أتمتة مهام سير عمل تخطيط موارد المؤسسات باستخدام روبوتات الدردشة الآلية

1. ERP purchase approval workflow

Approvals are deceptively simple — until you’ve had to chase one. Someone submits a request, but the manager’s in back-to-back meetings. The email gets buried. The ERP notification never gets checked. Meanwhile, the shipment is waiting, the deal’s stalling, and the whole team’s blocked.

A chatbot removes all that overhead. It routes the request directly to the approver in chat, bundled with the supplier name, line items, amount, and internal notes — everything they need to make a fast, confident decision. One tap to approve. One tap to reject. No one logs in. No one waits.

This kind of flow sits at the heart of business process automation, but it’s more than that — it’s an example of how the interface gets out of the way so decisions can actually happen.

2. Inventory check inside ERP systems

Inventory data lives in the ERP, but the people who need it — sales reps, warehouse leads, field techs — often don’t have direct access. Even if they do, it’s too slow. They’re mid-call with a client, walking the floor, or prepping an order. Logging in and running a stock report just doesn’t happen.

So they ask someone else. Or guess.

An AI chatbot solves that gap in seconds. The rep types “Do we have SKU 837 in Atlanta?” — and the bot checks inventory, applies filters, and returns live numbers from the ERP. It’s fast, accurate, and accessible from Slack, WhatsApp, or wherever they already are.

It also prevents bad data from turning into bad decisions. No overpromising. No surprises when the order can't be fulfilled.

3. Automated HR requests and leave tracking

HR processes are packed with friction. Most employees don’t know where to find policies, track balances, or submit time off properly — and honestly, they shouldn’t have to. These are predictable, rule-based interactions that should feel as easy as sending a message.

That’s where an HR chatbot becomes the first point of contact. An employee can say “Can I take next Friday off?” — and the bot checks their balance, sees if anyone else on their team is off that day, routes it to their manager, and writes it all back to the ERP.

It also scales beyond PTO. Expense claims, benefits questions, org chart lookups — the chatbot handles the repetitive 80% so HR teams can focus on the messy, human 20%.

4. ERP reporting and on-demand dashboards

No one wants to dig through the ERP to find last quarter’s numbers. But that’s what happens — someone from sales or finance spends 15 minutes clicking through filters, exporting a report, formatting it, and then sending it as an attachment… just so a manager can read one line from it.

Chatbots change the flow completely. You type “What were our Q1 revenues for the northeast region?” and the bot replies with clean numbers, already formatted, already sourced from the ERP.

Set it to send every Friday. Or pull it on demand before meetings. Either way, it’s better than another dashboard login.

5. ERP alerts for late shipments or stuck workflows

The ERP knows when something’s gone off track — a delayed shipment, an unapproved invoice, a failed sync. But no one checks unless they’re told to. And even then, it’s too late.

That’s where chatbots take over. They monitor for issues and ping the right person at the right time. “Shipment #2389 missed its delivery window” or “Purchase request #4872 hasn’t been approved in 3 days.”

It’s not about replacing dashboards — it’s about surfacing the signal before the fire spreads.

6. Multi-step workflows like procurement or onboarding

Some ERP processes aren’t just one action — they’re a chain of them. Submitting a vendor request. Getting it approved. Generating a PO. Notifying finance. Logging the item. Confirming delivery.

When even one step stalls, the whole thing drags for days.

Chatbots help keep those chains moving. They guide users through the process, collect structured inputs, trigger the right ERP actions, and notify the next person in line. It feels conversational — but it’s orchestrating real logic underneath.

You can use this for employee onboarding, vendor creation, and even purchase workflows that involve multiple stakeholders. Instead of emailing back and forth or logging tickets, it just... flows.

1. Interprets real questions, not command syntax

Most users don’t know the exact field name or report filter they need — and they shouldn’t have to. AI lets them ask naturally:

“Did we receive that order from Vendor X?”
“Who hasn’t approved their timesheets yet?”

The bot maps that to the right ERP query or workflow without needing precision.

2. Adjusts to context and follows conversation flow

When a user asks, “What about last month?” or says, “Send that to the team,” the AI understands their reference. It keeps track of context, allowing users to interact as they would with a person — without resetting the conversation every time.

3. Keeps work inside the tools people already use

AI-powered chatbots let users complete ERP tasks directly in Slack, Teams, or WhatsApp. There’s no need to switch tabs or dig through menus. You stay in one flow — and the ERP just works quietly in the background.

4. Helps maintain better ERP data automatically

Instead of sending reminders or relying on manual entry, the chatbot collects and validates inputs in real time. That means cleaner data, better reporting, and fewer gaps — without extra work from your team.

1. Botpress

Botpress is well-suited for ERP chatbot projects because it gives you full control over conversation logic, custom code, and API integrations — all without boxing you into a rigid UI. If you need to connect deeply with systems like SAP, Oracle, or Dynamics, you’ll want that flexibility.

What stands out is the combination of low-code and developer-ready options. You can map structured ERP data to natural language prompts, handle role-based logic, and trigger real workflows directly from chat. It’s also easy to add guardrails around who can access or modify certain ERP actions — important for audit-heavy environments.

Botpress supports multi-channel deployment (Slack, Teams, WhatsApp) and has built-in tools for versioning, testing, and analytics. Pricing is usage-based with a generous free tier, so you can build and validate before scaling.

دلائل الميزات:

• Full control over API integrations and actions
• Memory and variable handling for contextual conversations
• Multichannel deployment: Slack, Teams, WhatsApp, and more

التسعير:

• الباقة المجانية: 0 دولار أمريكي/شهرياً تشمل رصيداً شهرياً للذكاء الاصطناعي بقيمة 5 دولارات شهرياً وفواتير على أساس الاستخدام
• باقةPlus : 89 دولارًا شهريًا تشمل تسليم الوكيل المباشر والتحليلات وإزالة العلامة التجارية
• خطة الفريق: 495 دولاراً شهرياً تشمل أدوات التعاون والوصول القائم على الأدوار
• Enterprise Plan: Custom pricing for scale, compliance, and white-glove onboarding

2. Microsoft Copilot Studio

If your ERP lives inside the Microsoft stack — Dynamics 365, Dataverse, or Power Platform — then Copilot Studio is the most natural fit. Formerly known as Power Virtual Agents, it now rolls into Microsoft’s broader AI vision as a tool to build conversational copilots with logic, workflows, and deep M365 access.

It shines when you need bots that can trigger real business processes using Power Automate: leave requests, report generation, or simple approvals are easy to wire up without writing code. It also runs natively in Teams, which makes it feel like a built-in tool rather than an external add-on.

That said, it’s not ideal if you need long-form conversations, or want to step outside the Microsoft ecosystem. But for Microsoft-based businesses, it’s fast, stable, and requires very little extra infrastructure.

دلائل الميزات:

• Built-in integration with Microsoft 365 and Dynamics
• Works seamlessly with Power Automate for ERP workflows
• Visual flow builder with low-code logic
• Native Teams deployment for internal access
  

التسعير:

• Standard Plan: $200/month for 25,000 messages
• Pay-as-you-go: $0.36 per session
• Add-ons: Role-based Copilot Agent: $50/user/month; Microsoft 365 Copilot add-on: $20/user/month

3. SAP Joule

Joule isn’t a chatbot platform in the traditional sense — it’s a generative AI assistant embedded directly into SAP’s cloud suite. That’s exactly why it works so well: if your business runs on SAP, Joule already lives where your ERP data is and doesn’t require any integration effort.

It can do things like summarize key metrics, trigger actions, and walk users through contextual tasks inside tools like S/4HANA, SuccessFactors, or Ariba. Because it’s embedded, it knows how your data is structured — and that makes its answers faster and more relevant than what you’d get from a general-purpose chatbot.

You don’t get much customization or third-party deployment options, but for SAP-heavy companies, Joule is the most direct way to bring AI into the ERP without adding another layer of tech.

دلائل الميزات:

• Embedded directly in SAP cloud applications
• Uses generative AI to surface insights and actions
• Works across multiple SAP modules (Finance, HR, Supply Chain)
• No setup required — pre-integrated

التسعير:

• Included: With select SAP cloud products
• Enterprise Plan: Part of broader SAP licensing packages (custom pricing)

4. Yellow.ai

Yellow.ai is built for large organizations that need chat and voice automation across multiple use cases — internal and external. It’s a strong choice if you want one platform to power HR workflows, finance automation, helpdesk bots, and customer service — all tied back to your ERP.

It includes ERP connectors out of the box (SAP, Oracle, Dynamics), and lets you trigger workflows like PTO requests, order status checks, and procurement approvals. You can also deploy across channels like WhatsApp, Microsoft Teams, and mobile apps — and the platform handles fallback logic, multilingual flows, and contextual memory well.

You’ll need to go through onboarding to get the most out of it, but if you’re looking for enterprise-grade coverage with ERP depth, it’s a strong contender.

دلائل الميزات:

• ERP connectors and workflow automation templates
• Multichannel support: chat, voice, WhatsApp, Teams
• Role- and domain-specific bot templates
• Built-in fallback, translation, and analytics

التسعير:

• Free Plan: Available for basic testing and trials
• Enterprise Plan: Custom pricing based on usage, channels, and bot scope
• POC Options: Available on request for pilot deployments

5. Kore.ai

Kore.ai is an enterprise-grade platform that focuses on building conversational AI with structure, governance, and backend power. It’s ideal for companies that want to deploy complex bots — think multi-step onboarding, policy lookups, order tracking — all routed through ERP data sources like SAP or Oracle.

The standout here is their XO Platform, which combines a conversation designer with a full automation layer underneath. It’s heavy-duty but scalable, and includes pre-built adapters for most major ERP platforms. You also get compliance, analytics, and voice support — making it a strong fit for enterprise IT and operations teams.

This isn’t the easiest tool to spin up quickly, but if you’re building AI agents that need to work inside a structured enterprise environment, Kore.ai has everything you’d expect from a top-tier vendor.

دلائل الميزات:

• Pre-built ERP integrations (SAP, Oracle, Workday)
• Visual conversation + automation designer
• Voice, web, mobile, and messaging support
• Governance, RBAC, analytics, and compliance tooling

التسعير:

• Essential Plan: Starts at $50/month
• Enterprise Plan: Tiered custom pricing based on usage and team size
• Add-ons: Voice AI, analytics suite, and security upgrades