AI agent for WhatsApp, web and app
Your customer asks. The agent gets it done.
Duplicate bills, appointments, exchanges, Pix, enrollment: the request is completed in your company systems, inside the conversation. Your product team declares the use case, simulates it and publishes, with no IT project. It works for customers and for your own team: sales reps, brokers and field technicians talk to the CRM and the ERP on WhatsApp.
- Live in the first week
- No IT project
- Runs in your cloud
- Hands off to a person with the history
- Medical order read from the photo
- Health plan checked in the clinic system
- Slot reserved in the schedule and voucher issued
Channels
One agent. WhatsApp, website and app.
You declare the use case once. The customer chooses where to talk; the agent is the same, with the same history and the same rules.
- WhatsAppOn your company numberVida Cliniconline
- I need to book this examJPGmedical-order.jpg
- I read the order: abdominal ultrasound. Which health plan?
- Saúde Plus
- Coverage confirmed. Thursday 8:10 am or Friday 7:40 am?
How it connects: Twilio, Meta Cloud API or Infobip, with the number the company already uses. Text, voice, photo and document.
- Chat on the websiteOne snippet of code on your pageLoja Norteassistant
- my order still has not arrived
- What is the order number?
- LN-48213
- Out for delivery today, expected by 6 pm. Shall I notify you when it is delivered?
How it connects: A snippet of code on the page. The color, the name and the position of the chat are your brand.
- Inside the appThe customer is already identifiedBanco SolMarina · verified
- Hi, Marina. What do you need?
- pix 350 to João
- João Pereira, R$ 350.00. Confirm with your code in the secure form.
- Confirmation codeentered outside the AI, straight to the bank
How it connects: The conversation inside the company app. The customer arrives identified and the agent skips the ID.
One single history
The customer switches channels. The agent asks nothing again.
- Starts on the websiteAsks to reschedule the exam in the clinic chat, before leaving work.
- Confirms on WhatsAppGets the slots on the phone and picks Thursday, 8:10 am.
- Receives it in the appThe exam voucher shows up in the clinic app, already in the history.
Use cases
For your customer and for your team.
Each use case says what the agent collects, what it validates and which operation of your systems it executes. Start with the request that comes in most. The scenarios below are illustrative.
- WhatsAppWebsiteApp
Duplicate bill
Executes: finds the open bill and issues the duplicate in your billing system.
Bill PDF in the conversation, no queue.
Financial · Education · Services - AppWhatsApp
Pix and transfers
Executes: the Pix in the bank core, with the confirmation code outside the AI. The same operation never runs twice.
Receipt in the conversation.
Financial - WhatsAppWebsiteApp
Booking and rescheduling
Executes: reads the medical order from a photo, checks the health plan and reserves the slot in the schedule.
Slot confirmed and voucher sent.
Healthcare · Services - WhatsAppWebsite
Tracking, exchange and return
Executes: checks the carrier and applies the exchange or refund policy of your system.
Shipping label or refund started.
Retail - WhatsAppWebsiteApp
Enrollment and certificate
Executes: identifies the student by enrollment number, issues the certificate and runs the re-enrollment.
Certificate as PDF and re-enrollment completed.
Education - WhatsAppApp
Card block and replacement
Executes: blocks the card at once and opens the request for a new one, with the security rule in your system.
Protocol and delivery date in the conversation.
Financial - WhatsAppWebsite
Tech support and site visit
Executes: runs the guided diagnosis, opens the ticket and books the technician in the operations schedule.
Visit date confirmed, no phone call.
Services - WebsiteWhatsApp
Quote qualification
Executes: collects what the sales rep needs and creates the lead in your CRM with a summary of the conversation.
Sales rep notified with the context ready.
Services · Retail
And for your team
The same agent serves the people who work at your company: sales reps, brokers, technicians, resellers and managers talk to your systems on WhatsApp, without opening the CRM, the ERP or the dashboard.
- WhatsAppApp
Sales team in the CRM
Executes: "my leads for today", "book a visit with Souza Ltd", "close the deal at R$ 12k": searches, schedules and updates the stage in your CRM.
Pipeline updated without opening the CRM.
Sales · any industry - WhatsApp
Real estate brokers
Executes: the broker asks for "a 2-bedroom apartment up to 600k in Vila Mariana": the agent searches the portfolio, sends the listing and books the showing.
Listing and showing booked in the conversation.
Real estate · Services - WhatsAppWebsite
Insurance brokers
Executes: the broker sends a photo of the car document and gets the quote calculated by your system; the proposal goes to their client.
Quote and proposal with no call center queue.
Insurance · Financial - WhatsAppApp
Field technicians
Executes: receives the work order of the day, closes the ticket with a photo of the job and triggers the next visit in the operations system.
Work order closed from the phone.
Services · Telecom - WhatsApp
Resellers and sales reps
Executes: the reseller asks to "restock 40 boxes of item 2210": the agent checks stock and price list and places the order in your ERP.
Order in the ERP with instant confirmation.
Manufacturing · Retail - WhatsAppApp
Managers asking for numbers
Executes: "how much did the Downtown store sell today?", "how many appointments tomorrow?": queries your system and answers with the number and the source.
Answer with system data, no report.
Management · any industry
A different request? Bring it to the demo: we show the agent executing your flow. Read the use case articles
Getting started
From the most repeated request to the pilot, in the first week.
The product or customer service team puts the agent live, in the dashboard. IT steps in once, to point to the API documentation.
WhatsApp number, code snippet on the website or app key. No project.
What the agent collects, what it validates and which operation it calls. In business language, no code.
Talk to the agent in the simulator and see every operation it called.
Import your API documentation; the agent starts executing its operations.
Only the customers you release talk to the agent. Then expand in stages.
Illustrative dashboard screens, with fictional data.ilustrativo
- How to buy
- By proposal, after a demo with your use case. Pricing considers conversation volume, channels and number of organizations.
- Where it runs
- In your company cloud, with a signed installation. Conversations, collected data and credentials stay in your environment.
- What IT does
- Points to the API documentation and provisions the environment. Every new use case is declared by your team, with no project.
Product
Everything the operation needs, in a dashboard your team runs.
Use cases, simulator, knowledge base, operator, reports and alerts. One agent per organization, running in your cloud.
Illustrative dashboard screens, with fictional data.ilustrativo
What changes
A chatbot replies and hands the work back to the team. OmniAgent executes.
Today, with a traditional chatbot
"Press 1 for a duplicate bill"
- Numbered menu and the customer guesses the option.
- Answers the question, but the request becomes a ticket for the team.
- Asks for the ID in the chat, with the data passing through the conversation.
- Hands off with no context; the customer repeats everything to the person.
- Every new flow is an IT project.
With OmniAgent
"Done: here is your duplicate bill"
- Understands text, voice and photo, no menu.
- Executes in your systems and returns the receipt in the conversation.
- Sensitive data via secure form, outside the AI, straight to your system.
- Hands off with the summary; the person replies on the same number and hands it back to the agent.
- A new use case is declared, simulated and published by your team.
- October bill, R$ 189.90. Duplicate as PDF. Anything else?PDFoctober-bill.pdf
For IT, legal and compliance
Four answers for the first meeting.
- The rules are yours
Validation, limits, deadlines and anti-fraud stay in your systems. The AI runs the conversation, it does not decide.
- Sensitive data outside the AI
Passwords, taxpayer IDs and confirmation codes go through the channel’s secure form straight to your system.
- Runs in your cloud
Signed installation in your environment. Conversations, data and credentials never leave it. Encrypted credentials.
- Data protection and controlled pilot
Encrypted history, versions with an author, pilot with a controlled group of customers and a log of who was blocked.
Questions buyers ask
Before booking the meeting.
We already have a chatbot. What changes?
A chatbot replies within a script and hands the request back to the team. OmniAgent understands the request in natural language, collects what is missing and executes the operation in your systems. Your current chatbot can keep doing what it does; the agent takes over the requests that turn into queues.
Does it need an IT project?
No. IT points to the API documentation once and provisions the environment. Each use case is declared by your team in the dashboard: what it collects, what it validates and which operation it calls. You simulate, publish and roll back without stopping service.
What if the AI makes a mistake?
The AI does not decide: it collects and calls the operation. Your system validates, approves or refuses, with the rules it always had. Sensitive data goes through a secure form, outside the AI. An out-of-scope or circular conversation becomes an alert and a handoff to a person, with the summary.
Where does the data live?
In your cloud. The platform is installed in your environment, with a signed key. Conversations, collected data and credentials stay there, encrypted.
How long until it goes live?
The pilot starts in the first week, with a controlled group of customers and one or two use cases. The time to full operation depends on the number of use cases and integrations; the proposal includes the schedule.
How much does it cost?
By proposal, after a demo with your use case. Pricing considers conversation volume, channels and number of organizations. The sales team replies within one business day.
Live proof and next step
Not a video. The real agent, right now.
Next to this text is OmniAgent’s sales agent, through the web channel, the same one that serves the website. Ask about channels, security, integration and timeline; if you want, it books the demo. Or create your demo in minutes, self-service, with an agent built for your business.
- 01Ask anything about the product
- 02Request the demo: it collects your details and notifies the sales team
- 03Demo with your use case and a proposal by volume, channels and organizations
- 04Pilot in the first week, with a controlled group of customers