Convierte automáticamente una cotización aceptada en venta
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Calendario de vencimiento de cotizaciones
Visualiza vencimientos de cotizaciones en calendario
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Catálogo de productos con foto, precio, descripción
Administra tus productos con foto, precio y descripción
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Ranking de productos más vendidos (Top Sellers)
Identifica los productos con mayor volumen de venta
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Reseñas de satisfacción (1-5 estrellas) al cerrar chat
Recoge valoraciones del cliente al cerrar cada chat
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Módulo Cobranza
Calendario de pagos (ventas confirmadas + proyección)
Visualiza pagos confirmados y proyectados en calendario
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Vista: Ventas confirmadas / Proyección de ingresos / Ambas
Alterna entre vista de ventas, proyección o ambas
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Código de colores: Venta pagada / pendiente / Cotización
Distingue pagados, pendientes y cotizaciones con colores
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Total del mes con conteo de pagos (calendario/semana/día/agenda)
Resume el total cobrado y pendiente del mes en curso
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Pagos vencidos (listado de pagos no cobrados)
Lista los pagos vencidos pendientes de cobro
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Métodos de pago configurables (efectivo, transferencia, BCP, etc.)
Configura métodos de pago aceptados por tu empresa
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Historial de deudores (montos, días de retraso)
Consulta montos adeudados y días de retraso por cliente
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Tabla de ingresos vs deudas (balance mensual)
Compara ingresos cobrados contra deudas pendientes
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Gráficos de proyección financiera (3, 6, 12 meses)
Estima ingresos futuros a 3, 6 y 12 meses
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Links de cobro vía Mercado Pago / PayPal
Envía links de cobro por Mercado Pago o PayPal
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Tipo de cambio diario (sol / dólar, compra y venta)
Consulta el tipo de cambio del día desde el panel
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Agenda, citas y tareas
Módulo de agenda y gestión de citas
Gestiona citas y reuniones desde un solo módulo
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Sincronización bidireccional con Google Calendar
Vincula tu Google Calendar en ambas direcciones
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Recordatorios automáticos al cliente (X min antes)
Envía avisos automáticos antes de cada cita
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Agendar cita sin salir del chat WhatsApp
Crea citas directamente desde la conversación activa
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Gestión de tareas vinculadas al lead
Asocia tareas específicas a cada lead del embudo
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Asignación de tareas a agentes específicos
Delega tareas a agentes concretos del equipo
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Panel de tareas pendientes con fechas límite
Panel centralizado con tareas y sus fechas límite
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Email integrado
Conexión SMTP/IMAP (correo corporativo propio)
Conecta tu correo corporativo propio al panel
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Bandeja de correo integrada en el panel
Bandeja de correo electrónico integrada en whapi.chat
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Redactar y responder correo desde el chat WhatsApp
Redacta y responde correos sin cambiar de pantalla
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Historial de correos en el timeline del contacto
Consulta todos los correos del contacto en su historial
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Sugerencias de respuesta IA (3 opciones contextuales)
La IA propone tres opciones de respuesta contextual
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Piloto automático: IA redacta y responde correos sola
La IA redacta y envía respuestas de correo por ti
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Campañas masivas
Campañas por listas segmentadas por etiquetas
Segmenta destinatarios usando etiquetas del CRM
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Soporte multimedia (imagen + texto + PDF + audio)
Incluye imagen, texto, PDF y audio en un solo envío
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Intervalos anti-bloqueo (pausas aleatorias)
Pausas aleatorias entre envíos para proteger tu número
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Programación de campañas por fecha y hora
Programa el envío exacto por fecha y hora
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Campañas avanzadas (por propiedades del CRM)
Filtra destinatarios por propiedades avanzadas del CRM
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Métricas de entrega y apertura en tiempo real
Monitorea entregas y aperturas mientras se ejecuta
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Envío multi-canal (WA + FB + IG desde 1 campaña)
Envía por WhatsApp, Facebook e Instagram a la vez
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Inteligencia artificial — WhapiBot
WhapiBot básico (reglas, menú de opciones)
Chatbot con reglas y menú de opciones interactivo
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Activación por horario (noches, fines de semana)
Activa el bot en horarios fuera de oficina
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Mensajes de saludo, ausencia y transferencia
Configura saludos, ausencias y derivaciones automáticas
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Detección de intención (palabras clave)
Detecta la intención del mensaje por palabras clave
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Transferencia automática a agente humano
Deriva la conversación a un humano cuando es necesario
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Transcripción de audios / notas de voz (speech-to-text)
Convierte notas de voz en texto automáticamente
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Transcripción de imágenes (OCR)
Extrae texto de imágenes con reconocimiento óptico
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Transcripción de documentos (PDF, Word)
Transcribe contenido de documentos PDF y Word
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Transcripción de videos
Genera texto a partir del audio de un video
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Resumen instantáneo de conversación larga
Resume conversaciones extensas en segundos
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Agentes IA con personalidad e identidad configurable
Crea asistentes con personalidad e identidad propias
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Tonalidad configurable por agente
Ajusta el tono de respuesta para cada agente IA
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Base de conocimiento: documentos DOCX/PDF (RAG)
Alimenta al bot con tus propios documentos y manuales
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Acceso a base de conocimiento (búsqueda RAG en respuestas)
El bot busca respuestas en tu base de conocimiento
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Grupos de acceso (compartir conocimiento entre agentes)
Comparte documentos entre varios agentes IA
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Autocompletado de campos del CRM desde la conversación
Completa campos del CRM a partir de la conversación
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Confirmación automática de citas con IA
La IA confirma citas automáticamente con el cliente
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Auto-cambio de estatus si no hay respuesta en X días
Cambia el estatus del lead si no hay respuesta
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Agente IA en modo piloto automático (responde solo)
El agente IA atiende y resuelve sin intervención humana
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Variables del CRM en respuestas IA ({Nombre}, {Empresa})
Inyecta datos del lead en las respuestas de la IA
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Sin restricción de etapas (agente activo en toda etapa)
El bot opera en cualquier etapa del embudo sin restricción
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
IA avanzada (análisis profundo + contexto completo)
Razonamiento profundo con contexto completo del lead
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Créditos de IA incluidos (recargables desde el panel)
Saldo de IA recargable directamente desde tu panel
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Recarga de créditos IA desde el panel (Mi Consumo IA)
Recarga créditos IA cuando los necesites
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Llamadas vía Twilio
Llamadas salientes desde el panel (vía Twilio)
Realiza llamadas telefónicas desde el panel de whapi
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Grabación automática de llamadas
Graba cada llamada automáticamente para consulta futura
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Controles: silencio, espera, finalizar
Silencia, pon en espera o finaliza llamadas desde el panel
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Historial de llamadas en el timeline del lead
Revisa el historial de llamadas en la ficha del lead
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Múltiples números de teléfono configurables
Configura varias líneas telefónicas en tu cuenta
Elite Plan Included ✓
Pro Plan Not included ✗
Personalized Custom ✓
Módulo Logística
Categorías y subcategorías de productos
Organiza productos en categorías y subcategorías
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Included ✓
Gestión de productos (foto, descripción, precio, SKU)
Administra productos con foto, precio y código SKU
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Included ✓
Control de inventario (stock actual, alertas de quiebre)
Controla stock disponible y recibe alertas de quiebre
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Included ✓
Envíos de producto (crear y asignar desde cotización)
Crea y asigna envíos directamente desde la cotización
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Included ✓
Progreso de envíos Kanban (Sin asignar → Pendiente → Entregado)
Sigue el progreso de envíos en tablero visual
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Included ✓
Módulo Entrega del pedido (activa logística desde cotización)
Activa la logística de entrega desde la cotización
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Included ✓
Administración y control
Panel de administración completo
Acceso completo a configuración y gestión de la plataforma
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Gestión de múltiples agentes / usuarios
Administra todos los agentes y usuarios del equipo
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Roles y permisos configurables
Define qué puede hacer cada rol dentro del sistema
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Solo Admin puede borrar chats y contactos (seguridad)
Protege datos sensibles restringiendo el borrado
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Visibilidad de chats: privada o pública
Elige si los chats son visibles para todo el equipo o privados
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Horario comercial configurable
Define el horario de atención de tu empresa
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Toggle ON/OFF llamadas entrantes de WhatsApp
Activa o desactiva la recepción de llamadas entrantes
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Complementos / Add-ons (instalar integraciones)
Instala módulos adicionales desde el marketplace
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Configuración de la empresa (logo, datos, moneda)
Personaliza logo, datos fiscales y moneda de tu empresa
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Reportes comerciales (ventas, agentes, tiempos)
Analiza ventas, tiempos de respuesta y carga por agente
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Reportes avanzados + gráficos de desempeño
Gráficos avanzados de desempeño comercial y operativo
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
API de integración completa
Conecta sistemas externos con la API REST de whapi
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Integraciones custom bajo pedido
Desarrollo de integraciones a medida para tu empresa
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Acceso al CRM de agencia (para partners exclusivos)
Panel multi-cuenta para agencias y partners certificados
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Soporte técnico
Centro de ayuda con documentación y tutoriales
Documentación, tutoriales y guías paso a paso
Elite Plan Included ✓
Pro Plan Included ✓
Personalized Custom ✓
Soporte por WhatsApp
Atención comercial y técnica directa por WhatsApp
Elite Plan Not included ✗
Pro Plan Included ✓
Personalized Custom ✓
Soporte prioritario 24/7
Soporte preferente disponible las 24 horas del día
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Manager dedicado
Un ejecutivo de cuenta asignado a tu operación
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Onboarding asistido
Implementación guiada por el equipo de whapi.chat
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
Formación del equipo (capacitación de agentes)
Capacitación presencial o virtual para tu equipo
Elite Plan Not included ✗
Pro Plan Not included ✗
Personalized Custom ✓
FAQ
Frequently asked questions about pricing
Yes. You can upgrade or downgrade based on your team needs. Your account manager will explain proration and the effective date of the change.
Monthly and annual plans have no mandatory commitment. The Lifetime option is a one-time payment with lifetime access under the contract terms.
We accept international credit and debit cards, bank transfers, and commercial agreements for companies. Ask sales which option is available in your country.
Published amounts are in USD. Applicable taxes in your country are detailed at checkout and on your invoice.
We notify you when you approach channel, user, or AI credit limits. You can upgrade your plan or top up credits without losing history or settings.
Yes. Elite and Pro include a 14-day trial with no card required. For Personalized, book a guided demo with our sales team.
Join teams already selling via chat with AI
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Hi, I’m Carlos Mendoza. Your latest promotion caught my attention—is it still available? I’d like to speak with a real person.
Lead #892
Hi, I’m Valeria Salas. I saw your Instagram ad and want the Pro promo, but I only have $180. Can I pay in installments?
1
Lead #516
Hi, I saw the TikTok video about the annual discount. I’m Miguel Torres—is the 40% still available for a 5-person company?
1
Lead #408
Hi, I’m Lucía Herrera from Facebook. I want the Growth pack—can you invoice Peru? My ID number is 12345678
1
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May 22, 2026
Conversation T1031
4 messages
08:20 – 08:21 · Great, Andrea! I’m interested. Send me the proposal with pricing and I’ll confirm today if we sign up.
Lead #731
Hi, I’m Carlos Mendoza. Your latest promotion caught my attention—is it still available? I’d like to speak with a real person.
WhapiBot
Hi. Thanks for reaching out. I’m WhapiBot—the promotion is still active. An advisor will share more details shortly. Would you like a human agent to contact you now?
May 22, 2026 8:20 AM — WhapiBot set stage to 'New clients'
May 22, 2026 8:20 AM — WhapiBot set field 'Name' to 'Carlos Mendoza'
Andrea Ruiz
Hi Carlos, I’m Andrea Ruiz, sales advisor. Yes, the promo runs through Sunday with Enterprise and Pro plans. I’ll send the proposal today. Shall we review it now?
Carlos Mendoza
Great, Andrea! I’m interested. Send me the proposal with pricing and I’ll confirm today if we sign up.
May 22, 2026 8:21 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Outgoing callIn progress
May 22, 2026 · 8:21
Destination+51 999888777From+51 987654321
AgentSales Advisor - Andrea Ruíz
Outgoing call
CompletedDuration: 0:00
Destination+51 999888777From+51 987654321
AgentSales Advisor - Andrea Ruíz
0:00 / 0:001x
Transcribing
Call transcription
Summary
Andrea called Carlos after WhatsApp to finalize numbers: she compared the Essential plan (USD 29, one channel) with the Business plan (USD 59, up to 3 channels and WhapiBot), applied the Sunday promo (first month at USD 47), and Carlos asked for the PDF proposal and payment link on WhatsApp to confirm today with his partner.
Hi Carlos, this is Andrea. I saw your message—I’m calling to give you pricing before sending the proposal.
Perfect, Andrea. How much is the Business plan with the promotion?
It’s USD 59 per month with up to 3 channels. With the Sunday promo, the first month comes to USD 47.
I have three sales reps. Wouldn’t Essential at USD 29 be enough?
Essential is a single WhatsApp Lite channel. For a shared team, Business fits better: unified inbox and up to 7 connections per channel.
Does it include WhapiBot and the integrations I saw on the site?
Yes—AI agents, Twilio, calendar, and payments are on Business. I’ll send the PDF and Mercado Pago link on WhatsApp.
Great. I’ll review it with my partner and confirm this afternoon.
Conversation T1031
5 messages
09:05 – 09:08 · Absolutely, Valeria! I’ll send the full proposal to [email protected] in the next few minutes.
Lead #892
Hi, I’m Valeria Salas. I saw your Instagram ad and want the Pro promo, but I only have $180. Can I pay in installments?
WhapiBot
Hi, Valeria. I’m WhapiBot. The promo is still on and we can match your budget with interest-free installments. Would you like a human advisor to close today?
May 22, 2026 9:05 AM — WhapiBot set stage to 'New clients'
May 22, 2026 9:06 AM — WhapiBot set field 'Name' to 'Valeria Salas'
May 22, 2026 9:06 AM — WhapiBot set field 'Budget' to '$180'
Valeria Salas
Yes, please have a human advisor contact me.
Andrea Ruiz
Hi Valeria, I’m Andrea Ruiz, sales advisor. With $180 we can set up 3 installments and activate your plan today. Does that work for you?
Valeria Salas
Yes—could you send me all the details by email? I like to keep everything organized. My email is [email protected]
Andrea Ruiz
Absolutely, Valeria! I’ll send the full proposal to [email protected] in the next few minutes.
May 22, 2026 9:08 AM — WhapiBot set field 'Email' to '[email protected]'
May 22, 2026 9:08 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Conversation T1031
4 messages
10:12 – 10:15 · Hi, Miguel. I’m Andrea, sales advisor at whapi.chat. Yes, the 40% applies to 5-user teams. I already have your tax ID and company name, so I’ll prepare the quote with the annual discount and onboarding included. Let me know if you have any questions.
Lead #516
Hi, I saw the TikTok video about the annual discount. I’m Miguel Torres—is the 40% still available for a 5-person company?
WhapiBot
Hi, Miguel. I’m WhapiBot. The TikTok offer runs through Friday and includes free onboarding. Want an advisor to confirm final pricing with your tax ID?
May 22, 2026 10:12 AM — WhapiBot set stage to 'New clients'
May 22, 2026 10:12 AM — WhapiBot set field 'Name' to 'Miguel Torres'
Miguel Torres
Yes, my tax ID is 20612345678 and my company is Exportaciones Innovadoras S.A.C.
May 22, 2026 10:15 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
May 22, 2026 10:15 AM — WhapiBot set field 'Tax ID' to '20612345678'
May 22, 2026 10:15 AM — WhapiBot set field 'Company/companies' to 'Exportaciones Innovadoras S.A.C.'
Andrea Ruiz
Hi, Miguel. I’m Andrea, sales advisor at whapi.chat. Yes, the 40% applies to 5-user teams. I already have your tax ID and company name, so I’ll prepare the quote with the annual discount and onboarding included. Let me know if you have any questions.
Conversation T1031
4 messages
11:40 – 11:43 · Hi, Lucía. I’m Andrea, sales advisor. Yes, we can invoice Peru and you can pay by card or transfer. I already have the ID you shared, so I’ll prepare the Growth pack quote and send it here.
Lead #408
Hi, I’m Lucía Herrera from Facebook. I want the Growth pack—can you invoice Peru? My ID number is 12345678
WhapiBot
Hi, Lucía. I’m WhapiBot. Yes, we invoice Peru with the Growth pack. Should I assign a sales advisor to send you a quote?
May 22, 2026 11:40 AM — WhapiBot set stage to 'New clients'
May 22, 2026 11:40 AM — WhapiBot set field 'Name' to 'Lucía Herrera'
May 22, 2026 11:40 AM — WhapiBot set field 'Country' to 'Peru'
May 22, 2026 11:40 AM — WhapiBot set field 'ID' to '12345678'
Lucía Herrera
Yes, please
May 22, 2026 11:43 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Andrea Ruiz
Hi, Lucía. I’m Andrea, sales advisor. Yes, we can invoice Peru and you can pay by card or transfer. I already have the ID you shared, so I’ll prepare the Growth pack quote and send it here.
The message combines a question about the active promotion and an explicit request to speak with a real person; primary intent is request information with human advisor handoff. Tone is friendly with clear buying interest. WhapiBot detects the name “Carlos Mendoza” in the text. It does not detect budget, email, or tax ID in this message; it records preference for a human agent.
Guiding sub-questions for knowledge search:
Is the promotion still active and what is its end date?
Which plans (Business, Pro) apply and what are their prices?
How to escalate the chat to a human advisor?
What is the sales team response time?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Carlos Mendoza” and stage “New clients”. It does not extract email, budget, or tax ID at this point in the conversation.
INTENT AND SENTIMENT DETECTION
Valeria requests the Pro plan with a $180 cap and asks about installments; intent is purchase negotiation with payment options. Tone is decisive and close-oriented. WhapiBot detects name, budget ($180), and email for sending the proposal. No spam signals.
Guiding sub-questions for knowledge search:
Does the Pro plan fit a $180 budget and what is included?
What interest-free installment options are available?
How to activate the plan the same day with split payment?
What does an advisor need to close today?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Valeria Salas” and Budget = “$180”. It records Email = [email protected]. It moves the stage from “New clients” to “Interested clients” when she confirms interest in a human advisor.
INTENT AND SENTIMENT DETECTION
Miguel asks about the 40% annual TikTok discount for a 5-person team; intent is pricing inquiry with enterprise discount. Tone is direct B2B. WhapiBot detects name and, from the lead message, tax ID and company name to build a quote.
Guiding sub-questions for knowledge search:
Is the TikTok 40% benefit still valid through Friday?
Does the discount apply to 5-user teams?
What does the free onboarding include?
How to validate tax ID and company for the annual quote?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Miguel Torres”. It records Tax ID = 20612345678 and Company = “Exportaciones Innovadoras S.A.C.”. It changes the stage to “Interested clients”.
INTENT AND SENTIMENT DETECTION
Lucía requests the Growth pack with Peru invoicing and provides her ID in the message; intent is purchase with local billing. Tone is informative and quote-ready. WhapiBot detects name, country, and identity document.
Guiding sub-questions for knowledge search:
Does the Growth pack include e-invoicing for Peru?
Which payment methods are accepted (card, transfer)?
What extra tax data is needed besides the ID?
How long does the Growth pack quote take?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Lucía Herrera”, Country = “Peru”, and ID = “12345678”. It sets stage “New clients” and updates it to “Interested clients” when the lead asks for an advisor.
Outgoing call
Choose which number to call Carlos Mendoza · +51 999888777
My Twilio accountAC3d36a8f92b1c4e5d7f9a0b2c4d6e8f01Active