See what’s happening. Act before it becomes a problem.
Cleo brings live order views, intelligent exception management, anomaly detection, conversational AI, drilldowns, scorecards, and persona-based dashboards into one connected operational experience.
Give every team the context to move faster
Cleo unifies business-process visibility with AI-assisted investigation so teams can monitor performance, find risk, understand root cause, and take the next best action without relying on disconnected reports.
Monitor
See live orders, process health, partner activity, and operational performance.
Detect
Surface anomalies, exceptions, SLA exposure, and chargeback risk earlier.
Investigate
Drill from a business KPI into the exact transaction, document, or event.
Act
Use AI-generated context and recommended resolution paths to accelerate action.
Track orders as they move across partners, documents, and systems
Replace fragmented status checks with a connected view of each order from creation through acknowledgment, shipment, invoicing, and completion.
- See current order status and milestone progress
- Identify delayed or missing business documents
- Give customer service and operations a shared source of truth
- Move from order summary to supporting transaction detail
Let AI organize issues into actionable categories
Cleo AI helps teams cut through exception noise by grouping issues into meaningful buckets so users can quickly understand where attention is needed most.
- Prioritize exceptions by issue type and operational impact
- Reduce time spent manually reviewing errors
- Spot recurring patterns across partners and processes
- Route work to the right operational or technical owner
Move from issue detection to the recommended recovery path
Cleo AI provides resolution guidance and recovery context so teams can spend less time reconstructing what happened and more time restoring the business process.
- Understand likely root cause and affected workflow
- Review an AI-recommended resolution path
- Give less technical users more actionable context
- Standardize how common issues are investigated and resolved
Find unusual activity before it becomes a downstream disruption
Detect unexpected spikes, drops, or changes in partner and document activity that may signal an operational problem even when no traditional threshold has been crossed.
- Compare current activity with historical behavior
- Surface unusual volume and transaction patterns
- Focus attention on changes most likely to require investigation
- Reduce dependence on static reports and reactive alerts
Ask the supply chain a question and get an answer grounded in operational data
Use natural language to explore orders, partners, exceptions, and performance without waiting for a custom report or manually assembling data from multiple systems.
- Ask questions about orders, activity, exceptions, and performance
- Get answers with business context instead of raw technical data
- Make insights accessible to operations, service, finance, and leadership
- Accelerate investigation without navigating multiple dashboards
Move from a KPI to the exact partner, order, document, or event
Preserve context as users move from a high-level metric into the operational details behind it, making it easier to explain performance and identify the right next action.
- Explore performance by partner, customer, location, or workflow
- Trace business outcomes back to supporting transactions
- Investigate OTIF and fulfillment performance in context
- Reduce handoffs between business and technical teams
Identify fulfillment and compliance risk while there is still time to intervene
Bring chargeback risk into the same operational view used to monitor orders, documents, and partner performance so teams can act before a preventable issue becomes a deduction.
- Surface orders and workflows at risk of noncompliance
- See the operational conditions contributing to chargeback exposure
- Prioritize high-impact issues before deadlines are missed
- Connect prevention efforts to broader fulfillment visibility
Turn partner performance into a measurable improvement program
Use shared scorecards to monitor operational performance, identify recurring compliance issues, and create more productive conversations with customers, suppliers, and internal teams.
- Compare performance across partners and business units
- Track SLA adherence, document quality, and exception trends
- Identify partners that need corrective action or support
- Measure improvement over time with a consistent scorecard
Give the whole team one truth, tailored to how each role works
Executives, operations, customer service, finance, and technical teams can work from the same connected data while seeing the KPIs, exceptions, and actions most relevant to their responsibilities.
Performance and risk
Revenue flow, order health, ecosystem trends, service levels, and priority operational exposure.
Execution and exceptions
Orders at risk, delayed milestones, anomalies, partner issues, and next actions.
Order answers
Live order status, shipment progress, missing documents, and issue context.
Root cause and recovery
Transaction details, exception categories, technical events, and resolution paths.
One experience from business outcome to technical detail
The same connected data powers live order visibility, AI-assisted exception management, performance analysis, partner scorecards, and drilldowns.
Start with the business process
See the order, fulfillment milestone, and operational status before moving into supporting detail.
End with an actionable resolution
Give teams the context and guidance needed to move the workflow forward.
Visibility and business insights FAQs
Answers for teams evaluating live operational visibility, AI-assisted insights, drilldowns, dashboards, and partner performance management.
What is Cleo Cockpit?
Cleo Cockpit is an operational experience within Cleo Integration Cloud that brings together business-process status, partner activity, transactions, exceptions, SLAs, and performance signals so teams can understand what is happening and where action is needed.
How do live order views help operations teams?
Live order views connect order milestones with the underlying partner exchanges and business documents, helping teams answer status questions, identify delays, and investigate missing steps without switching between systems.
How does intelligent exception management use AI?
Cleo AI can organize issues into meaningful categories, add operational context, and provide recommended resolution and recovery paths so teams can investigate and respond more efficiently.
How does anomaly detection differ from a threshold alert?
Instead of relying only on manually configured limits, anomaly detection compares current behavior with historical patterns to surface unusual spikes, drops, or changes that may require investigation.
Can different roles have different dashboards?
Yes. Persona-based dashboards can emphasize the metrics, partners, workflows, exceptions, and actions most relevant to executives, operations, customer service, finance, logistics, or technical users.
What can partner scorecards measure?
Partner scorecards can bring together SLA adherence, acknowledgment timing, document quality, exception rates, compliance performance, onboarding readiness, and other operational outcomes.
Turn supply chain visibility into faster, more confident action.
See how Cleo brings live order views, intelligent exception management, anomaly detection, conversational AI, drilldowns, persona-based dashboards, chargeback prevention, and partner scorecarding together in one connected experience.
What we can help you explore
- How live order views create a shared source of truth across teams
- Where AI can accelerate exception investigation and resolution
- How anomaly detection and chargeback prevention surface risk earlier
- How dashboards, drilldowns, and scorecards improve operational decisions
Talk to a Cleo visibility expert
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