ERP / Workflow automation: an inquiry handled end to end

ERP / Workflow automation: an inquiry handled end to end An inquiry comes in from the website or social media and flows through AI customer service, requirement structuring, CRM records, AI quoting and manual approval to the logged deal result. Touchpoints AI automation CRM & ERP People & business Inquiry in Records & quoting Reply & record Unattended steps Only when needed Web inquiry · Form / Live chat · Touchpoints › Inquiry in Web inquiry Form / Live chat Social DM · FB / IG / WhatsApp · Touchpoints › Inquiry in Social DM FB / IG / WhatsApp Auto reply · Email / Social · Touchpoints › Reply & record · With PDF quote Auto reply Email / Social With PDF quote AI agent · Intent · Requirements · AI agent automation › Unattended steps › Inquiry in · 7×24 AI agent Intent · Requirements 7×24 Structure needs · Model · Qty · Lead time · AI agent automation › Unattended steps › Records & quoting Structure needs Model · Qty · Lead time Quote agent · From price list · AI agent automation › Unattended steps › Records & quoting · Rules + past deals Quote agent From price list Rules + past deals CRM record · Client · Contact · CRM / ERP systems › Records & quoting CRM record Client · Contact ERP quote · Auto · Numbered · CRM / ERP systems › Records & quoting · 0 manual entry ERP quote Auto · Numbered 0 manual entry Business report · Inquiries · Deals · Cash · CRM / ERP systems › Reply & record Business report Inquiries · Deals · Cash Approval · Over discount / Custom · People & business › Only when needed › Records & quoting · Exceptions only Approval Over discount / Custom Exceptions only Task board · Task · Assign sales · People & business › Only when needed › Reply & record Task board Task · Assign sales Sales follow-up · Complex · Key acct · People & business › Only when needed › Reply & record Sales follow-up Complex · Key acct Outside rules? Auto send Summary Auto record To human Create quote Manual reply Log deal result New inquiry Legend AI step Rule check System action Data record External channel