Industrial sector
Quote → credit → receivables
- Technical catalogs and per-customer pricing
- B2B sales with quotes, credit and receivables
- ERPs and systems that can't be stopped
Chaty is a modular suite tailored to your business. It brings your data and operations into one secure environment, connects to the channels and systems you already use, and puts agents and copilots to work at every level of your org chart.
A back-office system on an office server, a CRM, a point of sale per store, spreadsheets and dozens of WhatsApp groups. The owner finds out late, and every employee loses hours looking for what they need.
Replies come late, everyone quotes their own price, and chat sales get re-entered by hand.
Each rep's WhatsApp
Receivables live in the system; follow-up lives in each rep's memory.
System + notebook
Every location has its own number, none is current, and deliveries are coordinated by text.
One sheet per location
Mismatches and unverified payments are found once they've already cost money.
End of month
The owner asks for a report and waits. By the time it arrives, the number is stale.
Friday's email
A chatbot placed on top of that mess sounds good but doesn't know. And an agent that states something false is worse than no agent at all: it makes the business act on something that isn't true.
Do you still have the king model at the Downtown store?
Yes! We have 12 units available.
Made-up numberThe system shows 3 at Downtown, but that's from 2 days ago and stock is low. I'll confirm with the store and get back to you in a few minutes.
The bottleneck isn't channels or models. It's data. First you bring it into one place, with its date and its source; then agents can work without making things up.
An order, its invoice, its payment and its delivery are the same record seen from different areas. What already works gets connected; what's missing, you adopt.
Choose how you handle each function
Either way the agents see the same thing, because everything ends up on the same foundation.
The usual case is a system with no API, no cloud, sitting on an office server. A connector on your network reads it with a read-only user: no open ports, no VPN, and your system is never touched. Everything lands in a mirror first, and nothing reaches a customer until someone reconciles it.
The suite doesn't look the same to everyone: each person sees their area's modules, in their locations, with their copilot.
01Comes in
02Gets centralized
One foundation
Every data point with its date and source
03Everyone sees their part
Optional output: orders and payments flow back to your system
Some operate and others support whoever decides. They all read the same data, so the copilot's number is the same one collections sees and the same one on the dashboard.
They hand work off, like a good team
01A customer asks for a price on WhatsApp and Sales quotes with that location's stock.
Operations agents
Serves, advises and closes
Gives stock and price per location, applies current promotions and logs the order ready to invoice.
Recovers what's owed, with tact
Reads real receivables, sends due-date reminders, logs payments and proposes agreements by debt tier.
The day to day, under control
Scheduling, deliveries, availability and the internal questions that interrupt someone today.
Watches what no one has time to check
Spots stock that doesn't add up, stale prices and unverified payments, and flags them with the data and its source.
Copilots
For the owner
Tells you how the business is doing by voice or text, prepares the daily report, flags what needs a decision and coordinates the other agents.
For every employee
Sales sees its portfolio and route; the store, its stock; logistics, its deliveries. Each one sees only what that person is allowed to see.
Centralizing isn't enough if the data is stale. In Chaty no agent shows a bare number: it shows the data, its age, its source and whether it's enough to state.
What comes from your system, what was logged in Chaty and what was corrected by hand are kept apart. A payment reported by a customer stays pending verification.
You decide how old a number can be to state it, and below how many units it must be confirmed. Every stock level and price, per location.
The agent checks with the right area and location and keeps working. If it can't continue, it hands the case over with full context.
Alerts and reminders go out on their own. Restructuring a debt or an off-policy discount is proposed by the agent and approved by a person.
Do you still have the king model at Downtown?
Gradual autonomy, channel by channel
01
02
03
The same suite serves a single-location store or a hotel, and grows with the business without switching systems. We specialize where the problem is biggest and solving it is worth the most.
Quote → credit → receivables
6 locations · 2 currencies · 1 consolidated view
A chain of six stores and a distribution center connected its messaging CRM and its back-office system without replacing either.
Chaty is rolled out with guidance and in stages, and the business never stops operating. We open in batches: tell us about your business and we'll reach out when it's your turn.
Every business in the region, however small, with its whole operation in one place and an AI team working in every area, like a large company's.