Phone-Number-Based Automated Identity Verification
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Role-Based Access Control (RBAC) & Data Sandbox
Authorize managers and staff by phone number. Granular data isolation ensures finance sees costs, sales reps see discount limits, and warehouse staff only see stock levels.
Central User Management & Permissions
Phone-Based Authorization & Data Sandbox
Define staff and executives via their mobile phone numbers. Toggle granular permissions per department: Sales reps cannot view profit margins, warehouse staff only see quantities, and executives access full financial KPIs.
✓ Strict SQL/API Field Isolation
✓ Audit Logging for Every Message
CENTRAL SECURITY & RBAC AUTHORIZATION
Phone-Number Verified Identity,Departmental Data Sandbox.
Protect corporate data with Zero Trust architecture. Sales reps only see credit limits, warehouse staff only see physical counts. Bank-grade encryption with timestamped audit logs for every query.
- Passwordless phone verification
- Strict SQL and API data isolation
- Timestamped audit logs for every query
Identity verifiedAccess boundary enforcedAction logged to audit trail
Capabilities
What this workflow can do
Departmental Granular Data Isolation & Sandbox
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Bank-Grade Encryption and Action Audit Logs
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Controlled delivery
Implementation approach
Data sources and permissions are defined first. WhatsApp conversation steps are mapped to ERP rules, tested and released through a controlled go-live.
- Operational mapTeams, ownership, customer matching rules and initial use cases are defined together.
- Access and data boundaryERP summaries, write permissions, approval points and record-keeping needs are matched to the scope.
- Workspace and workflow configurationThe inbox, customer record, task fields, tags and pipeline are configured around how your operation works.
- Testing and controlled go-liveHandoffs, exceptions, approvals and data access scenarios are tested before the approved scope goes live.
FAQ
Clear answers to common questions
What is WhatsApp ERP integration?
WhatsApp ERP integration is a secure enterprise middleware connecting your ERP inventory, pricing, and customer accounts to WhatsApp Business API, enabling automated ordering, inquiries, and customer service with two-way sync.
Does Meta Reva replace an ERP or accounting system?
No. Meta Reva does not replace your existing ERP or accounting software. It operates as an intelligent communication and workflow layer on top of your software, keeping your ERP as the single source of truth.
Can customers place B2B orders through WhatsApp?
Yes. Configured according to your rules, customers can search catalog items, review customer-specific pricing, build a cart, and confirm an official ERP order directly in WhatsApp.
Plan the right scope for your operation.
