B2B customer assistant: stock and order status

Customers call and write about stock, their prices and order status, and sales reps answer the same questions dozens of times a day. In the PrestaShop B2B shop, by email or in Teams, the assistant answers within seconds from SAP Business One or Business Central data, sees only that customer's contract, and hands new orders and discount requests to the sales rep.

Built for ISO 27001NIS2 DORA

B2B customer assistant: stock and order status
  • An assistant in three channels
  • Secure ERP integration
  • Handover rules for the sales rep

An answer on stock and price within seconds, without a call to the sales rep

  • Seconds an answer from SAP Business One or Business Central
  • Own contract only a customer sees only their own prices and orders
  • PrestaShop, email, Teams answers after business hours too
  • To the sales rep orders and discount requests are handed over

A wholesale sales rep's day is made of short questions: "is it in stock", "what is my price for this item", "when does the order ship", "send me an invoice copy". Each answer means opening SAP Business One or Microsoft Dynamics 365 Business Central, finding the customer, checking the contract, looking up the shipment status in the DPD or DHL system and writing an email. While the rep is busy, the customer waits or calls again, and over lunch or after hours requests simply pile up. At the same time the risk of quoting a wrong price is real, because different customer groups have different contract terms.

The assistant works in your B2B web shop on PrestaShop or Magento, by email or in a Teams channel. When it receives a question, it first identifies who is asking, from the web shop login or a verified email address, and connects to SAP Business One or Business Central data on behalf of that customer only. A Claude model via API understands the question, turns it into a data query and answers specifically: stock level, the contract price from the customer record, order status with the number, a shipment tracking link from DPD or DHL, or an invoice PDF. It technically cannot see other customers' prices or stock reservations, because access is restricted by the integration layer, not by a model instruction. If a customer wants to place an order, asks for a discount or raises a complaint, the assistant hands the conversation to the sales rep with a summary. We connect to SAP Business One through its integration interface or report export, and to Business Central through an API, file export or email flow, depending on the version. The model runs on the Anthropic API or Amazon Bedrock in an EU region, conversations are recorded in a log, and the data is not used to train the model. Integration is especially simple when your ERP already runs on managed ERP hosting.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

The customer asks a question

The customer writes in free text: "do you have 40 units of code X and what is my price". The assistant identifies the customer from their PrestaShop B2B shop login or verified email address and understands which products, orders or invoices the question is about.

What you get

An assistant in three channels
An assistant in three channels

A chat window in your PrestaShop or Magento B2B shop, an email mailbox and a Teams channel: the customer chooses where it is most convenient to ask.

Secure ERP integration
Secure ERP integration

Access to SAP Business One or Business Central data is restricted per customer at the integration level, through an API or report export, with a separate technical user and a permissions log.

Handover rules for the sales rep
Handover rules for the sales rep

A list of situations the assistant does not answer but hands to a person, and a summary template so the sales rep immediately sees the context and the customer record.

Conversation log and report
Conversation log and report

A monthly overview of what customers ask most often, where the assistant did not answer, shipment statuses from DPD or DHL in the answers, and our support with a response from 30 minutes.

What we build it with

Claude assistant via API + SAP Business One or Business Central data through an integration interface, an API or a report export, depending on the version, and a chat window in the PrestaShop B2B shop. We choose the platform by the task and by where your data may be: read more about this service and its limits on the service page.

Frequently asked questions

Can a customer see another customer's prices?

No. The assistant receives data through an integration layer that returns only the logged-in customer's contract, stock and documents from SAP Business One or Business Central. The model simply does not have other customers' data, so it cannot show it, either by accident or when asked.

Does it work with SAP Business One and our PrestaShop B2B shop?

Yes. We connect to SAP Business One through its interface or a report export, and to Business Central through an API, file export or email flow, depending on the version. In a PrestaShop or Magento B2B shop the assistant is embedded as a chat window and uses the customer's login to establish identity. We choose the integration method after a check.

What data do you need from our side?

Access to SAP Business One or Business Central through an API or reports, a list of customers and their contacts to establish identity, and a few dozen typical questions with the correct answers. The first working channel is usually launched within 2–4 weeks.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
  • AISP badge
    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

  • AAISM badge
    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

  • AAIR badge
    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

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