Alto Vale IA

How do I integrate artificial intelligence with WhatsApp, CRM, and ERP?

Short answer

Integrating AI with WhatsApp, CRM, and ERP does not require replacing your systems. Artificial intelligence goes in as a layer that reads and writes to existing systems through an API or another way of accessing the data, answers on WhatsApp based on the company's information, and hands the conversation to a person when needed.

More context

The most common path is to use the systems' APIs. When a system has no API — frequent with older ERPs — it is possible to work with the database, with exports, or with reverse engineering. What matters is that information flows without double data entry.

  • WhatsApp: the AI replies, qualifies, and logs the contact.
  • CRM: the conversation history and the customer's stage are updated automatically.
  • ERP: lookup of orders, inventory, or status, and entry of data that is already structured.

Customer service based on your data, order classification, conversation summaries, document search, and reports that answer questions in natural language. Exceptions go to people, with clear rules.

Alto Vale IA integrates AI into the systems the company already has — semantic search, automatic summaries, and classification inside the ERP, CRM, and WhatsApp, without replacing anything. One example is Sync Imóveis, a desktop app that syncs properties between the DWV API and the XM Investimentos dashboard. A first automation in production usually takes 2 to 4 weeks.

Frequently asked questions

In many cases, yes: through the database, exported files, or reverse engineering. Feasibility is assessed case by case.

Alto Vale IA works with the minimum data necessary, access control, processing records, and confidentiality agreements; sensitive data can stay in the company's own environment.

No. The integration is done with the CRM you already use.

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