AI for Operational Case Tracking

Follow through your KPIs

Lufios
Today
Tasks103
New tasks13
Follow-ups16
Unanswered2
Review72
Closed10
Create Task
Projects
Insights
Records
MANAGEMENT
Messages
Talk with Lufios
Analyses
Analyze a File
Team
Settings
Tasks
Search tasks: customer, personListFlowTableExport Excel
All113New tasks13Follow-ups16Unanswered2Review72Read0Closed10
Mark all read (72)Assigned 1All people
All 72Routing review 0Manager decision 72
Review Every item with a field reply or decision need. Reading it does not change business state.
CUSTOMER SALES DROPyesterday
Riverside Tire & Auto
Manager review · opened today
Riverside lost 12 selling days because its alignment lift was down. The replacement part goes in...
QUESTION Greg, Riverside Tire & Auto in Detroit is at $7.9K this month vs their $12.8K 6-month...
GMGreg MasonReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Lakeshore Service Center
Manager review · opened today
Lakeshore's last quarter is $2.1K vs $18.6K the same quarter last year, an 89% collapse on a 6...
QUESTION Maria, Lakeshore Service Center in Cleveland just ran $2.1K this quarter against $18.6...
MLMaria LopezReady to review
CUSTOMER SALES DROPyesterday
Northgate Auto Repair
Manager review · opened today
Northgate Auto Repair orders roughly every 10 days. It's been 34 days dark, over 3x their norm...
QUESTION David, Northgate Auto Repair in Toledo orders about every 10 days, and they've now gone...
DWDavid WrightReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Cardinal Auto Group
Manager review · opened today
Cardinal Auto Group ran $31.2K the same quarter last year and just $4.8K this quarter, an 85% dr...
QUESTION James, Cardinal Auto Group in Columbus did $31.2K the same quarter last year...
JCJames CarterReady to review
CUSTOMER SALES DROPyesterday
Summit Tire & Service
Manager review · opened today
Summit Tire & Service dropped to $11.1K this month from a $19.8K 6-month average, a 44% decline...
QUESTION Maria, Summit Tire & Service in Cleveland fell to $11.1K this month from a $19.8K...
MLMaria LopezReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Maplewood Auto Care
Manager review · opened today
Maplewood Auto Care is at $3.6K this quarter vs $24K same time last year, an 85% drop on a 4...
QUESTION David, Maplewood Auto Care in Toledo is at $3.6K this quarter against $24K the same...
DWDavid WrightReady to review
CUSTOMER SALES DROPyesterday
Pine Valley Auto Service
Manager review · opened today
Pine Valley Auto Service orders every 9 days on average; it's been 41 days dark on a $152K accou...
QUESTION Maria, Pine Valley Auto Service in Cleveland orders every 9 days on average, and...
MLMaria LopezReady to review
CUSTOMER SALES DROPyesterday
Forest Hills Tire Co
Manager review · opened today
Forest Hills Tire Co dropped to $13.2K this month from a $27.5K 6-month average, a 52% decline...
QUESTION Greg, Forest Hills Tire Co in Detroit fell to $13.2K this month from a $27.5K 6-month...
GMGreg MasonReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Crossroads Auto & Tire
Manager review · opened today
Crossroads Auto & Tire ran $1.9K this quarter vs $21K the same quarter last year, a 91% collapse...
QUESTION David, Crossroads Auto & Tire in Toledo is at $1.9K this quarter against $21K the...
DWDavid WrightReady to review
CUSTOMER ORDER BACKLOGyesterday
Summit Fleet Services
Manager review · opened today
An $18.6K quote for a fleet oil + filter changeover went out 11 days ago to Summit Fleet Services an...
QUESTION Robert, the $18.6K fleet oil + filter changeover quote (6 lines) to Summit Fleet...
RHRobert HayesReady to review
CUSTOMER SALES PERFORMANCEyesterday
Beacon Quick Lube
Manager review · opened today
Beacon Quick Lube onboarded 70 days ago as a projected $12K/mo quick-lube chain location. The...
QUESTION Ashley, Beacon Quick Lube is 70 days in with one $2.1K order against a $12K/mo...
ABAshley BennettReady to review
CUSTOMER CONCENTRATIONyesterday
Lakeshore Auto Group
Manager review · opened today
Lakeshore Auto Group is now 41% of Lansing territory revenue ($26.5K of $64.6K/mo). One...
QUESTION Marcus, Lakeshore Auto Group is now 41% of your Lansing book ($26.5K of $64.6K/mo)...
MWMarcus WebbReady to review
CUSTOMER ORDER BACKLOGyesterday
Riverbend Fleet Maintenance
Manager review · opened today
A $23.8K quote (9 lines) for a fleet battery + oil restock has sat 14 days with no order. Riverbend i...
QUESTION Daniel, Riverbend Fleet Maintenance's $23.8K restock quote (9 lines, battery + oil) is no...
DFDaniel FosterReady to review
CUSTOMER CONCENTRATIONyesterday
Hoosier Fleet Solutions
Manager review · opened today
Hoosier Fleet Solutions hit 47% of Indianapolis revenue ($39.8K of $84.7K/mo). Emily confirmed...
QUESTION Emily, Hoosier Fleet Solutions is 47% of your Indianapolis book ($39.8K of $84.7K/mo)...
ENEmily NguyenReady to review
CUSTOMER COLLECTION RISKyesterday
Pearson Tire & Service
Manager review · opened today
Pearson Tire & Service is sitting at $18,430 across 4 open invoices, the oldest now 52 days past Net...
QUESTION Nicole, Pearson Tire is at $18,430 across 4 invoices with the oldest 52 days past Net-30...
NANicole AdamsReady to review
High priorityCustomer value-risk segment
Lakeshore Service Center
MLMaria Lopez
Field Sales Rep
Maria, Lakeshore Service Center in Cleveland just ran $2.1K this quarter against $18.6K the same quarter last year, an 89% collapse on a 6 year account. Can you get in front of the owner this week and find out who they switched to?
I checked it. The operational cause is confirmed and the corrective action is in progress.
Thanks, I saved that. I will verify the source record on the scheduled date.
REPLY STATUS
Answered
NEXT ACTION
Verify the corrective action in the source system

They all look different.
They all end in the same job.

A number that broke. A promise that was made. A deadline coming up. A target slipping away. Every one of them ends with a manager calling, messaging, or booking a meeting to find out where it stands. Lufios does that part, and keeps the record.

Report anomaly
Customer reorder gap
1 anomaly
CODECUSTOMERSKUCADENCEDAYS LATEAT RISK
4419Summit GroceryCola 355ml21d5$3,100
4972Riverside MarketCola 250ml14d63$310,000
5562Cedar FoodsCola SF 250ml14d9$2,600
The cause is not in the report. It is in your team’s memory.
Marcus Bennett
Field Sales Rep · West
Today 08:02

Nobody has to remember to chase it. The AI talks for you.

01 · INPUT

A case can start three ways

Enter it yourself, connect your ERP over SQL, or keep sending the weekly Excel you already produce. All three land in the same queue.

Three ways in
You enter itOne sentence is enough
SQLERP over SQLThe query runs itself
XLSWeekly Excelweekly_sales.xlsx
All three land in the same queue.
02 · ROUTING

It knows who to ask

It holds your team as a hierarchy, works out what the case belongs to, runs the checkpoints for that type, then lands the question on the person who actually covers it.

Who gets the question
CASE
Riverside Market · 63 days silent
TYPE
Sales drop
TEAM
Field Sales · West
PERSON
Marcus Bennett
03 · CONVERSATION

It runs the conversation

Inside the company it asks your team on their own channel. Outside it reaches the customer directly. Same engine, two audiences.

Marcus Bennett · WhatsApp
Monday
Marcus, Riverside has not ordered for 63 days. What changed?
There was a payment issue, it cleared last week. Ships Thursday.
Thursday
Did it ship? Checking in.
04 · FOLLOW THROUGH

It does not let go until it closes

No reply and it reminds. Someone is away and it reroutes. Still silent and it escalates. It sets its own follow up date and comes back on it.

Follow up board
Waiting2Unanswered1Ready1Closed3
SALES
Riverside Market
Marcus B.·Thursday·promise captured
STOCK
SKU-2201 transfer
Warehouse·Today·2nd reminder
05 · MEMORY

What is left behind is memory

Every reply becomes fields: cause, owner, promise, date, outcome. No system of record can hold this, because it only ever exists in conversation.

Parsed from the reply
CausePayment hold
Related recordRiverside Market
OwnerMarcus Bennett
PromiseShips Thursday
OutcomeKept
525 cases, all searchable.

It goes where your people already are.

Marcus Bennettonline

Sure, I will stop by there today.

09:14

Thanks, closed it.

09:15
Today

Marcus, Riverside Market has not ordered for 63 days. What changed?

08:02

There was a payment issue, it cleared last week. Ships Thursday.

08:11

Understood, noted. I will confirm the Thursday shipment and get back to you.

08:12
# stock-planning
LLufiosAPP08:04

SKU-2201 has 8 days of stock left, open orders run 14 days out. When does the next batch land?

APAlex P.08:26

Supplier loads on the 22nd, in the depot by the 25th.

LLufiosAPP08:26

Logged. I will check the depot intake on the 25th and post here if it slips.

INV-4821 · 68 days overdue

LLufiosto: finance@jasoncorp.com

Hi Jason,

Invoice INV-4821 for $186,400 has been open for 68 days. Could you confirm the date you are planning the payment?

Best regards, Lufios for Cascade Auto Distributors

JCJason Corporation

Hello,

We will release the payment on Friday.

Best, Finance

LLufios

Thank you, noted. I will write again on Friday to confirm.

ERElena Ruiz
ERElena RuizTue 16:20

Phase 1 is done, report shared.

Today
Lufios08:06

Elena, phase 2 of the WMS migration is due in 6 days and there has been no update for 9 days. Where does it stand?

ERElena Ruiz09:41

We are two people short in Izmir, we need three extra days.

Lufios09:42

Understood. The deadline is updated to +3 days and I have flagged it to the depot manager.

CFCedar Foods
The delivery arrived, thank you.
You are welcome, have a good week.
Today
Hello, you ordered back in March. Are you planning another one, and when would suit you?
We will have a new order in early October, call us that week.
Noted, I will write again in the first week of October. Have a good week.
Delivered
A painting of your morning routine: calls, meetings, follow ups, messages

Lufios replaces it for you.

It follows every open item you would have followed. It knows who to contact and what to ask them, then collects the cause, the date, the follow up and the next action, and brings them back to you.

Why companies choose Lufios

42 hrs
of manager time recovered
in the first month
525
cases closed on their own
in a single month
%80+
of cases never needed a manager
run end to end by AI
8 min
median time to first reply
on the team’s own channel

Hours back every morning

Traditional
2 to 3 hrs
chasing answers
With Lufios
67 min
answers ready at 8am

Managers used to burn two to three hours every morning chasing people for the reason behind every anomaly. Lufios runs that loop overnight, so the answers are already on your screen at 8am.

We got 42 hours of manager time back in the first month.

Lubricant distributor · General Manager

The 45% your ERP can't see

Data your operations need
55%
0%
ERP / SQL / BI
what your data tools see
Captured by Lufios
the part that used to be lost

ERP, SQL, and BI carry only about 55% of the data your operations need. The other 45% lives outside your systems, in WhatsApp messages, phone calls, your team's heads. Lufios closes that gap and turns it into structured records.

The things that slip past us while we are busy with something else, Lufios does not forget them. It talks to the right person and brings us the result.

Food distributor · Operations Manager

Real answers, not ML guesses

Root cause accuracy
ML / forecasting~40% trust
Lufios~0% trust

Pure ML root cause guesses what might have caused a dip from data alone. Lufios asks the person who actually saw it, in their own words, and writes the answer down as a structured record.

Even when we are not standing over them, having something that keeps talking to the team and following up put our minds at ease.

Furniture parts manufacturer · Owner

Nothing slips through

Manual follow up
0% forgotten
of parallel cases
With Lufios
0% forgotten
each resurfaced on time

Across the dozens of cases tracked in parallel, about 65% slip and get forgotten with manual follow up; each one is an uncollected receivable, a missed delivery, an action left open. Lufios holds every one and resurfaces it on time, so the forgotten rate drops to zero. That is real money recovered and a heavy load lifted off managers.

525 cases opened, discussed and closed on their own in a single month. Over 80% of them never needed a manager.

Distribution and manufacturing customers

Frequently Asked Questions

How Lufios follows an open item from the moment it opens to the moment it closes.

Lufios is the layer that follows an open item until it closes. Something opens, a number that broke, a promise that was made, a deadline coming up, and Lufios asks the person who knows on WhatsApp, Slack, Teams or email, parses the answer, sets its own follow up date and comes back on it. Nothing waits on a manager remembering to chase it.

No. There are three ways in and any one of them is enough. Enter a task or a project yourself and Lufios takes the deadline, the owner and the follow up plan from it. Or connect your ERP, MRP, BI or CRM and let it read live data over SQL. Or keep sending the weekly Excel you already produce and Lufios turns it into cases. Many customers start with Excel and connect systems later.

A BI tool shows you the number that broke and stops there. A task app holds a list, but somebody still has to chase every line on it. Lufios does the chasing. It works out who to ask, asks them, reads the reply, decides when to come back, and keeps the case open until it is genuinely closed.

During setup we map your team as a hierarchy, along with your customers, regions, suppliers and SKU ownership. When something opens, Lufios works out what it belongs to, a customer, a receivable, a product, a stock line or an order, runs the checkpoints for that type, then lands the question on the person who actually covers it. On a project it already knows the assignee, and on a five person project it knows who gets asked what.

It does not drop. No reply in a day and Lufios reminds. Someone says they are away and it reroutes to the backup owner. Still silent and it escalates to the manager. When an answer arrives with a promise in it, Lufios sets the follow up date from that promise and comes back on the day.

Yes. Inside the company it asks your team. Outside it can reach the customer directly, chasing a receivable, asking when a payment will actually land, or checking whether a deal is still alive. Same engine, two audiences, and both sides land in the same record.

Every reply is parsed into fields: cause, related record, owner, promise, date and outcome. Over months that becomes something no system of record can hold, because it only ever existed in conversation. You can ask it questions in plain language, and read off who keeps their promises and which causes keep coming back.

Security is foundational. All data is encrypted in transit and at rest. We never use your data to train AI models and we do not collect personal data. Lufios works only with business and operational data. We are GDPR and KVKK compliant, with SOC 2 and ISO 27001 in progress.

Team collaborating

Intelligence first, process follows.

Learn more

Work with us!