Promo CoWork
Back-office help that keeps up with your growth
Purchase orders, vendor acknowledgments, order status, freight, invoices, statements. As sales grow, so does the work behind them, and finding and training good CSRs and bookkeepers takes months. Most AI tools on the market focus on sales. The back office, where so much of a distributor’s time and money goes, has been left behind.
The Solution
An AI coworker
A Promo CoWork agent works the way a well-trained team member does: in the systems you already use, following your processes, and checking with your team before anything important happens. There’s no new software for your staff to learn. It’s an assistant that helps your team do more as you grow.
Meet your CoWorkers
Each Promo CoWork agent supports a role on your team. Here are the first agents being developed with more to come:
CoWorkers will be upgraded and added to regularly
How a Promo CoWork agent works
-
Works in your systems
Uses Syncore and QuickBooks the way your staff do, with its own controlled access so we can log everything it does.
-
Follows best practice
Each agent is built to proven distributor processes, not guesswork.
-
You set the pace
Each agent can run in Shadow mode (shows what it would do and changes nothing), Assisted (prepares the work for your approval) or Autonomous (handles in-tolerance work and asks you about exceptions). Your AI Coordinator chooses the mode for each agent.
-
Everything is logged
A full record of what each agent did and didn’t do.
Your Agent Action Center
- Staff login security that mimics Syncore access
- Admin access for owners and your AI Coordinator to manage system settings and see everything live
- Flexible impersonation features for owners and department heads to monitor staff agent usage and results
- All agent notifications are managed by staff in the Action Center
Built differently
We don’t copy your workarounds
Many AI providers ask you to show them how you do a task, then build an agent to copy it, flaws and all. We’ve trained over 1,000 Syncore users and spent years inside distributor back offices, so we build each agent to best practice, and test it thoroughly before it reaches your business. Every client benefits from what we learn, and agents keep getting better.
Why Promo Consulting
Facilis distributors served over the last four years
years of hands-on Syncore experience for each of five of our leaders
our Fractional CFO team works in distributor books for dozens of Syncore distributors
people trained in CSR, bookkeeping and order processing
Getting started
-
Schedule a Consult
We’ll answer your questions, explain the benefits and show you how Promo CoWork can help your business.
-
System set up
Answer some questions so we can establish a knowledge layer specific to your business and set your approval rules in your Admin Portal.
-
Go to work
Agents start in Shadow mode, allowing your staff to see the results with no actual action taken – this builds the trust that agents do things the right way. When you’re ready, switch to Assisted mode where the agent does the work, but the staff always approve anything that posts to Syncore or QuickBooks.
Simple pricing
One flat monthly fee based on your volume. No token charges, credit charges, per-use charges or surprise bills.
New to AI?
Many distributors start with AI Jumpstart to get their team comfortable first. It’s optional, not required.
Security and control
Promo CoWork is hosted on secure AWS servers in the United States, and your confidential customer and order information is never used to train the model. Each agent has access only to what their task requires, and every action is recorded in a Syncore log and a Promo CoWork audit log, so you can always see what was done.
Frequently asked questions
No. Promo CoWork takes repetitive work off your team so they can focus on higher-value work that involves critical thinking and problem solving. Over time, it means you don’t need to add people every time sales grow. You will see significant efficiencies though and have the data to manage workloads effectively.
Syncore and QuickBooks.
Every agent action ends with a validation loop to confirm that the posted result matches the expected result and if they don’t match, it escalates to your Action Center and to ours so we can determine the error and provide a fix, and every action is logged so it’s easy to review. The agents are very deterministic in their outcome and actually include very little agentic reasoning – most agents are built for automation when it comes to back-office workflows, so error expectations are very low.
No. AI Jumpstart is a different service to introduce your team to agentic AI in a safe corporate platform.
A flat monthly fee based on your volume. We’ll give you a clear number after a short review of your monthly job volume.