AI Agents for WhatsApp and CRM
WhatsApp is the most-used communication channel in LATAM for commercial inquiries, but without a process it creates chaos: unanswered messages, conversation history on the advisor's personal phone, lost leads, and no visibility for management. Xenturia connects WhatsApp Business API with your CRM, deploys an agent to manage incoming conversations, and keeps the complete history organized and accessible.
Evaluate my WhatsApp flowThe problem with WhatsApp without process
The team receives inquiries on personal WhatsApp numbers. When the advisor isn't available, the lead waits or contacts another number. Nothing is logged in the CRM. There's no visibility into each conversation's status. When an advisor leaves the company, the client history leaves with them. And when management wants to know what's happening in sales, there's no way to see it.
How Xenturia helps with WhatsApp and CRM
We connect WhatsApp Business API to your CRM and build an agent that manages the business number. The agent classifies incoming messages, answers frequently asked questions, routes cases requiring human attention to the available advisor with full history, and logs every interaction in the CRM automatically. The team operates from the CRM or the agent interface, with full visibility.
Example workflow
- 1Client writes to the business WhatsApp number.
- 2Agent greets, identifies the inquiry type, and answers FAQs (pricing, availability, hours, basic service info).
- 3If the inquiry needs personalized attention, notifies the available advisor via Slack or CRM interface with full history.
- 4Advisor continues the conversation directly or from the CRM panel.
- 5After the interaction, agent logs the result and lead status in the CRM.
- 6If the contact doesn't respond after X days, agent proposes a follow-up message for team review.
Typical integrations
Human control and oversight
Discounts, special conditions, commercial proposals, and any concrete commitments always go to the human advisor. The agent makes no commercial decisions on its own. The team can "take over" any conversation at any time, and the agent won't intervene until needed.
Operational benefits
- Immediate first contact without overloading the advisor team
- Complete conversation history in the CRM, not on the advisor's phone
- Advisors can resume conversations with full context
- Frequent inquiries resolved without interrupting the advisor
- Lead status visibility for management
- The business doesn't depend on anyone's personal WhatsApp
Frequently asked questions
Can the agent send messages autonomously?
For responses to frequently asked questions and pre-configured reminders, yes. For commercial actions, proposals, or client commitments, always with advisor review before sending.
What CRMs does it work with?
The main ones are HubSpot, Pipedrive, and Zoho CRM. We also work with Notion or Google Sheets for teams that don't yet have a formal CRM.
Do we need a WhatsApp Business API account?
Yes. It's different from the WhatsApp Business app. We support the Meta account activation process so it's not an obstacle.
How long does implementation take?
For the basic WhatsApp-to-CRM flow, 2–4 weeks. More complex cases with multiple advisors or advanced routing rules may take longer.
Does the agent work outside business hours?
Yes. The agent can handle messages 24 hours with the rules your team defines for each time window: automatic reply outside hours, next-day advisor notification, etc.
Evaluate your WhatsApp flow
We review how WhatsApp inquiries are received and managed today, and show you what to connect with your CRM first.