ERP and CRM Process Management via Telegram with KobiGPT

At X Mind Solutions, we offer KobiGPT to help you manage ERP and CRM processes through Telegram using natural language. Simply express your request in a message to access business data, receive operational summaries and initiate permitted operations. This allows tasks tracked separately across different applications to be handled in a single conversation using information from connected systems.

For an operations manager who checks orders, quotes and customer records throughout the day, the first priority is identifying what needs attention. Through Telegram, KobiGPT can be asked to list delayed orders, display quotes awaiting approval or identify customers with overdue payments. KobiGPT analyses information in connected ERP and CRM systems to prepare the requested overview, allowing the manager to review the relevant operational records within the conversation.

KobiGPT is not limited to finding individual records. Users can also request a weekly sales performance summary, view sales results and obtain summaries of critical processes within the same conversation. Combined with access to account and customer information, this approach brings different information needs together in a shared interface for day-to-day operational monitoring. Users describe the information they want in natural language and receive answers based on data held in connected systems.

Situations requiring action after information has been retrieved can also be handled through the conversation. For example, users can request a draft notification for customers affected by order delays and ask for tasks to be created for the relevant sales representatives. Preparing a message and sending it to a customer are not the same operation; the example presented here covers the preparation of communication content. KobiGPT carries out task and action requests within the scope of operations permitted in the connected systems.

In this setup, Telegram serves as the conversational interface for interacting with business systems. Connected ERP and CRM systems provide the information, while permitted operations define the limits of what can be done. With KobiGPT, we bring order, quote, customer and sales tracking together in a single conversation. Users can therefore query data, request summaries and initiate appropriate actions with less need to switch between separate applications.