Take Rental Quote Requests from WhatsApp into Current RMS

Yes. AeroChat works directly with Current RMS. It checks product availability for the client’s dates, takes the venue, contact details and items in the chat, and creates a draft opportunity in Current RMS with the items on it, ready for your team to price and send as a quote.

This recipe turns “can you quote for these dates?” messages into complete opportunities in Current RMS, so your team prices and sends the quote without chasing details. Part of connecting Current RMS to WhatsApp and AI chat.

What happens today

Planners send quote requests on WhatsApp at all hours, often as a photo of a list or a single line. Someone has to ask for the venue, the dates, the company and the email, check stock in Current RMS, and type the opportunity in by hand. Details arrive in separate messages, and planners who need a number fast ask the next rental company too.

The flow that works

AeroChat asks for the dates, the venue or delivery address and the items with quantities.
It matches each item to your Current RMS products and reads availability for those dates.
It takes the client’s name, company, email and phone number, and finds or creates their contact.
It creates a draft opportunity in Current RMS with the dates, venue, contact and an item for each product.
It tells the client your team will send the quote, and when.

What it looks like on WhatsApp

Customer: Can you quote a PA system and 2 wireless mics for a wedding on 14 June at Hillside Barn? (example)

AeroChat: Our system shows a PA system and 2 wireless mics free on 14 June. Can I take your name, email and phone number for the quote?

Customer: Tom Okafor, tom@example.com, 07700 900123.

AeroChat: Thanks, Tom. Your request is in: a PA system and 2 wireless mics at Hillside Barn on 14 June. Our team will send the quote by tomorrow midday.

In Current RMS: a new contact Tom Okafor and a draft opportunity “Tom Okafor, Hillside Barn” for 14 June with 1 PA system and 2 wireless mics on it.

The recipe

Copy this into AeroChat

When a client asks for a quote or for equipment on certain dates, follow these steps.

Ask for the event dates, the start and end times if they know them, and the venue or delivery address.

Ask for the items and quantities. Match each item to our Current RMS products. If an item has options, ask which one. If we do not stock it, say so and suggest the closest product.

Read product availability in Current RMS for those dates. Tell them what looks free. If something is short, say so and offer an alternative.

Ask for their name, company, email and phone number if we do not have them. Search Current RMS contacts. If you find them, use that contact. If not, create an organisation and a person.

Create a draft opportunity named with their company or name and the venue, with the dates, the venue and an item for each product with its quantity. Add a note with anything else they said, such as setup times or access.

Read the request back in one message and tell them our team will send the quote within one working day (example).

Do not quote a total price, because our team prices the quote. Never say items are reserved. Reply in the customer’s language.

Change the reply time and the details you ask for to match how your team quotes before you paste it.

What to connect

Current RMS. An administrator goes to System Setup, then Integrations, then API, and creates an API key. Paste the key and your Current RMS subdomain in when AeroChat asks.
Your knowledge base. Add your delivery area, setup and collection rules and minimum hire periods so AeroChat can answer the questions that come with a request.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Current RMS, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Current RMS’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which details AeroChat must collect before it creates the opportunity.
Whether AeroChat tells clients what looks free, or only takes the request.
How quickly you promise a quote.
Who reviews new opportunities and who gets the handover for large events.

The result to expect

Every quote request in chat becomes a complete draft opportunity in Current RMS, with the dates, venue, contact and items already on it, at any hour. Your team spends its time pricing and allocating, and planners get a clear answer about what happens next.

Measure it with your own numbers: opportunities created from chat, and how many become orders, for a month before and after.

Next: answer Current RMS quote and invoice questions in chat.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Current RMS connection behind it. See what each channel does on the Current RMS integration page.

Take your first quote request from chat

Paste the recipe, add your Current RMS key, and message your own number asking for equipment on a date.

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