Resolve the customer first
A phone number is not always sufficient. Company, account record, authorised contact and additional verification may need to be combined.
See how live inventory, warehouse scope, account pricing, discounts and terms can be presented on WhatsApp without using stale data or the wrong customer context.

See how live inventory, warehouse scope, account pricing, discounts and terms can be presented on WhatsApp without using stale data or the wrong customer context.
A phone number is not always sufficient. Company, account record, authorised contact and additional verification may need to be combined.
Branch, warehouse, reservation, sales channel and eligibility rules can change the quantity that should be shown.
List price, account price, discount, terms and currency are not answered until verified in the source system.
When multiple products or accounts match, the workflow asks for clarification or hands off instead of inventing certainty.
The conversation on the right is illustrative; it shows the intended flow, not a customer claim or result.

Source data, permission limits, repeated requests, failed writes and agent handoff are validated together before launch.
We can assess the source system, permissions, exceptions and the first safe production scenario.
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