WhatsApp + CRM Agent
Route inbox conversations, draft replies, and run follow-ups with consent controls — while keeping every action traceable and reviewable.
Turn conversations into a governed workflow
When messaging becomes operational, you need ownership, consent gating, and audit trails — not ad-hoc replies and lost context. The agent helps teams move fast without losing trust.
What it does
Autonomy is explicit per action: assist, execute, or approve.
Route and assign conversations
ExecuteAssigns conversations to owners and keeps status explicit so nothing falls through the cracks.
Draft replies and next steps
AssistPrepares response drafts and suggests next actions based on workflow context.
Run follow-ups with consent controls
ExecuteExecutes approved follow-ups when consent exists, and blocks sending when requirements are not met.
Escalate sensitive cases to humans
ApproveRoutes money/commitment conversations to human review and tracks decisions explicitly.
Maintain traceability and audit trails
ExecutePreserves who acted, what was sent, and why — with `ai_task_id` linkage for reviews.
Agent action contract
Every agent runs with the same safety contract: traceable, reviewable, overrideable.
Traceable (`ai_task_id` + audit trail)
Every agent action is recorded with a task identifier and an audit trail so reviews are possible.
Confidence and flags
Uncertainty is explicit. Exceptions route to review with reasons instead of silent guesses.
Deterministic fallback
When AI fails, the workflow falls back to deterministic behavior. High-impact actions fail closed.
Overrideable decisions
Humans can approve/reject and rerun safely. The agent assists and routes — it does not silently decide.
Connected workflows
The agent runs inside your real workflows — not on an isolated chatbot surface.
Governance and controls
AI assists, it does not silently decide. Every action stays controllable.
Consent gating (fail closed)
No consent, no send. The agent enforces explicit consent rules and logs denials.
Ownership and escalation
Conversations route to explicit owners. Sensitive and high-impact cases escalate to human approval.
Audit trails per action
Every action is traceable, reviewable, and overrideable with clear reasons and history.
Reduced response risk
Draft-first behavior by default. Auto actions require guardrails and explicit policy.
FAQ
Clear answers for teams evaluating agent rollouts.
Explore the suite
Keep browsing within the same action + governance model.
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