TUE
Advice · lease agreement
Tuesday · 10:00–10:45 AM
Lucía Ortega, attorney · Carlos Mendoza
Video call
The product
Everything your team needs to serve customers on WhatsApp
Shared inbox, campaigns, calls, pipeline, scheduling, catalog, AI flows and forms, in a single panel and built on Meta's WhatsApp Business Platform.
Shared inbox
Every conversation on your number in one place, each with its owner.
- Automatic assignment to whoever is online, or by hand.
- Transfers between people without losing the thread.
- Internal notes your customer never sees.
- Labels, keyboard shortcuts and quick replies.
Teams and permissions
Everyone sees and does what's theirs.
- Roles that fit you: agent, supervisor or whatever you define.
- Each person's presence decides who gets new work.
- A cap on how many conversations each person handles at once.
- Your full history, with no month limit.
Ortega & Asociados
Law firm · Quito
- Carlos: Good afternoon, I need advice about a lease agreement.3:20 PMRead
- Ortega & Asociados (Written by the AI): Happy to help, Carlos. So I can pass you to the right attorney: are you the landlord or the tenant?3:20 PM
Reply options: Landlord, Tenant. Chose “Tenant”
- Carlos: Tenant3:21 PMRead
- Ortega & Asociados (Written by the AI): Thanks. Would you prefer to meet at the office or by video call?3:21 PM
Reply options: At the office, Video call. Chose “Video call”
- Carlos: Video call3:21 PMRead
- Ortega & Asociados: Hi Carlos, I'm Lucía. How about Tuesday at 10:00 AM by video call? Does that work for you?3:34 PM
- Carlos: Perfect, Tuesday at 10:00 AM.3:36 PMRead
Internal note · AI agent
Tenant · prefers a video call. The AI didn't ask about the case: he'll explain it at the meeting.
Only your team sees it
Template campaigns
Messages to many customers at once, with the templates Meta approves.
- Marketing, utility and authentication templates.
- Sends scheduled for the time you choose.
- What happened to each message: delivered, read or failed.
- Quick reply buttons that lead into your flows.
Click to WhatsApp ads
You know which ad brought in each customer.
- The ad's card shows up inside the conversation.
- Every deal in the pipeline keeps the ad it came from.
- If you turn it on, we tell Meta about the sales that come out of the chat so your ads learn.
- Your flows can answer differently when someone comes from an ad.
Muebles Roble
Sponsored
Made to your measurements and ready in 3 weeks. Message us for a quote.
Conversion
Purchase Purchase
Value1,250 USD
From the ad “Custom living room set”
WhatsApp calls
WhatsApp voice calls, from the panel.
- Your team answers, and also calls whoever gave permission.
- Every call stays in its conversation.
- Recording if you turn it on, kept for as many days as you choose.
- No separate phones or switchboards.
Sales pipeline
Every deal is born from a conversation and moves through your stages.
- Stages that fit you, with each one's total.
- “Move to…” in one click, from your phone too.
- The customer's history and an AI summary of the conversation, on their card.
- Which ad they came from, with its thumbnail.
Scheduling and bookings
Your team's appointments, and a page where your customers book on their own.
- People, rooms and equipment: the calendar crosses everyone's availability.
- Your booking page, with your services and your rules.
- Automatic confirmations and reminders on WhatsApp.
- Video call appointments, in rooms of your own.
Catalog and quotes
What you sell, ready to send in the chat.
- A public catalog, with its own link.
- Quotes with their totals and Ecuador's VAT.
- Your customer accepts or declines them from their phone.
- Your products, also inside flows and the AI agent.
Flows and AI agents
Automate the repetitive without losing the personal touch.
- A visual editor: messages, buttons, questions, conditions and waits.
- An AI agent that talks with the customer until it meets the goal you set, using what your business knows.
- Steps that classify intent, extract data, summarize, or answer only with what you teach them: if they don't know, they don't make it up.
- “Test” before turning it on, the bot per number, and hand-off to a person with a heads-up.
Forms and results
What each customer answers is saved and measured.
- Native WhatsApp forms, buttons and lists.
- Every answer in a table, with filters.
- Exports to CSV or Excel.
- Outside the chat: a section to measure, not to dig through messages.
Contacts and metrics
Your customer base, organized, and how your number is doing.
- Labels to segment, and your base exportable to CSV.
- Trash: anything deleted can be restored for 30 days.
- Messages, deliveries and reads.
- Open, pending and closed conversations.
API or coexistence?
There are two ways to connect your number to the WhatsApp Business Platform. Answer three questions and we'll tell you which one fits.
Three questions
Answer the three questions to see the recommendation.
What you gain and what you give up
| What | API | Coexistence |
|---|---|---|
| The WhatsApp Business app on your phone | Stops being used with that number | Keeps working, alongside the panel |
| Your history | You start from scratch | Your contacts and up to 6 months of one-to-one chats come over (files only from the last 2 weeks) |
| Sending speed | 80 messages per second, more if Meta raises it | 20 messages per second, fixed |
| If you don't use the phone | Doesn't matter | The connection drops after about 14 days without using the app on the phone |
| What gets turned off in the app | — | Disappearing messages, view once messages, live location and broadcast lists (existing ones become read-only) |
| Other linked devices | — | They keep working, except WhatsApp for Windows and Wear OS |
| What Meta charges | Its rates | What you send from the app, free; what goes out through the panel, its rates |
Source: Meta's documentation on coexistence, updated June 26, 2026 and read on September 29. Meta's documentation (opens in a new tab)
Start today, on your own or with us
Create your account and connect your number yourself, or book a video call and we'll connect it together.
Or message us on WhatsApp at +593 99 556 0039 (opens in a new tab)
Or message us on WhatsApp at +593 99 556 0039