Solutions for three layers — Business types, departments and applications. One platform that serves them all.
Click on businesses, departments and applications and see a flow already built. In every one, one step has an AI agent and another talks over WhatsApp.
Doctor's office
The front desk stops being a WhatsApp call center. Patients book, confirm and come back for follow-ups without anyone having to remember.
WhatsApp support (WhatsApp step)
AI triage (AI step)
Scheduled
Confirmation (WhatsApp step)
Appointment
Follow-up in 6 months
AI stepWhatsApp step
Independent realtor
Every lead from the ad with an owner, a deadline and its source recorded. The customer who went quiet gets followed up automatically.
Lead from the ad
WhatsApp support (WhatsApp step)
AI qualification (AI step)
Visit booked
Proposal
Paperwork
Closed
AI stepWhatsApp step
Neighborhood store
Orders, repairs and special orders at the same counter. A shift change doesn't lose the conversation.
WhatsApp support (WhatsApp step)
AI quote (AI step)
Payment
Picking
Ready for pickup
Delivered
AI stepWhatsApp step
Service provider
From quote to job without losing the customer along the way. Every step has a deadline and an owner.
WhatsApp support (WhatsApp step)
AI quote (AI step)
Site visit
Proposal accepted
In progress
Customer inspection
Payment
Completed
AI stepWhatsApp step
Accounting firm
Every document requested and chased without anyone having to remember. At month-end close, everyone knows what's missing.
WhatsApp support (WhatsApp step)
Document request
AI check (AI step)
Posting
Review
Delivered to customer
AI stepWhatsApp step
Course or school
Enrollment doesn't depend on someone calling back. Prospects get an answer right away.
Prospect
WhatsApp support (WhatsApp step)
Questions answered by AI (AI step)
Trial class
Enrollment
Welcome
AI stepWhatsApp step
Sales
No lead forgotten. AI qualifies, the salesperson negotiates and the forecast shows what will close.
Lead
WhatsApp support (WhatsApp step)
AI qualification (AI step)
Meeting
Proposal
Negotiation
Closed
AI stepWhatsApp step
Customer service
The customer writes on WhatsApp, AI answers the simple things and the team handles what needs a person.
WhatsApp support (WhatsApp step)
AI response (AI step)
With the team
Waiting on customer
Resolved
Satisfaction survey
AI stepWhatsApp step
Finance
The reminder goes out on WhatsApp by itself and AI checks the receipt before the payment is settled.
Invoice issued
WhatsApp support (WhatsApp step)
AI receipt check (AI step)
Settled
Reconciled
AI stepWhatsApp step
HR
From job opening to hiring with a checklist. AI does the first screening and the interview is booked over WhatsApp.
Job opening
Candidates
AI triage (AI step)
WhatsApp support (WhatsApp step)
Interview
Proposal
Hiring
AI stepWhatsApp step
Purchasing
Above the threshold, it goes through the executives. The director approves by replying on WhatsApp.
Purchase request
Quote
AI analysis (AI step)
Director approval on WhatsApp (WhatsApp step)
Purchased
Received
AI stepWhatsApp step
Operations
Every order with a deadline per step. The customer is notified of delivery without anyone sending a message.
Order received
Picking
AI check (AI step)
Out for delivery
WhatsApp support (WhatsApp step)
Delivered
AI stepWhatsApp step
Sales CRM
A funnel with a real forecast. Every WhatsApp conversation becomes a deal with an owner.
Lead
WhatsApp support (WhatsApp step)
AI qualification (AI step)
Proposal
Negotiation
Won
AI stepWhatsApp step
Service desk
Tickets with a response deadline. AI does the triage and the customer is notified at every step.
WhatsApp support (WhatsApp step)
AI triage (AI step)
In service
Waiting on customer
Resolved
Satisfaction survey
AI stepWhatsApp step
Approvals
AI prepares the assessment and the approver replies on WhatsApp. Everything is recorded.
Request
Documents attached
AI assessment (AI step)
Manager approval
Approval on WhatsApp (WhatsApp step)
Approved
AI stepWhatsApp step
Internal requests
Each person requests only what they're allowed to. The request lands in the right department and the requester is notified.
Internal request
AI classification (AI step)
In the right department
In progress
WhatsApp support (WhatsApp step)
Delivered
AI stepWhatsApp step
Customer onboarding
From contract to active customer with a checklist. AI collects the data and the customer follows along on WhatsApp.
Contract signed
WhatsApp support (WhatsApp step)
AI data collection (AI step)
Setup
Training
Follow-up
Active
AI stepWhatsApp step
Collections
The reminder goes out before the due date and AI negotiates the simple cases. Nobody has to call to collect.
Coming due
WhatsApp support (WhatsApp step)
AI negotiation (AI step)
Agreement
Paid
Settled in finance
AI stepWhatsApp step
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Funnel
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There is a migration mode to bring the history from another tool in minutes, and spreadsheet import (.xlsx up to 50 MB). The difference in logic: on a board, the task is the card and someone has to remember to chase it; in Olie, the task is the step, and the step has a rule.
Part of the team won't open any system. Does it work?
Yes. Part of the operation can be done over WhatsApp alone: the person receives the task, replies and the project moves forward. Even the executives approve by replying on WhatsApp.
Does the AI agent answer anything?
No. It acts in the step where you place it, with the instruction you wrote, and saves the result where you defined. Every run goes into the statement (model, tokens, cost, input and output) and there is a route for when the AI fails.
Updated on · Source: Olie Flow AI technical knowledge base