01
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.
Explore the Feature →Turn WhatsApp messages into governed ERP transactions
Meta Reva analyzes buyer intent, fetches authorized ERP data, and completes transactions within the same WhatsApp thread.
Platform
Message, understanding
and ERP
Meta Reva analyzes buyer intent, fetches authorized ERP data, and completes transactions within the same WhatsApp thread.
01
Message
Customers write on WhatsApp without installing an app. Continuous access on your line. When needed, your team takes over with the prior conversation summary.
- WhatsApp Business line
- No additional app
- Live-agent handoff
- Conversation context
02
Understanding
Product, campaign, cart, balance, or support intent is separated. Spelling variants are tolerated and aligned with the catalog.
- Product matching
- Campaigns and categories
- Cart and order intent
- Support routing
03
ERP and security
Stock, price, and receivables are read from your systems. The link is secure; your stack is not opened to the public internet.
- Inventory and pricing
- Account balance and statements
- Secure integration layer
- Operations dashboard
ONE CHANNEL → DIFFERENT OPERATIONS
One WhatsApp channel.Different workflows.One operational view.
Sales, appointments, reservations, service and ERP actions run through the same channel. Data, permissions and outcomes adapt to the rules of each job.
- One customer channel
- Different data and operating rules
- One operational record for the team
One customer channelSystems behind the scenesA clear record for the team
Intelligent Business Architecture: Decision Support + B2B Sales
Your Pocket Decision Hub & Intelligent Business: Who Uses It, How?
Traditional BI only shows what happened. Meta Reva’s Intelligent Business analyzes live ERP data, forecasts trends, and recommends operational actions directly over WhatsApp and Telegram with Phone-Based RBAC.
👔CEO & Board of Directors
WhatsApp & TelegramIntelligent Business & Executive Copilot
Not just raw metrics: Understand sales trends, forecast stock requirements, and receive automated purchase recommendations with instant Board briefing PDFs.
✓ Live Revenue & Actionable Forecasting
✓ Instant Cash Flow & Receivables PDF
🔐Central Security & RBAC
Admin Web PanelPhone-Based Authorization & Data Sandbox
Define employees by phone number and department. Granular permission toggles ensure staff only query data they are explicitly authorized to view in the ERP.
✓ Granular ERP Data Sandbox
✓ Phone Number RBAC Matrix
📈Field Sales & Account Managers
WhatsApp CRMField Sales Copilot & Instant Risk Check
Sales reps query customer balance, risk limits, and max allowed discount while standing right in front of the client. Instant order dispatch directly into ERP.
✓ Authorized Discount Limits
✓ On-site Instant Order Logging
🌐Omnichannel Messaging Bridge
WhatsApp + TelegramWhatsApp Primary, Telegram & Multi-Channel Supported
Choose the messaging channel that fits your organization. Seamlessly operate across WhatsApp and Telegram with 100% unified ERP sync and end-to-end security.
✓ Dual WhatsApp & Telegram Support
✓ Bank-Grade AES-256 Encryption
Platform capabilities
The Technical Building Blocks of the Platform
Explore the capabilities that support understanding, system actions, operational control and secure handoff.
02
Understand what the customer needs and trigger the right workflow
Customers do not speak in menu labels. They say, “I need two cases of the item I bought last time.” Meta Reva evaluates that sentence with the customer, product, quantity and previous records.
Explore the Feature →03
Shared WhatsApp Inbox
Your team sees conversations from the same WhatsApp line in one workspace, with assignment, internal notes, tags and handoff details retained in context.
Explore the Feature →04
WhatsApp Customer Record
Alongside a conversation, teams can view customer contact details, prior requests, notes, authorised action history and an ERP summary within the approved integration scope.
Explore the Feature →05
WhatsApp Customer Pipeline
Stages such as new request, review, quote, approval and completion follow your real sales or operational process, making the next step clear without leaving the conversation.
Explore the Feature →06
WhatsApp Team and Task Management
Conversations are assigned to the right department or agent, while tasks such as callbacks, quote preparation and checks are followed with customer context preserved.
Explore the Feature →07
WhatsApp Message Templates
Frequently used update and follow-up messages are managed as approved templates, with personalisation fields, access permissions and delivery records configured around the workflow.
Explore the Feature →08
Find the Right Product from the Customer’s Description
Customers do not always know the code. Match scattered clues—dimensions, colour, vehicle model, intended use or a photo—against catalogue data.
Explore the Feature →09
Make a Large Catalogue Manageable on WhatsApp
Instead of sending thousands of products, offer a useful starting point based on category, season, campaign and purchase history.
Explore the Feature →10
Reduce the Risk of Selling the Same Stock Twice
Adding an item to a cart is not the same as reserving it. During busy ordering periods, available quantity should be checked and held in one controlled action.
Explore the Feature →11
Send each customer an authorised PDF statement
Transactions for the requested period are verified, converted into a safely named PDF and sent to the correct WhatsApp conversation. Empty or failed results are never presented as a valid document.
Explore the Feature →12
Run account reconciliation on time and track every response
A verified balance is sent on the appropriate working day. Confirmation, dispute and statement requests are recorded separately, and the same record is not sent repeatedly.
Explore the Feature →13
Hand the Conversation to the Right Person When Needed
An uncertain product, bespoke price, sensitive complaint or unauthorised action can pass to the right team with a concise summary, so the customer does not start again.
Explore the Feature →14
Record callback requests and route them to the right person
Who should call, about what and when becomes a trackable record. The relevant department sees the task with conversation summary and contact preference.
Explore the Feature →15
Set the Right Expectation Outside Business Hours
The system should not disappear, nor promise that a team is available when it is not. Business hours, public holidays and department calendars determine the reply and task timing.
Explore the Feature →16
Manage Multiple Companies on One Platform without Mixing Them
Each company’s data, WhatsApp line, catalogue, templates and working calendar remain inside its own boundary. Shared infrastructure does not mean shared data.
Explore the Feature →17
Keep every transaction under control, even at peak times
Duplicate messages, slow ERP responses and external-service outages happen in real life. The platform must not create incorrect actions when they do.
Explore the Feature →An assistant that understands commercial context.
Understanding what a customer writes is not enough. Meta Reva evaluates who the customer is, which product they need, and the price and payment terms available to them using live ERP context.
Always-on customer operations through WhatsApp
One customer channel and one operational view for your team
Workflows governed by the rules defined in your systems
Every message becomes a governed workflow.
A customer request moves through verification, product matching, and ERP controls before becoming an order, a document, or a handoff to the right representative.
The request is understood.
Product, quantity, delivery, and account intent are extracted from the customer’s everyday language.
Customer and product are matched.
The company, account record, and catalogue entry are verified; ambiguous products trigger a short clarification.
ERP rules are applied.
Live inventory, account pricing, discounts, campaigns, payment terms, and permissions are evaluated together.
The action is completed.
The order is posted to the ERP, the document is delivered, or the conversation is handed to a representative when human judgement is required.
Privacy & Governance
Your Business, Your Rules
You define discount limits, stock allocation logic, and approval thresholds. Everything operates under your command.
01
Complete Oversight
Monitor every message and order status in real time from the dashboard.
02
Data Protection
Access permissions are strictly enforced per user role.
03
Manual Override
Take control of any conversation at any moment with live-agent mode.
Related solutions and pages
Process
How WhatsApp ERP Automation Works
Follow the path from a customer message to an authorised ERP action.
→Integration
ERP and Accounting Integrations
Review supported connection approaches, systems and data sources.
→Solutions
WhatsApp and ERP Solutions
Explore solution pages for sales, ordering, ERP and customer-account workflows.
→Trust
Security and Data Approach
Review permissions, ERP access boundaries, records and safe handoffs.
→