- Systems and technologies involved
- Microsoft Dynamics 365 Business CentralCustom AL API extensionsWhatsApp customer channelAI enquiry agentCustom orchestration APILive pricing and stock dataAutomated quotation creation
AI-powered WhatsApp quoting integrated with Dynamics 365 Business Central
Ace Hardware, Zimbabwe
A conversational sales channel where customers describe what they need on WhatsApp and receive a quotation built from live Business Central product, pricing and stock data — with the same quotation waiting in the ERP when they walk into the store.
The challenge
Every product enquiry started with a salesperson. Someone had to interpret what the customer was asking for, search the catalogue for a suitable item, confirm pricing and availability, prepare a quotation and send it back. The work was straightforward but endlessly repetitive, and it tied the earliest stage of every sale to whoever happened to be free. Customers waited for answers, and this hardware retailer wanted enquiries and quotations to move at the speed of the conversation instead.
Our solution
We built an AI-assisted WhatsApp sales and quotation platform that sits directly on top of Microsoft Dynamics 365 Business Central. A customer describes what they are looking for in their own words; an intelligent agent interprets the request, identifies the relevant products and suggests appropriate alternatives where the exact item is not the best fit. The platform then reads live product, pricing, availability and stock information from Business Central, prepares the quotation from it, and creates that quotation inside Business Central as well — so an automated conversation still lands in the client’s own sales and operational systems rather than beside them. Where the standard Business Central APIs could not expose what the agent needed, we developed custom AL extensions to close the gap, including stronger product search and structured product information written specifically for an AI agent to read accurately.
Business value
- Customers get a relevant quotation inside the conversation instead of waiting for a salesperson to become available.
- Product discovery, pricing and quotation preparation happen without a manual catalogue search.
- Quotations exist in Business Central, so store staff can retrieve a prepared request and fulfil it without repeating the enquiry.
- Sales staff spend significantly less of the day on repetitive enquiry handling.
- The product and stock information customers see comes from the ERP, so it stays current.
- Enquiry and quoting capacity scales with demand rather than with headcount.
Key outcome
WhatsApp became an automated sales interface rather than another inbox to watch, and the path from a customer’s first message to an in-store purchase runs as one connected process. The project brought a conversational AI agent, custom APIs and an enterprise ERP together into a single automated business workflow.