An AI sales rep that quotes inside the ERP
An employee types "quote" on WhatsApp and an AI builds the entire quote inside the ERP: it finds the client, applies their price, checks the stock and creates the order. Real, with its number.
Each quote took 30 minutes and sometimes came out wrong
With over 50,000 products and three different price lists, building a quote was a puzzle: find the client in the ERP, check which price applied, verify the stock, assemble the quote and generate the PDF. Between 15 and 30 minutes per quote, with a 5-8% price-error rate. And outside office hours, no one was served.
An AI sales rep inside WhatsApp
We built an AI assistant the team talks to on WhatsApp like a colleague. You tell it you want to quote and it walks you through it: it validates the client in the ERP, applies the right price tier, checks the real stock and, on confirmation, creates the formal opportunity and quote inside the ERP. The conversation takes 3-5 minutes and the work is done in the system, not in a separate Excel.
How it works, step by step
- 1
You type on WhatsApp
The rep tells the assistant "I want to quote", like in a normal chat.
- 2
The AI validates and calculates
It finds the client in the ERP, applies their price list and checks stock by location.
- 3
You confirm
You review the products and quantities in the conversation itself.
- 4
It's done in the ERP
It creates the formal opportunity and quote, with its real order number.
Under the hood
For the curious: the real engineering behind it.
- Agent with GPT-4.1 and tool-calling, orchestrated across 11 flows that call each other
- A 5-phase state machine driven by data, without a single manual decision node
- Integration with the ERP (Odoo) via JSON-RPC: clients, stock by location, opportunities and real sales orders
- RAG with a vector store to answer about technical sheets for +50,000 products
- WhatsApp intake with an anti-flood buffer and a controlled access list
- Real sales orders created in the ERP, with a verifiable number
The result
| What we measured | Before | After |
|---|---|---|
| Time per quote | 15-30 min | 3-5 min |
| Price errors | 5-8% | under 0.5% |
| Queries handled per day | about 30 | over 100 |
| Service outside hours | 0% | 35% of quotes |
The wow
It's not a chatbot that "replies": it's a sales rep that works. Over a catalog of more than 50,000 references, the AI runs a five-phase conversation, validates the client, applies the right price, checks the real stock and creates the order inside the ERP with its actual number. And it does it over WhatsApp, at any hour.
Want something like this in your business?
If your team loses hours building quotes, this can be built over your ERP.
Tell us your case and we'll tell you what can be built. The first analysis is free, with no commitment.