Automating order processing via email and WhatsApp
Automated quote and order handling via email and WhatsApp, built with Magento, Claude and Twilio. 2 FTE freed up and significant revenue growth.
What we did
The challenge
At Budgetplan, requests and orders came in via email and WhatsApp. Everything was processed by hand: reading, quoting, following up. That consumed almost all of two employees' time and delayed quotes — and so cost revenue.
The kick-off
We analysed the full flow from incoming message to confirmed order. Where does the time go, which steps are truly human work and which can software take over? Security and a human check on edge cases were preconditions.
The approach
We automated the handling with Magento, Claude and Twilio. Incoming messages via email and WhatsApp are read automatically, turned into quotes and orders in Magento, and followed up properly. Edge cases go to an employee, so quality is safeguarded.
The result
Around 2 FTE freed up and a significant revenue increase, because quotes now go out fast and consistently. Staff keep time for customers instead of admin.
