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-ups16Unanswered2Review41Read31Closed10
113 tasks · generated from 9 analyses
CUSTOMER SALES DROPyesterday
Riverside Tire & Auto
Manager review · opened today
Its alignment lift was down for 12 days, so the shop lost half a month of billable work.
GMGreg MasonReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Lakeshore Service Center
Manager review · opened today
A six year account collapsed 89% in one quarter, from $18.6K down to $2.1K.
MLMaria LopezReady to review
CUSTOMER SALES DROPyesterday
Northgate Auto Repair
Manager review · opened today
Orders every 10 days like clockwork, then nothing for 34 days.
DWDavid WrightReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Cardinal Auto Group
Manager review · opened today
Same quarter last year $31.2K, this quarter $4.8K, and no order in eight weeks.
JCJames CarterReady to review
CUSTOMER SALES DROPyesterday
Summit Tire & Service
Manager review · opened today
Down to $11.1K this month against a $19.8K six month average.
MLMaria LopezReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Maplewood Auto Care
Manager review · opened today
A four year account fell 85% in a quarter and nobody flagged it.
DWDavid WrightReady to review
CUSTOMER SALES DROPyesterday
Pine Valley Auto Service
Manager review · opened today
A $152K account that orders every nine days has been silent for 41.
MLMaria LopezReady to review
CUSTOMER SALES DROPyesterday
Forest Hills Tire Co
Manager review · opened today
Monthly volume halved, from a $27.5K average down to $13.2K.
GMGreg MasonReady to review
CUSTOMER VALUE-RISK SEGMENTyesterday
Crossroads Auto & Tire
Manager review · opened today
Down 91% year over year, from $21K to $1.9K in a single quarter.
DWDavid WrightReady to review
CUSTOMER ORDER BACKLOGyesterday
Summit Fleet Services
Manager review · opened today
An $18.6K fleet quote has been open 11 days with no order and no answer.
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...
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...
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...
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...
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...
NANicole AdamsReady to review
High priorityAnalysis · Customer value-risk segment
Lakeshore Service Center
MLMaria Lopez
Field Sales Rep
Hello Maria. Lakeshore Service Center ran $2.1K this quarter against $18.6K the same quarter last year, an 89% collapse on a six year account. Could you see the owner this week and find out who they switched to?
Saw the owner Thursday. He moved to a local jobber after two backorders in March. He would come back if we can commit to next day on passenger tires.
Thank you. Recorded as a competitive loss over backorders with a return condition; I am taking the next day commitment to the branch manager today.
LUFIOS WROTE IT DOWN16:42
Cause
Competitive loss
Trigger
Two backorders in March
Win back
Next day on passenger tires
REPLY STATUS
Answered
NEXT ACTION
Take the next day tire commitment to the branch manager
Order rhythm · by dealer1 anomaly
Flagged at 3× the usual cadence
DealerCadenceLast orderSilent
Cedar Foods14dAug 97d
Harbor Market9dAug 115d
Summit Grocery21dAug 214d
Riverside Market14dJun 1463d
Pine Grocery12dAug 106d
Lakeside Market18dAug 511d
Vantage Foods10dAug 124d

A dealer stops ordering.

For days, sometimes weeks, you chase these and keep asking:

“Why did this happen?”“Who is doing what about it?”“When will it be resolved?”“Did it actually get resolved?”

Lufios handles all of it.

It gets to the root cause, talks to everyone involved, and leaves you nothing but the answer you need to decide on.

Nobody has to remember to chase it. Lufios 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.

Anomaly tracking

Report anomaly
Customer reorder gap
1 anomaly
CUSTOMERDAYS LATEAT RISK
Summit Grocery5$3,100
Riverside Market63$310,000
Cedar Foods9$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

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.

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.

What you hand over
Morning callsLufios asks
Follow up messagesLufios chases
“Who said what?”Lufios records
The next action listLufios keeps it

Why companies choose Lufios

Measured at a single customer, in a single month.

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!