Overview
OperationsLens is the AI-first operations desk for companies that run on an ERP. It brings customer support, order intake and invoice checking into one place. The connector lets Claude work in OperationsLens as you, with your role and company access, under the same rules as the app. With it, Claude can: - Triage the inbox. See what's waiting, summarize it, assign or snooze work, and hand tickets to an AI agent. - Work tickets. Search tickets and their history, find similar resolved cases, add internal notes, change status, priority and assignee, and reply to customers by email or in their portal. - Use and maintain knowledge. Answer from your wiki and knowledge documents, and write, publish or remove articles. - Review orders. Read order and service-request drafts and order rules, decide drafts, and send approved orders into your ERP. - Set up your organization. Add companies, invite your team and set their access, and configure categories, saved replies, response targets, AI agents and policies. A guided status check shows what is left to do. When you connect, you choose what Claude may read and what it may change, separately for four areas: tickets and inbox, knowledge base, orders, and setup. Claude asks before every change, and always before anything that reaches a person, such as a customer reply, an invitation or an order sent to the ERP. Each change also follows your organization's policy for changes an AI makes: it can go through, be refused, or wait in the OperationsLens inbox for someone to approve. A change to a policy always waits for a person. You can see, change or disconnect each connection under Your account → Connected apps. You need an OperationsLens account to connect.
