People answer with old prices
Someone sends a price PDF from four months ago or says “I think we have it.” Then you have to call the customer to correct the price or tell them it was out of stock. That burns customers.
ERP Action Assistant
An assistant that informs is fine. One that does the work is better.
Other assistants answer with whatever you loaded into them. This one goes into your system: it checks real stock, builds the quote, records the order and leaves it inside. The customer hangs up with their document in their email.
✓Answers with your real stock and your real prices, not an old list
✓Creates real documents inside the ERP, not loose emails
✓You decide what it can do on its own and what needs your approval
Real conversation
Wednesday, 7:48 p.m.
Customer: “I need 40 boxes of the 2040 filter”
Assistant: “We have 62 boxes available at the Tocumen warehouse. As one of our credit customers, your price is $18.40 per box, $736.00 plus ITBMS. Shall I quote it for you?”
Customer: “yes, send it”
Assistant: “Done. Quote S04412 sent to compras@tallerlosandes.com. It's on hold for 48 hours.”
The quote exists in the ERP, with its number and its stock reservation.
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The pain
Answering fast is useless if everything has to be typed in again afterward.
The assistant answers in seconds, and then someone spends twenty minutes entering that same conversation into the system by hand.
Quoting takes a day
The customer asks at 8 p.m., someone sees it at 8 a.m., looks up the prices, builds the document and sends it at noon. By then the customer already has two quotes from the competition on the table.
Everything gets typed twice
The conversation on WhatsApp and then the same information in the ERP. Double the work and double the chance of getting a quantity or a price wrong.
The real bottleneck isn't answering. It's that between the answer and the document there's a person typing.
What it is
An assistant with permissions inside your system.
It handles customers like any other assistant, but it also has a user account in the ERP. It checks real data and creates real documents, with the same rules and the same limits you would give a new employee.
It's not the same assistant with more text
The difference isn't how much it knows, it's what it can do. The others read a document you loaded; this one queries the live database and writes to it.
It's not the Business Copilot
The Copilot is for your people: you ask it and it answers you. This one is for your customers: they talk, and it acts inside the system for you.
It doesn't do whatever it wants
Each action is enabled one by one. It can quote up to a certain amount and up to a certain discount; above that, it builds the document but leaves it waiting for your approval. You set the limit.
What it can do
Real actions, not catalog answers.
You enable the ones you need. None come turned on by default.
Check real stockBy warehouse and in real time. If there are three left, it says three; it doesn't say “let me check.”
Give the customer's priceTheir price list, their discount and their agreed terms. Not the same counter price for everyone.
Build and send quotesA numbered document, inside the ERP, sent to the customer's email in the same conversation.
Record ordersLeaves the order created and the stock reserved, ready for someone to confirm.
Check order statusHas it shipped? When does it arrive? Which invoice goes with it? It answers with the data from the system.
Check balances and invoicesHow much is owed, what's past due, and resending an invoice the customer lost.
How much it saves you and how much you gain
The math, on 120 quotes a month.
Estimates for sizing, not a promise. In the assessment we calculate them with your numbers.
From how long it takes today between the question and the document going out, to how long the assistant takes to build and send it within the same conversation.
The time it takes to manually enter into the ERP what was already discussed on WhatsApp. And along the way, typing errors in quantities and prices disappear.
Whoever quotes first closes more. It's not magic: the customer buys from whoever answered while the need was still right in front of them.
How we do it
Twenty business days, explained plainly.
It's the assistant that demands the most care, because it's the only one that writes to your system. Here a mistake isn't an ugly answer: it's a badly made document.
1
We review your ERP before promising you anything
Price lists, discount rules, warehouses, per-customer terms. If your prices or your stock aren't reliable in the system, we tell you first: automating bad data only spreads it faster.
2
We give it a user account with limited permissions
It enters the ERP the way an employee does, with its own user account and its own log. Every document it creates is signed by it, and you can audit exactly what it did and when.
3
We set the limits with you
Up to what amount it quotes on its own, how much discount it can give, which customers it handles and which cases always go through a person. It runs two weeks in test mode, generating drafts your team reviews, before going live.
When you need it
If any of these happens to you, it'll help.
You quote a lot, and the same thingsDistribution, spare parts, hardware, supplies: the same customer asking for the same thing every week.
Your prices vary by customerPrice lists, agreed discounts and terms nobody remembers by heart without getting something wrong.
You get asked about stock all dayAnd someone has to go check the system or call the warehouse every time.
Your ERP is in orderA real requirement: if the system doesn't have prices and stock up to date, this service isn't for you yet.
Price
$990 to get started. Then $399 a month.
That's it. No options to choose and no fine print: setup is paid once and the monthly fee starts when the assistant starts working in your system.
ERP Action Assistant
One service, two payments.
$990 today, one time only
$399 a month, once it goes live
Full first year: $5,778 · from the second year on: $4,788 a year
- ✓Today's payment covers: a review of your ERP, connection with its own user account and limited permissions, up to 6 enabled actions, setting limits and approvals, and two weeks in test mode with your team
- ✓The monthly fee covers: the assistant serving on 2 channels, 1,000 actions a month with all enabled actions running, an auditable log of every document it creates, and adjustments when your prices or your rules change
- ✓Actions above 1,000: $0.40 each
- ✓30-day guarantee and no lock-in: cancel with 30 days' notice
Additional action after the sixth: $49 a month. It's the most expensive assistant in the line, and for good reason: it's the only one that writes inside your system. If you only need it to answer well, you're better off with the Multichannel Assistant.
Frequently asked questions
What people ask before deciding.
What if it quotes wrong and commits to the wrong price?
It quotes with your ERP's price lists and rules, the same ones your salesperson uses. And only up to the amount and discount you authorize: past that limit it builds the document but leaves it waiting for approval. It also runs two weeks in testing, generating drafts your team reviews, before a customer sees anything.
How dangerous is it to give it write access to the ERP?
It has its own user account, permissions limited to the enabled actions and a log of everything it does. You can see what document it created, when and with what data, and reverse it as you would any employee's. It doesn't access payroll, accounting or anything you don't enable for it.
What systems does it work with?
With Odoo we set it up directly. With other ERPs it depends on whether they expose an API; we check that in the assessment before charging you anything, and if it can't be done we tell you right there.
Why does it cost more than the multichannel one?
Because connecting and protecting writes to your system is a different job: permissions, limits, approvals, a log and two weeks of controlled testing. Answering well is one thing; creating documents that later get invoiced is another.
My ERP is a mess. Will it still work?
No, and we'll tell you straight. If prices or stock aren't up to date, the assistant will spread bad data faster. In the assessment we tell you what needs to be put in order first, even if that means you don't buy from us today.
15-minute call
We review your ERP and tell you what can be automated without risk.
A one-hour consultation. We look at your price lists, your stock and your discount rules, and tell you which actions can be enabled today and which can't. If your system isn't ready yet, we tell you and we don't sell you anything.
✓No commitment, no contract involved
✓We give you the assessment in writing
✓We reply the same business day
Request the ERP Action Assistant
$990 today and $399 a month once it goes live. Working in 20 business days.
Order now
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