Integration: SAP
AI phone assistant with SAP integration
Many mid-sized companies keep their customer and sales data in SAP. A Neurobots AI employee answers calls, WhatsApp messages and chats and passes the result to your SAP CRM or your company's SAP systems, depending on your setup: contact details, the request, any booked appointment and a summary of the conversation.
Key facts
- Passes contact details, request, appointment and conversation summary to SAP
- Connects to your SAP CRM or SAP systems, depending on your setup
- Set up by a certified partner in about 14 days
- Data held by Neurobots on servers in Nuremberg, Germany; DPA available
Updated: October 2026
What happens on a call and what reaches SAP
An existing customer calls to arrange a service appointment; a prospect asks for a quote. The assistant answers both calls, clarifies the request, answers standard questions and, if needed, books an appointment in your connected calendar. The handover to SAP includes:
- The caller's contact details
- The request, for example a service need or a request for a quote
- A booked appointment
- A summary of the conversation, depending on setup as a new contact or lead or as an update to an existing record
SAP landscapes differ from one company to the next. That is why the partner clarifies at the start, with you and with your IT team or SAP service provider, exactly where the data should arrive.
Typical use cases for teams using SAP
In mid-sized companies running SAP, customer and order data is usually well maintained, while calls and messages still go through a switchboard, a shared inbox and individual extensions. This is where the assistant comes in:
Relieve the switchboard
Reception no longer has to take and transfer every call. The assistant clarifies the request and forwards it according to your rules or creates a callback request.
Service requests from existing customers
Customers can report appointment or service needs in the evening or at weekends too. When your back office starts in the morning, the request is waiting with a summary.
New requests for sales
Prospects who call or write are recorded with their details and handed over instead of waiting in a shared inbox.
Less double data entry
Nobody has to transfer what was said on the phone from notes into SAP. Your back office types less, and fewer details get lost along the way.
Setup in about 14 days
A certified partner sets up the SAP connection as part of the implementation in about 14 days. Because SAP systems are often looked after by an internal IT team or a service provider, they should know early on that access for the connection will be needed.
Agree on the workflow
In the initial call you agree with the partner which calls and messages the assistant handles, which details it asks for and when a person takes over.
Provide access to SAP
You give the partner access to SAP, for example an API key. The exact form of access depends on your system.
Connect and add knowledge
The partner connects SAP and your calendar to the AI employee and adds your services, frequent questions and your rules for appointments and call forwarding.
Test and go live
Before launch you call in yourself, send test messages and check the entries in SAP. Answers and workflows can still be adjusted after launch.
Data protection
Neurobots processes the conversation data on servers in Nuremberg, Germany. Data passed to your SAP systems is governed by your contracts with SAP and, where applicable, with your hosting or service provider.
- Processing under the GDPR, storage on servers in Nuremberg, Germany
- Data processing agreement (DPA) with Neurobots available
- Established language models act as data processors; conversation threads are not stored by the model providers
- Encrypted connections over HTTPS, multi-factor authentication (MFA) and role-based access control
More on the security and data protection page.
Phone, WhatsApp and pricing
Besides calls, the AI employee answers messages on WhatsApp, SMS, messenger, email and your website chat, and those requests go to SAP as well. What the assistant does on the phone is described on the AI phone assistant page; the plans are on the pricing page.
Frequently asked questions about the SAP integration
Which SAP systems can be connected?
The connection depends on your company's SAP CRM or SAP systems and how they are set up. What is possible in your case is checked by the partner in the initial call together with you and your IT team.
What does the assistant pass to SAP?
Contact details, the request, any booked appointment and a summary of the conversation. Depending on setup, it creates a contact or lead or updates an existing record.
Does our IT team or SAP service provider need to be involved?
For the access, yes: someone with the right permissions has to provide it, for example an API key. The partner then handles the technical setup of the connection.
Does this also work for WhatsApp and email?
Yes. The AI employee passes requests from WhatsApp, SMS, messenger, email and the website chat in the same way as calls.
Where is the conversation data processed?
By Neurobots on servers in Nuremberg, Germany, and a data processing agreement (DPA) is available. The language models used act as data processors and do not store conversation threads. Data in your SAP systems is governed by your existing contracts.
Other integrations
HubSpot
For teams that win customers through their website and content: calls and chats as contacts or leads in HubSpot.
Pipedrive
For small sales teams with a pipeline: requests reach Pipedrive even when everyone is out with customers.
Salesforce
For larger sales teams: first qualification by phone, handed over as a contact or lead in Salesforce.
Microsoft Dynamics
For companies built on Microsoft software: sales and service requests as contacts or leads in Dynamics.
SAP is a trademark or registered trademark of SAP SE in Germany and other countries. It is named only to describe the technical connection.
Check the SAP integration for your company
Tell us how calls and requests reach you today and which SAP systems you use. In a demo we show how the AI employee works.