Automations. Workflows. Intelligence.
What can Pearl do in CloudSuite?
Pearl is an AI platform built for Infor CloudSuite Distribution. From intelligent agents that answer questions to workflows that execute real business processes, Pearl combines AI-driven automation while keeping a human in the loop.
This is what intelligent automation looks like inside CloudSuite Distribution
Familiar Chat Interface
Start interacting with your business data immediately through a clean, accessible chat environment.
- This entry point allows users to ask open-ended questions, attach files for immediate processing, and seamlessly collaborate with the Pearl AI agent.
Automated Workflow Scheduling
Set your critical operations on autopilot using customizable cron schedules.
- Whether it is running a daily AR aging summary or a routine inventory reorder alert, Pearl triggers these pipelines reliably behind the scenes.
Workflow Definitions
Manage and review the configurations for all active system pipelines and document processing paths.
- Audit active workflows by category (e.g., Data Sync, Document Processing).
- Check the specific trigger for each workflow (cron, email, or manual).
- Verify the total number of steps configured for each pipeline.
Human-in-the-Loop (HITL) Intervention
Step in to resolve workflow exceptions when the AI is stuck by design or surprise, utilizing the full context provided to make a decision.
- Identify blocking issues preventing job completion.
- Review hints and context provided by the platform.
- Manually input the correct missing data (e.g., customer number) to resume the job.
HITL Data Extraction Review
Compare the original document against Pearl's extracted data to confidently make routing and filing decisions.
- Toggle the preview of the original source document.
- Compare Pearl's extraction values against the original text.
- Confirm your selection to unblock the pipeline and resume processing.
Live Inventory Querying
Ask natural language questions to instantly retrieve real-time data from your connected ERP and distribution systems.
- Request specific net available stock quantities for any warehouse.
- Ask follow-up questions to compare stock across multiple locations.
- Pull year-to-date customer order histories and open amounts instantly.
Procedural Assistance
Access step-by-step software guidance and operational knowledge directly through the conversational interface.
- Ask how to perform specific actions in your ERP (e.g., entering a sales order).
- Review detailed, formatted instructions provided by the AI.
- Access previous procedural questions from your chat history.
Automated Cron Schedules
Configure time-based triggers for routine operational tasks, ensuring repetitive work happens automatically in the background.
- View active cron expressions for scheduled workflows.
- Monitor timestamps for the last run and next scheduled run.
- Enable, disable, or manually force-run scheduled jobs instantly.
Knowledge Base (RAG) Management
Expand the system's intelligence by securely indexing proprietary business documents, web pages, and operational manuals.
- Upload local files (PDFs, DOCX) to index into the system.
- Crawl specific documentation URLs to expand Pearl's knowledge.
- Search, review, and delete previously indexed documents.
Transparent AI Auditing & Usage
Every AI call is logged, ensuring that nothing happens in the dark and the bill never surprises you.
- Monitor total token consumption across workflows, chat, and system tasks.
- Track the daily breakdown of prompt versus completion tokens via the usage graph.
- Review the total number of LLM calls made by the system over the last 24 hours.
Document Type Management & Schema Definition
Define the specific data structures Pearl uses to extract information from standard distribution paperwork. The platform supports identifying and classifying various document types for seamless operational flow.
- Define custom JSON schemas to dictate exactly what data points the AI should extract from uploaded files.
- Manage routine documents like Order acknowledgments, Purchase orders, and Vendor acknowledgments.
- Configure specialized certifications including Inspection certificates, Certificates of Analysis, and Certificates of Origin.
- Review, edit, or delete existing document classifications directly from the active list.
Bring Your Own AI (BYO-LLM) Configuration
Bring Your Own AI (BYO-LLM) Configuration Control your costs, your vendor, and your data privacy with a single configuration switch.
- Select your preferred AI provider: OpenAI, Anthropic, or a self-hosted Ollama model.
- Securely input and update your API keys for connected services.
- Specify the exact models to use for standard chat, fast processing tasks, and embeddings.
- Manually rebuild the vector database to re-embed documents when updating your embeddings model.
Automation Outcomes & System ROI
Track the real-world impact of your AI operations. This dashboard visualizes how much work Pearl successfully automated and where workflows were stuck or required human intervention.
- Monitor total documents processed over specific, selectable time intervals (e.g., 7d, 30d, 90d).
- Review the fully automated percentage to gauge how often the system succeeds without giving up or pausing for a human.
- Track estimated hours saved to measure the direct operational ROI of the platform.
- Analyze match quality and confidence distribution bands to identify areas where extraction schemas or rules can be improved.
AI agents and intelligent workflows built specifically for Infor's CloudSuite
- Natural Language Queries: Allows users to ask plain-English questions to query live ERP data and retrieve inventory, sales, and order insights instantly.
- Data Fabric Integration: Connects securely via InforOS API integration to access curated views of business data.
- Model Agnostic Design: Built with a swappable large language model (LLM) layer to adapt to future AI developments while managing privacy and performance
- Audited by default: Every AI call is logged, ensuring complete transparency into prompts, completions, and costs.
- Isolated by customer: Strict separation by design ensures your data space remains entirely private.
Pearl helps your team move beyond answers to action—automating everyday business processes, monitoring activity, executing workflows, and engaging people when human review or approval is needed.
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