Verified customer access
Restricts account-specific information and actions to approved customer identities and mapped WhatsApp numbers.
Customers can place orders, check status, receive invoices, and respond to payment reminders in the channel they already use. Behind the conversation, the agent verifies identity, reads current SAP context, and routes every sensitive action through the right business controls.
A normal WhatsApp bot answers questions. This product is designed to complete operational work. It connects the customer conversation with pricing, stock, orders, invoices, receivables, approvals, and the internal systems that hold the source of truth.
The agent never needs to treat a message as permission to act blindly. It can verify the customer, check the latest ERP or SAP state, ask for missing information, obtain employee approval when required, and return a clear result to both the customer and the business team.
A verified customer can request steel products, quantities, delivery details, or current pricing through a guided WhatsApp conversation.
Requested rate is ₹1,800/MT below price list PL-02. Needs sales head sign-off before the order is confirmed.
Instead of returning a generic response, the agent checks the current order state in SAP and shares the latest available status in the conversation.
| Order | Material | Status |
|---|
Once an invoice is generated in SAP, the correct PDF can be sent to the customer's verified WhatsApp number with the invoice reference and due date.
| Doc | Account | Value |
|---|
| Time | Event |
|---|
The agent checks receivables against the due date and sends a polite reminder only when payment remains outstanding. Follow-up intervals can reflect the company's collection policy.
| Step | Balance check | Action |
|---|
| Sent | 0 | Pending | 1 | Resolved | 0 |
Restricts account-specific information and actions to approved customer identities and mapped WhatsApp numbers.
Reads current order, invoice, and receivable information before answering operational questions.
Routes price changes, exceptional terms, high-risk actions, or final order creation to an authorized employee when required.
Uses transaction and conversation context to reduce repeated order creation, invoice delivery, or reminder actions.
Supports business-defined due-date checks, reminder intervals, customer groups, and escalation paths.
Shows what the customer requested, what the agent checked, which approvals occurred, and what was finally sent or executed.
The agent suits organisations taking repeat B2B orders and status requests through WhatsApp, while orders, invoices and receivables stay in SAP.
We configure the agent around your SAP access, approval matrix, product catalogue, customer verification rules, invoice workflow, and collection policy.