Features — WhatsApp, AI, rules and forms working on the same project.
The 30 features that change day-to-day work the most, explained in one line. None is locked by plan: in the free trial you use everything.
What Olie does for your operation.
WhatsApp and customer service
Native connection to the official WhatsApp Business API or another way. Up to 5 numbers included in the Partner role.
The website form creates the project in the right funnel and the answers are already linked to it.
Every message stays in the project, with date and time. Whoever leaves the company doesn't take the history.
The director replies on WhatsApp, with free text, a button or a form, and the project moves on its own.
Reminders, confirmations and payment requests go out on their own, with nobody remembering to send them.
The new contact goes to the person drawn, with nobody deciding by hand.
Artificial intelligence
They serve customers, analyze information, write documents and make decisions at the step where you place them.
OpenAI, Anthropic, Gemini, Grok and others. You choose each agent's model.
Ask ChatGPT "how is project 412 going?" and get the answer. It also works with Claude.
Each run shows how much it cost. Prepaid credits, no surprise invoice.
If the agent can't do it, the project goes to a person to take over.
One agent qualifies, another writes, another classifies. Each at its own step.
Rules and process
The project doesn't move forward if what was agreed wasn't done. Not even the owner skips it.
Past the deadline, Olie alerts whoever needs to act and then the manager.
When X happens, if Y, then do Z. All built with blocks.
What the person answered sets the customer type, the priority and who the project goes to.
Video and checklist open right when it's time to do the task. Whoever joined yesterday does it right today.
The same project goes through sales, finance and operations without being duplicated.
Management and control
How long each step took and how much it cost, per person and per project.
The goal scoreboard updates on its own, period by period.
Where the project is in each funnel and who moved it from one step to another.
The forecast weighs each deal's step, instead of adding everything up as closed.
Each person sees only what they can request, and the request lands in the right area's funnel.
The team's conversation stays in the project, instead of internal email.
Integrations and security
Connect to the ERP and other systems. Zapier, Make and n8n also connect.
Start with your industry's funnel already built and adjust it your way.
Spreadsheet import and migration from another tool in minutes.
Permission by role and by funnel. Cost and revenue have a double lock.
Servers in São Paulo, daily backup and second-factor access.
Works in the browser. Part of the team can work through WhatsApp only.
How do automations work at Olie?
Every automation is when + if + then. You build it with blocks, without coding.
Choose what triggers it, set the condition and tell Olie what to do. An automation can call another, up to 5 levels deep, and each run is recorded.
The project enters the Proposal approved step
Value greater than R$ 10.000
Contract field filled in
Sends a welcome WhatsApp to the customer
Creates the project in the Finance funnel
Notifies the sales director
What is an AI agent at Olie?
An agent is an AI specialist stationed at a step of the process.
It reads the project, does the task and saves the result in a field. Put several in sequence and you have an agent pipeline: the operation becomes an agentic environment, where one qualifies, another writes and another reviews.
- One provider per agent. OpenAI on one, Anthropic on another, Gemini on a third, without a subscription for each provider.
- The cost of each run. Model, input, output and amount go into the statement.
- A person takes over if it fails. The project goes to human review.
- 1QualifierReads the WhatsApp conversation and fills in the customer profileOpenAIR$ 0,03
- 2WriterWrites the proposal with the form dataAnthropicR$ 0,09
- 3ReviewerChecks price, deadline and clauses before sendingGeminirunning…
- Human reviewOnly steps in if an agent fails
How does a card work at Olie?
A card is anything that needs to move forward: a lead, a ticket, a request, a WhatsApp conversation or a whole project.
The same card goes through several funnels without being duplicated: sales closes, finance invoices, operations delivers, with the same code and the whole history.
- One card, several funnels. Each area sees the card at its own step, without copying anything.
- The type changes, the card doesn't. The automation turns the conversation into a lead and the lead into a project: the funnel, tag and owner change; the name and code stay.
- Children, grandchildren and great-grandchildren. The project generates quotes, which generate purchase orders, which generate invoices. At each level, as many as you need. The parent only closes when all of them finish.
- A tag that calls another area. The “legal” tag takes the card to the legal funnel.
Automation: payment approved → became an implementation project
- Sales
- Finance
- Operations
- PO‑3451Furniture done
- PO‑3452Lighting in progress
- + as many as you need
- PC‑2853Counters and shelves in progress
- PC‑2854Light fixtures waiting
- + as many as you need
- NF‑7805Counters and shelves waiting
- + as many as you need
AI agents working as a team, inside the process.
An agentic environment is when several AI agents work together, by the rules: each one knows what to do, at which step, with which information and how far it can go.
At Olie, the agents share the same project. They read the conversation, the forms and the files, save the result in a field and hand over to the next one. The automation decides who steps in and in what order, the person approves where the decision calls for a human, and each step is recorded.
- Shared context. What one agent saves, the next one reads. Nobody copies and pastes between tools.
- The rule coordinates. Triggers and conditions choose which agent acts, in what order and when to call a person.
- Protected permissions and prompt. The agent only does what you allowed, and the team doesn't see the prompt or the model.
- The cost of each step. Model, tokens, input, output and amount of each run in the statement.
- Your ChatGPT or Claude alongside. Through MCP, the assistant you already use queries and acts on Olie.
- WhatsApp message“I want a quote for 40 solar panels.”trigger
- Reception agentClassifies the intent: quote, large accounteconomyR$ 0,01
- Qualifier agentReads the conversation and fills in the form: score 8standardR$ 0,03
- RuleScore ≥ 7: moves to Proposal and calls the writerautomation
- Writer agentWrites the proposal with the form dataperformanceR$ 0,09
- Director approvesReplies “ok” on WhatsApp; the approval goes to the logperson
- Follow-up agentSends the proposal and gets back to the customer in 2 dayseconomyR$ 0,01
An operating system that absorbs your company's applications.
CRM, customer service, AI agents, projects and approvals in the same place. An All-in-One platform.
Try everything for 30 days, no card.
Olie Flow AIZero rework · Standardized execution · Full traceability · Native governance · Automatic metrics · Auditing · Predictable growth · Antifragility
Updated on · Source: Olie Flow AI technical knowledge base