# Internal operations automation case | Shimli > Internal processes that today go through three people and an email, run by a flow that validates, writes to your systems, notifies and traces every step. Operations ## Financial process automation: from the WhatsApp order to the invoice issued. Orders come in however the customer likes and go out invoiced without anyone keying them in by hand. Distribution and wholesale · high-volume ordering The starting point Customers ordered however they could. The system accepted one format only. How orders came in **WhatsApp** photo of a handwritten list **Email** spreadsheet with 60 line items **Phone call** dictated and written down **WhatsApp** a two-minute voice note **Someone keyed it into the system** Item by item, checking code and price against the catalog. **340** orders came in every day **3** people transcribing full time **48 h** between the order and its invoice The bottleneck wasn’t selling or shipping: it was turning four ways of ordering into one way of recording. And every transcription was a chance to get a code, a quantity or a price wrong, which later showed up on the invoice. How it runs ### From reading the order to the issued invoice. - 01 Order intake It arrives by WhatsApp, email or phone. - 02 Reading and structuring It extracts customer, product and quantity. - 03 Validation against the catalog Code, price and available credit. - 04 Entry into the system The order enters the ERP already structured. - 05 Invoice and notice It’s issued and the customer gets a copy. What it uses from Shimli ### The pieces behind process automation. #### AI agents They read the order however it arrives and return it structured. - How it was used here - They read the photo, the spreadsheet, the dictation and the voice note alike. - If a product isn’t in the catalog, they ask before entering it. - They confirm the order with the customer before it enters the system. **Orders · Distribution** Agent · actions live leerPedido Read Extract product, quantity and customer validarCodigo Database Check every code against the catalog aplicarPrecio Data Apply the price agreed with that customer revisarCredito Logic Verify the available credit line cargarERP Action Write the structured order Code Interpreter Web Search #### Flow Builder The order’s journey, from intake to invoicing. - How it was used here - Trigger: a message arrives from a registered customer. - Branches by amount: above a threshold it goes through approval. - If the customer exceeds their credit line, the flow stops and raises a flag. Flow canvas Start Branch Contact · 5068… Contact · 5066… Else AI Agent CrediAmigo Digital assistant · live #### Databases Catalog, prices and customers each line is validated against. - How it was used here - The catalog validates the code, not the memory of whoever types it. - Each order keeps its origin: channel, time and the original message. - Customer-specific pricing applies on its own. **Database** optica · crediamigo Edit structure Name Phone ID Amount Status Cliente 01 +504 ···· 0801-···· $75,000 active Cliente 02 +504 ···· 0501-···· $75,000 active Cliente 03 +504 ···· 1623-···· $75,000 review Cliente 04 +504 ···· 0107-···· $75,000 active #### Integrations & API The order enters the ERP and the invoice goes out the same way. - How it was used here - It writes the order into the ERP with the fields that system expects. - The invoice is issued in the usual system, not a new one. - The customer receives their copy through the same channel they ordered on. CRM Core Bureau WhatsApp FusionAI AI Voice SMS Email API POST /v1/agents/run 200 OK The outcome ### What changes in internal operations. 01 **The order comes in however it arrives** The customer keeps ordering by WhatsApp, email or phone. The difference is nobody transcribes it anymore. 02 **The catalog validates, not memory** Code, price and credit are checked against the database before the order exists, not later on the invoice. 03 **Invoicing stops waiting** The invoice no longer depends on someone finishing yesterday’s typing queue. This case describes how the agent operates on the process. Result figures are defined with you during discovery, against your own indicators. The other three processes ### The agent runs the same way on every one of them. [Collections From cold receivables to confirmed payment. See the case](https://www.shimliapp.com/en/casos/cobranza) [Credit From the incomplete file to a decision with everything in view. See the case](https://www.shimliapp.com/en/casos/credito) [Support From the message queue to the reply that resolves. See the case](https://www.shimliapp.com/en/casos/atencion) ### What people ask before getting started. Straight answers on what Shimli is, what it costs, what it integrates with and who is behind it. What is Shimli? – Shimli is a platform to build and run AI agents inside a company's operation. An AI agent is a program that understands the context of a conversation, queries the institution’s systems, decides within the policies defined for it and carries the task through to the end. It is built by Sheilim LLC, headquartered in Miami. What is the difference between a chatbot and an AI agent? + A chatbot replies from a script: it recognizes an intent and returns text written in advance. An AI agent understands context, analyzes information, executes tasks in the institution’s systems and escalates to a person when needed. A chatbot replies; an agent resolves. How much does Shimli cost? + One plan at $139 a month with every feature on the platform: there are no editions or tiers. It includes 3 human seats and 1 admin, 1 Flow Builder, WhatsApp, Facebook, Instagram and web connection, and unlimited WhatsApp templates. Added separately: an extra instance at $59 a month, an extra Flow Builder at $19, an extra human seat at $9, and AI usage at $49 per 2,450 queries. You can create the account and get into the platform yourself. ### Let's build this same case on your operation. We review your **operations** process, identify where the agent fits and define with you the indicators we're going to move. No commitment, nothing to install. Design my operations case