Agentic AI for builders merchants
The AI that runs your trade counter and your website
Otis is an agentic AI built for builders merchants. It answers trade enquiries around the clock, sells at the counter and online, and clears the quoting and billing admin that eats your team’s day, on top of the ERP you already run.
The OptiFlow Suite
One suite of agentic AI, built for how your business actually runs
Every OptiFlow product is a fully agentic AI system. It does real operational work end to end, acts across the tools you already run, and reports every result back to you. Start with one, add more as you grow.
Advanced agentic AI, not chatbotsOptiFlow Merchant
Otis reads your live products, prices and stock, builds priced quotes and takes real orders on your website and trade counter, then reports every result to your dashboard.
OptiFlow Lite
It answers every call, checks your live availability and books straight into your calendar, capturing every name and number so nothing gets missed.
OptiFlow Watch
It watches your energy, telecoms and operational contracts around the clock, catching billing errors and renewals early so you never quietly overpay.
OptiFlow for Energy
It automates switching, MHHS, the Priority Services Register and back billing, keeping your team compliant without the manual workload.
OptiFlow WhatsApp Agent
It handles every customer query on WhatsApp and works directly inside your CRM and ERP, so it resolves questions and updates records, not just replies.
OptiFlow Quote
It turns a job description, a materials list or a plan into a priced, stock checked, itemised quote in minutes, then chases the quotes that have not converted.
One clear view
The work happens on the front line. The proof lands on your dashboard.
See revenue influenced, enquiries handled and where customers drop off, updated live. No spreadsheets, no guesswork.
Real deployment
Live right now at Beesley & Fildes
OptiFlow Merchant handles real customer conversations on the Beesley & Fildes website every day, pricing up jobs from their own range and passing qualified enquiries to the team. This is not a demo. It is in production.
“OptiFlow has changed the way the trade buys from us. We are taking orders long after the branch closed, and during the day it handles the routine stock and quantity questions that used to tie up the counter.”
Real results
Proof, not promises
OptiFlow is live in production today, doing real operational work for Beesley & Fildes, a national builders merchant. These are real numbers, not projections.
Tracked through Otis
Revenue OptiFlow Merchant has handled and tracked on the Beesley & Fildes website.
Always answering
Otis answers enquiries and takes orders day and night, with no queue and no hold music.
Orders keep coming
Otis takes orders long after the branch has closed, so a late enquiry is never a lost sale.
In production now
Not a pilot or a demo. OptiFlow Merchant is running on a real trade website, every single day.
Every conversation, quote and order lands on a live dashboard your team can see in real time.
How it works
Live in weeks, not months
No rebuild, no rip and replace. OptiFlow sits on top of what you already run and goes live fast.
Connect to your systems
Otis plugs into your ERP, e-commerce platform and website. It reads your real products, prices and stock, with no rebuild required.
Deploy your agents
We align each agent to your range, your rules and your tone of voice, set the guardrails, then switch it on.
Measure the impact
Every conversation, quote and order lands on your dashboard, live from day one. You see exactly what it is doing.
Who it's for
Built for the businesses that run on operations
From the trade counter to the back office, OptiFlow is built for teams with real operational load.
Builders merchants & trade
Otis sells, quotes and takes orders on your website and at a self service kiosk on your trade counter.
Energy & utilities suppliers
Automate switching, MHHS, the Priority Services Register, back billing and more, without the manual load.
SMEs & service businesses
An AI receptionist that answers every call, books straight into your calendar and never misses an enquiry.
Finance & operations teams
Contract and cost monitoring that catches billing errors and renewals early, and pays for itself.
Why OptiFlow
AI you can actually put into production
Not a demo, not a science project. Real agents doing real operational work, safely.
In production, not a pilot
Live today, powering Beesley & Fildes and tracking real revenue through Otis.
Works with your stack
Epicor, Business Central, SAP, OGL, Ibcos, Shopify, WooCommerce and more.
Governed and auditable
Every agent runs inside your rules and limits, with full audit logging.
Live in weeks
Aligned to your data and your rules, not a year-long transformation programme.
How OptiFlow Merchant works
From enquiry to order, handled
A customer asks a question on your website or at your trade counter. Otis does the rest, in seconds.
A customer asks
“Have you got 25 lengths of C24 timber, and can I collect Thursday?”
An enquiry comes in on your website or the self service kiosk on your trade counter.
Otis reads your range
It checks your real products, prices and stock straight from your ERP and ecommerce platform. No guessing.
It prices and takes the order
Otis builds a priced quote, answers the follow up questions and takes the order or books the collection.
It lands on your dashboard
Every conversation, quote and order is logged live, so your team sees exactly what Otis is doing.
The same Otis works across your website, your trade counter kiosk and your internal team, all reading from one source of truth.
Why OptiFlow
Not a chatbot. An agent that does the work.
A generic AI chatbot answers questions and stops there. OptiFlow builds vertical AI agents that actually complete the job.
Governed and auditable
Enterprise grade control, built in
Putting AI in front of your customers and your systems only works if you stay in control. OptiFlow is built that way from the start.
Runs inside your rules
Every agent works to the pricing, product and tone rules you set. It stays on script and never invents an answer or a price.
Full audit logging
Every conversation, quote and action is recorded, so you can see exactly what happened, when and why, at any time.
Your data stays yours
Otis works from your own systems to serve your own customers. Your data stays under your control, where it belongs.
Built for regulated sectors
From builders merchants to energy and utilities suppliers, OptiFlow is built to carry a real compliance load, including MHHS and the Priority Services Register.
OUR BLOG
Review our latest articles
Do you want to learn more about us, let’s go the blog page.
.
FAQ
Frequently Asked Questions
Do you want to learn more about us, let’s go the blog page.
.
What is an AI Agent within OptiFlow?
An AI Agent within OptiFlow is a governed, task specific automation module designed to operate within defined workflows, approval structures, and compliance rules, not a free form chatbot. Each agent performs measurable operational functions aligned to business objectives.
How does OptiFlow ensure governance and control?
Every agent operates within configurable rules, audit logging, approval thresholds, and monitoring layers. Leaders retain full visibility over performance, risk exposure, and commercial impact.
How is ROI measured?
OptiFlow tracks cost savings, time reduction, workflow efficiency, exception handling, and revenue uplift in real time, enabling clear, quantifiable impact reporting.
Can OptiFlow integrate with our existing systems?
Yes. OptiFlow integrates with CRM, ERP, billing engines, data warehouses, APIs, and communication platforms without disrupting existing infrastructure.
How long does deployment take?
Deployment timelines vary by complexity, but most structured agent environments can be configured and operational within weeks, not months.
See what OptiFlow would do for your business
Book a short call and we will show you Otis, the dashboard and the numbers from a live deployment.