Customer service, CRM, service desk and management
Every workflow becomes a visible funnel, with steps, owners and a forecast.
AI-powered execution operating system — Your whole operation in a single flow. Running by the rules.
No internal email, no spreadsheets, no remembering to chase anyone.
WhatsApp support, a conversational AI agent, paid traffic intake, public forms, CRM, service desk, workflows, automations and AI agents working on the same project. Every step of the process has an owner, a deadline and a rule. Whoever is late gets chased by the platform, not by you.
Per role: R$ 35, R$ 119 or R$ 199 per user/month
- No credit card
- Ready-made template on first access
- No lock-in on monthly plans
4 in 1tools in a single one
“I tried to fit Olie into a category that already exists and couldn't. To compare it, I had to put together at least four tools.”
Simulation · best on a computer
Watch a customer move through the operation without anyone chasing anyone.
Watch the simulation running and see:
Sale, payment and onboarding of the same customer across three funnels, with the WhatsApp conversation, the time, the SLA and the execution cost of each step. Execution orchestrated between people, AI agents and integrations.
Loading the simulation…
Who already runs on Olie
Companies that run their operation by the rules.
When execution is managed by an autonomic system,
efficiency becomes profit.
Features
Everything the operation needs, working in the same place.
There are 77 features. Here are the 8 you use on day one. Each one solves a part of the daily routine; together, they keep the company moving without depending on whoever remembers to chase.
Conversational on WhatsApp
Multiple numbers, each one linked to its own funnel.
Conversations are answered by AI agents and by people.
Projects that cross departments
The same project goes through several funnels without being duplicated, carrying its history along.
Public forms
Every loose spreadsheet and document becomes a form. A required field locks the step, and you stop paying for another form tool.
Internal requests
Each person sees only what they can request, and the request lands straight in the right department's funnel.
Internal service catalog.
Automations
More than 6 million possibilities. When, if and then rules, built without coding.
AI agents
Specialists placed at the right step. More than 450 ready-made models: OpenAI, Anthropic, Gemini, Grok and others.
Goals and metrics
Automatic performance indicators, by target, threshold, quantitative, qualitative and financial.
By business type
Built for your operation.
Click the sectors and see the ready-made templates for your segment on first access. And customizable to fit your operation.
Clinics or Independent professionals
Funnel 1Customer serviceentry
- Step 1 Contact
- Step 2 Scheduled
- Step 3 Confirmed
- Step 4 Seen overflows ↓
- Step 5 Follow-up
Funnel 2Finance↳ overflow from step 4
- Step 6 Quote approved
- Step 7 Charge sent in parallel
- Step 8 Payment
- Step 9 Invoice issued
- Step 10 Reconciled
Funnel 3Aftercare↳ overflow from step 4
- Step 11 Survey
- Step 12 Follow-up scheduled
- Step 13 30-day reminder in parallel
- Step 14 Rescheduled
- Step 15 Retained
- Every message becomes a project: scheduling, confirmation, follow-up
- Once seen, the same patient moves on at the same time in Finance and in Aftercare
- Patients with no follow-up in 30 days get an automatic WhatsApp
Services or Consulting
Funnel 1Salesentry
- Step 1 Quote
- Step 2 Proposal sent
- Step 3 Negotiation
- Step 4 Approved
- Step 5 Contract signed overflows ↓
Funnel 2Delivery↳ overflow from step 5
- Step 6 Kickoff
- Step 7 Scheduled in parallel
- Step 8 In progress
- Step 9 Review
- Step 10 Delivered
Funnel 3Finance↳ overflow from step 5
- Step 11 Invoicing
- Step 12 Collection
- Step 13 Paid in parallel
- Step 14 Invoice issued
- Step 15 Reconciled
- The quote becomes an order and a charge without retyping
- Contract signed: the same project opens in Delivery and in Finance
- Stalled customers in the reactivation cadence
Manufacturing or Factories
Funnel 1Salesentry
- Step 1 Order
- Step 2 Credit approved
- Step 3 Confirmed
- Step 4 Scheduled
- Step 5 Sent to production overflows ↓
Funnel 2Production↳ overflow from step 5
- Step 6 Order opened
- Step 7 In production in parallel
- Step 8 Quality
- Step 9 Packaging
- Step 10 Ready
Funnel 3Logistics↳ overflow from step 5
- Step 11 Freight quoted
- Step 12 Transport scheduled
- Step 13 Picking in parallel
- Step 14 Shipping
- Step 15 Delivered
- The sales order becomes a production order as the same project
- Production and Logistics move in parallel, on the same card
- The parent order only closes when the child steps are done
Wholesale or Retail
Funnel 1Storeentry
- Step 1 Store request
- Step 2 Sent to headquarters
- Step 3 Approved overflows ↓
- Step 4 In progress
- Step 5 Completed
Funnel 2Central purchasing↳ overflow from step 3
- Step 6 Quote
- Step 7 Supplier chosen in parallel
- Step 8 Order issued
- Step 9 Received
- Step 10 Sent to the store
Funnel 3Finance↳ overflow from step 3
- Step 11 Check
- Step 12 Invoice posted
- Step 13 Payment scheduled in parallel
- Step 14 Paid
- Step 15 Reconciled
- One business area per store, one request funnel for headquarters
- Once approved, the same order runs in Central purchasing and in Finance
- Funnel cloned for the new store in one click
Distribution or Logistics
Funnel 1Salesentry
- Step 1 Quote
- Step 2 Order
- Step 3 Credit approved overflows ↓
- Step 4 Invoiced
- Step 5 After-sales
Funnel 2Warehouse↳ overflow from step 3
- Step 6 Picking
- Step 7 Check in parallel
- Step 8 Packaging
- Step 9 Loaded
- Step 10 Shipped
Funnel 3Transport↳ overflow from step 3
- Step 11 Route defined
- Step 12 In transit
- Step 13 Delivered in parallel
- Step 14 Proof of delivery received
- Step 15 Completed
- An order on WhatsApp becomes a project and feeds the ERP through the API
- Credit approved: the same order enters Warehouse and Transport
- Customers with no order in 30 days enter the reactivation cadence
Resellers or Sales reps
Funnel 1Headquartersentry
- Step 1 Lead from headquarters
- Step 2 Qualified
- Step 3 Distributed overflows ↓
- Step 4 In contact
- Step 5 Closed
Funnel 2Unit↳ overflow from step 3
- Step 6 In service
- Step 7 Visit in parallel
- Step 8 Proposal
- Step 9 Negotiation
- Step 10 Sale overflows ↓
Funnel 3Commissions↳ overflow from step 10
- Step 11 Sale recorded
- Step 12 Commission calculated
- Step 13 Approved in parallel
- Step 14 Paid
- Step 15 Reconciled
- Leads distributed by rule to the right unit
- A sale closed at the unit opens the commission on the same card
- Each reseller sees only what's theirs; headquarters sees everything
Construction or Finance companies
Funnel 1Purchasingentry
- Step 1 Request
- Step 2 Quote
- Step 3 Manager approval
- Step 4 Executive approval
- Step 5 Order issued overflows ↓
Funnel 2Stockroom↳ overflow from step 5
- Step 6 Awaiting delivery
- Step 7 Received in parallel
- Step 8 Checked
- Step 9 In stock
- Step 10 Used on site
Funnel 3Finance↳ overflow from step 5
- Step 11 Invoice posted
- Step 12 Check
- Step 13 Payment scheduled in parallel
- Step 14 Paid
- Step 15 Reconciled
- Approval in order, by value range
- The approver replies on WhatsApp
- Order issued: Stockroom and Finance receive the same card
Demo
See the platform, screen by screen.
Click a block and choose the example
and see the screen as it is on the platform.
suaempresa.olie.aiIllustrative exampleALBRCS
Funnel
← Back | Customer service · WhatsApp managementAwaiting replyR$ 0,00 • 142 projects
WR-374Joana Prado
Send-
MessageNone
StatusIn Progress
Family and friends
WR-497Pedro LinsSend-
StatusIn Progress
WR-237Lúcia Mota
Send-
StatusIn Progress
+ Options
Scheduled replyR$ 0,00 • 2 projects
WR-766Rogério Tavares
Send10/12 at 10:00
MessageJust a reminder about the boleto
StatusIn Progress
WR-740Sofia Nunes
Send10/15 at 09:00
MessageI'll pick up the proposal first thing tomorrow
StatusIn Progress
+ Options
AI follow-upR$ 0,00 • 1 projects
AI: attempt 1 of 3
WR-615Marcos TeixeiraSend-
StatusIn Progress
+ Options
RepliedR$ 0,00 • 140 projects
WR-612Eduarda Reis
Send-
StatusIn Progress
CRM
WR-131Tiago MouraSend-
StatusIn Progress
+ Options
SPAMR$ 0,00 • 30 projects
SPAM
WR-583Unknown contactStatusIn Progress
SPAM
WR-487Loan offerStatusIn Progress
+ Options
AI unsuccessfulR$ 0,00 • 0 projects
With no reply after the AI's attempts, the conversation lands here.
+ Options
Why it works
CRM alone is CRM. WhatsApp alone is WhatsApp. AI alone is AI.
Olie Execution Engine. In Olie, everything works in a flow, and the rule moves the process forward.
The rule chases.
A stalled deadline alerts whoever needs to act; then, the manager.
The rule locks.
The process doesn't advance without meeting what the step requires.
The rule records.
Moves, data, AI runs and costs stay in the history.
The rule shows.
Bottlenecks, deadlines and goals on screen, without asking for a report.
You design the process once. Olie makes the rule happen every day.
Pricing
You pay by each person's role. Not by feature.
We don't lock features to force a plan change.
In Olie, every feature is included.
The price adjusts only to the role each person plays.
Those who execute
R$35/user/month
- Moves projects through the steps
- Handles WhatsApp conversations
- Fills in forms and makes requests
Those who configure
R$119/user/month
- Everything in Operational
- Creates funnels, steps and rules
- Builds automations and AI agents
Account owner
R$199/user/month
- Everything in Operational and Managerial
- Sees every funnel, exports everything
- Roles, permissions and billing
- 30 days free, no credit card
- Annual plan with 30% off the upfront payment
- No lock-in on the monthly plan
- Over 100 users, see our volume offer
- No extra charge for up to 5 connected WhatsApp numbers
What it is
What is Olie Flow AI?
Olie Flow AI is an AI-powered execution operating system
A new layer of technology that manages the behavior of people, AI agents and integrations.
The company designs the process in steps and connects funnels, forms, automations, WhatsApp and AI agents.
The rule of each step
- Assigns and chases deadlines and status
- Blocks progress when data is missing
- Records who did what
- Shows where the operation gets stuck
- 1 The demand comes in
- 2 The system organizes
- 3 Execution happens
- 4 The operation flows
No chasing, no remembering, no putting out fires every day.
OSOlie Flow AI
Orchestration
TaskProposal P-846AI agent qualifies the lead and saves it to the form
- Knowledge, skills and attitude
- Assigning and chasing execution
- Clear, step-by-step processes
- Performance management
- AI agents and an agentic environment
- Business rules
- Orchestration of executors
- Indicators and performance control
- Integration bus: API, webhook and MCP
- Data management
- Possible integration with:
ERP, CRM, WMS, TMS, HCM, POS, KDS, HIS and others.
Olie decides and coordinates; the three managements execute. The company stops depending on people to function and starts operating as a living execution system.
Your company's biggest competitor is its own slowness.
Today
One person has to chase another
Work runs late
The customer waits, the sale goes cold, the profit disappears
With Olie
The step's rule chases
Work gets done on time
The customer is served, the sale closes, the profit stays
Xerox, Nokia, Blockbuster and Kodak had the market. They lacked speed.
The market no longer separates companies by size or age. It separates those who execute from those who fall behind.
Updated on · Source: Olie Flow AI technical knowledge base