WhatsApp AI Agent Overview

Introduction

The WhatsApp AI Agent is an intelligent, automated responder integrated into Swift Cloud ERP. Built on Meta’s WhatsApp Business Cloud API, it allows businesses to engage customers 24/7, manage conversations automatically, and handle queries instantly — from sales and booking inquiries to loan applications and product purchases.

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1. Setup Requirements

1. Dedicated WhatsApp Number
Use a new WhatsApp number (or unlink an existing one).

2. Meta Account
Required for connecting to the WhatsApp Business Cloud API.

3. Swift Cloud ERP Access
You’ll complete setup directly within your ERP interface.

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2. Setup Process

1. Login to Swift Cloud ERP → Navigate to Admin → WhatsApp Settings.

2. Click “Connect to Meta”.

3. Sign into or create your Meta Business Account.

4. Add and verify your WhatsApp number (via SMS or phone call).

5. Once approved by Meta, your WhatsApp AI Agent goes live automatically.

✅ No coding or external configuration needed — everything is handled in one place.

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3. Features and Integrations

a. E-Commerce & Inventory

Customers can browse and purchase products via WhatsApp.

Real-time stock updates directly from your ERP inventory.

b. Hotel Reservations

Guests can check room availability, make bookings, or cancel reservations.

Sends automated welcome and checkout messages.

c. Financial Services

Customers can apply for loans, check eligibility, or subscribe to investment plans.

Pulls live data for personalized responses.

d. Fleet Management

Passengers can check routes, seat availability, and book tickets instantly.

Integrates with digital ticketing for confirmation messages.

e. Smart Conversation Routing

The AI handles repetitive queries.

Complex conversations automatically transfer to human agents based on defined triggers.

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4. Pricing & Subscription Options

Option 1: Full Consultant Setup (No Direct CRM Access)

We handle everything — from setup to testing and first-month support.

Setup Fee: ₦100,000 (one-time)

Annual Subscription: ₦180,000

Includes:
✅ 1-Month Free Support
✅ Free Digital Marketing Consulting (₦200,000 value)
✅ ₦50,000 Meta/Facebook Ad Credits

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Option 2: Direct CRM Access Subscription

Client gains full access to Swift Cloud ERP’s CRM dashboard, WhatsApp settings, and live chat logs.

Tier    Monthly Messages    Annual Fee    Monthly Equivalent

Tier 1    Up to 5,000    ₦180,000    ₦15,000
Tier 2    Up to 8,000    ₦240,000    ₦20,000
Tier 3    10,000+    ₦300,000    ₦25,000

💡 Each additional WhatsApp number attracts the same annual tiered fee.

Includes:
✅ Full Swift Cloud ERP integration
✅ Free digital marketing consulting (₦200,000 value)
✅ ₦50,000 Meta/Facebook ad credits

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5. Why Choose Swift Cloud ERP’s WhatsApp AI Agent

24/7 Customer Engagement – Always online, always responsive.

Sales Automation – Turns chats into actual sales or bookings.

Integrated Analytics – Monitor message volume and customer trends.

Multi-Department Flexibility – Supports CRM, Inventory, HR, and more.

Scalable Pricing – Suitable for startups, SMEs, and large enterprises.

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6. Summary

Once set up, the WhatsApp AI Agent becomes your digital assistant, handling everything from greetings to transactions. With Swift Cloud ERP integration, you don’t just automate responses — you automate your entire customer interaction lifecycle.

Navigation: CRM + WhatsApp

On this page, I will be introducing our new update where we integrated whatsapp with scerP