The product in detail

A tour through every module

Everything Experti360 puts in your team's hands, explained module by module.

How it works

Ready to run on day one

No complex installs, no hardware. Connect, configure and start serving customers.

01

Connect your WhatsApp

Scan the QR code with your number or use Meta's official Cloud API. Ready to send and receive messages instantly.

02

Automate and train your AI

Build visual flows, upload your documents to the knowledge base and let the AI Agent answer with real context.

03

Serve, sell and grow

Your team works from one unified inbox, moves deals through the pipeline and measures everything from a dashboard.

Customer management

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
Messaging

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
  • Groups: create, manage members and communities
  • Anti-ban: rate limiter and 28-day progressive warmup
Support

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
  • Internal notes visible only to the team
  • Full-text search across the entire history
Intelligence

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
No-code

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
  • Simulator to test without sending real messages
  • Node-by-node execution history
Reach

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
  • HSM templates with per-contact variables
  • Per-contact tracking: sent, read, failed
Voice

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
  • Automatic call recording
  • SIP Trunking and call detail records (CDR)
Data

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
  • Per-agent performance
  • Data export

Platform

Built on solid foundations

The technical power you expect, without having to worry about it.

Multi-tenant with real isolation

Each organization's data is fully isolated through Row-Level Security in PostgreSQL.

First-class security

Argon2id password hashing, JWT in httpOnly cookies, CSRF, CSP and per-IP rate limiting.

Public API & Webhooks

REST API with scoped tokens and outbound webhooks with automatic retries.

SSO / OIDC & MCP

Single sign-on with any OIDC provider and the MCP protocol for AI tooling.

Web, desktop and mobile

Responsive web app plus desktop apps (Windows/Mac/Linux) and mobile (Android/iOS).

Roles, audit log and i18n

Team roles, an audit log with sensitive-data redaction, and Spanish and English.

Bring all your communication to one place

Create your account or book a demo with our team.

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