WhatsApp sales automation with AI: fast sales service, logged in the CRM
Each salesperson serves customers on their own phone, and when they leave the company the customer list goes with them. A customer asks for a price on Saturday and gets an answer on Monday. Nobody knows how many orders are lost because a message went unanswered.
Sales on WhatsApp with AI, step by step
The company's official number
Sales service moves to the official WhatsApp Business account, with the agent answering first and salespeople joining the same conversation when needed.
Questions and prices on the spot
The agent checks catalog, stock and price list in the ERP and answers availability, lead time and commercial terms according to the customer.
Order built in the conversation
The agent builds the order, confirms items and delivery with the customer and posts it to the ERP. Orders above a set value or with special terms go through the salesperson.
Everything in the CRM
Each conversation, order and opportunity is recorded in the CRM, tied to the customer, so anyone on the team can pick up where it was left.
Less repetitive work. More control.
- Customers answered at any hour
- A customer base that belongs to the company
- Orders without typing errors
- A manager who sees the real WhatsApp funnel
Systems used in this solution
Ready-made AI teams for this work
WhatsApp customer service
Customers write at 11 p.m. and on Sundays. This team replies in seconds, with your prices and policies, and calls a person when it should.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
Questions about sales on whatsapp with AI
Does it need to be the WhatsApp Business API?
To operate safely and with several agents, yes. iTeam helps set up the official number.
Does the agent check stock and price in the ERP?
Yes. It reads stock, price list and terms in the ERP, such as Bling, Omie or TOTVS, and posts the order in the same system. Bling and Omie are Brazilian systems.
What if the customer wants to negotiate?
The agent follows the conditions you have released. Negotiation outside them goes to the responsible salesperson, who takes over the conversation with the full history.
Are the conversations secure?
Yes. Conversations stay in the company's environment, with permission-based access and an audit trail, and data is handled under data-protection rules such as Brazil's LGPD.
