AI agent
AI CRM Manager
Segments contacts, launches campaigns, runs outbound, and re-engages inactive customers.
Your CRM, run by an agent.
Tool stack
Agentic CRM · Scheduler · WhatsApp Templates · CRM Segments · Shopify
Included in
Pro · Business
The job
What this agent does
Segments contacts, launches campaigns, runs outbound, and re-engages inactive customers.
01
Segmentation
- Builds segments from purchase behavior and activity
- Shows you the list and the count before anything sends
- Keeps contacts, tags and lifecycle stages current
02
Campaigns
- Prepares the campaign with approved WhatsApp templates
- Schedules the send for the hour that segment actually answers
- Reports replies and results when it finishes
03
Re-engagement
- Recovers abandoned carts at 24 hours
- Re-engages customers who haven't bought in months
- Opens a real conversation: it answers what they reply
See it work
Your CRM answers you on WhatsApp.
Ask for a campaign; the agent segments and shows you the list before anything sends.
Launch the re-engagement campaign for customers who haven't bought in 60 days
I'll segment and build the list. You'll see it before anything sends.
Last purchase 60–120 days ago
Best send time: today 3:00 pm
412 contacts. Confirm sending today at 3:00 pm with the 15% discount?
Launch the re-engagement campaign for customers who haven't bought in 60 days
I'll segment and build the list. You'll see it before anything sends.
Last purchase 60–120 days ago
Best send time: today 3:00 pm
412 contacts. Confirm sending today at 3:00 pm with the 15% discount?
Illustrative conversation · sample data
Tool stack
Connected tools
What the agent actually does with each one. Every integration is native to xcale — nothing for you to wire up.
- Agentic CRM
The CRM that answers back — ask it for a campaign and it builds one.
- Scheduler
Schedules sends and follow-ups for the hour that performs.
- WhatsApp Templates
Uses approved templates to open conversations outside the 24-hour window.
- CRM Segments
Builds the segment and shows how many contacts it hits before sending.
- Shopify
Cross-references purchases and carts to know who is worth writing to.
Industry fit
Where it fits
Included in
Pro · Business
Pricing is per plan, not per agent. Every plan includes the whole platform behind the role.
See pricingOther agents on the team
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AGENT 01 · SALES REP
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AGENT 02 · BOOKING AGENT
AI Booking Agent
Schedules appointments, sends confirmations, handles cancellations, and sends reminders.
Hire your AI CRM Manager
Connect your contacts and ask it for the first campaign. Start for free.