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Already built, already running

AI agents we've built — not concepts, live integrations

These four agents are already running for Krisol Infosoft clients: a WhatsApp bot that handles sales and support end to end, a Tally connector that keeps data in sync both ways, a Google Sheets connector that keeps a live dashboard updated without anyone touching a keyboard, and a RAG agent that answers ledger questions and chases payment reminders on its own.

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Agent 01 · Sales & support

WhatsApp AI Concierge Bot

A single WhatsApp number that behaves like your best salesperson and your most patient support agent at once. It answers product questions, qualifies a lead, takes an order, and checks order status — in the same chat thread, without a human touching it first.

Every conversation writes straight into your CRM or ERP as a lead, order or ticket, so nothing lives only inside WhatsApp where it can be lost or forgotten.

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  • ✓Lead capture: Qualifies a chat into a scored lead automatically, no form required.
  • ✓Order taking: Walks a customer through your catalog and places the order in your system.
  • ✓Support: Answers FAQs, order status and policy questions instantly, 24/7.
  • ✓Handoff: Escalates to a human teammate the moment a query needs judgment.
  • ✓Two-way sync: Invoices, ledgers and stock move both into and out of Tally, not just one direction.
  • ✓Works with your channels: Syncs Tally with your website, CRM or marketplace listings.
  • ✓Prime & ERP 9: Built against Tally's XML/ODBC interface, so it works with either version.
  • ✓No re-keying: An order placed online creates the matching Tally voucher automatically.
Agent 02 · ERP sync

Tally Two-Way Sync Connector

Most "Tally integrations" only pull reports out. This connector pushes and pulls — a sale on your website creates the Tally voucher automatically, and a stock update in Tally reflects back on your storefront or CRM within minutes, so your books and your channels never drift apart.

It's the same problem we cover in more depth in our ERP solutions — most teams don't need to replace Tally, they need it talking to everything else.

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Agent 03 · Live reporting

Google Sheets Live Reporting Connector

For teams who live in spreadsheets, this connector keeps a Google Sheet continuously updated with live ERP, CRM and sales data — no manual export, no "as of yesterday" report. Pivot tables, charts and formulas built on top of it stay current automatically.

It complements what we cover on our Real-Time Analytics page — for teams that want live numbers inside a dashboard they already know how to use, instead of learning a new BI tool.

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  • ✓Always current: Updates on a schedule or via webhook, no manual export.
  • ✓Non-locking: Reads from your ERP/CRM without holding a lock on live records.
  • ✓Formula-friendly: Feeds a plain Sheet, so your existing pivots and charts keep working.
  • ✓Multi-source: Can combine ERP, CRM and sales data into one tab.
  • ✓Ask in plain language: "What does ABC Traders owe us as of today?" gets a direct, cited answer.
  • ✓Grounded in your data: Retrieves the actual ledger/invoice at query time — it doesn't guess from memory.
  • ✓Automatic reminders: Chases overdue invoices and upcoming dues on a schedule you set, over WhatsApp or email.
  • ✓Source-linked: Every figure links back to the invoice or voucher it came from.
Agent 04 · RAG ledgers & reminders

RAG Ledger & Reminder Agent

A retrieval-augmented AI agent that sits over your ledgers and lets your team ask questions in plain language instead of running reports — "who's overdue this week," "what's our outstanding with this vendor," "show unpaid invoices over 60 days." It retrieves the real record before answering, so figures are accurate and traceable, not a language model guessing from memory.

The same agent runs your payment and follow-up reminders on autopilot, nudging customers before an invoice goes overdue and escalating internally when one does.

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Why this approach

Configured, not built from zero

Because these three agents already exist and run for other clients, deploying one for you is a configuration project, not a from-scratch build — your catalog, your approval rules, your ledger structure, your report layout. That means a working demo in days, not months, and a much lower cost than a custom integration built from a blank page.

FAQ

AI agents & integrations — frequently asked questions

Can the WhatsApp bot connect to my existing CRM or ERP?

Yes. The WhatsApp concierge bot writes leads, orders and support tickets directly into your CRM or ERP through its API, so nothing sits in WhatsApp alone.

Does the Tally connector work with Tally Prime and older Tally ERP 9?

Yes, the connector supports both Tally Prime and Tally ERP 9 via Tally's XML/ODBC interfaces, syncing invoices, ledgers and stock items in both directions.

Will the Google Sheets connector slow down or lock the source system?

No. It reads data on a schedule or via webhook and writes to a dedicated Sheet, so it never locks records in your ERP or CRM while your team is working in them.

How does the RAG ledger agent know its answers are accurate?

It answers only from data it retrieves live from your ledgers at query time, rather than from memory, and cites the invoice or voucher behind every figure so answers stay traceable back to the source record.

Can these agents be customised for my specific workflow?

Yes. All four are built as a base agent that we configure to your product catalog, approval rules, ledger structure or report layout during onboarding.

See any of these agents live on your own data

Book a free 30-minute demo — we'll show the WhatsApp bot, Tally connector or Sheets connector configured against a sample of your actual catalog or ledger.

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