The problem
Orders came in over WhatsApp and were answered by hand. With many messages at once replies were slow, and some customers who wanted to order right then were left waiting.
Orders came in over WhatsApp and were answered by hand. With many messages at once replies were slow, and some customers who wanted to order right then were left waiting.
An AI agent handles Trabix's WhatsApp. It knows the menu, available flavors, prices, promotions and wholesale tiers, and reads them from the same system where Trabix manages them. It builds the order, works out shipping, applies referral codes and, when something needs a person, hands the case to the team.
Every customer gets a full quote without waiting for someone to be free, at any hour, and closed orders land in the CRM on their own. The CRM inbox screenshots show test conversations.
Conversations, contacts, sales, production and accounts lived in different places: chats on one side, a separate app for finances. Knowing what sold or what was left in a batch meant cross-checking by hand.
A custom CRM that brings together the WhatsApp inbox, contacts, invoiced sales, production batches, fixed, variable and one-off expenses, finances, reports and the ambassador program with its commissions and discounts. It is wired to the WhatsApp agent: sales closed in the chat are recorded on their own, and the prices and flavors changed in the CRM are the ones the agent quotes.
One source for running the business and keeping the books. What sells on WhatsApp shows up in sales and finances without retyping, and wholesale customers get their invoice on WhatsApp as soon as the order is accepted. The CRM screenshots show test data: sales, costs, commissions and figures are fictional.
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