What the App Is About?
The OK365 WhatsApp AI Oder Processing Agent allows customers to place orders directly through WhatsApp using a guided, automated chat flow. Instead of browsing a website or calling in, customers send a message, and the system instantly responds with product lists, pricing, catalog options, and order summaries.
The app validates stock availability, collects delivery details, and securely pushes every confirmed order into Business Central for real-time processing.
This solution reduces call-centre workload, improves ordering accessibility, and provides a familiar, user‑friendly way for customers to place orders anytime — simply by messaging on WhatsApp.
WHO
Customers, retailers, resellers, and end‑consumers who prefer ordering through a simple WhatsApp chat instead of using an app or website.
WHAT
An automated WhatsApp-based ordering system that allows users to browse items, confirm orders, submit delivery details, and receive updates via chat.
WHY
It makes ordering faster, reduces manual communication, captures all orders digitally, and ensures they flow directly into BC without retyping.
HOW
Customers message a WhatsApp number, follow the automated prompts, select items, confirm their order, and the system syncs everything instantly to BC.
Features & Functions
Features & Functions
Benefits to Daily Operations
Automated WhatsApp Chat Ordering
Users browse catalog items, choose quantities, and submit orders through guided chat messages.
Reduces manual order-taking
Minimises phone calls, WhatsApp texting by staff, and duplicated communication.
Real-time Stock & Price Validation
The system checks item availability and pricing before confirming the order.
Improves accuracy
Great for users who don’t want to log in to an app or website.
Customer Profile Recognition
Registered customers receive personalised pricing, order history, and delivery information.
Faster order submission
Customers place orders in seconds through a platform they already use daily.
Catalog, Category & Item Browsing
Users can request product lists, promotions, or category-based menus directly via chat.
Centralises all orders digitally
No scattered WhatsApp screenshots — all orders flow into BC systematically.
Order Confirmation & Digital Receipts
Customers receive order summaries, delivery details, and payment instructions instantly.
Improves customer convenience
More Ideal for users who prefer not to log in to an app or website.
ERP Sync for Order Processing
All WhatsApp orders automatically flow into BC as sales orders or quotations.
WhatsApp Ordering App — Connection to BC
The OK365 WhatsApp AI Oder Processing Agent integrates directly with Microsoft Dynamics 365 Business Central by converting chat-based orders into structured sales orders. When customers select items in WhatsApp, the system fetches real-time pricing, stock availability, and customer information from BC.
Once confirmed, the order is instantly created in BC with customer details, item lines, and delivery instructions. This ensures zero manual entry, faster processing, accurate inventory updates, and smooth order fulfilment across CRM and order-processing modules.
OK365 WhatsApp AI Oder Processing Agent
Workflow - 6 Steps Process
Benefits
- Faster order turnaround
- No manual message reading
- Real-time accuracy from BC
- Simple experience for customers
- Full traceability & order history
1.Customer Sends Message on WhatsApp:
Customer types the order normally — no special format required.
2. System Reads & Interprets Items:
The app identifies products, quantities, and order intent from the message.
3. Business Central Validates Data:
BC checks real-time pricing, inventory, customer details, and discounts.
6. Fulfilment Team Processes Delivery:
Warehouse picks, ships, or schedules delivery as normal.
5.Order Syncs to Business Central:
A Sales Order or Quote is automatically created in BC.
4. Customer Receives Confirmation Message:
A structured order summary is sent back through WhatsApp.
1.Customer Sends Message on WhatsApp
Customer types the order normally — no special format required.
2. System Reads & Interprets Items
The app identifies products, quantities, and order intent from the message.
3. Business Central Validates Data
BC checks real-time pricing, inventory, customer details, and discounts.
4. Customer Receives Confirmation Message
A structured order summary is sent back through WhatsApp.
5.Order Syncs to Business Central
A Sales Order or Quote is automatically created in BC.
6. Fulfilment Team Processes Delivery
Warehouse picks, ships, or schedules delivery as normal.
Targeted Industries
Fast Moving Consumer Goods (FMCG)
Enables retailers and end-customers to place replenishment orders instantly through WhatsApp, reducing sales team workload.
Food Manufacturing
Allows F&B outlets and distributors to reorder ingredients/stock quickly using common WhatsApp ordering habits.
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