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Pliney · The grounded AI agent for operations teams

The AI agent your operations team actually trusts.

Not a chatbot. Not enterprise search. Pliney is a grounded agent that queries your live ERP, CRM, and helpdesk, runs Horizon forecasts on demand, and resolves customer requests end-to-end. Every answer cites a source, every turn is RAGAS-evaluated, and out-of-scope questions get refused rather than guessed at. In production with retail and travel customers.

Pliney · Helpdesk agentLive
Customer
Why was my refund declined? Order #84021.
Pliney

60-80%
Routine queries resolved end-to-end
Live ERP
Grounded answers, no static FAQs
RAGAS
Faithfulness scored on every turn
Per-tenant
Data isolation by default
The difference

Why generic chatbots stall, and what Pliney does instead.

A chatbot that just answers FAQs offloads the easy questions and dumps the rest on your team. Pliney is built to resolve, not deflect. It's grounded in live data and integrated with the systems your team already runs on.

Generic chatbot
  • Answers from a static FAQ. No live data.
  • Hallucinates outside its training corpus.
  • Routes anything complex straight to a human.
  • No memory of prior interactions in your tools.
  • Can't take actions in your booking, helpdesk, or CRM.
  • No evaluation. No way to know what it got wrong.
Pliney
  • Grounded retrieval over your sources, with citations.
  • Refuses to answer outside scope. No invention.
  • Triages, routes, and resolves end-to-end where possible.
  • Pulls live data from helpdesk, booking, ERP via MCP.
  • Takes actions: opens tickets, books slots, issues credits.
  • RAGAS evaluation on every turn. Faithfulness measured.
Capabilities

Four things Pliney does. One agent surface.

Pliney is the same agent surface, doing four jobs depending on who's asking and what they need. Internal teams use it for forecasts, data, and alerts. Customers use it for resolution.

01
01 · LIVE FORECAST QUERYING

Ask your forecasts in plain language

For Planning, Finance & Commercial Teams

What Pliney does that ChatGPT, Glean, and copilots cannot: query a live forecasting model. "Which products have a high probability of stockout in the next 5 weeks?" "Expected demand for Product X next quarter?" "Projected cash position for Q3 if we delay this promotion?" Answers grounded in Horizon's live forecasts, with confidence intervals and the signals that drove the answer.

  • Integrated with Horizon forecasting engine via internal API
  • Stockout risk probabilities and demand projections
  • Treasury and cash flow forecasting queries
  • Confidence indicators and explainability per answer
  • Side-by-side scenario comparisons
  • Available standalone, or as a forecasting front-end if you've deployed Horizon
02
02 · OPERATIONAL DATA QUERYING

Ask your operations in plain language

For Internal Operations & Analytics

Ask questions in natural language and get answers grounded in live data: "Show me sales by region for the last quarter." "Which products had the highest returns last month?" "List the top 10 products running low on stock." No SQL and no analyst required.

  • Connected to ERP, e-commerce, and sales data in real-time
  • Returns visualisations and summary dashboards
  • Role-based access and data governance built in
  • Multi-language support (en, pt, es)
  • Per-tenant vector store, isolated by default
  • Citations surfaced inline for user and operator
03
03 · PROACTIVE ALERTS

Surface what matters before someone asks

For Operations & Leadership

Pliney doesn't wait for questions. It surfaces anomalies, flags risks, and recommends actions: liquidity warnings, demand surges, reconciliation mismatches. Your team sees the right information before they think to ask for it.

  • Configurable alert thresholds and notification channels
  • Automated anomaly detection across operational data
  • Action recommendations with confidence indicators
  • Slack, Teams, email, web widget surfaces
  • Per-action audit log
  • Smart escalation to human agents when needed
04
04 · CUSTOMER-FACING RESOLUTION

Resolve customer requests, don't just deflect them

For Support Teams & Customer Operations

For customer-facing teams: Pliney handles order tracking, returns, product questions, and account changes. Connects to your order system and CRM to resolve queries end-to-end via MCP servers and REST. Audit every action.

  • Real-time order status and tracking lookups
  • Returns and exchanges processed per your policies
  • Multi-agent triage, routing, resolution
  • Smart escalation to human agents with full context
  • MCP server integrations (Freshdesk, Zendesk, Jira)
  • RAGAS auto-evaluation on every turn
Deployment evidence

Where Pliney is in production today.

Anonymised production deployments. Each grounded in live data from the customer's operational systems.

Retail distributor

Replaced static reports with dynamic natural language querying across ERP, e-commerce, and sales data.

Fashion retailer

Finance teams query treasury and reconciliation data in natural language, connected to 5 banks and fintech platforms.

Horizon integration

Predictive queries powered by Horizon forecasting: stockout risk, demand projections, cash position forecasts.

Integrations

Built around the systems your operations team already uses.

Pliney's integration model is concentric: approved knowledge at the inner ring, workflow tools in the middle, connected systems on the outer ring. Add any of them via MCP or REST.

Connected SystemsWorkflowKnowledge
PlineyAgent
FAQs
SOPs
Policies
Past cases
Freshdesk
Zendesk
Jira
SharePoint
REST API
Slack
Salesforce
SAP
Security

Built with enterprise security from the start.

Tenant-isolated by default, encrypted end-to-end, no PII retention. Full audit log per conversation.

End-to-end encryption

All data in transit and at rest is encrypted with AES-256.

Per-tenant data isolation

Each customer's data sits in its own secure environment. Vector store is per-tenant.

No PII retention

Pliney processes queries in real-time without storing personally identifiable information.

SOC 2-aligned

SOC 2 Type II posture with regular access reviews and audit trail per conversation.

Pliney FAQ

Common questions about Pliney.

See Pliney resolve a real workflow.

Bring us a question your team asks repeatedly, internal or customer-facing. We'll show you what Pliney would do with it.