WP ERP stores employees as a custom post type, CRM contacts and companies as their own post types, and accounting data in dedicated tables for journals, invoices, payments, and chart of accounts. SleekAI's data-source wizard maps those records as named variables, so the system message can carry an employee's leave balance, a contact's last interaction, or an invoice's payment status into the prompt on every request.

That changes what the bot is useful for. An internal HR bot can answer 'how many vacation days do I have left' from the real leave record, instead of pointing to a PDF. A client-facing CRM bot can confirm the next renewal date, the last opportunity stage, or the assigned account manager from the actual contact record. An accounting bot for the finance lead can summarise unpaid invoices for a given customer or month without leaving the site.

Display conditions scope each bot by user role and URL pattern, which matters because WP ERP mixes internal and external use cases. Multibot lets the HR bot run on the employee dashboard, the CRM bot run on the portal pages, and a public lead-capture bot run on the marketing site, all under one install. Conversations are logged inside WordPress with model, token usage, and page URL, so admins can audit answers per module before granting access more broadly.

WP ERP is unusual in that it covers three very different audiences inside one WordPress install: HR for employees, CRM for clients, accounting for the finance lead. A single generic chatbot dropped on the site can serve none of them. It doesn't know an employee's leave balance, doesn't know a client's account manager, doesn't know whether an invoice is paid.

The plugin already stores all three answers, but only an assistant that reads from the actual modules can return them. SleekAI fits because it treats each chatbot as its own context, with its own data sources, its own display conditions, and its own model. The HR bot answers from the HR module to logged-in employees.

The portal bot answers from the CRM module to logged-in customers. The finance bot answers from the accounting ledgers to admins. The same conversation log shows where each module's policy or data is fuzzy, which becomes a cheap feedback loop for the operations lead.

Because keys stay on the customer's provider account, usage stays auditable and within their cost ceiling, and the plugin never sends WP ERP data to a third-party hosted service the team hasn't approved.