WhatsApp
    Service · L-02 · WhatsApp2 / 4

    AI WhatsApp agents

    A SmartNexo WhatsApp agent is an artificial intelligence assistant that replies to your customers' messages instantly and at any hour. It understands open questions, sends your business information, captures the prospect's details, qualifies them and leaves them ready in your CRM, and hands the conversation to a person when needed.

    Talk to SmartNexo on WhatsApp
    L-02 · WhatsAppOnline
    WhatsAppThe agentOut to CRM

    What it does

    1. 01Replies instantly and at any hour, on the channel your customers already use.
    2. 02Understands open questions and answers with your business information: catalog, published prices, opening hours and requirements.
    3. 03Sends photos, documents or links when the customer asks for them.
    4. 04Asks the key questions to qualify the prospect and leaves them in your CRM with complete details.
    5. 05Books appointments, visits or calls in your calendar.
    6. 06Hands the conversation to someone on your team, with full context, when the customer asks or the case requires it.
    7. 07Alerts your team when a lead comes in that is worth attending right away.

    What it looks like in practice

    Illustrative exampleWhatsApp
    In

    Hi, I saw your Instagram post. Do you have availability this week and how much does it cost?

    Example
    The agent

    Answers with the published information, asks what is needed for a quote and, if the customer wants to move forward, books a call with the advisor.

    Out to CRM
    • Name
    • Interest
    • Budget
    • Call booked

    What it connects to

    The WhatsApp agent leaves every conversation in your CRM and your calendar, and alerts your team on the channel you prefer.

    The brain: AI models

    • OpenAI
    • Claude
    • Gemini

    Apps we have already connected

    Productivity
    Notion · Google Drive and Docs · Airtable · Microsoft 365
    Channels
    Gmail · Telegram · Instagram · Messenger
    Sales and scheduling
    Pipedrive · Calendly · Google Calendar
    Payments and store
    Stripe · PayPal · Shopify
    Work management
    Trello · Monday

    Your system has no integration? We build the connector.

    We have built custom CRMs and ERPs, connectors (CLI) for apps with no native integration, and our own booking calendars when nothing on the market fit. If your operation runs on an in-house system, the agent connects to it too.

    How we implement it

    1. Trace the workflow

      We review how many messages come in, at what times, how long the first reply takes today and how many go unanswered.

    2. Rules or AI?

      We decide which replies are fixed (opening hours, address, catalog) and which conversations need AI to understand the customer.

    3. Agent and human

      We design the tone, the knowledge base, the qualifying questions and the exact moment a person steps in.

    4. Safe zone

      We define what data it asks for and keeps, what it never answers on its own, such as unconfirmed prices or promises, and how to switch it off in a minute.

    5. Objectives measured

      We measure first-reply time, qualified leads reaching the CRM and conversations handed to a person, against the baseline.

    See the full TRAZO Method

    When it is not worth it

    We tell you before we start, not after:

    • If you get few messages and your team replies fast, an agent does not add much.
    • If you only need fixed messages (welcome, opening hours, location), WhatsApp Business quick replies or a rules-based system are enough.
    • If, because of your type of service, customers always expect a person, the agent should only sort and hand over conversations.

    Frequently asked questions

    What kind of WhatsApp connection do you use?
    It depends on each client. In the first step of the TRAZO Method we review your volume, your current number and what you need, and choose the right connection for your case.
    Can the agent hand the conversation to a person?
    Yes. We define the escalation rules before launch: an upset customer, an out-of-scope case, a high-value sale or a question the agent cannot answer with certainty. The person gets the conversation with full context.
    What happens to my customers' data?
    We agree on what data the agent sees and keeps and what it never asks for, such as passwords or full account numbers. We apply Colombia's Law 1581 of 2012 or the personal data law in force in your country.
    Does it connect to my CRM?
    Yes. The agent leaves the lead in your CRM —for example Pipedrive— or in whatever system you use. If your system has no integration, we build the connector.
    How much does it cost?
    It depends on the volume, the channels and the integrations your case needs. That is why we do not publish prices: write to us on WhatsApp and we will send you a quote once we understand your process.
    Fig. 09 — Open a lineLine open

    The switchboard is open. Write to us.

    Talk to SmartNexo on WhatsApp or write to info@smartnexo.com

    We reply in less than 2 hours