Customer & Dealer Support Agent
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Sales & Quoting
Customer & Dealer Support Agent
Order status, stock, prices and docs, answered on WhatsApp 24/7.
A WhatsApp/web agent that answers dealer and customer queries (order/dispatch status, stock availability, price lists, payment/outstanding, and document requests like invoice, e-way bill, COA) by reading from Tally, your dispatch data and ERP.
70%
queries auto-resolved
24/7
availability
Instant
order & dispatch status
The impact
Frees your sales and back-office team from repetitive status calls while giving dealers instant, accurate answers.
70%
queries auto-resolved
24/7
availability
Instant
order & dispatch status
Who it's for
- Manufacturers with a wide dealer/distributor network
- Back-office teams buried in status and document-request calls
- Brands wanting 24/7 dealer service without night staff
- Businesses that want support traffic to drive reorders
What you get
- Authenticated WhatsApp/web dealer support agent
- Live order, dispatch and stock-by-godown answers
- On-demand invoice / e-way bill / COA / ledger PDFs
- In-chat reorder drafting routed for confirmation
- Conversation dashboard with clean human handoff
The pipeline
How it works, end to end.
Every step is built, benchmarked, and wired into your stack. Here is exactly what happens.
Dealer asks
A dealer messages on WhatsApp asking for order status, stock, price or a document.
Authenticate
The agent identifies the dealer by number/ledger and scopes answers to their own account only.
Fetch live data
It reads dispatch/order status, stock by godown, price list and outstanding from your dispatch sheet, ERP and Tally.
Answer & act
It replies with the exact status, shares the invoice/e-way bill/COA PDF, or places a reorder draft.
Escalate
Complex or sensitive requests (disputes, special pricing) route to a human with full chat context.
Human checkpoint
Your team monitors a dashboard of conversations and steps in only where needed.
Dealer asks
A dealer messages on WhatsApp asking for order status, stock, price or a document.
Authenticate
The agent identifies the dealer by number/ledger and scopes answers to their own account only.
Fetch live data
It reads dispatch/order status, stock by godown, price list and outstanding from your dispatch sheet, ERP and Tally.
Answer & act
It replies with the exact status, shares the invoice/e-way bill/COA PDF, or places a reorder draft.
Escalate
Complex or sensitive requests (disputes, special pricing) route to a human with full chat context.
Human checkpoint
Your team monitors a dashboard of conversations and steps in only where needed.
Under the hood
The data flow, wired into your tools.
Reads
- Tally ledger, outstanding and price lists
- Order and dispatch status data
- Stock by godown/location
- Invoice / e-way bill / COA document store
Produces
- Instant order/dispatch/stock answers
- Shared compliance and account documents
- Drafted reorders for confirmation
- Escalation tickets with full context
Before & after
What changes once it ships.
Back-office spends hours daily on status and doc calls
70% of dealer queries auto-resolved on WhatsApp 24/7
Dealers wait on hold during peak season
Instant, account-scoped answers any time of day
Reorders need a call and manual entry
Dealers reorder in chat; agent drafts against live price/stock
Why it matters
The business case
A back-office team in a dealer-driven business can lose 3–4 hours a day to repetitive "where is my order / what is my outstanding / send me the invoice" calls, time that should go to selling and servicing. Dealers, meanwhile, resent waiting on hold during peak season. A WhatsApp agent that auto-resolves 70% of these queries 24/7 frees expensive staff time and improves dealer satisfaction, and because it can also take reorders, it quietly converts support traffic into sales.
FAQ
Customer & Dealer Support Agent: your questions, answered.
How does it know order and dispatch status?+
It reads from your dispatch tracker, ERP and Tally in real time, so the status a dealer sees is the same one your team sees, no stale or guessed answers.
Can dealers download invoices and e-way bills from it?+
Yes. On request it fetches and shares the invoice, e-way bill, COA/test certificate or ledger statement as a PDF, scoped strictly to that dealer’s own account.
Will dealers be able to see each other’s data?+
No. Every conversation is authenticated and scoped to the dealer’s own ledger and orders. Pricing and outstanding are never exposed across accounts.
Can it take reorders, not just answer questions?+
Yes. A dealer can place a reorder in chat; the agent drafts the order against current price/stock and routes it for confirmation, turning support into sales.
What happens when it doesn’t know the answer?+
It hands off cleanly to a human with the full conversation and the data it already fetched, so the dealer never has to repeat themselves.
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