THE COMPLETE CAPABILITY SET

Every conversation. Every customer. Every channel.Your team, amplified to the scale WhatsApp demands.

Six capability families, more than seventy features, and a public roadmap. Persistent memory, autonomous agents, agentic CRM, knowledge engineering, multi-channel reach, and native integrations — built for LATAM SMBs that live in WhatsApp.

UNIVERSAL DIFFERENTIATOR

Persistent memory

Your agents remember every customer — preferences, history, context — across months and thousands of conversations.

  • Semantic RAG

    Retrieval powered by Voyage AI embeddings and MongoDB Atlas Vector Search.

  • Per-agent knowledge

    Specialized knowledge per role — sales, support, scheduling, each grounded in its own context.

  • Extended thinking

    Agents reason before they reply. No guessing.

  • Document grounding

    Every response anchored in sources you approved.

  • Hallucination guardrails

    Confidence thresholds and automatic escalation when the agent doesn't know.

  • Agent Memory Journal

    In Progress

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

Best forNo competitor matches this

Source of truth

Docs · policies · catalogs · CRM records

RAG retrieval

Voyage AI embeddings · MongoDB vector search

Grounded response

Policy matched to active SKU
Knowledge chunk retrieved
Low-confidence routed to human
CORE CAPABILITY

Autonomous agents

AI that does the work, not just routes it. Specialized agents that think, execute, and escalate only when they should.

  • Agent creation and modularization

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

  • Personality and tone

    Every agent sounds like your brand — not like software.

  • Tool assignment

    Fine-grained control over what each agent can use.

  • Escalation rules

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

  • Extended thinking

    Step-by-step reasoning before action.

  • Programmatic Tool Calling

    In Progress

    Chain multiple tools in a single execution — 75% faster.

  • Human-in-the-Loop

    Planned

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

  • Multi-agent delegation

    Planned

    Agents that coordinate with each other like a team, not silos.

Best for

Scheduler

Prioritizes · routes · sets approval gates

Sales

Qualify · quote · close

Support

Resolve · refund · escalate

Ops

Publish · sync · schedule

CORE CAPABILITY

Agentic CRM

A CRM that segments, runs campaigns, and re-engages customers on its own. Not you configuring filters — AI doing the work.

  • 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.

  • WhatsApp templates

    In Progress

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

  • AI segmentation

    In Progress

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

  • Outcome analysis

    Planned

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

  • Re-engagement campaigns

    Planned

    The agent sends targeted campaigns to dormant segments when it has something to say.

  • Universal Lifecycle Engine

    Planned

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

  • Fully agentic CRM

    Planned

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

Best forvs traditional CRMs (manual)

Step 01

Conversation

WhatsApp thread opens

Step 02

Contact

Auto-created with history

Step 03

Segment

AI groups by behavior

Step 04

Campaign

Agent re-engages

CORE CAPABILITY

Knowledge engineering

Teach your agents everything your business knows — products, policies, pricing, history — and let them apply it in every conversation.

  • 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

    In Progress

    Persistent per-goal memory — the agent remembers what it learned.

  • Dynamic Tool Context

    Planned

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

Best for

Product catalog.pdf

Return policy.pdf

Pricing tiers.md

Live inventory

Grounding index

142

Sources

1.2k

Chunks

98%

Hit rate

CORE CAPABILITY

Multi-channel reach

WhatsApp first, but not only. Instagram, approved templates, and interactive messages — where your customers already are.

  • WhatsApp Business API

    Official Meta API — native, reliable, compliant.

  • Template messages

    Meta-approved outbound for proactive campaigns.

  • Interactive messages

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

  • Real-time streaming

    Messages appear instantly, in the right order.

  • Media support

    Images, documents, voice notes — never truncated.

  • Human handoff

    The human enters the thread with full context already loaded.

  • Multi-number support

    Multiple WhatsApp numbers under one account (Business plan).

  • Instagram integration

    Business account feed for extended reach.

Best for

WhatsApp

Active

Instagram

Active

Email

Coming soon
CORE CAPABILITY

Integrated ecosystem

500+ integrations. Agents read, write, and act across the tools you already use — Shopify, WordPress, Calendar, payments — without manual configuration.

  • Shopify native

    20+ tools: products, inventory, orders, customers, blog, collections.

  • WordPress native

    Create, edit, publish, upload media, manage categories.

  • Sanity CMS native

    GROQ queries, document updates, atomic patches.

  • Google Search Console

    Organic performance and URL inspection — monitored by the agent.

  • Calendar

    Booking and scheduling directly from WhatsApp.

  • Payment links

    From conversation to payment in seconds.

  • Instagram

    Business account feed.

  • 500+ integrations via OAuth

    In Progress

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

  • App marketplace

    Planned

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

Best for

Shopify

WordPress

Sanity

Google

Calendar

WhatsApp

Meta Ads

HubSpot

Slack

Stripe

+ 500 more via OAuth

Recently shipped

2026-03

Programmatic Tool Calling

Agents chain multiple tools in one execution — complex workflows 75% faster.

2026-02

Agent modularization

Specialists per role: sales, support, scheduling, ops, each with its own personality.

2026-02

Recurring tasks

Schedule automatic executions with custom frequencies.

2026-01

Extended thinking

Step-by-step reasoning before the reply — less guessing, more precision.

2026-01

Shopify 20+ tools

Products, inventory, orders, blog, and collections — all controlled from chat.

Full feature matrix

More than seventy features organized by domain. Filter by module, status, or industry to find exactly what your business needs.

Domain
Status

Business metrics overview

Shipped

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

DashboardHealthcareSaaSE-commerce+1

Active goals widget

Shipped

Current goals with progress bars and owner agent.

DashboardSaaSServicesE-commerce

Task distribution chart

Shipped

Visual breakdown of tasks by status.

DashboardSaaSServicesE-commerce

Activity feed

Shipped

A chronological feed of everything that happened on your platform.

DashboardHealthcareSaaSE-commerce+1

Dashboard redesign

In Progress

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

DashboardHealthcareSaaSE-commerce+1

WhatsApp Business API

Shipped

Native Meta-official WhatsApp connectivity for agents.

ChatHealthcareSaaSE-commerce+4

Real-time message streaming

Shipped

Messages appear instantly, in the right order.

ChatHealthcareSaaSE-commerce+1

Autonomous agent responses

Shipped

Autonomous responses with visible reasoning.

ChatHealthcareSaaSE-commerce+4

Human takeover

Shipped

The human enters the thread with full context already loaded.

ChatHealthcareSaaSServices+2

Media support

Shipped

Images, documents, and voice notes — never truncated.

ChatE-commerceHealthcareBeauty+1

Chat optimization

In Progress

Faster streaming and tighter message ordering.

ChatSaaSE-commerceServices

Agent creation and management

Shipped

Build, configure, and manage multiple AI agents.

AgentsHealthcareSaaSE-commerce+4

Personality and tone

Shipped

Every agent sounds like your brand — not like software.

AgentsHealthcareSaaSE-commerce+2

Tool assignment

Shipped

Fine-grained control over what each agent can use.

AgentsSaaSE-commerceServices

Knowledge base assignment

Shipped

Link specific knowledge to specific agents.

AgentsHealthcareSaaSE-commerce

Escalation rules

Shipped

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

AgentsHealthcareServicesSaaS

Agent modularization

Shipped

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

AgentsHealthcareSaaSE-commerce+1

Extended thinking

Shipped

Agents reason before they reply. No guessing.

AgentsSaaSServicesHealthcare

Programmatic Tool Calling

In Progress

Chain multiple tools in one execution — 75% faster.

AgentsSaaSE-commerceServices

Human-in-the-Loop

Planned

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

AgentsSaaSServicesE-commerce

Multi-agent delegation

Planned

Agents that coordinate with each other like a team.

AgentsSaaSServicesE-commerce

Goal creation

Shipped

Set business goals with descriptions and deadlines.

GoalsSaaSServicesE-commerce

AI task breakdown

Shipped

AI splits goals into phases and actionable tasks.

GoalsSaaSServices

Progress tracking

Shipped

Visual indicators for goals and tasks.

GoalsSaaSServicesE-commerce

Task assignment to agents

Shipped

Assign tasks to specific agents.

GoalsSaaSServices

Goal detail view

Shipped

Deep dive into goal progress with a task timeline.

GoalsSaaSServices

Task Orchestrator

In Progress

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

GoalsSaaSServices

Recurring tasks

Shipped

Automatic execution on custom frequencies.

GoalsSaaSE-commerceHealthcare

Document upload

Shipped

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

KnowledgeHealthcareSaaSE-commerce+1

FAQ management

Shipped

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

KnowledgeHealthcareSaaSE-commerce+3

Image management

Shipped

Product images for visual recommendations inside chat.

KnowledgeE-commerceBeautyFood

Semantic search (RAG)

Shipped

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

KnowledgeHealthcareSaaSE-commerce+1

Per-agent knowledge

Shipped

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

KnowledgeSaaSServicesE-commerce

Agent Memory Journal

In Progress

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

KnowledgeSaaSServicesHealthcare

Dynamic Tool Context

Planned

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

KnowledgeSaaSServices

Contact management

Shipped

Profiles with conversation history, tags, and external links.

CRME-commerceSaaSServices+1

Conversation-to-CRM flow

Shipped

The CRM fills itself from every WhatsApp thread.

CRME-commerceSaaSServices

Tags and lifecycle

Shipped

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

CRMSaaSServicesE-commerce

AI segmentation

In Progress

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

CRME-commerceSaaSServices

WhatsApp template management

In Progress

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

CRME-commerceServicesHealthcare

Conversation outcome analysis

Planned

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

CRME-commerceSaaSServices

Re-engagement campaigns

Planned

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

CRME-commerceServices

Universal Lifecycle Engine

Planned

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

CRMSaaSE-commerceServices

Fully agentic CRM

Planned

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

CRME-commerceSaaSServices

Shopify integration

Shipped

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

ToolsE-commerce

WordPress integration

Shipped

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

ToolsServicesEducation

Google Search Console

Shipped

Organic performance and URL inspection — monitored by the agent.

ToolsE-commerceSaaSServices

Calendar integration

Shipped

Booking and scheduling directly from WhatsApp.

ToolsHealthcareBeautyServices+1

Payment link generation

Shipped

From conversation to payment in seconds.

ToolsE-commerceHealthcareBeauty+2

Sanity CMS integration

Shipped

GROQ queries, document updates, and atomic patches.

ToolsE-commerceServicesEducation

Instagram integration

Shipped

Business account feed management.

ToolsE-commerceBeautyFood

500+ integrations via OAuth

In Progress

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

ToolsSaaSE-commerceServices

App marketplace

Planned

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

ToolsSaaSE-commerceServices

Scheduled tasks

Shipped

Automatic execution on custom frequencies.

SchedulerSaaSServicesE-commerce+1

Campaign scheduling

Planned

Schedule outbound campaigns at optimal times.

SchedulerE-commerceServices

Escalation queue

Shipped

Prioritized queue of threads that need human attention.

EscalationsHealthcareSaaSServices

Context preservation

Shipped

Full conversation history passed to the human agent.

EscalationsHealthcareSaaSServices

Escalation rules

Shipped

Configure the triggers that hand off to a human.

EscalationsHealthcareSaaSServices

WhatsApp Business API

Shipped

Official integration with Meta's API.

WhatsAppHealthcareSaaSE-commerce+4

Template messages

Shipped

Pre-approved Meta templates for outbound.

WhatsAppE-commerceServicesHealthcare

Interactive messages

Shipped

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

WhatsAppE-commerceHealthcareServices+2

Multi-number support

Shipped

Multiple WhatsApp numbers under one account (Business plan).

WhatsAppServicesE-commerceSaaS

Multi-language UI

Shipped

Platform available in Spanish and English.

PlatformHealthcareSaaSE-commerce+4

Dark / light theme

Shipped

Theme toggle in user settings.

PlatformSaaSServices

Role-based access

Shipped

Team member permissions and scoped access.

PlatformSaaSServicesHealthcare

API access

Shipped

RESTful API for custom integrations (Business plan).

PlatformSaaSServices

Roadmap and community voice

What we're building, in order. You can shape the priority.

Now

Programmatic Tool Calling

Tool chaining in one execution — 75% faster.

Agents

AI-driven CRM segmentation

The agent groups customers by behavior with no manual rules.

CRM

Chat optimization

Faster streaming and tighter message ordering.

Chat

Agent Memory Journal

Per-goal memory — agents learn across tasks.

Knowledge

Next

Human-in-the-Loop

Human approval before sensitive actions.

Agents

Multi-agent delegation

Agents that coordinate with each other like a team.

Agents

Dashboard redesign

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

Dashboard

Later

Conversation outcome analysis

Automatic classification: Won, Lost, At risk.

CRM

Universal Lifecycle Engine

Five-stage state machine for the full customer lifecycle.

CRM

Fully agentic CRM

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

CRM

You've seen what xcale does. Try it.

Free. No card. Your team, amplified from the first message.