Invite your team, set channel permissions, and coordinate conversations from a shared inbox. Sales, support, and booking teams working aligned without losing control.
Shared inbox with history, assignments, and conversation status visible to the whole team. No duplicate replies or lost context between shifts.
02
Permissions that protect your operation
Invite agents with roles and permissions per channel. Control who replies, who configures flows, and who accesses sensitive commercial reports.
03
Measurable productivity
Monitor response times, workload per agent, and pending conversations. Identify bottlenecks and optimize work distribution.
Team collaboration
Teams and shared inbox
Built for companies with multiple sales executives, customer support specialists, and scheduling coordinators operating in parallel.
✓
Team invitations and user management
✓
Configurable permissions by channel and module
✓
Manual or automatic assignment of conversations
✓
Internal notes for coordination between agents
Agile operations
Intuitive panel for your team
A clear interface that reduces the learning curve and lets new agents start handling conversations in minutes, not weeks.
✓
Unified view of WhatsApp, Facebook, and Instagram
✓
Unassigned conversation indicators
✓
Full history per contact and agent
✓
Compatible with AI and CRM in the same flow
FAQ
Frequently asked questions about multi-agent
The number of users and permissions depends on your plan. Enterprise and Custom plans include team management with invitations and configurable roles.
Yes. whapi.chat lets you set channel permissions so each agent only sees and replies in the spaces assigned to them.
You can assign conversations to a specific agent and use the shared inbox with status indicators. Internal notes help coordinate without duplicate replies.
Yes. Whapibot can handle initial queries and transfer to a human agent when needed. The team continues the conversation with full context available.
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Hi, I’m Carlos Mendoza. Your latest promotion caught my attention—is it still available? I’d like to speak with a real person.
Lead #892
Hi, I’m Valeria Salas. I saw your Instagram ad and want the Pro promo, but I only have $180. Can I pay in installments?
1
Lead #516
Hi, I saw the TikTok video about the annual discount. I’m Miguel Torres—is the 40% still available for a 5-person company?
1
Lead #408
Hi, I’m Lucía Herrera from Facebook. I want the Growth pack—can you invoice Peru? My ID number is 12345678
1
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May 22, 2026
Conversation T1031
4 messages
08:20 – 08:21 · Great, Andrea! I’m interested. Send me the proposal with pricing and I’ll confirm today if we sign up.
Lead #731
Hi, I’m Carlos Mendoza. Your latest promotion caught my attention—is it still available? I’d like to speak with a real person.
WhapiBot
Hi. Thanks for reaching out. I’m WhapiBot—the promotion is still active. An advisor will share more details shortly. Would you like a human agent to contact you now?
May 22, 2026 8:20 AM — WhapiBot set stage to 'New clients'
May 22, 2026 8:20 AM — WhapiBot set field 'Name' to 'Carlos Mendoza'
Andrea Ruiz
Hi Carlos, I’m Andrea Ruiz, sales advisor. Yes, the promo runs through Sunday with Enterprise and Pro plans. I’ll send the proposal today. Shall we review it now?
Carlos Mendoza
Great, Andrea! I’m interested. Send me the proposal with pricing and I’ll confirm today if we sign up.
May 22, 2026 8:21 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Outgoing callIn progress
May 22, 2026 · 8:21
Destination+51 999888777From+51 987654321
AgentSales Advisor - Andrea Ruíz
Outgoing call
CompletedDuration: 0:00
Destination+51 999888777From+51 987654321
AgentSales Advisor - Andrea Ruíz
0:00 / 0:001x
Transcribing
Call transcription
Summary
Andrea called Carlos after WhatsApp to finalize numbers: she compared the Essential plan (USD 29, one channel) with the Business plan (USD 59, up to 3 channels and WhapiBot), applied the Sunday promo (first month at USD 47), and Carlos asked for the PDF proposal and payment link on WhatsApp to confirm today with his partner.
Hi Carlos, this is Andrea. I saw your message—I’m calling to give you pricing before sending the proposal.
Perfect, Andrea. How much is the Business plan with the promotion?
It’s USD 59 per month with up to 3 channels. With the Sunday promo, the first month comes to USD 47.
I have three sales reps. Wouldn’t Essential at USD 29 be enough?
Essential is a single WhatsApp Lite channel. For a shared team, Business fits better: unified inbox and up to 7 connections per channel.
Does it include WhapiBot and the integrations I saw on the site?
Yes—AI agents, Twilio, calendar, and payments are on Business. I’ll send the PDF and Mercado Pago link on WhatsApp.
Great. I’ll review it with my partner and confirm this afternoon.
Conversation T1031
5 messages
09:05 – 09:08 · Absolutely, Valeria! I’ll send the full proposal to [email protected] in the next few minutes.
Lead #892
Hi, I’m Valeria Salas. I saw your Instagram ad and want the Pro promo, but I only have $180. Can I pay in installments?
WhapiBot
Hi, Valeria. I’m WhapiBot. The promo is still on and we can match your budget with interest-free installments. Would you like a human advisor to close today?
May 22, 2026 9:05 AM — WhapiBot set stage to 'New clients'
May 22, 2026 9:06 AM — WhapiBot set field 'Name' to 'Valeria Salas'
May 22, 2026 9:06 AM — WhapiBot set field 'Budget' to '$180'
Valeria Salas
Yes, please have a human advisor contact me.
Andrea Ruiz
Hi Valeria, I’m Andrea Ruiz, sales advisor. With $180 we can set up 3 installments and activate your plan today. Does that work for you?
Valeria Salas
Yes—could you send me all the details by email? I like to keep everything organized. My email is [email protected]
Andrea Ruiz
Absolutely, Valeria! I’ll send the full proposal to [email protected] in the next few minutes.
May 22, 2026 9:08 AM — WhapiBot set field 'Email' to '[email protected]'
May 22, 2026 9:08 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Conversation T1031
4 messages
10:12 – 10:15 · Hi, Miguel. I’m Andrea, sales advisor at whapi.chat. Yes, the 40% applies to 5-user teams. I already have your tax ID and company name, so I’ll prepare the quote with the annual discount and onboarding included. Let me know if you have any questions.
Lead #516
Hi, I saw the TikTok video about the annual discount. I’m Miguel Torres—is the 40% still available for a 5-person company?
WhapiBot
Hi, Miguel. I’m WhapiBot. The TikTok offer runs through Friday and includes free onboarding. Want an advisor to confirm final pricing with your tax ID?
May 22, 2026 10:12 AM — WhapiBot set stage to 'New clients'
May 22, 2026 10:12 AM — WhapiBot set field 'Name' to 'Miguel Torres'
Miguel Torres
Yes, my tax ID is 20612345678 and my company is Exportaciones Innovadoras S.A.C.
May 22, 2026 10:15 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
May 22, 2026 10:15 AM — WhapiBot set field 'Tax ID' to '20612345678'
May 22, 2026 10:15 AM — WhapiBot set field 'Company/companies' to 'Exportaciones Innovadoras S.A.C.'
Andrea Ruiz
Hi, Miguel. I’m Andrea, sales advisor at whapi.chat. Yes, the 40% applies to 5-user teams. I already have your tax ID and company name, so I’ll prepare the quote with the annual discount and onboarding included. Let me know if you have any questions.
Conversation T1031
4 messages
11:40 – 11:43 · Hi, Lucía. I’m Andrea, sales advisor. Yes, we can invoice Peru and you can pay by card or transfer. I already have the ID you shared, so I’ll prepare the Growth pack quote and send it here.
Lead #408
Hi, I’m Lucía Herrera from Facebook. I want the Growth pack—can you invoice Peru? My ID number is 12345678
WhapiBot
Hi, Lucía. I’m WhapiBot. Yes, we invoice Peru with the Growth pack. Should I assign a sales advisor to send you a quote?
May 22, 2026 11:40 AM — WhapiBot set stage to 'New clients'
May 22, 2026 11:40 AM — WhapiBot set field 'Name' to 'Lucía Herrera'
May 22, 2026 11:40 AM — WhapiBot set field 'Country' to 'Peru'
May 22, 2026 11:40 AM — WhapiBot set field 'ID' to '12345678'
Lucía Herrera
Yes, please
May 22, 2026 11:43 AM — WhapiBot changed stage from 'New clients' to 'Interested clients'
Andrea Ruiz
Hi, Lucía. I’m Andrea, sales advisor. Yes, we can invoice Peru and you can pay by card or transfer. I already have the ID you shared, so I’ll prepare the Growth pack quote and send it here.
The message combines a question about the active promotion and an explicit request to speak with a real person; primary intent is request information with human advisor handoff. Tone is friendly with clear buying interest. WhapiBot detects the name “Carlos Mendoza” in the text. It does not detect budget, email, or tax ID in this message; it records preference for a human agent.
Guiding sub-questions for knowledge search:
Is the promotion still active and what is its end date?
Which plans (Business, Pro) apply and what are their prices?
How to escalate the chat to a human advisor?
What is the sales team response time?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Carlos Mendoza” and stage “New clients”. It does not extract email, budget, or tax ID at this point in the conversation.
INTENT AND SENTIMENT DETECTION
Valeria requests the Pro plan with a $180 cap and asks about installments; intent is purchase negotiation with payment options. Tone is decisive and close-oriented. WhapiBot detects name, budget ($180), and email for sending the proposal. No spam signals.
Guiding sub-questions for knowledge search:
Does the Pro plan fit a $180 budget and what is included?
What interest-free installment options are available?
How to activate the plan the same day with split payment?
What does an advisor need to close today?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Valeria Salas” and Budget = “$180”. It records Email = [email protected]. It moves the stage from “New clients” to “Interested clients” when she confirms interest in a human advisor.
INTENT AND SENTIMENT DETECTION
Miguel asks about the 40% annual TikTok discount for a 5-person team; intent is pricing inquiry with enterprise discount. Tone is direct B2B. WhapiBot detects name and, from the lead message, tax ID and company name to build a quote.
Guiding sub-questions for knowledge search:
Is the TikTok 40% benefit still valid through Friday?
Does the discount apply to 5-user teams?
What does the free onboarding include?
How to validate tax ID and company for the annual quote?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Miguel Torres”. It records Tax ID = 20612345678 and Company = “Exportaciones Innovadoras S.A.C.”. It changes the stage to “Interested clients”.
INTENT AND SENTIMENT DETECTION
Lucía requests the Growth pack with Peru invoicing and provides her ID in the message; intent is purchase with local billing. Tone is informative and quote-ready. WhapiBot detects name, country, and identity document.
Guiding sub-questions for knowledge search:
Does the Growth pack include e-invoicing for Peru?
Which payment methods are accepted (card, transfer)?
What extra tax data is needed besides the ID?
How long does the Growth pack quote take?
[ANALYSIS AND DATA EXTRACTION]
WhapiBot runs lead field update. It sets Name = “Lucía Herrera”, Country = “Peru”, and ID = “12345678”. It sets stage “New clients” and updates it to “Interested clients” when the lead asks for an advisor.
Outgoing call
Choose which number to call Carlos Mendoza · +51 999888777
My Twilio accountAC3d36a8f92b1c4e5d7f9a0b2c4d6e8f01Active
