AI agent
AI Sales Rep
Qualifies leads, recommends products, follows up, and sends payment links.
Closes sales on WhatsApp.
Tool stack
Shopify · HubSpot · WhatsApp
Included in
Pro · Business
The job
What this agent does
Qualifies leads, recommends products, follows up, and sends payment links.
01
Discovery
- Answers the first message in seconds, before the buyer cools off
- Asks what they're after and writes the answer into the CRM
- Decides whether the lead qualifies before handing it to your team
02
Recommendation
- Searches your real catalog and shows only what's in stock
- Suggests alternatives when the size or color ran out
- Sends photos, prices and variants without anyone copying them by hand
03
Closing
- Prepares the payment link with the order amount and reference
- Confirms payment and tells the customer when the order ships
- Picks abandoned carts back up at 24 hours
- Leaves the contact and the conversation logged in your CRM
See it work
Checks stock and takes payment in the same thread.
The agent searches your real catalog and prepares the payment link without leaving WhatsApp.
Hi, I want the Nariño coffee I saw on Instagram. Does it work for a French press?
Of course. It's a washed Nariño — sweet, medium acidity, great in a press. Checking stock and preparing your payment link.
Nariño · Medium roast
$38.000 COPcofinet.co/checkout/4128
Done — 12 bags left. I set it to coarse grind for the press. Your payment link is above, and shipping takes 2–3 business days.
Hi, I want the Nariño coffee I saw on Instagram. Does it work for a French press?
Of course. It's a washed Nariño — sweet, medium acidity, great in a press. Checking stock and preparing your payment link.
Nariño · Medium roast
$38.000 COPcofinet.co/checkout/4128
Done — 12 bags left. I set it to coarse grind for the press. Your payment link is above, and shipping takes 2–3 business days.
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.
- Shopify
Searches products, checks stock and builds the order from your real catalog.
- HubSpot
Creates and updates the contact with everything the conversation revealed.
- WhatsApp
The channel where all of it happens. Your customer installs nothing.
Industry fit
Where it fits
E-commerce
Recommends from the catalog, takes payment in the chat, and recovers the cart that stalled.
E-commerce on xcale →
SaaS
Qualifies the lead that came from your site and hands sales context, not a form fill.
SaaS on xcale →
Services
Quotes, follows up and closes without anyone chasing the thread.
Services on xcale →
Proof
In production
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
AGENT 02 · BOOKING AGENT
AI Booking Agent
Schedules appointments, sends confirmations, handles cancellations, and sends reminders.
AGENT 03 · SUPPORT
AI Support Rep
Reads questions, answers from your knowledge base, escalates the complex, and keeps context.
AGENT 04 · CRM
AI CRM Manager
Segments contacts, launches campaigns, runs outbound, and re-engages inactive customers.
Hire your AI Sales Rep
Connect your catalog and your WhatsApp number. Start for free and watch it sell.