Available
Anchor capability
Suggestions and approvals
Anchor can notice what needs doing, but a person decides. Each suggestion waits in a queue, and approving one does exactly what it says, nothing more.
Why it matters
The problem it solves
- Follow-ups slip and stock runs out, but fully automatic tools act without asking.
How it works in Anchor
Step by step
- Step 1: Check for suggestionsAnchor looks for low stock, quotes that went quiet, inactive customers and unusual sales.
- Step 2: Review each oneEach suggestion shows a risk level. You can edit a drafted follow-up before approving it.
- Step 3: Approve or rejectApproval applies to the exact version you reviewed.
- Step 4: See what happenedA history lists what was approved and what was observed afterwards.
| Suggestion | Approving it |
|---|---|
| Follow-up draft | Sends that one message to the customer on their channel, exactly as approved or edited |
| Restock suggestion | Records your decision. Anchor does not order stock or contact suppliers |
| Sales alert | Records that you have seen it. Nothing is sent |
Before you start
What you need, and who can use it
- What you need
- Orders, quotes or stock history, so there is something to suggest.
- Plans
- The pricing page lists automation suggestions on Growth, Business and Enterprise. Compare plans
- Who can use it
- Only owners and admins can approve.
Limits
What it does not do
- There is no custom workflow builder; that is only being explored.
- Approval never places a purchase order or changes stock.
- Anchor never acts on a suggestion by itself.
Learn and get help
Set it up with guides and answers
Help articles
- Automation and approvals 8 articles
Related
Works together with
- Owner insights and daily briefAsk about sales, stock and customers in plain language, and start the day with a short list of what needs attention.Read more
- Quotes, orders and salesQuotes priced from your catalog become orders only when you accept them; in-person sales can be recorded too.Read more
- Conversations and team inboxEvery customer conversation in one shared inbox, with filters, assignment and replies that reach the customer on their channel.Read more
Try it on your own catalog.
Anchor has a free plan with no time limit.