AI agents for WhatsApp · CRM included

Every WhatsApp message, answered. Even at 11:14 PM.

Agents that answer your WhatsApp 24/7, qualify the customer, quote from your real inventory and hand them to the right salesperson. Everything is logged in the CRM, which comes included.

50%of messages to Truck Noa arrive after hours
12 sis how fast Lo Bruno’s agent replies
2,078conversations a month for a single client

Already working with our agents

Truck Noa · VW Camiones y BusesMaxiautoCheryLo BrunoColorshopMaxiHogarTivarelloIkigai
01 Live demo

Try the agent for your industry

A sample conversation, like the ones our agents handle every night. On the right, what gets logged in the CRM while the customer types. Tap the quick replies to move it along yourself.

23:14

What happens in the CRM

Pipeline: Sales

Martín Gómez

Meta adAgent handling
Interest
Peugeot 208
Salesperson
Unassigned
BNA pre-approved
Yes
  1. New
  2. Contacted
  3. Qualified
  4. Meeting scheduled
  5. Won
  1. 23:14CRMCard created in New · source: ad "208 financed"
  2. 23:14MetaLead event sent to Meta
  3. 23:14CRMStage: New → Contacted
  4. 23:15CRMNote: BNA pre-approval checked by CUIT

Sample conversation and data. Names are made up.

01·B Demo · your team

It’s also your team’s assistant

You and your salespeople message it on WhatsApp like a coworker. It’s connected to the CRM: it checks the schedule, quotes, logs sales, sets follow-ups and tells you how the month is going.

08:02

What it did in the CRM

Salesperson

Lucía Paz

Salesperson asks
Asked for
Today’s schedule
Task
Follow up Nicolás · tomorrow 10:00
  1. 08:02CRMSchedule read: 4 tasks today + 1 overdue
  2. 08:03CRMFollow-up message sent to Nicolás Ibáñez
  3. 08:03CalendarTask rescheduled: tomorrow 10:00

Sample conversation and data. Names are made up.

01·C Demo · WhatsApp and phone call

It texts on WhatsApp. It calls at the agreed time.

If the customer would rather talk, the agent books a call with your AI salesperson, who calls at the agreed time with a natural voice. Then it sends everything in writing on WhatsApp and the CRM stays up to date. Listen to the sample call.

23:11

One customer, two channels

Martín Gómez
  1. 23:10WhatsAppAsks for a call. The agent books it with Sofía.
  2. 10:00CallSofía calls at the agreed time and books the visit.
  3. 10:03WhatsAppThe proposal arrives in writing.

Call transcript

  1. SofíaHi, Martín? This is Sofía, the virtual assistant at Autos del Norte. We said we’d talk at ten about the 208. Do you have a minute?
  2. MartínYes, sure, go ahead.
  3. SofíaWith your Banco Nación pre-approval and the Gol as a trade-in, the 208 Active comes to 4 million down and 48 installments of about 412 thousand. Does that work for you, or would you rather lower the installment?
  4. MartínThat works. When can I see it?
  5. SofíaI’ll book you for Saturday at 10:30 with Lucía, at the showroom. And I’ll send you the proposal on WhatsApp right now. Sound good?
  6. MartínPerfect, great.
  7. SofíaAll set, Martín. It’ll arrive in a minute. Have a great day!
  1. 23:11CalendarCall tomorrow 10:00 with Sofía (AI salesperson)

Sample audio generated with ElevenLabs, with the voice our agents use. Names are made up. Audio in Spanish, transcript translated.

02 Results

What happened when no inquiry went unanswered

Figures from clients who allowed us to name them. Conversations and response times come from the CRM; sales, from what each business closed.

Truck Noa · VW Camiones y Buses

Truck Noa

Official VW Trucks and Buses dealer · Northwest Argentina

10 trucksmore sold in 30 days. Close to USD 1 M in revenue that used to get lost in WhatsApp.

Extra sales since working with the agents
+ARS 3,000 M
Conversations per month
683
After-hours messages
50%
Who answers them
The agent, 24/7

Maxiauto

New and used cars

7 carsmore sold in the first month

Conv. per month
750
After hours
46%
Industry
Cars

Lo Bruno

Industrial hardware

ARS 100 Min 100 sales closed in the CRM, in 30 days

Conv. per month
2,078
Response
12 s
Sales
100

Colorshop

17 paint stores

1,142conversations per month

Response
13 s
After hours
34%
Stores
17

MaxiHogar

Appliances · VTEX store

9 saverage response time

Conv. per month
1,294
Store
VTEX
After hours
31%

Tivarello

Meatpacker

42deals closed

Conv. per month
380
After hours
63%
Industry
Meat
03 CRM included

The agent talks. Your team sees everything and closes.

It’s not one more tool to check now and then: the agent logs every contact, moves it through the stages and alerts the salesperson. You see the whole pipeline, conversation by conversation.

WhatsApp inbox with the customer record alongside

What the customer said, what the agent replied and when the salesperson stepped in. Pause the agent with one tap and take over.

The salesperson app

It installs on their phone. When the agent assigns them a customer, they get an alert with the full context and the day’s schedule.

Reports that arrive on their own

How many inquiries came in, how fast they were answered, what sold and how many arrived while the store was closed. It also sends it to you on WhatsApp.

04 Agents

An agent for every part of the business

Each one does a specific job with your real data. Start with one and add more as you need them.

A·01

Sales for car dealerships

Checks Banco Nación pre-approval with the customer’s CUIT (tax ID), simulates installments, gives the trade-in range with InfoAuto, suggests units in stock and books the test drive.

Dealerships · new and used
A·02

Counter sales

Quotes with stock by branch, calculates delivery, sends the Fiserv payment link and confirms payment.

Building supplies · hardware · paint stores
A·03

Online store

Answers price, installments and shipping from your VTEX store, and tells customers the status of their order.

Appliances · retail with e-commerce
A·04

Real estate

Sends listings, qualifies prospects, distributes them among agents and books the call with an advisor.

Real estate agencies · developments
A·05

Wholesale

Qualifies the buyer and routes them to the salesperson for their area.

Distributors · meatpackers
A·06

Appointments and deposits

Books appointments, collects the deposit and sends reminders.

Repair shops · services · beauty
A·07

Parts by chassis number

Finds the right part from the chassis number and quotes it.

Dealerships · parts stores
A·08

Recruiting

Puts résumés into a scored spreadsheet and schedules interviews.

HR in any industry
A·09

Sales copilot

Salespeople message it on WhatsApp: it quotes, calculates secured auto loans, pulls Nosis credit reports and updates the CRM.

Field sales teams
A·10

Owner reports

Tells you on WhatsApp how inquiries, sales and the team are doing.

Owners and managers
A·11

Meta ads

Matches ad spend against sales, flags ads that spend without selling and builds variations of the winners, which stay paused until someone reviews them.

Businesses that advertise
A·12

Ad content

Creates vertical images and videos with real photos of the product or the unit in stock. Nothing is published without your approval.

Marketing
A·13

Voice calls

Answers and makes calls: recognizes the customer from their history, offers concrete options and leaves the next step scheduled. Outbound calls are approved first.

Follow-ups · confirmations

Your ads learn to find buyers. Every sales agent tells Meta when there’s a lead, an appointment or a sale, so your campaigns optimize for people who buy, not just people who message.

05 How we get started

From today’s WhatsApp to an agent that sells

  1. We audit your Meta account and register the number

    We review your Business portfolio, Pages, verification and the ads already running, so nothing gets cut off.

  2. We set up the agent with your catalog and pipeline

    We connect it to your stock, price list or ERP, and build the sales stages for your industry.

  3. We train the team and go live

    Your salespeople install the app and see how customers reach them and how to take over a conversation.

  4. Monthly tuning

    We read the conversations, measure, and fix what the agent answers and how it distributes leads.

Connects to what you already use

And if something’s missing, we integrate it.

WhatsAppInstagramMessengerMeta AdsGoogle CalendarGoogle SheetsVTEXBanco NaciónInfoAutoFiservZeusPilotPartslink24Nosis
06 Quote

Every proposal, built for your business.

No two businesses need the same thing. We quote based on the agents, the volume of inquiries and the systems to connect, with every module itemized.

  1. Tell us about your business

    On WhatsApp or a short call: industry, channels, team and how many inquiries you get per month.

  2. We review your Meta account

    We check the Business, the number, verification and the ads already running, so we never promise timelines Meta won’t meet.

  3. We send you the proposal

    Itemized module by module and, when it helps, with two options to compare.

Request a custom quote

Always included

  • 24/7 WhatsApp agent, plus Instagram and Messenger
  • CRM with your industry’s pipeline, inbox and sales-rep app
  • Lead, appointment and sale events sent to Meta
  • Meta account review and number setup
  • Team training and monthly agent tuning

Added for your case

  • More agents: parts, recruiting, sales copilot, owner reports
  • Meta ads agent and ad content
  • Voice calls
  • Integration with your ERP or online store
  • Fee + commission per sale, for high-ticket items

Ad budget and Meta’s WhatsApp messaging charges are not included: you pay them directly to Meta, from your own account.

Data

What we do — and do not do — with data.

The data we receive through Meta's platforms belongs to each business client and to the people who message them. These four commitments have no exceptions.

  1. Platform data is used only to provide this service.Receiving messages, generating the reply, showing the conversation in the panel and reporting results back to the business. No other use.
  2. We do not sell data and we do not share it with third parties.No sale, no transfer and no exchange of data with advertisers, data brokers or any other company.
  3. Data from different clients is never combined.Each business is isolated from the rest. One client's conversations are never used to answer, train or analyse another's.
  4. Each business owns its WhatsApp Business account and can revoke our access at any time.It is done from the business's own Meta Business settings, without asking us. Octatech's access ends at that moment.

The full detail is in the privacy policy. To request deletion, see how to delete your data.

07 FAQ

What people ask us before getting started

If your question isn’t here, message us and we’ll look at your case.

Can customers tell it’s an agent?

The agent introduces itself as the business’s assistant. If the customer asks, it says it’s a virtual assistant. It doesn’t pretend to be a person.

Does it understand voice notes and photos?

Yes. It transcribes voice notes automatically and reads the photos customers send: a damp wall, a spare part, a payment receipt. It replies based on what it understood and logs it in the CRM.

What if it doesn’t know something?

It hands the conversation to someone on your team, with a summary of what’s been discussed, and alerts them in the app.

Can it make up prices?

No. It reads your price list, your stock or your ERP. If a product isn’t there, it doesn’t quote it: it hands off to a salesperson.

How long does onboarding take?

It depends mostly on Meta’s business verification, which your company starts. It usually takes days.

Can I see the conversations?

Yes, all of them: in the CRM on your computer and in the app on your phone. You can pause the agent and take over at any time.

What if I already have a CRM?

We connect to Pilot, Zeus and other systems. Or you use ours, which comes included.

Inquiries will come in tonight. Make sure someone answers.

Message our sales agent now: it’s an AI agent like the one you’ll get, and it answers instantly, at any hour. It tells you what it can do for your industry and, if you like, books a demo with your products.