Make It Easier for Customers to Do Business With You

Widge is an intuitive AI agent that lets your team, distributors, and customers ask plain-language questions and get technical answers, real-time pricing, availability, and order information through your authorized APIs—without replacing the systems you already use.

Built for Manufacturing Complexity

AI-Powered Knowledge Base

Ingests technical catalogs, spec sheets, manuals, and tribal knowledge — then delivers accurate answers grounded in your documentation, with source citations.

• Processes PDFs, spreadsheets and legacy docs
• Captures undocumented tribal knowledge

Thousands of pages indexed in minutes

A Distributor Portal that does the work for the customer

Customers get real-time answers to technical questions across the products you sell, without calling a rep — 24/7.

• Natural language queries for complex specs
• Cross-reference and compatibility checks
• Instant order status and tracking

Proprietary Information Processing

Handles complex manufacturing data that generic AI can't — BOMs, cross-references, tolerances, and more.

• PO and BOM parsing into ERP-ready draft orders, submitted after approval
• Part cross-referencing and substitution
• Tolerance and specification matching

ERP/CRM Integration Layer

Connects through customer-authorized APIs to ERPNext, Sage, Infor CloudSuite, and legacy systems for real-time answers. Widge sits on top, not instead of.

• Native connectors for ERPNext, Sage, and Infor CloudSuite
• No migration or system replacement needed
• Structured payloads your ERP can consume

Technical Expertise Across Every Supplier

Distributors: give every rep supplier-wide technical knowledge from manuals, spec sheets, and catalogs. Manufacturers: extend your product knowledge to every channel partner.

• White-label deployment per distributor
• Role-based access and pricing tiers
• Channel-specific product recommendations

Everything You Need, in One Place

Widge brings product discovery, ordering, and account self-service together — and the Widge agent can help with every step.

Find the Right Product

Describe the application or requirement and Widge points to best-fit products.

Check Availability

See real-time stock levels from your ERP.

Check Pricing

Get account-specific pricing in seconds.

Compare Products

Compare options side by side using technical specifications. Just one query away with the Widge agent.

Build an Order

Put together an order in conversation, with substitutes and alternatives when needed.

Submit Orders

Submit orders after human confirmation. Widge flags missing details, escalates exceptions, and logs actions for review.

Track Shipments

Check order and shipment status at any time.

View and Download Invoices

Find invoices and download them when you need them.

View Past Orders

Look back at order history to reorder or answer questions.

Start a Return

Initiate a return request without waiting on email.

Ask by Voice

Speak your question instead of typing it.

Chat History and Support

Pick up past conversations anytime, and reach the support team when you need a person.

Draft Customer Emails

Draft emails for customers, from quotes to order follow-ups.

Explore Your Knowledge Base

Ask follow-up questions grounded in your manuals and documents—without a document-count limit.

Prepare Collections Follow-Ups

Review outstanding invoices, customer history, and reported disputes to prepare follow-ups under your company's collections procedure.

Build Customer Memory

Capture customer needs, application constraints, and past issues in structured notes for more informed follow-ups and product recommendations.

Secure by Design

Widge is a ready-to-use AI agent — an agent in a box, not a custom build — that connects to your existing systems through authorized APIs and is live in about 48 hours. It works only through the access you authorize, so your ERP stays the source of truth.

Authorized APIs Only

Widge connects through customer-authorized APIs and never accesses customer databases directly.

Only the Permissions You Grant

Integrations use only the API permissions you grant. Widge does not require unrestricted admin access to your ERP.

Credentials Kept Separate

Credentials and integration secrets are stored separately from customer knowledge.

Human Approval Built In

High-impact actions, such as submitting orders, require human approval.

Audit Trail and Access Controls

A full audit trail of conversations, sources, tool calls, and actions, with role-based access for admins, internal users, distributors, and customers.

Encrypted, Isolated, US-Hosted

Data is encrypted in transit and at rest, logically isolated per customer, and hosted in the US. CMMC Level 1 self-assessed, with SOC 2-aligned controls.

A Memory Built for Manufacturing

Widge remembers the context of each conversation — the customer, the product, and the problem — along with your product structure, document types and revisions, and account information, so follow-up questions just work and the right answer is easier to find.

Follow-Up Questions Just Work

Widge keeps conversational context, so users can ask follow-up questions without re-explaining the customer, product, or problem.

Product and Account Context

Widge uses product structure, metadata, document type, revision information, and account context to find the right answer.

Current Approved Documents First

When multiple versions exist, Widge prioritizes the most current approved document version.

See the Difference

Order Processing

Before — Hours of Manual Quote Work: Rep manually looks up pricing, checks inventory across systems, emails quote — takes hours

After — Minutes, Straight to Order: Customer asks Widge, gets real-time pricing + availability, creates a draft order for approval — minutes

Technical Questions

Before — Hold Times and Digging Through Manuals: Distributor calls in, waits on hold, gets transferred to an engineer who digs through manuals

After — Instant Answers, Sources Included: Distributor asks Widge, gets spec-accurate answer with source references instantly

Part Cross-Referencing

Before — Cross-Checking by Hand: Employee manually cross-checks catalogs, spreadsheets, and tribal memory

After — Verified Matches, Instantly: Widge searches all sources simultaneously, returns verified matches

Technical Architecture

Expand each section to learn more

AI-Native Tech Stack

Widge is built on a multi-contextual Retrieval-Augmented Generation (RAG) architecture purpose-built for manufacturing data.

• Multi-model orchestration for different query types
• Vector + structured search across all data sources
• Answers grounded in approved documentation and real-time information from connected ERP APIs
• Private, isolated knowledge base and configuration per customer
• AI Agents replace traditional navigation and controls, delivering a conversational UX

Data Security and Privacy

Enterprise-grade security designed for sensitive manufacturing data and compliance requirements.

• Customer data is not used for shared model training
• Encryption in transit and at rest
• SOC 2-aligned security controls
• Customer data and knowledge are logically isolated between Widge customer environments
• GDPR ready, with data hosted in the United States

Integration Approach and APIs

Widge connects to your ERP and CRM through customer-authorized APIs and pre-built connectors to retrieve real-time answers, not by accessing your databases directly — no rip-and-replace.

• REST and webhook APIs for bidirectional data flow
• Native connectors for ERPNext, Sage, and Infor CloudSuite, plus custom connectors
• Embeddable chat widget or standalone deployment
• Structured payloads for ERP write-back operations

Ready to See Widge in Action?

Schedule a demo or talk to our team to learn how Widge.ai can transform your support operations.