Made-to-Order Factories
Turn Chat Specs into a Checklist for Made-to-Order Factories
Phak AI helps sales at made-to-order factories read the job details customers send by LINE or email and turn them into a checklist based on the factory's own intake form. It also lists what is still missing. Sales asks the customer once to fill every gap, then hands a complete brief to engineering for pricing.
Customer wrote: stand-up zip pouch for dried snacks, delivery early next month. What's missing?
Have: pouch type, use, delivery date. Missing: size, quantity, film thickness, print colors, artwork file.
Source: Packaging job intake form, current versionSales: Sending these 5 questions in one message. Once complete, it goes to engineering.
Why made-to-order specs arrive incomplete
Details spread across messages
Size, photos, and delivery dates arrive on different days, and someone has to scroll back to piece them together.
New sales staff don't know what to ask
Each job type needs different details. Usually only senior sales or engineers know the full list.
Too many follow-up rounds
Asking one thing at a time keeps customers waiting, and the brief still isn't ready to price.
Gaps reach engineering
Engineers stop work to ask again about MOQ, lead time, or material grade.
How AI turns chat specs into a checklist
It starts from the intake form the factory already uses.
Add intake checklists to the knowledge base
Store the required details for each job type, such as packaging, custom metalwork, or truck bodies.
Sales forwards the customer message
Copy the chat or email to the assistant in the team's LINE group or on the web.
The assistant sorts what's there and what's missing
You get a checklist in the factory's own format, plus a list of details to request.
Ask once, hand off to engineering
Sales asks the customer once, then engineering can find the closest past job.
Questions sales can ask the assistant
What we measure
We agree on the measures from the day you go live.
- Follow-up rounds with the customer per job
- Time from receiving a brief to starting the price
- Time spent pricing and preparing quotes
- Win rate
Clear boundaries
What Phak AI does
- Phak AI turns chat or email details into a checklist based on the factory's form
- Phak AI lists missing details and drafts follow-up questions for sales to review
- Phak AI answers standard questions such as MOQ, lead time, and grade selection from company documents
What it does not do
- Does not message customers without going through sales
- Does not confirm delivery dates for production, and does not plan production
- Does not read specs from photos of parts or from voice messages
Frequently asked questions
Do customers need to change how they send details?
No. Customers keep using LINE or email as usual. Sales forwards the message to the assistant on the team side.
Where do the checklists come from?
From the factory's own intake forms and documents. Your team decides what each job type needs and can update it when the process changes.
Can customers chat with the assistant directly later?
Yes, when the team is ready, through LINE OA using the approach of the LINE Q&A Assistant, which hands off to staff when unsure. We suggest starting with the internal team.
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Read more →Talk to the Phak AI team
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