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AI Order Agent for Manufacturers

Built for small manufacturers. Works with Katana, QuickBooks, FedEx, and your existing email — no new software required.

No credit card required  ·  Set up in under 30 minutes

Saves hours every week

Your agent handles routine order status queries automatically — no manual replies, no copy-paste, no interruptions to your day.

Works with your existing tools

Katana, QuickBooks Online, FedEx, UPS, Gmail, Outlook. No new systems for your team to learn or maintain.

Escalates gracefully

When the agent can't answer, it hands off to your team with full context — order status, customer history, the entire thread.


How It Works

From inbox to reply in seconds

WISMO intercepts order status requests, looks up the real answer across your OMS and carriers, and responds — without involving your team.

01

Customer emails in

"Where is my order #4821?" lands in your support inbox.

02

Agent identifies customer

Matches sender domain and PO number against your OMS in seconds.

03

Agent looks up order

Queries Katana for status, FedEx or UPS for live tracking.

04

Agent replies with ETA

Customer gets a clear, accurate answer. Your team sees nothing.


Works with the tools you already use

Katana QuickBooks FedEx UPS Gmail Outlook Shopify

What manufacturers are saying

"Before WISMO, I was spending 90 minutes every morning answering the same email. Now I check in once a week to see what was escalated. That's it."

MR

Marcus R.

Owner · Precision Parts Co. · 18 employees

"We were on Katana already and the setup really was under 30 minutes. Our CS team couldn't believe it when the first automated reply went out."

SL

Sandra L.

Operations Manager · Westfield Packaging · 32 employees

"The escalation feature is what sold me. A few key accounts need a human touch — WISMO knows the difference and routes them straight to me with full context."

JH

James H.

Customer Success Lead · Apex Fabrication · 45 employees

80%
of order queries resolved automatically
2h
saved per day on average
30m
average setup time

How It Works

The full agent flow, explained

From inbound email to resolved query — here's exactly what WISMO does, step by step.

Agent Flow

01

Inbound message arrives

A customer emails your support address with an order status question. WISMO intercepts the message before it reaches your team's inbox.

02

Domain authentication

WISMO matches the sender's email domain against your known customer list. Recognized domains proceed automatically. Unknown domains are flagged for human review — no guessing, no false replies.

03

PO resolution

The agent extracts the PO or order number from the email body using fuzzy matching — handling typos, partial numbers, and natural-language references like "my latest order" or "the shipment from last Tuesday."

04

Data lookup: OMS → Accounting → Carrier

Queries Katana (or your OMS) for order status and expected ship date. On Enhanced and Full plans, cross-checks QuickBooks for invoice confirmation. If a tracking number exists, pulls live ETA from FedEx or UPS.

05

Response generation

WISMO composes a plain-language reply with order status, expected ship date, and a tracking link where available. Replies match your brand tone — no robotic boilerplate.

06

Escalation when needed

If the order can't be found, the customer is high-priority, or the query is out of scope — WISMO escalates to your team with full context: the thread, customer history, and exactly what the agent tried. Escalation is a feature, not a failure.


Channels

Email, built for async

WISMO is built for email — the channel where most manufacturer support happens. It handles asynchronous threads, anticipates follow-up questions, and keeps conversation context across replies.

Live chat support available in Phase 2


Authentication & Data

How the agent knows who's asking

WISMO uses domain-based matching — no customer portals or passwords required. A buyer at acmecorp.com is automatically matched to all POs from that domain. Fuzzy PO matching handles typos and partial numbers with a configurable retry threshold.

Data sources

OMS
Order status, expected ship date, tracking number — via Katana or other MRP
QuickBooks
Invoice cross-check to confirm shipment status (Enhanced & Full plans)
FedEx / UPS
Live carrier tracking and estimated delivery date
Email
Thread history and relationship context for more nuanced replies (Full plan)

Privacy

What WISMO accesses — and what it doesn't

WISMO reads order and shipment data to answer queries. It does not store PII beyond session context, does not train on your data, and never shares customer information with third parties.

Accesses

  • Order status & dates
  • Carrier tracking data
  • Invoice shipment status
  • Email thread context

Does not store

  • Customer PII
  • Financial records
  • Full email content
  • Login credentials

Integrations

Works with the tools you already use

WISMO connects to your OMS, accounting, carriers, and email — no rip-and-replace required.

Order Management

Connect your OMS to give WISMO access to order status, expected ship dates, and tracking numbers.

Katana MRP

Full order status, expected ship date, and tracking number lookup via Katana's API.

CoreEasy setup

Other MRPs

Connect any MRP or OMS that exposes a REST API. Custom field mapping supported.

CoreMedium setup

Excel / CSV

No OMS? Upload a CSV or connect a shared spreadsheet as a fallback order source.

CoreEasy setup

Accounting

Cross-check invoice data to catch "shipped" statuses that haven't actually left the warehouse.

QuickBooks Online

Invoice-level shipment verification. Catches discrepancies between OMS and accounting records before they reach the customer.

EnhancedEasy setup

Shipping Carriers

Pull live tracking data and estimated delivery dates directly from carrier APIs.

FedEx

Live package tracking and estimated delivery date pulled from the FedEx API in real time.

CoreEasy setup

UPS

Same live tracking capability via UPS API. Automatically used when a UPS tracking number is detected.

CoreEasy setup

Email

Connect your mailbox to let WISMO read threads, mine PO numbers, and understand customer relationship context.

Gmail

Thread mining, PO extraction from email history, and conflict detection for long-running order conversations.

FullEasy setup

Outlook / M365

Same capabilities via Microsoft Graph API. Works with Office 365 and Microsoft 365 Business accounts.

FullEasy setup

E-commerce

For manufacturers who also sell direct-to-business via Shopify.

Shopify

Order data and tracking as a fallback source when OMS data is unavailable or incomplete.

CoreEasy setup

Don't see your tool?

We're actively adding integrations. Tell us what you're on and we'll let you know when it's ready — or see if we can fast-track it.

Pricing

Simple pricing that grows with you

Start with the basics and upgrade as your needs change. All plans include a free trial — no credit card required.

Tier 1

Core

Everything you need to start resolving order queries automatically. Most manufacturers start here.

$199
per month, billed monthly
  • Katana MRP or OMS connection
  • FedEx & UPS live tracking
  • Email channel (Gmail or Outlook)
  • Fuzzy domain authentication
  • Escalation with full context
  • Conversation logs

Tier 3

Full

Add email context awareness for accounts where relationship history matters in every reply.

$399
per month, billed monthly
  • Everything in Enhanced
  • Gmail / Outlook email context layer
  • Thread history & relationship context
  • PO conflict detection
  • Dedicated onboarding

Feature comparison

Feature Core Enhanced Full
Katana / OMS connection
FedEx & UPS live tracking
Email channel
Fuzzy PO matching
Escalation with context
Conversation logs
QuickBooks shipment verification
Discrepancy flagging
Email context layer
Thread history awareness
PO conflict detection

Frequently asked questions

Under 30 minutes for most manufacturers on Katana. You connect your OMS, authorize your email, and configure your customer domain list. The agent handles everything else automatically from there.
No. WISMO supports any OMS that exposes a REST API, and also works with Excel or CSV as a fallback for manufacturers not on a formal MRP. Katana is our most deeply integrated option, but you're not locked in.
WISMO escalates to your team with full context — the email thread, the customer's history, what the agent tried, and why it couldn't resolve the query. Your team gets everything they need to reply without starting from scratch.
Yes. All plans include a time-limited free trial — no credit card required to start. You can connect your OMS and run the agent on real queries before committing to a paid plan.
Yes. WISMO is billed monthly with no long-term contracts. You can cancel or downgrade at any time from your account settings. There are no cancellation fees.

Customers

Real manufacturers, real results

See how small manufacturing teams are using WISMO to reclaim their time and improve the customer experience.

Precision Parts Co.

Metal fabrication · 18 employees

Core plan

"We were drowning in order status emails from our 40+ wholesale accounts. Every morning started with an hour of copy-paste from Katana into email replies. WISMO completely eliminated that workflow. Now those emails are answered before I've had my first coffee."

— Marcus R., Owner

84%
queries resolved automatically
90m
saved daily

Westfield Packaging

Custom packaging · 32 employees

Enhanced plan

"Our CS team was spending half their day on status queries. Adding QuickBooks verification was the game changer for us — we'd been manually catching 'shipped' orders that hadn't actually left the floor. WISMO catches every one automatically now."

— Sandra L., Operations Manager

79%
queries resolved automatically
12
false shipments caught/month

Apex Fabrication

Structural components · 45 employees

Full plan

"We have three enterprise accounts that require a more personal touch — the kind where you need to know they're mid-negotiation or had a late order last quarter. The email context layer means WISMO knows when to hand off rather than reply. That nuance matters."

— James H., Customer Success Lead

76%
queries resolved automatically
+18%
CSAT improvement

Nordic Steel Works

Industrial steel products · 28 employees

Core plan

"I was skeptical that a 30-minute setup claim was realistic. It was actually 22 minutes. Connected Katana, authorized Gmail, uploaded our customer list. Done. The first automated reply went out that same afternoon."

— Erik V., Founder

22m
setup time
2h
saved daily

Stop answering order status emails manually.

WISMO handles them for you — automatically, accurately, and in under 30 minutes to set up.

  • Works with Katana, QuickBooks, FedEx, and UPS
  • No credit card required for the free trial
  • Escalates with full context when needed
  • 80% of queries resolved automatically on average

Get started free

14-day free trial. No credit card required.

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Book a 30-minute demo

We'll walk through your specific setup — your OMS, your customer list, and your biggest support bottlenecks — and show you exactly what WISMO would handle automatically.

What to have ready:

  • Your OMS name (Katana, other MRP, or spreadsheet)
  • Rough number of order status queries per week
  • Whether you use Gmail or Outlook
  • Any edge cases you're worried about (escalations, key accounts)

Blog

Thinking out loud about manufacturing, AI, and customer ops.

AI is the great equalizer. Except when it isn't.

There's a narrative going around that AI levels the playing field. That a ten-person company can now do what used to take a hundred. It's not wrong. But it's not the full picture either.

There's a narrative going around that AI levels the playing field. That a ten-person company can now do what used to take a hundred. That the little guy finally has a shot.

It's not wrong. But it's not the full picture either.

The same AI that helps a small manufacturer automate a process also helps a large distributor absorb more SKUs, serve more accounts, and reach deeper into market segments they previously ignored. The big get bigger faster. Their AI budgets, their data infrastructure, their teams of engineers — all of it compounds.

AI is an equalizer the way a hammer is. It depends entirely on who's swinging it, and whether they have one in the first place.

The companies with the most resources will get to AI first, move fastest, and extract the most value. That's not a bug in the story. It's the feature.

So where does that leave smaller manufacturers?

Here's what I keep seeing: small manufacturers are remarkably good at their core work. Long-term customer relationships. Accounts they know by name. Consistent, reliable delivery. Years of earned trust.

What they don't have is the operational infrastructure to keep pace with the service expectations their customers now carry. B2B buyers are also B2C consumers. They get real-time order tracking from Amazon on a Sunday morning. Then they email your CS team Monday and wait until afternoon for a reply that says "let me check and get back to you."

That gap is widening, not closing. Big distributors are investing in AI-powered infrastructure to close it at scale. They have the budget. They have the teams. They're moving.

Small manufacturers will lose customers they've had for a decade — not because their product got worse, but because the experience around it couldn't keep up.

The answer isn't to become a big company. The answer is to find the right partners to close that gap within your budget.

That means being ruthlessly specific. Find the most frequent problem. The most repetitive. The most solvable. And automate it completely — not half-heartedly, not with a generic chatbot, but completely.

"Where is my order?" is one of those problems. It is, by a wide margin, the most common question a manufacturer's CS team handles. The answer is almost always a date and a tracking status. The data already exists in your systems. The only missing piece is the connection between a customer's question and an accurate, complete answer — without a human pulling it together manually every single time.

Solve that one problem well, and you give your CS team back hours every week. You raise the floor of what customers experience. You do it without hiring, without scaling headcount, and without a budget that looks like a big company's.

Hello world. We're WISMO.

We built WISMO to solve exactly this problem for small manufacturers. When a known B2B customer emails asking about their order, WISMO looks it up — across your order management system, your shipping carrier, your accounting software — and sends them a complete, accurate reply within 10 minutes. No human in the loop for routine inquiries. No partial answers. Done.

We know what we're building and why it matters. The manufacturers we're talking to are good at what they do. They don't need to be replaced by technology. They need a focused tool that handles the repetitive so they can focus on the irreplaceable.

That's us. We're just getting started.


The Most Expensive Email in Manufacturing

Why "Where is my order?" costs you more than you think — and why it stayed unsolved for so long.

Every morning, somewhere in a manufacturing facility, a customer success rep opens their inbox and sees it.

"Hi, any update on our order?" "Can you check on PO #4821?" "Just following up — when does this ship?"

Different words. Same question. Every single day.

It's the #1 support question in B2B manufacturing. Not a complaint. Not a return. Not a billing dispute. Just a customer who wants to know where their stuff is.

And here's the brutal truth: you already have the answer. It's sitting in Katana. It's in the FedEx tracking portal. It's in QuickBooks. The information exists — it's just locked behind three tabs, a login, and whoever on your team happens to be at their desk.

That's not a customer service problem. That's a systems problem.

The math no one does

If your CS rep spends 90 minutes a day answering order status emails — and for most small manufacturers, that's conservative — that's 450 minutes a week. Nearly 400 hours a year. For one person. Answering the same question in slightly different forms.

That's not what you hired them to do.

You hired them to build relationships. To handle the accounts that need a human. To catch problems before they become crises. To be the voice of your company when something actually goes wrong.

Instead, they're copy-pasting tracking numbers.

The cost isn't just time. It's opportunity cost. Every "Where is my order?" reply is a customer relationship conversation that didn't happen. Every manual lookup is a potential error — wrong PO, wrong customer, wrong answer.

Why this problem stayed unsolved

"Where is my order?" has been the #1 support question in manufacturing for decades. So why is it still being answered manually?

Because until recently, automating it was harder than just doing it.

The data lives in multiple systems that don't talk to each other. Your OMS knows when the order shipped. Your carrier knows where it is right now. Your accounting system knows if it's actually been invoiced. Your email history knows what promises your team already made.

Pulling all of that together — correctly, securely, in a way that actually helps the customer — required either expensive enterprise software that small manufacturers can't justify, or a developer to build something custom, or just... your CS rep doing it manually every morning.

What changed

AI changed the equation — but not in the obvious way.

The breakthrough isn't that AI can write a reply. Any template can do that. The breakthrough is that AI can orchestrate. It can connect to your OMS, query the carrier API, cross-check the invoice, scan the email thread for context, and assemble a complete, accurate answer — in under 10 minutes, without a human in the loop.

That's WISMO. We built it specifically for small manufacturers with recurring B2B customers. The ones using Katana or another MRP system. The ones shipping via FedEx and UPS. The ones whose customer relationships are personal enough that the CS team knows their customers by name — which is exactly why those people shouldn't be spending their mornings answering status emails.

Your customers get answers in under 10 minutes. Your team sees nothing unless it needs to.

What "escalates gracefully" actually means

We're not naive about this. Some queries can't be automated. A delayed order with no ETA. A customer your team has made specific commitments to. An account that needs a human voice.

WISMO knows the difference. When it can't answer — or shouldn't — it hands off to your team with everything they need: customer history, what was asked, what WISMO found, what it couldn't resolve. Your rep picks up the conversation already fully briefed. The customer never has to repeat themselves.

Escalation isn't failure. It's the product working correctly.

What this is really about

The small manufacturer has always punched above their weight on product. On quality. On relationships. Where they've historically lost ground is on service infrastructure.

WISMO is the first tool built specifically to close that gap. Not for enterprise. Not for e-commerce. For the manufacturer with 200 recurring customers, a tight CS team, and an inbox that starts every morning the same way.

You built something worth buying. Your customers deserve to know where it is.


You Didn't Sign Up to Answer the Same Email 40 Times a Week

How WISMO gives customer support teams at small manufacturers their time — and their job — back.

You know the email before you even open it.

The subject line says "Order Update" or "Quick Question" or sometimes just a PO number with a question mark. The body says some version of the same thing it said yesterday: Where is my order?

You open three tabs. You log into the OMS. You find the PO. You check the carrier portal. You copy the tracking number. You paste it into a reply. You hit send.

Four minutes. Maybe five if the system is slow. Then you do it again. And again. And somewhere around the twelfth one, you start to wonder what exactly you're supposed to be doing with your day — because this isn't it.

This is the job no one advertised

Customer support at a small manufacturer is supposed to be about relationships. Knowing your accounts. Catching problems early. Being the person a customer calls when something actually goes wrong.

Instead, a massive chunk of the role is manual data retrieval. Not problem-solving. Not relationship management. Lookup and paste. The information already exists. It's in Katana. It's in FedEx. It's in QuickBooks. The question isn't hard — it's just buried behind three systems that don't talk to each other, and you're the bridge. That's not a skill. That's a workaround.

What WISMO actually does for you

WISMO monitors your support inbox and handles order status queries automatically — so by the time you open your inbox in the morning, most of those emails are already answered.

A customer emails asking about their order. WISMO identifies the query, authenticates the sender, pulls the order status from your OMS, grabs live tracking from FedEx or UPS, and sends a clear, accurate reply — all within 10 minutes of the email arriving. Before you've had your coffee.

On average, 80% of order status queries get resolved this way. Automatically. Without you touching them. What hits your queue are the ones that actually need you: the delayed shipment with no ETA, the account your manager made specific promises to, the customer who's frustrated and needs a human. The real work.

What the escalation handoff looks like

When an order status query needs a human, WISMO hands it off with everything you need to respond immediately: the customer's name and company, the PO number and what they asked, the order status as of right now, what WISMO found — and what it couldn't, plus relevant context from prior email threads.

You don't have to start from scratch. You don't have to open three tabs. You open the escalation, read the summary, and respond. Fully briefed. Immediate. The customer never has to repeat themselves. You never have to do the lookup manually. That's a good day.

What your week looks like with WISMO

Before WISMO: Monday morning. 14 order status emails waiting. You block the first 90 minutes working through them, copy-pasting tracking numbers, clicking between tabs. By the time you're done, new ones have come in. The cycle repeats all week.

With WISMO: Monday morning. 2 escalations waiting — both flagged as needing attention, both with full context loaded. You handle them in 15 minutes. The other 12 status queries were answered automatically overnight. You spend the rest of the morning on the call you've been putting off with your biggest account.

Setup doesn't require IT

WISMO connects to the tools you already use — Katana, QuickBooks Online, Gmail or Outlook, FedEx and UPS. No new systems. No new logins. No training your team on a new platform. Average setup time: 30 minutes. You connect your integrations, load your customer list, and WISMO starts monitoring. The first automated reply usually goes out within the hour.

The part that matters most

There's a version of this job that's actually good. Where you're handling the hard stuff — the relationship-critical escalations, the accounts that need your judgment, the problems that require a human to solve. Where the repetitive work runs itself in the background.

That version of the job is what customer support at a small manufacturer is supposed to be. WISMO is how you get there.

FAQ

Everything you need to know about WISMO.

Pick the view that applies to you.

WISMO is an AI agent that monitors your support inbox and automatically answers order status questions from your B2B customers. When a customer emails asking "Where is my order?", WISMO looks up the answer across your OMS, your carriers, and your accounting system — and responds on your behalf. No human involved unless it's a query that genuinely needs one.

Small manufacturers with roughly 50–250 recurring B2B customers who order via Purchase Order. If your CS team spends significant time every week answering the same order status questions, and your stack includes tools like Katana, QuickBooks Online, Gmail or Outlook, and FedEx or UPS — WISMO was built for you.

30 minutes for most manufacturers. You connect your integrations (Katana, QuickBooks, Gmail or Outlook), load your customer list, and WISMO starts monitoring. No developer required. No IT project. First automated reply typically goes out within the hour.

Katana MRP (primary OMS), QuickBooks Online, FedEx, UPS, Gmail, Outlook, and Shopify. If you use a different OMS, contact us — we support additional MRP systems and Excel-based tracking as a fallback.

No. WISMO handles the routine — the repetitive order status lookups that don't require a human. Your CS team handles everything else: escalations, relationship-critical accounts, complaints, and queries outside order status. The goal is to give your team back the time they're currently spending on low-value lookups.

It escalates to your team with a full handoff package: the customer's name and company, the PO number, the order status it found, what integrations responded, and relevant email thread context. Your rep picks up the conversation already fully briefed. The customer never has to repeat themselves.

WISMO never stores your customer data, your order data, or your email content. It reads the data needed to answer a query, uses it in memory during that job, and discards it. Only metadata — timestamps, outcomes, job logs — is retained on WISMO's servers. This is a deliberate product decision, not just a policy.

WISMO authenticates inbound queries by matching the sender's email domain against your pre-loaded customer list, combined with a PO number verification. Known contacts get full order details. Unknown individuals from a known domain get delivery ETAs only. Unrecognised domains escalate immediately to your team. The agent never volunteers PO numbers — the customer must supply them.

WISMO tries three ways to resolve it: scan the email body, scan the thread history, then fall back to the customer's most recent PO in your OMS. It uses natural language — "Your last order is arriving March 15th" — rather than disclosing the PO number unprompted. If it still can't resolve, it escalates.

Yes. You can start free at trywismo.co — no credit card required.