A tour through every module

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

From a message to a sale

This is the real app: the conversation comes in, you reply, and it becomes a sales opportunity.

Scroll to see it in action

01Shared inbox

Every conversation, in one place

  1. Every conversation from every line, in one list.
  2. Open one and the whole history is there.
  3. Reply right here, without switching apps.
  4. And beside it, who the customer is and which deal is open.

02Sales pipeline

The conversation becomes an opportunity

  1. Every opportunity, in its stage.
  2. When it moves forward, drag it…
  3. …and the whole team sees it instantly.

03Campaigns

Reach hundreds of customers without losing control

  1. All your WhatsApp campaigns at a glance.
  2. The one running now, with live progress.
  3. The finished ones, with delivered, read and replies.
  4. And the scheduled ones, ready to go on their own.

04Reports

And you know what worked

  1. Messages, conversations and contacts on one dashboard.
  2. Which campaign worked…
  3. …and how much you sold.

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 Assistant 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
CRM & Contacts
Messaging

Multi-Line WhatsApp

Connect multiple WhatsApp numbers via QR code or the official Cloud API, with built-in safety limits.

  • Multiple lines per account
  • Connection via QR code + Meta Cloud API
  • Text, image, video, audio, documents and location
  • Buttons, lists, CTA and polls
  • Groups: create, manage members and communities
  • Safety limits: speed control and 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 users
  • SLA tracking and priorities
  • Macros with variables to reply faster
  • Internal notes visible only to the team
  • Full-text search across the entire history
Shared Inbox
Intelligence

AI Assistant

A chatbot with RAG over your own documents, with guardrails, budgets and the ability to use tools.

  • OpenAI, Anthropic, Gemini or Ollama, 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 {{first_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
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-user performance
  • Data export

Built so you can focus on your business

Security, reliability and support. We've got the rest covered.

Your data stays yours

Every company gets its own isolated space. Your conversations, contacts and files are never mixed with anyone else's.

Security without the jargon

AES-256 encryption keeps your information safe. Suspicious access attempts are detected and blocked automatically.

Connect your own systems

A REST API with scoped tokens and outbound webhooks to link Experti360 with your website, your forms or your software.

One login for the team

With single sign-on (SSO), your team signs in with your company's Google or Microsoft account, on the plans that include it.

Anywhere, any device

In the browser, on your phone and, depending on availability, as a desktop app, always with the same data.

Control over your team

Owner, admin and agent roles, plus an audit log of important changes. In Spanish and English.

Your next customer is already messaging you on WhatsApp

Create a free account or book a demo with our team.

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