questions and read answers from it.
Acting Takes Full Access
Only people with Full access to a module can ask AI Agent to carry out a transaction in it. Everyone else can still ask questions.
Nothing Posts Silently
Even with Full access, every transaction waits for you to tick the approval box and click Approve & Execute.
Not sure how to set access for your team? The Agility Intelligence team can help you decide before you start.
Built for Macola 10, Macola ES, and Macola Progression
AI Agent works inside the environment you already run. See everything Agility Intelligence does for Macola →
Works With Your Macola
AI Agent connects through Macola's native APIs, so there's no middleware to install and no second database to keep in sync.
Your Data Isn't Used to Train Models
Customer data processed through AI Agent is not used to train the underlying AI models.
Every Change Is Confirmed
A completed transaction shows an Executed status and a Transaction complete message, with a confirmation you can download.
Start the AI Conversation With Your Clients
Your clients already know where their time goes: the “where's my order?” calls, the purchasing lookups, the hunt through screens. These three use cases give you a simple, low-risk way to open the AI conversation: ask a question, ask for a chart or a file, review the plan, approve.
Frequently Asked Questions
What is a Macola AI agent?
A Macola AI agent is an assistant that lets your team work with Macola by typing what they want in plain language instead of navigating screens or building reports. With Agility Intelligence's AI Agent, a person asks a question like "show me low-stock items," and the answer comes back from live Macola data, often as a plain sentence and a small table right in the conversation. The same assistant can also carry out a transaction, such as creating a purchase order, when someone with the right access asks it to. What makes it practical is the guardrail around actions: before anything is written to Macola, AI Agent shows the exact operation and the details it will send, and nothing happens until a person ticks the approval box and clicks Approve & Execute. It runs on the Macola you already have, so there's no new system to replace and no second database to keep in sync.
Will AI Agent change anything in Macola without my approval?
No. AI Agent doesn't write to Macola until a person ticks the approval box and clicks Approve & Execute. When you ask it to do something, such as create a purchase order, it first shows a review card marked Approval required, with the operation and every detail it plans to send. If information is missing, such as the location, AI Agent asks you for it first. You can change a field with the pencil icon before you approve, and the Approve & Execute button stays greyed out until the box is ticked. The box confirms you understand it will modify ERP data. After you approve, a completed transaction shows an Executed status and a Transaction complete message, along with a confirmation you can download. Questions, and charts, files or drafts you ask for, don't need approval, because nothing in Macola changes. If Macola rejects a transaction, AI Agent says so in plain language and asks how you want to proceed instead of guessing.
Who can ask questions, and who can make changes?
Access is set per person and per module. To use AI Agent at all, someone needs General Access. For each Macola module, an administrator then chooses between View Only and Full access. View Only means the person can ask questions and read answers from that module but can't execute transactions. Full access is what allows them to ask AI Agent to carry out a transaction, and even then each one waits for their approval. These limits are enforced while AI Agent is running, so a request for data a person isn't allowed to see, or for a change they aren't allowed to make, is denied. That's why the Approve & Execute step may not be available to everyone on your team, and why a customer service rep can check order status while only purchasing creates purchase orders. Your Agility Intelligence contact can help you decide how to set access for each role before you start.
Can AI Agent create charts, Excel files, and email drafts from Macola data?
Yes. Beyond answering questions, AI Agent can create things for you in the same conversation. Ask for a bar chart of inventory value by category, and the chart comes back in the answer with the key points written out beside it. Ask for an Excel spreadsheet of your results, such as your low-stock items, and it comes back as a file with a Download button. Ask it to draft an email, such as a request to a coworker who has the access you don't, and it writes the draft. It drafts emails but doesn't send them, so you read it and send it yourself. You can also ask for recommendations, such as where to relocate materials in the warehouse based on volume. Those are suggestions, and you decide what to do with them. Creating a chart, a file or a draft doesn't change anything in Macola. Anything that does change Macola still waits for your approval. The examples here use demo data.
What can I ask AI Agent about my Macola data?
You can ask the kinds of questions your team asks all day about inventory, orders, and customers, written the way you'd ask a coworker: "show me low-stock items," "what's the status of order 1293," or "how much of this SKU is on hand at the east warehouse." An answer usually starts with a plain sentence, followed by a small table and key findings, with suggested follow-up questions underneath. You can also ask it to do things, such as create a purchase order or a bin transfer. If something is missing, like the location, it asks you for it. It can also create a chart, an Excel file, an email draft, or recommendations for you to review. What AI Agent can answer depends on the Macola modules your administrator has opened up to you, so a question outside your access is denied rather than guessed at. If you're not sure what's possible for your setup, ask the Agility Intelligence team to walk through your own questions.
How is AI Agent different from AI Automation?
AI Agent is interactive. A person asks a question or requests an action, reviews the answer or the proposed transaction, and approves it. It's built for the in-the-moment work of looking something up or entering one transaction. AI Automation is different: it runs workflows on its own when something happens, such as an email arriving, a record changing, or a schedule, and it brings in a person only when a decision is needed. If your team asks the same kind of question all day, or enters one-off transactions by hand, AI Agent is the natural fit. If a process follows the same steps every time and shouldn't depend on someone remembering to start it, such as chasing past-due invoices or turning emailed purchase orders into Macola orders, that's an AI Automation workflow. Many Macola teams will want both. Our Macola workflow automation use cases page shows the automation side.
Ask Your Macola a Question
Tell us one question your team asks all day. We'll show you how AI Agent answers it in Macola, and how a change gets approved.
