Carry the Sales Conversation Through to Order

The customer describes what they need, reviews options and checks authorised pricing and stock. They can confirm an order, while bespoke quotations pass to sales without losing context.

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Direct definition

What Is a WhatsApp Sales Assistant?

It is more than a catalogue. It connects product discovery, commercial terms, inventory, cart and order posting within one conversation.

Primary source: Meta Reva product and integration documentation.

Connected workflow

WhatsApp Sales Assistant

Customers can complete governed sales steps—from product, inventory and price enquiries to cart and order confirmation—inside WhatsApp.

Governed actions with ERP context

WhatsApp Operations with Commercial Context

Understanding the message is not enough. Meta Reva evaluates the customer, product, account pricing, payment terms and action permission using ERP data.

24/7

Always-on customer operations through WhatsApp

One customer channel and one operational view for your team

ERP

Workflows governed by the rules defined in your systems

WhatsApp → ERP → Outcome

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.

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.

FROM MESSAGE TO COMPLETED WORK

The customer writes.The need becomes an action.The conversation stays intact.

Meta Reva does more than answer. It finds products, checks eligibility, records the order or request, and hands the conversation to your team when human judgement is required.

Product and eligibility checks
Order or request recording
Controlled handover to your team

Explore the Platform Discuss Your Sales Workflow

Need identifiedEligibility checkedRequest completed

Capabilities

What this workflow can do

Search by product name or code

Incomplete or misspelt product requests are narrowed down without pretending an uncertain match is exact.

Lists, buttons and multi-product selection

Inventory and price come from the customer’s authorised record, not a generic list.

Handoff to a sales agent when required

The cart summary is shown before confirmation, while exceptional terms remain with the sales team.

Controlled delivery

How implementation works

We start with common product questions, map customer and pricing permissions, then test pre-order checks against real data.

ScopeDefine data sources, users and permissions.
ConfigureMap WhatsApp steps to ERP and operating rules.
ValidateTest normal, uncertain and failure scenarios.
Go liveRelease with monitoring and agent handoff controls.

Clear answers about boundaries, data and human handoff.

What we clarify before implementation

What data does WhatsApp Sales Assistant require?

We start with common product questions, map customer and pricing permissions, then test pre-order checks against real data.

Where should this workflow stop?

The cart summary is shown before confirmation, while exceptional terms remain with the sales team.

Can it work with our current system?

The workflow needs an API, secure database access, file exchange or an existing service layer. We do not claim automation before a viable technical path is confirmed.

Show us how the work runs today and we will define a practical first scope together.