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CRM and artificial intelligence

WhatsApp CRM with an AI agent

An artificial intelligence agent that serves your customers on WhatsApp, answers with your company information and books appointments by location and shift. Everything is recorded in a dashboard: conversations, appointments and no-shows. It runs at healthcare providers in Colombia, and we implement it with you; it is not a subscription you set up alone.

The problem

When WhatsApp is your service channel and nobody keeps up

Your customers already write on WhatsApp. The trouble starts when messages outnumber people: the same questions repeat, appointments end up in a notebook or another spreadsheet, nobody knows which location has a slot and replies arrive hours later. And when a customer misses an appointment, nobody records it.

A WhatsApp CRM organizes those conversations. Ours goes one step further: an AI agent handles them, checks the real schedule and records the appointment, and your team is free for what actually needs a person.

What it does

What the agent does and what your team sees

/01

Answers on WhatsApp at any hour

The agent talks with your customers in plain language, understands what they need and replies without anyone on your team watching the phone.

/02

Books appointments by location and shift

It checks real availability at each location and records the appointment. If a location is full, it tells the customer where there is a slot.

/03

Answers with your company's information

Hours, requirements, services and common questions come from a knowledge base you load, not from generic internet answers.

/04

Flags no-shows

The system identifies appointments the customer missed, so you know what they cost you and can act on them.

/05

A dashboard for the business owner

Conversations, appointments and metrics in one place, so you can see what is happening without asking for reports.

/06

Several locations, one system

Each location with its own schedule and each company with separate access. What one sees, the other does not.

In operation

Not a pilot: it already books appointments at Colombian clinics

Two healthcare providers in the Sucre and Córdoba departments book their patients' appointments with this system today. The patient writes on WhatsApp, the agent checks availability by location and shift and records the appointment; if a location is full, it says where there is a slot.

We built it the same way we run the rest of our projects: written scope, a controlled pilot and no impact figures we have not measured. If your business does not book appointments but loses requests that arrive on WhatsApp, see our software development services.

Implementation

How we get it running in your company

  1. 01

    Discovery

    We review how appointments are booked today, which questions arrive on WhatsApp, how many locations and shifts you run and what must go to a person.

  2. 02

    Setup

    We load locations, shifts and the knowledge base, and agree with you on what the agent answers and what it hands to your team.

  3. 03

    Pilot

    The agent serves a controlled group while your team reviews the conversations and we adjust what is needed.

  4. 04

    Operation

    Rollout to all customers, with the dashboard to follow appointments, no-shows and conversations, and support on the system.

Before you decide

An off-the-shelf tool or a CRM implemented for you?

If what you need is a shared inbox so several people can reply from the same number, there are off-the-shelf tools that solve it in an afternoon, and we will tell you so.

This system makes sense when the conversation must end in something concrete in your operation: an appointment at the right location, a shift that is respected, a no-show that gets recorded. There, the difference is your business rules, and those are set up with you.

FAQ

Frequently asked questions

What is a WhatsApp CRM?

It is a system that organizes the conversations your company has on WhatsApp: who wrote, what they asked for, how it ended and what is pending. Ours adds an AI agent that does not just log the conversation but handles it: it answers with your company information and books appointments by location and shift.

How is it different from a WhatsApp chatbot?

A classic chatbot follows a fixed menu. This agent understands messages written in the customer's own words, checks real availability in the schedule and records the appointment in the system. Everything also lands in the dashboard: conversations, appointments and no-shows.

Is it already running anywhere?

Yes. It runs at two healthcare providers in the Sucre and Córdoba departments of Colombia, where patients book their appointments on WhatsApp. We do not publish results we have not measured.

Does it work outside healthcare?

It works for any business that books appointments or receives requests on WhatsApp: practices, service centers, workshops or companies with several locations. During discovery we check whether your process fits as it is or needs custom adjustments.

How much does it cost?

It depends on the number of locations, the conversation volume and whether it must integrate with other systems. That is why we do not publish a fixed price: in the first conversation, which is free, we understand your case and tell you whether it fits.

What happens with my customers data?

The information lives in cloud infrastructure with separate access per company: one business never sees another. Before starting we sign the confidentiality and data processing agreement required by Colombian law.

Contact

Tell us how you book appointments today

Write to us through the form or on WhatsApp. The first consultation is free: if an existing tool solves your case better, we will tell you.

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