WhatsApp with an AI agent — AI agent for WhatsApp that serves and sells 24 hours a day.
And every conversation becomes a project in the funnel: with an owner, a deadline and history kept in the company. The agent answers, asks what it needs and saves the answers. When it's time for a person to step in, they already know everything. It works for anyone who sells a product or a service. The agent runs on Olie Flow AI, the AI-powered execution operating system.
- Up to 5 numbers included
- Official API or QR Code
- 30 days free, no card
Simulation · best on a computer
Watch a sale over WhatsApp from the form to the payment.
A water cooler sold end to end: the lead fills in the form, the AI agent answers and qualifies, the conversation goes with priority to a consultant, the clock runs on the card and, when the customer says "I'll think about it", the AI does the follow-up. The CRM moves on its own at every step. The example is a product, and the same path works for a service.
Loading the simulation…
How it works
Three steps for WhatsApp to work for your company.
Connect the number
Scan the QR Code with your phone or connect the official WhatsApp Business API. Up to 5 numbers included.
Choose a ready-made template
The customer service funnel comes ready in the Marketplace: steps, tags and automations, and you can customize it to your reality.
Write the agent's instruction
Tell it how to answer, what to ask and when to call a person. Done: it starts answering.
The AI agent
It doesn't just answer. It works in the process.
A regular chatbot chats and forgets. The Olie agent saves each answer in a project field, classifies the contact and triggers the next step of the funnel.
A new customer message arrived on the WhatsApp of project {{project.code}}.
Follow the instructions: check the project details, read the channel conversation and reply to the customer.Answers become data
Interest, city, amount, health plan: each answer goes into a form field, not into lost text.
Classifies the conversation
New lead, customer, support, finance, SPAM. The tag can take the project to the right department's funnel.
Calls the right person
The automation assigns the salesperson and they step in with the whole history. If the agent can't handle it, the project goes to a person.
You choose the AI model
OpenAI, Anthropic, Gemini and other providers, without a subscription for each one. The cost of each run in the statement.
Conversation management
All conversations in one flow. No lead forgotten.
Each conversation shows how long the customer has been waiting for an answer. Multiple agents on the same number, each seeing what they need, and the history stays in the company when someone leaves.
Follow-up and scheduled messages
Did the customer go quiet? Olie starts talking to them again.
For each step of the conversation you customize a different follow-up: how often, how many attempts, the tone of voice and the goal. When the trigger starts the AI follow-up, the agent already knows what to go after. With no reply, the conversation drops into its own step for the team to decide.
- 1 You define the step's follow-up
- 2 The trigger starts the AI follow-up
- 3 The agent picks up with the right goal and tone
- 4 With no reply, the conversation goes to "AI unsuccessful"
By date
Appointment tomorrow, due in 3 days, contract anniversary.
By time stalled
Proposal unanswered for a week: Olie follows up, checking every minute.
AI follow-up
The agent writes the follow-up with the context of the conversation, at the pace and in the tone you set for the step.
Everything recorded
What was sent, when and to whom. Undelivered messages are flagged.
Lead from the ad
Clicked the ad, landed in the funnel with its source.
With the official API, a conversation that starts from a click-to-WhatsApp ad arrives with the campaign data.
The creative's title and text, the source type and the click identifier are saved in the project. You know which ad brought in the customer who closed.
- Enters the right step. The project starts in the funnel of the number that received the message.
- Answered right away. The agent replies while the interest is hot.
Message us on WhatsApp and book the technical visit.
- Source type
- Ad
- Creative title
- Installation in 24 h, with warranty
- Click identifier
- ctwa_8F2K…91
- Entry step
- AI service
How much WhatsApp costs
Up to 5 connected WhatsApp numbers included.
Before and after
WhatsApp on the salesperson's phone or the company's WhatsApp.
How to connect
Three ways to connect. Each number, one funnel.
- Fastest
Hosted by Olie
Scan the QR Code with your phone and you're done. No server, no Meta registration. Replies sent from the phone also show up in the project.
- Official
Official WhatsApp Business API
Meta's official connection, with a verified Business account. It brings the source of click-to-WhatsApp ads.
- Own server
Evolution API
For those who already have their own Evolution instance and want to connect the number to an Olie funnel.
Frequently asked questions
What companies ask about WhatsApp and AI.
Olie Flow AI connects the company's WhatsApp to a funnel: every conversation becomes a project with an owner, a deadline and a rule. An AI agent answers at any time, saves the answers in the form and classifies the contact; the automation distributes to the team and follows up with those who went quiet. The connection is through the official WhatsApp Business API, a QR Code hosted by Olie or your own server.
Does the AI agent answer 24 hours a day, including weekends?
Yes. The customer's message triggers the automation and the agent answers at any time, following the instruction your company wrote. When it can't solve something, the project goes to a person.
What's the difference between the official API and the QR Code connection?
The official API is Meta's connection with a verified Business account: it brings the source of click-to-WhatsApp ads and follows Meta's rule of free-form messages only up to 24 hours after the customer's last message. The QR Code connection, hosted by Olie, connects the number by scanning a QR Code, brings in earlier messages and shows in the project what was answered from the phone.
Can my number get blocked?
Blocking happens when Meta understands the number is sending messages the customer didn't ask for. If you want Meta's rules from the start, the way to go is the official API. With any type of connection, good practice is to talk to people who contacted you.
Can I send a message to many customers at once?
The automation sends the right message to each customer, on the right day: reminder, collection, proposal follow-up. Every send is recorded in the project. On the official API, outside the 24-hour window Meta only accepts message templates it has approved.
Can multiple agents use the same number?
Yes. The whole team answers from the same number inside Olie, each conversation in a project with an owner. The manager sees the funnel live.
Can I use the number I already have?
Yes. You connect your current number by QR Code or move it to the official API. Up to 5 numbers are included in the Partner role.
Does Olie replace the CRM and the chatbot?
For those who sell and serve over WhatsApp, yes. The difference from a chatbot is that the answer is saved in the project form and triggers the next step. The difference from a CRM is that the step has a rule: a required field locks, the deadline chases on its own, the record shows who did what.
Does the agent understand audio?
Audio arrives as a file in the project, for the team to listen to. Text, images, video and documents also stay in the conversation.
What if a salesperson leaves the company?
Conversations stay in the company's projects, with date, time and owner. Whoever takes their place picks up where they left off.
Where is the data stored?
The platform runs on AWS in São Paulo, with daily backups. The connection hosted by Olie runs in Europe. See Security and data.
Does Olie manage my ads?
No. Olie receives the lead the ad generates, with the campaign source, and puts it in the funnel. The campaign stays in the ad tool.
I'm a sole proprietor (MEI). Do I need more than one user?
No. Every account has at least one Partner (R$ 199/month), already with up to 5 WhatsApp numbers. When someone joins the team, you add that person's role.
Connect the number today. Tomorrow the agent will already have served customers for you.
30 days free, no card. Customer service template ready on first access.
Updated on · Source: Olie Flow AI technical knowledge base