WhatsApp AI Assistant

Manage your business from WhatsApp — check sales, stock, expenses, and more

Chat with your business. Link your WhatsApp number and ask questions in plain language. The AI assistant reads your StockPulse data and responds instantly — no need to open the app.

How It Works

The WhatsApp AI Assistant connects your StockPulse account to WhatsApp. Once your phone number is linked, you can send messages like "How were sales today?" or "What stock do I have for cement?" and get real answers pulled directly from your business data.

The assistant understands natural language — you don't need to memorize commands. Just ask in English or Swahili the way you would ask a colleague.

Linking Your Phone

Before you can use the assistant, you need to link your WhatsApp number to your StockPulse account.

1
Open WhatsApp Settings
Go to Settings → WhatsApp in your StockPulse dashboard.
2
Enter Your Phone Number
Type your WhatsApp number in international format (e.g., +254 712 345678). This must be the number you use on WhatsApp.
3
Verify with OTP
You’ll receive a one-time verification code via WhatsApp. Enter it in the app to confirm ownership.
4
Start Chatting
Once verified, send any message to the StockPulse WhatsApp number and the assistant will respond with your business data.

One link per user. Each StockPulse user can link one WhatsApp number. If you change your number, unlink the old one first in Settings > WhatsApp, then link the new one.

What You Can Ask

The assistant has access to these capabilities:

Capability	What It Does
Daily Summary	Revenue, expenses, net profit, and top-selling items for today
Sales Report	Sales breakdown by period, product, or customer
Money Source Balances	Current balances for your cash, M-Pesa, and bank accounts
Top Debtors	Customers who owe you the most, sorted by outstanding balance
Check Stock	Current stock level for any product across your branches
Record Expense	Log a new expense with amount, category, and description
Recent Invoices	Your latest invoices with status and amounts
Customer Balance	Outstanding balance for a specific customer
Product Price	Current selling price for any product
Low Stock Items	Products that are below their reorder level
Record Payment	Marks invoices as paid via cash, M-Pesa, or bank transfer with confirmation
Top Selling Products	Products ranked by revenue for any period
Stock by Warehouse	Stock levels for a product per warehouse or branch
Recent Expenses	Your latest expenses with amounts and categories
Customer Lookup	Customer details, outstanding balance, and invoice count
Company Info	Your plan, billing status, features, and user count
StockPulse Help	Guidance on features, pricing, and support options
WhatsApp Usage	Admin analytics on assistant usage across your team
Receipt Photo Scanning	Send a photo of a receipt and the AI extracts amount, vendor, category, and date to auto-record an expense

Managing Multiple Businesses

If your phone is linked to more than one business:

Type "switch" to see all linked businesses
Type "switch to [business name]" to change context
The active business is marked with a checkmark

Context is persistent. Once you switch to a business, all subsequent queries run against that business until you switch again.

Example Conversations

Here are some sample exchanges to show how natural the interaction feels:

Checking today’s sales

How were sales today?

Today’s summary: • Revenue: KES 47,250 • Expenses: KES 8,400 • Net Profit: KES 38,850 • 12 invoices created • Top seller: Bamburi Cement (24 bags)

Checking stock levels

How much cement do I have?

Stock for Bamburi Cement 50kg: • Main Warehouse: 156 bags • Mombasa Branch: 42 bags • Total: 198 bags Reorder level is 50 bags — you’re well stocked.

Recording an expense

Record expense: fuel KES 3,500 for delivery van

Expense recorded: • Category: Fuel & Transport • Amount: KES 3,500 • Description: Delivery van fuel • Date: Today

Recording a payment

Record payment of 5000 on INV-0042 via mpesa

Payment recorded: • Invoice: INV-0042 • Amount: KES 5,000 • Method: M-Pesa • Remaining balance: KES 12,500 A receipt has been generated and emailed to the customer.

Checking who owes you

Who owes me the most?

Top 5 debtors: 1. Kamau Hardware — KES 125,000 2. Mwangi Supplies — KES 87,500 3. Coast Distributors — KES 64,200 4. Nairobi Traders — KES 45,800 5. Rift Wholesale — KES 32,100 Total outstanding: KES 354,600

Weekly Digest

Every Monday at 7:00 AM (EAT), all users with a linked WhatsApp number receive a weekly business summary. No action needed — it arrives automatically.

The digest includes:

Total revenue and expense figures for the past week
Top 5 selling products by revenue
Products approaching stockout (restock warnings)
Outstanding receivables summary (who owes you)
Week-over-week comparison

Example weekly digest message

📊 Weekly Digest — 24–30 Mar 2026 Revenue: KES 312,400 (+8% vs last week) Expenses: KES 47,200 Net Profit: KES 265,200 🏆 Top sellers: 1. Bamburi Cement 50kg — KES 96,000 2. Corrugated Iron Sheet — KES 54,500 3. Paint 20L White — KES 38,200 ⚠️ Restock soon: • Nail 4" (12 packs left, ~3 days) • PVC Pipe 1" (8 left, ~5 days) 💰 Receivables: KES 485,000 outstanding 3 invoices overdue this week

Predictive Restock Alerts

Every day at 8:00 AM (EAT), StockPulse analyses your sales velocity over the past 30 days and predicts which products will run out soon. If a product is on track to hit zero within 7 days, you get an alert via WhatsApp and an in-app notification.

How it works:

Calculates average daily sales per product from the last 30 days
Divides current stock by daily sales rate to estimate days remaining
Alerts you for any product with fewer than 7 days of stock left
Also triggers an in-app notification visible from the notification bell

Proactive, not reactive. Restock alerts warn you before products run out — so you can place orders in time and never lose a sale to an empty shelf.

Usage Limits

Each plan includes a monthly allowance of WhatsApp messages. One message means one question you send — the assistant's reply does not count against your limit.

Free

10 messages/mo

Starter

50 messages/mo

Business

500 messages/mo

Enterprise

Unlimited

Message counters reset on the 1st of every month. You can check your remaining messages in Settings > WhatsApp.

Requirements

Active StockPulse account: You must have a verified account with an active subscription or trial
Linked phone number: Your WhatsApp number must be linked and verified in Settings > WhatsApp
WhatsApp: Any version of WhatsApp (regular or Business) on your phone
Internet connection: WhatsApp messages require an internet connection on your phone

Data privacy: The assistant only accesses data from your own tenant. It cannot see other businesses' information. All messages are processed securely and stored for conversation context only.