Every conversation remembered. Every customer recognized. Every channel covered.More than 70 features in production. Memory, autonomous agents, and agentic CRM.

Business metrics overview

Active goals, tasks in progress, conversations, and escalations at a glance.

Active goals widget

Current goals with progress bars and owner agent.

Task distribution chart

Visual breakdown of tasks by status.

Activity feed

A chronological feed of everything that happened on your platform.

Dashboard redesign

A command center with agent, CRM, and spend metrics.

WhatsApp Business API

Native Meta-official WhatsApp connectivity for agents.

Real-time message streaming

Messages appear instantly, in the right order.

Autonomous agent responses

Autonomous responses with visible reasoning.

Human takeover

The human enters the thread with full context already loaded.

Media support

Images, documents, and voice notes — never truncated.

Chat optimization

Faster streaming and tighter message ordering.

Agent creation and management

Build, configure, and manage multiple AI agents.

Personality and tone

Every agent sounds like your brand — not like software.

Tool assignment

Fine-grained control over what each agent can use.

Knowledge base assignment

Link specific knowledge to specific agents.

Escalation rules

The agent knows its limits and hands off when it matters.

Agent modularization

Specialists by function: sales, support, scheduling, ops.

Extended thinking

Agents reason before they reply. No guessing.

Programmatic Tool Calling

Chain multiple tools in one execution — 75% faster.

Human-in-the-Loop

Human approval before sensitive actions: emails, campaigns, payments.

Multi-agent delegation

Agents that coordinate with each other like a team.

Goal creation

Set business goals with descriptions and deadlines.

AI task breakdown

AI splits goals into phases and actionable tasks.

Progress tracking

Visual indicators for goals and tasks.

Task assignment to agents

Assign tasks to specific agents.

Goal detail view

Deep dive into goal progress with a task timeline.

Task Orchestrator

Post-task analysis that creates follow-ups, records learnings, and escalates.

Recurring tasks

Automatic execution on custom frequencies.

Document upload

PDFs, text, catalogs — in the format you already have.

FAQ management

Common questions with answers the agent uses word-for-word.

Image management

Product images for visual recommendations inside chat.

Semantic search (RAG)

Voyage AI embeddings + meaning-based retrieval, not keyword matching.

Per-agent knowledge

A sales agent doesn't see what support sees — and vice versa.

Agent Memory Journal

Per-goal memory — agents learn across tasks and stop repeating mistakes.

Dynamic Tool Context

Integration guidance auto-injected into the agent's prompt.

Contact management

Profiles with conversation history, tags, and external links.

Conversation-to-CRM flow

The CRM fills itself from every WhatsApp thread.

Tags and lifecycle

Know which stage every customer is in without opening a spreadsheet.

AI segmentation

The agent groups customers by behavior — without you writing rules.

WhatsApp template management

Create, approve, and track Meta templates from the same view.

Conversation outcome analysis

AI classifies every conversation as Won, Lost, or At risk, automatically.

Re-engagement campaigns

Targeted campaigns to dormant segments when the agent has something to say.

Universal Lifecycle Engine

Five-stage state machine: Lead → Opportunity → Customer → Retention → Churn.

Fully agentic CRM

A CRM agent that segments, campaigns, and optimizes with no intervention.

Shopify integration

Products, inventory, orders, customers, blog, collections — 20+ tools.

WordPress integration

Create, edit, and publish posts; upload media; manage categories and tags.

Google Search Console

Organic performance and URL inspection — monitored by the agent.

Calendar integration

Booking and scheduling directly from WhatsApp.

Payment link generation

From conversation to payment in seconds.

Sanity CMS integration

GROQ queries, document updates, and atomic patches.

Instagram integration

Business account feed management.

500+ integrations via OAuth

Meta Ads, Gmail, Slack, Trello, HubSpot, Stripe — connected in one click.

App marketplace

An app store for your agents, with categories and featured picks.

Scheduled tasks

Automatic execution on custom frequencies.

Campaign scheduling

Schedule outbound campaigns at optimal times.

Escalation queue

Prioritized queue of threads that need human attention.

Context preservation

Full conversation history passed to the human agent.

Escalation rules

Configure the triggers that hand off to a human.

WhatsApp Business API

Official integration with Meta's API.

Template messages

Pre-approved Meta templates for outbound.

Interactive messages

Buttons, lists, and quick replies that guide the conversation.

Multi-number support

Multiple WhatsApp numbers under one account (Business plan).

Multi-language UI

Platform available in Spanish and English.

Dark / light theme

Theme toggle in user settings.

Role-based access

Team member permissions and scoped access.

API access

RESTful API for custom integrations (Business plan).