2026-03
Programmatic Tool Calling
Agents chain multiple tools in one execution — complex workflows 75% faster.
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.
Your agents remember every customer — preferences, history, context — across months and thousands of conversations.
Retrieval powered by Voyage AI embeddings and MongoDB Atlas Vector Search.
Specialized knowledge per role — sales, support, scheduling, each grounded in its own context.
Agents reason before they reply. No guessing.
Every response anchored in sources you approved.
Confidence thresholds and automatic escalation when the agent doesn't know.
Per-goal memory — agents learn across tasks and stop repeating mistakes.
Source of truth
Docs · policies · catalogs · CRM records
RAG retrieval
Voyage AI embeddings · MongoDB vector search
Grounded response
AI that does the work, not just routes it. Specialized agents that think, execute, and escalate only when they should.
Specialists by function: sales, support, scheduling, ops.
Every agent sounds like your brand — not like software.
Fine-grained control over what each agent can use.
The agent knows its limits and hands off the thread when it matters.
Step-by-step reasoning before action.
Chain multiple tools in a single execution — 75% faster.
Human approval before sensitive actions: mass emails, campaigns, payments.
Agents that coordinate with each other like a team, not silos.
Scheduler
Prioritizes · routes · sets approval gates
Sales
Qualify · quote · close
Support
Resolve · refund · escalate
Ops
Publish · sync · schedule
A CRM that segments, runs campaigns, and re-engages customers on its own. Not you configuring filters — AI doing the work.
Profiles with conversation history, tags, and external links.
The CRM fills itself from every WhatsApp thread.
Know which stage every customer is in without opening a spreadsheet.
Create, approve, and track Meta templates from the same view.
The agent groups customers by behavior — without you writing rules.
AI classifies every conversation as Won, Lost, or At risk, automatically.
The agent sends targeted campaigns to dormant segments when it has something to say.
Five-stage state machine: Lead → Opportunity → Customer → Retention → Churn.
A CRM agent that segments, campaigns, and optimizes with no intervention.
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
Teach your agents everything your business knows — products, policies, pricing, history — and let them apply it in every conversation.
PDFs, text, catalogs — in the format you already have.
Common questions with answers the agent uses word-for-word.
Product images for visual recommendations inside chat.
Voyage AI embeddings + meaning-based retrieval, not keyword matching.
A sales agent doesn't see what support sees — and vice versa.
Persistent per-goal memory — the agent remembers what it learned.
Integration guidance auto-injected into the agent's prompt.
Product catalog.pdf
Return policy.pdf
Pricing tiers.md
Live inventory
Grounding index
142
Sources
1.2k
Chunks
98%
Hit rate
WhatsApp first, but not only. Instagram, approved templates, and interactive messages — where your customers already are.
Official Meta API — native, reliable, compliant.
Meta-approved outbound for proactive campaigns.
Buttons, lists, and quick replies that guide the conversation.
Messages appear instantly, in the right order.
Images, documents, voice notes — never truncated.
The human enters the thread with full context already loaded.
Multiple WhatsApp numbers under one account (Business plan).
Business account feed for extended reach.
500+ integrations. Agents read, write, and act across the tools you already use — Shopify, WordPress, Calendar, payments — without manual configuration.
20+ tools: products, inventory, orders, customers, blog, collections.
Create, edit, publish, upload media, manage categories.
GROQ queries, document updates, atomic patches.
Organic performance and URL inspection — monitored by the agent.
Booking and scheduling directly from WhatsApp.
From conversation to payment in seconds.
Business account feed.
Meta Ads, Gmail, Slack, Trello, HubSpot, Stripe — connected in one click.
An app store for your agents, with categories and featured picks.
Shopify
WordPress
Sanity
Calendar
Meta Ads
HubSpot
Slack
Stripe
+ 500 more via OAuth
2026-03
Agents chain multiple tools in one execution — complex workflows 75% faster.
2026-02
Specialists per role: sales, support, scheduling, ops, each with its own personality.
2026-02
Schedule automatic executions with custom frequencies.
2026-01
Step-by-step reasoning before the reply — less guessing, more precision.
2026-01
Products, inventory, orders, blog, and collections — all controlled from chat.
More than seventy features organized by domain. Filter by module, status, or industry to find exactly what your business needs.
| Feature | Domain | Status | Best for |
|---|---|---|---|
Business metrics overview Active goals, tasks in progress, conversations, and escalations at a glance. | Dashboard | Shipped | HealthcareSaaSE-commerceServices |
Active goals widget Current goals with progress bars and owner agent. | Dashboard | Shipped | SaaSServicesE-commerce |
Task distribution chart Visual breakdown of tasks by status. | Dashboard | Shipped | SaaSServicesE-commerce |
Activity feed A chronological feed of everything that happened on your platform. | Dashboard | Shipped | HealthcareSaaSE-commerceServices |
Dashboard redesign A command center with agent, CRM, and spend metrics. | Dashboard | In Progress | HealthcareSaaSE-commerceServices |
WhatsApp Business API Native Meta-official WhatsApp connectivity for agents. | Chat | Shipped | HealthcareSaaSE-commerceBeautyServicesFoodEducation |
Real-time message streaming Messages appear instantly, in the right order. | Chat | Shipped | HealthcareSaaSE-commerceServices |
Autonomous agent responses Autonomous responses with visible reasoning. | Chat | Shipped | HealthcareSaaSE-commerceBeautyServicesFoodEducation |
Human takeover The human enters the thread with full context already loaded. | Chat | Shipped | HealthcareSaaSServicesBeautyFood |
Media support Images, documents, and voice notes — never truncated. | Chat | Shipped | E-commerceHealthcareBeautyFood |
Chat optimization Faster streaming and tighter message ordering. | Chat | In Progress | SaaSE-commerceServices |
Agent creation and management Build, configure, and manage multiple AI agents. | Agents | Shipped | HealthcareSaaSE-commerceBeautyServicesFoodEducation |
Personality and tone Every agent sounds like your brand — not like software. | Agents | Shipped | HealthcareSaaSE-commerceBeautyServices |
Tool assignment Fine-grained control over what each agent can use. | Agents | Shipped | SaaSE-commerceServices |
Knowledge base assignment Link specific knowledge to specific agents. | Agents | Shipped | HealthcareSaaSE-commerce |
Escalation rules The agent knows its limits and hands off when it matters. | Agents | Shipped | HealthcareServicesSaaS |
Agent modularization Specialists by function: sales, support, scheduling, ops. | Agents | Shipped | HealthcareSaaSE-commerceServices |
Extended thinking Agents reason before they reply. No guessing. | Agents | Shipped | SaaSServicesHealthcare |
Programmatic Tool Calling Chain multiple tools in one execution — 75% faster. | Agents | In Progress | SaaSE-commerceServices |
Human-in-the-Loop Human approval before sensitive actions: emails, campaigns, payments. | Agents | Planned | SaaSServicesE-commerce |
Multi-agent delegation Agents that coordinate with each other like a team. | Agents | Planned | SaaSServicesE-commerce |
Goal creation Set business goals with descriptions and deadlines. | Goals | Shipped | SaaSServicesE-commerce |
AI task breakdown AI splits goals into phases and actionable tasks. | Goals | Shipped | SaaSServices |
Progress tracking Visual indicators for goals and tasks. | Goals | Shipped | SaaSServicesE-commerce |
Task assignment to agents Assign tasks to specific agents. | Goals | Shipped | SaaSServices |
Goal detail view Deep dive into goal progress with a task timeline. | Goals | Shipped | SaaSServices |
Task Orchestrator Post-task analysis that creates follow-ups, records learnings, and escalates. | Goals | In Progress | SaaSServices |
Recurring tasks Automatic execution on custom frequencies. | Goals | Shipped | SaaSE-commerceHealthcare |
Document upload PDFs, text, catalogs — in the format you already have. | Knowledge | Shipped | HealthcareSaaSE-commerceEducation |
FAQ management Common questions with answers the agent uses word-for-word. | Knowledge | Shipped | HealthcareSaaSE-commerceEducationBeautyFood |
Image management Product images for visual recommendations inside chat. | Knowledge | Shipped | E-commerceBeautyFood |
Semantic search (RAG) Voyage AI embeddings + meaning-based retrieval, not keyword matching. | Knowledge | Shipped | HealthcareSaaSE-commerceServices |
Per-agent knowledge A sales agent doesn't see what support sees — and vice versa. | Knowledge | Shipped | SaaSServicesE-commerce |
Agent Memory Journal Per-goal memory — agents learn across tasks and stop repeating mistakes. | Knowledge | In Progress | SaaSServicesHealthcare |
Dynamic Tool Context Integration guidance auto-injected into the agent's prompt. | Knowledge | Planned | SaaSServices |
Contact management Profiles with conversation history, tags, and external links. | CRM | Shipped | E-commerceSaaSServicesHealthcare |
Conversation-to-CRM flow The CRM fills itself from every WhatsApp thread. | CRM | Shipped | E-commerceSaaSServices |
Tags and lifecycle Know which stage every customer is in without opening a spreadsheet. | CRM | Shipped | SaaSServicesE-commerce |
AI segmentation The agent groups customers by behavior — without you writing rules. | CRM | In Progress | E-commerceSaaSServices |
WhatsApp template management Create, approve, and track Meta templates from the same view. | CRM | In Progress | E-commerceServicesHealthcare |
Conversation outcome analysis AI classifies every conversation as Won, Lost, or At risk, automatically. | CRM | Planned | E-commerceSaaSServices |
Re-engagement campaigns Targeted campaigns to dormant segments when the agent has something to say. | CRM | Planned | E-commerceServices |
Universal Lifecycle Engine Five-stage state machine: Lead → Opportunity → Customer → Retention → Churn. | CRM | Planned | SaaSE-commerceServices |
Fully agentic CRM A CRM agent that segments, campaigns, and optimizes with no intervention. | CRM | Planned | E-commerceSaaSServices |
Shopify integration Products, inventory, orders, customers, blog, collections — 20+ tools. | Tools | Shipped | E-commerce |
WordPress integration Create, edit, and publish posts; upload media; manage categories and tags. | Tools | Shipped | ServicesEducation |
Google Search Console Organic performance and URL inspection — monitored by the agent. | Tools | Shipped | E-commerceSaaSServices |
Calendar integration Booking and scheduling directly from WhatsApp. | Tools | Shipped | HealthcareBeautyServicesEducation |
Payment link generation From conversation to payment in seconds. | Tools | Shipped | E-commerceHealthcareBeautyFoodEducation |
Sanity CMS integration GROQ queries, document updates, and atomic patches. | Tools | Shipped | E-commerceServicesEducation |
Instagram integration Business account feed management. | Tools | Shipped | E-commerceBeautyFood |
500+ integrations via OAuth Meta Ads, Gmail, Slack, Trello, HubSpot, Stripe — connected in one click. | Tools | In Progress | SaaSE-commerceServices |
App marketplace An app store for your agents, with categories and featured picks. | Tools | Planned | SaaSE-commerceServices |
Scheduled tasks Automatic execution on custom frequencies. | Scheduler | Shipped | SaaSServicesE-commerceHealthcare |
Campaign scheduling Schedule outbound campaigns at optimal times. | Scheduler | Planned | E-commerceServices |
Escalation queue Prioritized queue of threads that need human attention. | Escalations | Shipped | HealthcareSaaSServices |
Context preservation Full conversation history passed to the human agent. | Escalations | Shipped | HealthcareSaaSServices |
Escalation rules Configure the triggers that hand off to a human. | Escalations | Shipped | HealthcareSaaSServices |
WhatsApp Business API Official integration with Meta's API. | Shipped | HealthcareSaaSE-commerceBeautyServicesFoodEducation | |
Template messages Pre-approved Meta templates for outbound. | Shipped | E-commerceServicesHealthcare | |
Interactive messages Buttons, lists, and quick replies that guide the conversation. | Shipped | E-commerceHealthcareServicesFoodEducation | |
Multi-number support Multiple WhatsApp numbers under one account (Business plan). | Shipped | ServicesE-commerceSaaS | |
Multi-language UI Platform available in Spanish and English. | Platform | Shipped | HealthcareSaaSE-commerceBeautyServicesFoodEducation |
Dark / light theme Theme toggle in user settings. | Platform | Shipped | SaaSServices |
Role-based access Team member permissions and scoped access. | Platform | Shipped | SaaSServicesHealthcare |
API access RESTful API for custom integrations (Business plan). | Platform | Shipped | SaaSServices |
Active goals, tasks in progress, conversations, and escalations at a glance.
Current goals with progress bars and owner agent.
Visual breakdown of tasks by status.
A chronological feed of everything that happened on your platform.
A command center with agent, CRM, and spend metrics.
Native Meta-official WhatsApp connectivity for agents.
Messages appear instantly, in the right order.
Autonomous responses with visible reasoning.
The human enters the thread with full context already loaded.
Images, documents, and voice notes — never truncated.
Faster streaming and tighter message ordering.
Build, configure, and manage multiple AI agents.
Every agent sounds like your brand — not like software.
Fine-grained control over what each agent can use.
Link specific knowledge to specific agents.
The agent knows its limits and hands off when it matters.
Specialists by function: sales, support, scheduling, ops.
Agents reason before they reply. No guessing.
Chain multiple tools in one execution — 75% faster.
Human approval before sensitive actions: emails, campaigns, payments.
Agents that coordinate with each other like a team.
Set business goals with descriptions and deadlines.
AI splits goals into phases and actionable tasks.
Visual indicators for goals and tasks.
Assign tasks to specific agents.
Deep dive into goal progress with a task timeline.
Post-task analysis that creates follow-ups, records learnings, and escalates.
Automatic execution on custom frequencies.
PDFs, text, catalogs — in the format you already have.
Common questions with answers the agent uses word-for-word.
Product images for visual recommendations inside chat.
Voyage AI embeddings + meaning-based retrieval, not keyword matching.
A sales agent doesn't see what support sees — and vice versa.
Per-goal memory — agents learn across tasks and stop repeating mistakes.
Integration guidance auto-injected into the agent's prompt.
Profiles with conversation history, tags, and external links.
The CRM fills itself from every WhatsApp thread.
Know which stage every customer is in without opening a spreadsheet.
The agent groups customers by behavior — without you writing rules.
Create, approve, and track Meta templates from the same view.
AI classifies every conversation as Won, Lost, or At risk, automatically.
Targeted campaigns to dormant segments when the agent has something to say.
Five-stage state machine: Lead → Opportunity → Customer → Retention → Churn.
A CRM agent that segments, campaigns, and optimizes with no intervention.
Products, inventory, orders, customers, blog, collections — 20+ tools.
Create, edit, and publish posts; upload media; manage categories and tags.
Organic performance and URL inspection — monitored by the agent.
Booking and scheduling directly from WhatsApp.
From conversation to payment in seconds.
GROQ queries, document updates, and atomic patches.
Business account feed management.
Meta Ads, Gmail, Slack, Trello, HubSpot, Stripe — connected in one click.
An app store for your agents, with categories and featured picks.
Automatic execution on custom frequencies.
Schedule outbound campaigns at optimal times.
Prioritized queue of threads that need human attention.
Full conversation history passed to the human agent.
Configure the triggers that hand off to a human.
Official integration with Meta's API.
Pre-approved Meta templates for outbound.
Buttons, lists, and quick replies that guide the conversation.
Multiple WhatsApp numbers under one account (Business plan).
Platform available in Spanish and English.
Theme toggle in user settings.
Team member permissions and scoped access.
RESTful API for custom integrations (Business plan).
What we're building, in order. You can shape the priority.
Tool chaining in one execution — 75% faster.
The agent groups customers by behavior with no manual rules.
Faster streaming and tighter message ordering.
Per-goal memory — agents learn across tasks.
Human approval before sensitive actions.
Agents that coordinate with each other like a team.
A command center with agent, CRM, and spend metrics.
Automatic classification: Won, Lost, At risk.
Five-stage state machine for the full customer lifecycle.
A CRM agent that segments, campaigns, and optimizes with no intervention.
Free. No card. Your team, amplified from the first message.