Comparison · Sankhya Integration

Integration Sankhya: the ERP controls, XMACNA ATTENDS AND QUALIFIES

Sankhya integration with AI isn’t about changing ERP: it’s about adding a service front to what your team already does. Sankhya runs a mid-to-large operation very well — management, finance, tax, supply, sales — and handling leads on WhatsApp is a separate decision: what your license already covers, what the team does by hand and where extra help pays off. At high volume, assess where delays and information loss occur in your process. XMACNA adds a Digital Employee that integrates with Sankhya via API: handles, qualifies and routes on WhatsApp during the hours you set and records in Sankhya whatever the permissions allow — customer, stage and notes. You stay in Sankhya.

Adds, does not replaceSankhya remains the ERP of your operation
Handles and recordsthe conversation becomes a record in Sankhya via API, within permissions
+100% scheduled contactsRede Supera vs. control group
From SDR to CRM

See how the magic happens.

Stay on Sankhya. Just add the AI that attends on WhatsApp.

  1. 01 Message

    Client contacts via WhatsApp, voice, or active campaign.

  2. 02 Context

    The Digital Employee reads history, memory, and data from the Intelligent Dashboard.

  3. 03 Decision

    It chooses the next action: reply, qualify, schedule, collect, or escalate.

  4. 04 Record

    The conversation turns into structured data, private notes, and updated opportunity.

  5. 05 Control

    Your team takes over when a human is needed, already with full context.

Where the ERP stops

Sankhya integration with AI: the ERP runs the operation, and WhatsApp service can get extra help.

Sankhya is a robust ERP for medium and large companies: it brings management, finance, tax, supplies and sales into one system, with governance and control. Before adding any tool, it’s worth checking with the vendor what your license already offers for communication and service. Where WhatsApp still depends on someone replying, qualifying and typing the outcome, XMACNA’s Digital Employee can take on that front: it handles, qualifies and records in Sankhya via API, through the services and permissions you enable.

Before

Without integrated WhatsApp service: messages wait for someone on the team to reply — and at high volume, many people wait.

After · XMACNA

Sankhya + XMACNA Digital Employee: handles messages during the hours you set, in your brand’s voice, and passes exceptions to the team.

Before

Without qualification rules in the conversation: the ad lead has to be qualified and typed in by a person before it becomes a record.

After · XMACNA

Sankhya + XMACNA Digital Employee: qualifies the lead in the conversation by your rules and routes it to the right team.

Before

Without the integration set up: the record depends on someone transcribing the conversation, sometimes days later.

After · XMACNA

Sankhya + XMACNA Digital Employee: records customer, stage and note in Sankhya via API, with failures flagged for review before any retry.

Before

Switching ERP to get better service: risk and rework for the governance you already have.

After · XMACNA

Sankhya + XMACNA Digital Employee: you stay in Sankhya and add an integrated WhatsApp front.

How the addition works

Sankhya integration in practice: adding AI without stopping the operation.

You don’t migrate anything or start over. XMACNA connects the Digital Employee to the Sankhya you already use via API, taking over the front that consumes most of your team's time — attendance and qualification on WhatsApp. Sankhya remains your source of truth and governance; what changes is who feeds it on the front lines.

We map where service gets stuck

We looked at how leads arrive today, in what volume, and where they cool off waiting for someone to respond before becoming a record in Sankhya. It’s at this stage that the Digital Employee first steps in, with clear metrics.

01 · assessment

It learns your voice and talks to Sankhya

We train the Digital Employee on your differentiators and rules and connect the integration with Sankhya via API, on the services and with the permissions you enable in your environment. The integration credential does not identify the requester. The project must define and validate how to verify identity, relationship and recipient before exposing or changing data.

02 · API connection

Attends, qualifies and keeps updated

The Digital Employee starts working on WhatsApp during the configured hours. Authorized customer, stage and note records are sent to Sankhya and the Intelligent Dashboard when sufficient data is available, under the services, permissions and rules defined in the project. Success is communicated only after confirmation from the destination. Failure, timeout or missing confirmation leave confirmation pending for the owner to check the state at the destination before retrying; they do not establish that no write occurred. Questions about identity or recipient are referred to the owner. You stay in Sankhya, with fewer conversations to type up.

03 · Operation live
Frequently asked questions

What matters to know.

How does the Sankhya integration with XMACNA AI work?+

The Digital Employee handles and qualifies on WhatsApp during the hours you set and records customer, stage and note in Sankhya via API, through the services and permissions enabled. The services, license and environment used in the project are confirmed with Sankhya before starting.

Does XMACNA replace my Sankhya?+

No. XMACNA adds to Sankhya. Sankhya remains your operation’s ERP and governance; the Digital Employee handles and qualifies on WhatsApp and records the outcome in Sankhya, within the integration’s permissions.

Will I need to change ERP or learn a new tool?+

No. You keep using Sankhya the same way. XMACNA adds a service and qualification layer on WhatsApp, alongside what your license already offers, and connects it to your Sankhya via API.

Does it work for a large operation, with high WhatsApp volume?+

Yes, with the volume and hours sized in the project. The Digital Employee handles many conversations at once and passes exceptions to the team. At Rede Supera, in the education sector, scheduled contacts doubled (+100%) compared with the network’s own control group in the same period.

Does the customer notice it’s AI replying?+

The Digital Employee identifies as part of the brand’s team. The customer knows, but doesn’t feel a difference — and when a human is needed, it passes to your team with full history.

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