Agentic AI Platform for Sales Enquiries, Quotations and Pasyment Automation

Multichannel Enquiry Capture

A unified interaction layer consolidated customer enquiries from the organisation’s social and messaging channels.

Key capabilities included

• Enquiry capture across WhatsApp, Instagram and Facebook
• Consolidation of conversations into a central workflow
• Identification of customer intent
• Conversational collection of product requirements
• Capture of quantities, preferences and delivery timelines
• Recognition of follow-up and purchase signals
• Structured transfer of enquiry data between specialised agents

Visual Product Matching

AI image-analysis capabilities helped identify relevant products from customer-submitted photographs.

The solution provided

• Processing of images received through supported channels
• Visual comparison with catalogue products
• Identification of potentially relevant items
• Product suggestions based on visual similarity
• Confirmation with the customer before quotation preparation
• Escalation to sales personnel where matching confidence was insufficient

Product Recommendations and Automated Quotations

Recommendation and quotation agents used customer requirements and live ERP data to prepare suitable commercial options.

Capabilities included

• Product recommendations based on captured requirements
• Retrieval of current product information
• Real-time pricing and inventory checks
• Integration with the client’s custom ERP
• Automated quotation preparation
• Consistent application of available pricing information
• Review and escalation of exceptional pricing cases
• Faster delivery of quotations to customers

Payment, Billing and Invoicing

The platform streamlined payment collection and post-payment processing.

The workflow included

• Secure payment-link generation
• QR-code generation for supported payment methods
• Real-time payment-status monitoring
• Verification before invoicing
• Automated billing after required checks
• Invoice generation
• Customer payment notifications
• Escalation of failed or exceptional transactions

Multi-Agent Orchestration and Human Escalation

A central orchestration layer coordinated the specialised agents throughout the sales process.

The platform supported

• LangGraph-based multi-agent orchestration
• Defined responsibilities for each agent
• Context sharing between workflow stages
• Automated handoffs between agents
• Follow-up based on customer status
• Centralised visibility of the sales journey
• Escalation to human sales personnel
• Human intervention for high-value or sensitive transactions
• Logging of automated actions and escalations

The platform handled customer information, commercial pricing, and payment-related workflows, requiring strong controls at every stage.

Key areas of focus included

• Secure payment-link and QR-code generation
• Human verification before invoice creation where required
• Role-based access to sales, pricing and payment information
• Encryption of communication between channels, agents and the ERP
• Controlled access to product and inventory data
• Logging of agent decisions, actions and workflow handoffs
• Traceable escalation to human sales personnel
• Confirmation of uncertain visual product matches
• Exception handling for failed or unusual transactions
• Human oversight of complex and high-value deals

These controls helped ensure that automated sales activities remained secure, reviewable and accountable.