AI Agent for Ticket Routing in ERPNext
Automate Ticket Routing directly inside ERPNext. Arahi AI connects in minutes and starts working immediately — no developers needed.
Key Takeaways: AI Ticket Routing for ERPNext
AI-powered ticket routing for erpnext uses intelligent automation to handle repetitive tasks, qualify prospects, and streamline operations—without manual intervention. Arahi AI agents work 24/7, integrating with your existing tools to deliver consistent, scalable results.
- Instant Classification: AI categorizes and prioritizes support tickets the moment they arrive — no manual triage needed.
- Smart Assignment: Route tickets to the best-qualified agent based on skills, workload, and ticket complexity.
- Reduced Resolution Time: Faster routing means faster resolution — significantly reducing average handle time.
- Escalation Intelligence: Automatically escalate high-priority or sentiment-negative tickets before they become crises.
How AI Transforms Ticket Routing in ERPNext
ERPNext is a widely-used business management platform. Free and open-source integrated Enterprise Resource Planning software By integrating ERPNext with Arahi AI, you automate ticket routing end-to-end — data flows in real-time, tasks execute without manual intervention, and your team focuses on work that actually moves the needle. With the ERPNext integration, Arahi AI can directly add comment, add tag, apply workflow, cancel document, and create document — all triggered automatically by your AI agent without manual intervention.
Why Businesses Choose AI Automation
Transform your workflows with intelligent AI agents that deliver measurable results.
Instant Classification
AI categorizes and prioritizes support tickets the moment they arrive — no manual triage needed.
Smart Assignment
Route tickets to the best-qualified agent based on skills, workload, and ticket complexity.
Reduced Resolution Time
Faster routing means faster resolution — significantly reducing average handle time.
Escalation Intelligence
Automatically escalate high-priority or sentiment-negative tickets before they become crises.
Real-World Use Cases
See how businesses are already leveraging AI automation in practice.
New-Hire Ramp-Up
Instead of weeks of training on ticket routing procedures, new erpnext team members work alongside AI that enforces best practices from day one.
Multi-Location Consistency
Whether you operate one office or fifty, AI ensures ticket routing follows the same standards everywhere — no location-to-location drift.
Exception Flagging
AI handles the 90% of routine ticket routing cases automatically and surfaces only the edge cases that genuinely need human judgment.
What You Can Do with ERPNext + Arahi AI
These are real ERPNext actions your AI agent can perform automatically — no manual work required.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
Create Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
Create Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Delete Document
Tool to delete a specific document by DocType and name. Use when you need to remove a document from ERPNext. Requires delete permissions for the specified DocType.
Download file from ERPNext
Tool to download a file from ERPNext by its URL. Use when you need to retrieve file content from the ERPNext instance using the file's URL path.
How It Works
Get started in three simple steps — no technical expertise needed.
Connect ERPNext
Authorize ERPNext in your Arahi AI dashboard. Projects, clients, and financial data sync instantly.
Define Business Workflows
Set up automation rules for ERPNext — project milestones, invoice events, or client status changes trigger AI actions.
Run Your Business on Autopilot
AI handles the operational work inside ERPNext while you focus on growth. Track efficiency gains live.
Platform Capabilities
Enterprise-grade AI automation built for reliability and scale.
Workflow Orchestration
AI coordinates multi-step business processes across departments — approvals, handoffs, and status updates flow automatically.
Resource Allocation
Assign team members, budgets, and assets to projects based on AI analysis of capacity and priority.
Financial Data Sync
Keep invoices, expenses, and revenue data synchronized between your business management platform and accounting tools.
Add Comment
Arahi AI can tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes. This action triggers automatically based on your workflow rules — no manual steps needed.
Add Tag
Arahi AI can tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes. This action triggers automatically based on your workflow rules — no manual steps needed.
Apply Workflow
Arahi AI can tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype. This action triggers automatically based on your workflow rules — no manual steps needed.
Frequently Asked Questions
Got questions? We've got answers.
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