AI sales agent for ERPNext
Your trade customers order on WhatsApp. Your ERP does the paperwork.
IndunAI is an AI sales agent for South African wholesalers and distributors who run on ERPNext. It answers your existing customers on WhatsApp and works inside your ERP as it talks: it reads live stock and prices, and writes the sample requests, stock holds, quotations and orders your sales team would otherwise type in.
online, replies in seconds
Place an order08:14
Happy to help. What would you like to order from?08:14
QuotationThese are the quotations we sent to this number. Tap the one you would like to order and I will put the order to you to confirm.08:14
An illustration of the pattern. The quotations listed are the customer's own, read from ERPNext, and nothing is ordered until they confirm it.
What it does in your ERP
The sales desk's everyday work, on WhatsApp.
Most of a wholesale sales desk's day is the same handful of questions from customers who already buy from you: is it in stock, what does it cost, can I see a sample, hold it for me, send me a quote, place the order, where is my order. The agent answers each one from your ERPNext and records the result there.
Stock and prices
Finds products by name, by what they are made of or by what they are for, and gives the customer the price and the free stock your ERP holds right now.
Samples
Logs the sample request in ERPNext and tells the customer on WhatsApp when it has been sent, then asks whether it arrived.
Stock holds
Reserves stock for the customer while they decide, and reminds them on WhatsApp before the hold runs out.
Quotations and orders
Writes a quotation, turns an accepted one into an order, or takes a new order from a held reservation or from scratch.
Order tracking
"Where is my order?" is answered from the order in ERPNext, with its real progress.
No reference numbers to type
The customer's own quotations, holds and past products come up as a list to tap, so nobody has to type a document number.
Safeguards
Safe with your stock and your customers.
An AI sales agent that can write orders into your ERP has to be strict about who it is talking to and what it is allowed to change. These checks are made by the software, not left to the AI.
Only your customers
It recognises the customer by the WhatsApp number they write from, matched to a contact in your ERPNext. A number your ERP does not know cannot request samples, hold stock or order.
Nothing changes without a yes
An order, a change, a cancellation or an accepted quotation is put to the customer first, and waits until they say yes to that exact action.
Only the doors you open
It works through a set of sales actions you install inside ERPNext, and the rest of your system stays closed to it.
How it connects
Built for ERPNext, on your own WhatsApp number.
The agent answers on your business's own WhatsApp number and talks to your ERPNext through a small app installed in it. Your ERP stays where it is.
Every chat filed in ERPNext
Both sides of each conversation are saved in ERPNext as they happen, so your team can read what was said and take over any chat.
Your ERP can speak too
Messages ERPNext raises itself, such as samples sent or a hold about to run out, reach the customer on WhatsApp.
Hosted in Johannesburg
Like every IndunAI assistant, it runs on its own isolated instance in Johannesburg, built with POPIA in mind.
FAQ
Fair questions.
Which ERP does it work with?
ERPNext. It connects through a small ERPNext app that opens only the sales actions the agent needs: stock, prices, samples, stock holds, quotations, orders and the customer's own account. Another ERP is a custom build, scoped and priced as a project.
Can anyone place an order through it?
No. It recognises the customer by the WhatsApp number they write from, matched to a contact in your ERPNext. A number your ERP does not know cannot request samples, hold stock or place orders.
Can it place an order by mistake?
An order, a change, a cancellation, an accepted quotation or a released hold is put to the customer first, and nothing is written to your ERP until they reply yes to that exact action.
Does my sales team still see the conversations?
Yes. Both sides of every chat are filed in ERPNext as they happen, so your team can read what was said and pick up any conversation. Messages your ERP raises itself, such as samples sent or a hold about to run out, reach the customer on WhatsApp.
Does it work in the chat on my website too?
Ordering is on WhatsApp only, because the WhatsApp number is what tells it which customer it is talking to. A website visitor can still ask about your products.
See it sell from a real ERPNext.
Ask for a demo and we will show you the agent working against a demo ERPNext: a customer checking stock, asking for samples, holding stock and turning a quotation into an order.
Written the same way: what it does, what it does not, and how to check it yourself.