Free checklist
Stock, Price or Person? The Live Data Checklist
Sort every question your customers ask into what the AI can answer now, what needs a live link to your stock or ERP system, and what must go to a person.
- A worksheet to capture your 20 most common customer questions and sort them into fixed, live or person
- An audit table that shows where each stock and price figure really lives, and who updates it
- A quick ringgit and hours calculation to decide whether a live ERP link is worth building
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What's inside
- A worksheet to capture your 20 most common customer questions and sort them into fixed, live or person
- An audit table that shows where each stock and price figure really lives, and who updates it
- A quick ringgit and hours calculation to decide whether a live ERP link is worth building
- Five questions to put to any vendor about how their AI reads your stock system
- Ready-to-copy holding replies in English, Malay and Chinese for when the AI can't see the number
- An illustrative worked example from a furniture showroom in Puchong
Who this is for
Owners and sales managers at Klang Valley showrooms, wholesalers and retailers whose customers ask about stock and prices on WhatsApp, and whose numbers sit in AutoCount, SQL Account, a custom ERP or spreadsheets.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.