AI agents on WhatsApp
AI agents on WhatsApp for sales teams and for reps in the field.
Your customers order, and your salespeople get the answer they need, in the app they already use all day. Connected to your own ERP, with your team in control.
Talk to us about a WhatsApp agentIn short
An AI sales agent on WhatsApp is an assistant that answers on your business number, understands text, voice notes, photos and PDFs, and works against your real catalogue, prices, stock and customer records. It can take and quote orders for customers around the clock, and it can give field salespeople instant answers about stock, prices, balances and orders. A person stays in charge of anything that needs judgment.
Sales rep: Stock of the 1.5 L cola, and what do I charge Mercado Central?
Sales assistant: 1.5 L cola: 214 units in stock. Price for Mercado Central: $1.85 per unit. They have no overdue invoices.
Sales rep: Start an order. 20 cases.
Sales assistant: Done. 20 cases added, total $444.00. Confirm and I will send it to the office?
A few of the ways teams use it
A sales agent for your customers
Customers write the way they always have. The agent turns it into a correct order.
- Takes orders 24/7 from text, voice notes, photos and PDFs.
- Quotes from live prices and stock, in one or two currencies.
- Applies each customer's route, schedule and cut-off rules.
- Checks payment receipts and passes doubtful ones to a person.
- Follows up on unfinished orders, and hands over to a person when needed.
A field assistant for your salespeople
Reps in the street no longer call the office. The answer is in the chat, in seconds.
- How much stock is left of a product, right now.
- The price list and the price for this specific customer.
- Customer balance, overdue invoices and last orders.
- Place an order for a customer while standing in their shop.
- Each rep sees only what their role allows. Supervisors get daily summaries.
What makes it work in a real operation
Understands how people write
Slang, abbreviations and product nicknames. The team can teach it new rules by WhatsApp itself.
Voice notes, photos and PDFs
A photo of a handwritten list or a PDF pre-quote becomes an order.
Live data from your ERP
Prices, stock and customer records come from your system, never from a stale copy.
People in the loop
Doubtful payments, unusual orders and unclear requests go to a named person.
Role-based access
Customers, reps, supervisors and admins each see only their own scope.
Reporting that helps
Daily summaries, plus a record of sales lost to stock-outs so you can see what to restock.
Built so your live system is never put at risk
Your ERP is used every day by the whole company, so we treat it with care. We start read-only, add writing behind a switch, then pilot with a few trusted customers before opening it up.
- Staged rollout: read first, write second, pilot third.
- Every change to products, prices or stock is previewed, all-or-nothing, and logged.
- Customer record changes go through an approval step and never touch live records directly.
- Backups before every deployment, with a way back.
+20%
sales in the month after adopting the agent
Reported by the client for a single month. Results depend on each operation.
What it did for a distributor
A beverage and food distributor closed a month with 20% more sales after adopting the agent. That is one client and one month, reported by the client, and results depend on the operation. The full story is in the case study.
Read the case studyHow a rollout works
- 01
Map the sales process
How orders, prices, routes and payments really work today.
- 02
Connect, read-only
The agent answers questions from your live data before it changes anything.
- 03
Pilot
A few trusted customers and reps, with your team reviewing every result.
- 04
Go live and tune
Open it up, watch the numbers, and keep teaching it as the business changes.
Questions about AI agents on WhatsApp
What is an AI agent on WhatsApp?
It is an assistant that answers on your WhatsApp number and works against your real catalogue, prices, stock and customer records. It understands text, voice notes, photos and PDFs, and can take orders, quote, and answer questions while your team keeps control of anything that needs judgment.
How do field salespeople use it?
A rep writes or records a voice note from the customer's shop: how much stock is left, what price applies, what the customer owes, what they ordered last time. The agent answers in seconds from live data, and can start an order for that customer. Each rep only sees what their role allows.
Does it replace our salespeople?
No. It handles the repetitive questions and data entry so salespeople can spend their time selling. Anything that needs judgment, such as a doubtful payment or an unusual request, goes to a person.
Which systems can it connect to?
ERPs, product catalogues, CRMs and payment records. We have integrated with the Profit Plus ERP and with custom web platforms. Other systems connect through a database, an API or scheduled exports, and we confirm what is possible in the assessment.
Does it use the official WhatsApp Business Platform?
Yes. It runs on the WhatsApp Business Platform. Messages sent outside the 24-hour customer window use approved templates, and we handle the setup and the rules around them.
Is our data safe?
We use role-based access, preview-then-confirm for changes, audit logs, backups before deployments, and a staged rollout that starts read-only. We scope what the agent can read and write to what the use case needs.
Does it work in Spanish and English?
Yes. It was built Spanish-first for Latin American distributors, including local product names and slang, and works in English too.
Let us look at how your operation actually works.
If your tools are disconnected, your processes are manual, or your sales team is waiting on answers, a short conversation is the easiest place to start.