AI agents connected to your ERP, CRM and WhatsApp
Yukti AI is an AI agent development company offering custom AI agent and agentic AI development services for Indian businesses: agents that read a WhatsApp message, an order or a document, decide what to do, and update the systems you already run. Each agent is built on a working version, with guardrails and a person in the loop.
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A chatbot answers questions in a conversation. An AI agent also takes actions: it can look up stock, update a CRM record, create a quotation, send a WhatsApp follow-up or hand a case to a person, deciding which step to take from your instructions and data. Most businesses start with a chatbot and add agent actions once the answers are reliable. Yukti AI builds both, connected to your ERP, CRM and WhatsApp.
Yukti AI is a software company in Surat that builds AI-powered business management systems for Indian SMEs. AI agents are the part of that work where the software stops waiting for someone to click and completes a task on its own. This page is about agents that plug into the systems you already run, anywhere in India. If you are a Surat business and want to meet in person, see AI agent development in Surat. If the term is new to you, start with what an AI agent actually is.
Chatbot vs AI agent: what is the difference?
The short version: a chatbot talks, an agent does. The table shows where the line sits in practice.
| Chatbot | AI agent | |
|---|---|---|
| Main job | Answers questions in a conversation | Completes a task across your tools |
| Reads from | A script or a knowledge base | Your knowledge base plus live data in your ERP, CRM or sheets |
| Writes to your systems | Rarely; maybe saves a contact | Yes: updates records, creates quotations, sets pipeline stages |
| Decides the next step | Follows a fixed flow or menu | Chooses from the tools it is allowed to use |
| Human handoff | Usually "talk to an agent" button | Flags the case with full context when it is unsure or out of scope |
| Good first use | FAQs, catalogue and price questions | Lead follow-up, order entry, payment reminders, document checks |
| Build effort | Lower | Higher; needs integrations and guardrails |
If the work is a fixed "when X happens, do Y" rule, you do not need an agent at all; a workflow automation is cheaper and more predictable. An agent earns its cost when the input is unstructured (a WhatsApp message, a voice call, a PDF) or the answer depends on combining data from a few places.
What our custom AI agents do inside an ERP, CRM or WhatsApp
- Sales and enquiry agents on WhatsApp — answer product and price questions from your catalogue, capture the lead, set the pipeline stage in your CRM and hand serious buyers to a salesperson.
- Order and quotation agents — read an order sent as a chat message, check stock and price in your ERP, draft the quotation or sales order for approval and send it back on WhatsApp.
- Collections and reminder agents — pick up overdue invoices from your system, remind customers on WhatsApp or by phone, and record the reply against the customer.
- Document agents — read long documents and pull out what your team must act on. For GeM sellers we built an engine that lists every required document from a tender with the page it came from; see GeM tender automation software.
- Search agents over your own catalogue — find the right product, design or record from a photo or a plain-language description.
- Owner briefing agents — read the day's numbers from your ERP or sheets and send a short summary of what changed and what needs attention.
AI agents we have built and run
Arjun — WhatsApp AI sales agent
Our own internal build, running daily on Yukti AI's sister business. One WhatsApp number serves two businesses: Arjun works out which one the sender means, answers from a pgvector knowledge base, captures the lead, advances the pipeline and hands off to a person when needed. Built on n8n, the WhatsApp Business Cloud API, Supabase and tiered OpenAI models.
Hindi payment-reminder voice agent
An outbound voice agent that phones customers about a pending payment, holds the conversation in fluent Hindi, logs paid, promise-to-pay or no-answer, saves the transcript and re-queues a follow-up call. Built on Exotel telephony, a FastAPI media bridge, OpenAI's Realtime voice API, Supabase and n8n schedulers. Built and tested end to end.
Textile design visual search
For a Surat textile design house with roughly 80,000 design images, a search that returns the closest designs from a fabric photo or a description, with design code and similarity score. Built in about 7 days on Google Vertex AI embeddings, Pinecone and an n8n search workflow.
Garment ERP, ready for an AI layer
Wewok, a Surat sportswear brand: the single record of every garment that an AI agent needs to answer stock, loss and piece-rate questions.
AI automation for textile and garment
Where AI agents and automation fit in a Surat textile or garment business, with what is built and what is not.
Want help applying this to your business?Send us your current setup on WhatsApp. Free workflow audit, reply the same day — in Hindi, Gujarati or English.
Get a free workflow auditFrom one task to a live agent in four steps
Free workflow audit
A 30-minute call to pick one task worth handing to an agent, and to check whether simpler automation would do.
Working version
We build the agent against your real data and messages so you can test genuine cases before you commit.
Permissions and handoff
You approve exactly which tools the agent may use, which steps need a human tick, and when it hands off.
Connect and support
We connect your live ERP, CRM or WhatsApp, watch the logs in the first weeks and keep improving it, with 12 months of support.
The stack we build AI agents on
- n8n for the workflow: triggers, tool calls, retries, schedules and human handoff.
- OpenAI and Google Gemini models, chosen per task; small, cheap models for classification and translation, larger ones only where the answer needs them.
- Retrieval over your own data with Supabase pgvector or Pinecone, so answers come from your catalogue, price list and policies.
- WhatsApp Business Cloud API for messaging, and Exotel with OpenAI's Realtime voice API for phone calls.
- Your systems: our own custom ERP and custom CRM builds, or third-party CRMs, Google Sheets and billing tools through their APIs.
How much does a custom AI agent cost, and how long does it take?
AI agents are quoted after a free workflow audit — the price depends on the requirement: how many systems the agent connects to, how much it may do without a person, and how much data needs preparing. A simple WhatsApp AI chatbot starts from ₹2,000; a custom ERP starts from ₹30,000. For a fuller breakdown, see AI automation cost in India.
Focused builds — a Shopify store, one automation, a single-module system — typically take about 7–10 days. A multi-module ERP or CRM usually takes a few weeks depending on scope. A single-job agent is a focused build.
What AI agents should not do
Agents are good at repetitive, well-defined work with clear data behind it. They should not negotiate prices on their own, approve credit, or answer questions your data cannot support. We design every agent to hand those cases to a person, and we will tell you in the audit if a task is not a good fit for an agent yet.
Frequently asked questions
Related services and proof
An example of an AI assistant grounded in a firm’s own records: the copilot in our diamond inventory ERP case study recommends what to check, and never posts stock or accounting entries itself. A second grounded example is the AI copilot in the Arham Exports diamond ERP, which answers eleven management questions from the ERP’s own figures and never places an order.
AI agents on diamond inventory data: what is safe to automate
An AI agent on diamond stock should read the live records, show its evidence and hand any action that moves stock or money to a person. That is how the copilots in the P. Hitesh & Co. diamond assorting ERP and the Arham Exports diamond trading ERP are designed: they answer questions, flag exceptions and draft, but never post entries.
In packaging the same rule applies to quoting: in the AI quotation design for a corrugated box ERP, the AI reads the enquiry, drawing or purchase order and a tested costing engine calculates the price for a person to approve.
An operations example for agents and assistants: the AI features of an event management platform, labelled built or buildable.
Buildable agent tasks on this kind of data include a WhatsApp stock-enquiry assistant that cannot invent a stone, memo and payment reminders, an owner morning digest and reading invoices or certificates into a review screen. See the diamond trading platform for enquiry replies that cite only real stones.