CRM & Contacts
Manage contacts with custom fields, dynamic segments and a drag-and-drop Kanban pipeline.
- Custom fields by type (text, number, date, select…)
- Dynamic segments with combinable rules
- Kanban sales pipeline with configurable stages
- Duplicate detection and merge
- Per-contact activity timeline
- CSV import and export
Multi-Line WhatsApp
Connect multiple WhatsApp numbers with the native protocol or the official Cloud API, with built-in anti-ban protection.
- Multiple lines per account
- WhatsMeow (native via QR) + Meta Cloud API
- Text, image, video, audio, documents and location
- Buttons, lists, CTA and polls
Shared Inbox
A shared inbox for the whole team, with assignment, priorities, SLA and internal notes.
- States: open, pending, resolved, snoozed
- Manual or automatic assignment to agents
- SLA tracking and priorities
- Macros with variables to reply faster
AI Agent
A chatbot with RAG over your own documents, with guardrails, budgets and the ability to use tools.
- OpenAI and Anthropic providers, configurable per account
- RAG with embeddings and semantic search (pgvector)
- Tool calling and MCP protocol support
- Guardrails: topic scoping, confirmation and budgets
- Hybrid router: fast rules + model when needed
- Real-time streaming responses
Automations
A visual flow builder with 19 node types, from auto-replies to advanced AI-powered logic.
- Visual editor of nodes and connections
- 19 node types: send, flow, AI, action and group
- Triggers: manual, welcome, keyword, webhook
- Variables and {{name}} interpolation
Campaigns & Broadcast
Scheduled and recurring mass WhatsApp sends, with HSM templates and speed control.
- Scheduling by exact date and time
- Daily, weekly or monthly recurrence
- Pacing: control messages per minute/hour
- Smart distribution across lines in warmup
Cloud Telephony
A cloud PBX with a WebRTC softphone, IVR and call queues. No extra hardware required.
- WebRTC softphone from the browser
- Inbound and outbound calls, transfer and conference
- IVR with interactive menus and touch-tone navigation
- Call queues (ACD) with skills-based routing
Reports & Analytics
A dashboard with the KPIs that matter: conversations, messages, contacts and open deals.
- Main panel with live KPIs
- CRM reports: pipeline and conversion by stage
- Messaging reports and response times
- Campaign metrics: delivery and read rates