CraftOS CRM + WhatsApp AI agents

Your AI agents
confirm your sales
on WhatsApp, 24/7.

Don't let your customers wait any longer. Your AI agents present your offers, respond to objections and confirm orders or reservations. Even in the evening. Even when your team is busy.

Sell in every language.

Your customer writes in their language. Your agent replies in the same language.

French · English · العربية · Darija · Spanish · …

From the first message to payment, keep control of every sale: transfer, cash or credit card.

< 30 sFirst response objective

24/7An agent available

1 CRMSales and transactions combined

Let’s discuss your project See a sales example →

All languagesProducts & services catalogAutomatic messagesVoices & imagesHuman recovery

Your sales agent active 24/7

22:14

Your organisationYour advisor on WhatsApp

Today

Hello, I am looking for a comfortable office chair. What do you have?22:14 ✓✓

Hello! Our ergonomic chair costs 1,500 MAD. It has an adjustable backrest and lumbar support. Would you like to order it?22:14

Yes, a black armchair. I am in Casablanca.22:15 ✓✓

Perfect! To which address would you like to be delivered, and how would you like to pay?22:15

12 rue des Lilas, Casablanca. By transfer, send me the contact details.22:15 ✓✓

Your order is saved. I will send you the details for the transfer. You can send me the proof here.22:15

CraftOS CRM↗

Salma B.WhatsApp · Ergonomic chair

✓ Order saved

Amount: 1,500 MAD
Payment method: Transfer
Payment: Waiting

↻

Automatic messageConfirmation sent to customer

Illustrative example · offers and fictitious data

Your customers are on WhatsApp. Sell there.

Transform “I’m interested”
on order or reservation.

E-commerce, property, automotive, fitness coaching and travel agencies: your agent advises customers and moves sales forward. Your team tracks everything in the CRM. Already used by travel agencies. Explore conversations in French, English, Arabic and Spanish below: your agents respond in any language.

E-commerce · conversation in Spanish

Confirm your orders before shipping them.

Have item, size, address and cash on delivery confirmed on WhatsApp. Your team prepares the shipment with the right information.

Summarize the product and conditions of sale
Specify the address and missing information
Prepare transmission to the team processing the order

Let’s discuss your project

01 WhatsApp · Spanish

9:41

Your organisationProfessional account

Today

Confirmo la talla M. ¿Puedo pagar al recibir el pedido?09:41 ✓✓

Voy a comprobar las condiciones de tu pedido. ¿En qué barrio sería la entrega y qué punto de referencia puedo anotar?09:41

En Maarif, cerca del mercado.09:42 ✓✓

02 Team side · CraftOS CRM

CraftOS CRM

Y.B.

Yasmine B.

WhatsApp · WhatsApp command

AI AgentOrder to be confirmed

The customer file

Item: Black model · size M
Delivery: Casablanca · Maarif
Desired payment: On delivery

Last exchange

Address specified · conditions to be checked

Today · 09:42

Next actionConfirm delivery conditionsManager · Sales team

The conversation and the next action, in the same folder.

Reconstructed interfaces · fictitious data · no real sending

Illustrated scenarios and interfaces, fictitious data. Agent responses and actions follow your information and permissions. A receipt received must be verified before confirming a payment.

The AI is working. You keep control.

Resume the conversation.
Entrust the rest to the right advisor.

A customer wants to speak to someone? A payment needs to be verified? Take the conversation back to the CRM or let the AI create a task for your team, with customer context.

01 / Human recovery

Take control at any time.

Pause the AI and respond directly to the customer from the conversation. The history and attachments remain in front of your advisor.

02 / Transactions

See the status of each payment.

Customer, product or service, amount, payment method and status: track transactions and find those awaiting verification.

03 / Tasks and assignment

The AI passes the baton to your team.

A request goes beyond its mission? The agent creates a task for an advisor. Reason, conversation, responsible, priority and status allow you to track its resolution.

CraftOS CRM

Example of operation

A single conversation, from AI to advisor.

The advisor resumes the exchange and the AI pauses.

Example customer · WhatsAppAdvisor in charge · AI on pause

I have sent my transfer proof. I would like to speak to someone to verify my order.Customer · 10:15

I will forward your request to an advisor with your supporting documents.AI Agent · 10:15

↗ Task created: verify the transfer
Assigned to the sales team

Hello, I'm taking over. I will find your receipt and check the payment for your order.Advisor · 10:18

Payments to be processed, all in one place.

Find a transaction by customer, product, payment method or status.

Customer	Product/service	Amount	Payment	Status
Example customer A	Ergonomic chair	1,500 MAD	Transfer	To check
Example customer B	Consulting service	2,000 MAD	Bank card	Paid
Example client C	Item in store	450 MAD	Species	Paid

A receipt received remains to be verified. The status of the payment is tracked in the CRM.

Interfaces illustrated using CRM functions · fictitious data.

Let’s talk about your project →

Your catalog becomes your sales pitch

Add your offers.
Let your agents sell them.

Products, stays, training, services: provide your prices, options and conditions. Your agent relies on it to advise, propose and request confirmation.

01 / Your catalog

Offer the offer that makes you want to buy.

The customer describes his need. The agent presents the suitable products or services, their photos, their prices and their options. The sale moves forward in the conversation.

Travel Stay · dates · travelersService Service · formula · nicheCommerce Item · size · quantity

02 / Confirmation of sale

Get the “yes.” Save the sale.

The agent summarizes the offer and asks for the customer’s agreement. Once confirmed according to your rules, the order or reservation joins the CRM with the conversation and payment to follow.

“Your reservation for 2 people is recorded. Here is the summary and payment terms. »Example confirmation message

Don't leave your sales hanging.

A customer hesitates, a deposit is missing, an appointment is approaching: your reminders go out automatically according to the scenario you have defined.

Unanswered request

Reclaim the conversation. Relaunch the sale.

“Would you like to finalize your reservation or do you still have a question?” »

Payment pending

Restart pending installments.

“Your deposit is pending. You can send us your proof of transfer here. »

Confirmed appointment

Call back the appointment. Prepare for the arrival.

“Your appointment is tomorrow at 10 a.m. Here is the address and useful information. »

Confirmations follow your availability and conditions of sale. Automatic messages are configured according to customer consents and applicable WhatsApp rules.

Let’s talk about your project →

CRM · transaction tracking

Who paid? Who should be revived?
Your CRM tells you.

Transfer, cash or bank card: find the expected amount, the deposits received and the balance to be paid. Identify paid sales and those to follow up.

01 / Bank transfer

Receive the proof on WhatsApp.

Your customer sends a photo or PDF. The piece joins its file; your team verifies receipt of funds before validating payment.

Proof received · to verify

02 / Cash

Record the amounts collected.

At the agency, in store or on delivery: your team provides the amount received, the date and the sale concerned. The deposit and balance remain visible.

Collection confirmed by the team

03 / Bank card

Track payment status.

Attach the payment to the sale. Depending on the connected service provider, the status is updated by the integration or filled in by your team.

Waiting · paid · failed

A confirmed sale, a payment followed.
Conversation, order, receipts and status in one place.Let’s talk about your project →

Track quotes, invoices and payments with CraftOS Invoicing

Your questions

Ready to entrust your sales to an AI agent?

Which languages can the agent respond in?

All languages are supported, including French, English, Arabic, Darija and Spanish. Customers write naturally in their language and the agent responds in that same language, drawing on your catalogue and sales guidelines.

Can the agent understand voice and images?

Yes, vocals can be transcribed and images analysed to gather information as needed. If a message is ambiguous or a document is illegible, the agent asks for clarification or passes the baton to your team.

Does proof of transfer confirm payment?

No. It is kept in the file and attached to a transaction to be verified. Your team confirms the payment after checking it; the simple receipt of the part does not validate the collection.

Do our advisors keep control?

Yes. From the CRM, an advisor can take control and pause the AI to respond himself. The agent can also create a task and transmit it to your team: request for human contact, payment to verify or question outside of their mission. The manager finds the context and monitors the processing of the task.

Can we use our current WhatsApp number?

We check your WhatsApp Business configuration and necessary access before activation. The terms of recovery of the number and any messaging costs are specified in your offer.

Make WhatsApp
your 24/7 sales channel.

Are you already receiving requests on WhatsApp? Show us an offering you sell and a typical customer interaction. We show you how to automate advice, confirmation and reminders for your business.

Your catalogYour sales agentYour CRM

Your AI agentsconfirm your saleson WhatsApp, 24/7.

Transform “I’m interested”on order or reservation.

Confirm your orders before shipping them.

Yasmine B.

The customer file

Qualify your buyers before the visit.

Amine R.

The customer file

Go from announcement to trial request.

Nadia E.

The customer file

Turn requests into booked sessions.

Example customer

The customer file

Sell your stays, even after closing.

Salma B.

Travel demand

Resume the conversation.Entrust the rest to the right advisor.

Take control at any time.

See the status of each payment.

The AI passes the baton to your team.

A single conversation, from AI to advisor.

Payments to be processed, all in one place.

A request to be processed becomes an assigned task.

Verify a transfer

Call back a customer

Process a specific request

Add your offers.Let your agents sell them.

Offer the offer that makes you want to buy.

Get the “yes.” Save the sale.

Don't leave your sales hanging.

Reclaim the conversation. Relaunch the sale.

Restart pending installments.

Call back the appointment. Prepare for the arrival.

Who paid? Who should be revived?Your CRM tells you.

Receive the proof on WhatsApp.

Record the amounts collected.

Track payment status.

Ready to entrust your sales to an AI agent?

Further reading

Make WhatsAppyour 24/7 sales channel.

Automate your sales on WhatsApp

Explore more

CraftOS Agents

Manage your invoices. Let your numbers speak.

CraftOS LMS Your learning platform.

Your AI agents
confirm your sales
on WhatsApp, 24/7.

Transform “I’m interested”
on order or reservation.

Resume the conversation.
Entrust the rest to the right advisor.

Add your offers.
Let your agents sell them.

Who paid? Who should be revived?
Your CRM tells you.

Make WhatsApp
your 24/7 sales channel.