What it is used for
Enquiries with current information
Availability, prices as published, opening hours, requirements and locations, answered from your systems and knowledge base.
Order status and post-sale
Looks up the order in your e-commerce or ERP and answers with the real status; logs returns and warranty cases with the required details.
Lead qualification and hand-over to sales
Asks the questions your sales team defines, qualifies the lead and hands it over with a summary and the full conversation.
Appointment booking and reminders
Checks the calendar, books, confirms and reminds the day before; reschedules within your rules.
Follow-up and reactivation with consent
Template messages to contacts who opted in: quote follow-ups, reminders, reactivation, always respecting Meta’s rules and your exclusion list.
Shared inbox with your team
Several people and the agent work from the same number; a person can step into any conversation and the agent hands it back when defined.
What the agent decides and what it hands to a person
Resolves on its own
- Answer enquiries with published, current information.
- Book, confirm and reschedule appointments within defined rules.
- Qualify leads with your sales team’s questions and log them in the CRM.
- Look up orders and cases in your systems and report their status.
Transfers to your team
- Complaints, negotiations and sensitive cases.
- Any request outside the business rules.
- Whenever the person asks to talk to someone.
- Anything it lacks the information to answer: it logs the case with priority instead of guessing.
What it integrates with
The full integration catalogue, with what each one reads and writes, is on the Spanish integrations page.
What you receive after launch
- Every conversation transcribed and summarised in the CRM contact record.
- Dashboard of conversations handled, resolved and transferred.
- Periodic reviews of real conversations with your team and response adjustments.
- Knowledge base updates whenever products, prices or policies change.
How a conversation works
A customer writes to your number. The agent understands the message in natural language, queries your systems and replies with current information, books or qualifies as needed, and logs the conversation in the CRM. If the topic is outside its rules, or the person asks for someone, it transfers with the full history.
What we need from your team
Your current answers and policies, the qualification questions, access to the calendar, CRM and order system with minimum permissions, and the hand-off rules. With that we configure, test with you and launch gradually.
Frequently asked questions about AI agents for WhatsApp
Does the agent use our existing WhatsApp number?
Yes. The number is migrated to WhatsApp Business API and the agent serves from it. Customers keep writing to the same number, and your team can step into any conversation from a shared inbox.
Do we need WhatsApp Business API or is the app enough?
The WhatsApp Business app allows simple auto-replies on a single phone. For an AI agent to serve, query systems and work alongside several people at once, WhatsApp Business API is required. We handle the migration and Meta’s verification as part of the implementation.
How does a person take over a conversation?
The agent transfers the conversation according to rules: by topic, at the person’s request or on an exception. Your team receives the history and a summary and replies from its inbox. When they finish, the agent can resume follow-up if that is defined.
Can the agent message customers first?
Only within Meta’s rules: messages initiated by the company outside the service window require approved templates and prior consent from the contact. Reminders, order confirmations and follow-ups are implemented with those templates, defined hours and an exclusion list.
Does it serve customers in English?
The agents are implemented primarily in Spanish for operations in Panama and Latin America. Additional languages are configured when your customers require them and are defined during the diagnosis.