WhatsApp customer service platform with AI to answer, qualify and sell
ConverZAP brings together a team inbox, AI agents, a sales pipeline and automated follow-up on your number, through the official WhatsApp API (Meta). Pick the solution by the problem you want to solve first.
Start freeSee the solutionsWhat is a WhatsApp customer service system (or platform)?
It is a system that connects your business number to the official WhatsApp API (Meta) and brings customer service into one place: a shared team inbox, AI agents that answer and qualify, a sales pipeline, follow-up with approved templates and response-time reports. In ConverZAP, all these pieces share the same contact and the same history.
What a WhatsApp customer service system needs
Before comparing prices, check whether the system covers the basics of an operation with a team and AI. Use the list below as a checklist when you choose, whatever the vendor.
Connection through the official WhatsApp API (Meta)
The number stays within Meta's rules and doesn't depend on a phone being on or on WhatsApp Web extensions.
Shared inbox
Several agents on the same number, with assignment, round-robin, transfers and internal notes.
AI that answers from your business's knowledge base
The agent only uses what you added, follows fixed rules and hands the chat to a person with a summary.
One history per contact
Chat, lead record and pipeline stage in the same record, with no side spreadsheet.
WhatsApp rules handled by the system
The 24-hour window, approved templates, opt-in and unsubscribe managed in one place.
Follow-up that stops on its own
Sequences with approved templates that stop when the customer replies or asks to opt out.
Team and number reports
Response time per agent, volume per channel and the number's quality rating tracked on screen.
Privacy controls (LGPD)
Per-user permissions and a configurable chat retention period.
WhatsApp Business app vs. a system on the official API
| Topic | WhatsApp Business app | Customer service system on the official API |
|---|---|---|
| Who answers | A few people, on devices linked to the same account | A team in the browser, with assignment, round-robin and transfers |
| AI | Basic automated replies and whatever AI features Meta releases in the app | AI agents with your business's knowledge base, rules and handoff to a person |
| Integrations | Few or none | CRM, calendar and your own systems (on ConverZAP, also Zapier) |
| Messaging many contacts | Broadcast lists, with the app's limits | Approved templates, with opt-in and unsubscribe |
| Reports | Basic message stats | Response time per agent, pipeline and number health |
| Cost | Free app | Platform + messages billed by Meta according to the official rate card |
For the technical side, see the complete guide to the official WhatsApp API and how to run an operation with multiple agents on the same number.
You don't have to choose between the two: with WhatsApp coexistence at ConverZAP, the same number stays in the app on the phone and works on the official API.
To connect contacts, deals and chats to other apps, such as Google Sheets, RD Station and Slack, ConverZAP has an app on Zapier, on the Sales and Complete plans.
Choose by your goal
Answer faster
The AI replies right away, even after hours, using the knowledge base you approved. Whatever needs a person goes to the inbox with a reason and a summary, and round-robin spreads it among whoever is available.
Qualify and book leads
The AI SDR asks your script's questions, applies your qualification rules and saves the answers to the contact. A qualified lead gets a meeting on Cal.com or goes to a salesperson with the deal in the pipeline.
Don't lose sales to silence
When the lead stops replying, the sequence sends approved templates at the time you set and stops on its own when they reply or ask to opt out. Every step is logged in the pipeline.
The solutions
WhatsApp coexistence
The number that already uses the WhatsApp Business app stays on the phone and starts working on the official API, with an AI agent, a team inbox, campaigns and a CRM. ConverZAP is a Tech Provider verified by Meta.
- Same number, without taking the app off the phone
- Messages sent from the app stay free
- 7-day free trial with your own number
Who it's for: Businesses that already serve customers through the WhatsApp Business app and don't want to change numbers.
See WhatsApp coexistenceWhatsApp with multiple agents
The whole team answers the same number from the inbox, in the browser. Each chat has an owner, round-robin respects each person's limit, and the manager sees first response time and resolved chats per agent.
- Automatic round-robin with a cap on open chats
- Internal notes and canned replies with “/”
- Report per agent and per number
Who it's for: Businesses where two or more people answer WhatsApp.
See WhatsApp with multiple agentsAI customer support
An AI agent answers repeat questions with the FAQ, products and policies you added. It understands audio, images and documents. When the answer isn't in the knowledge base, it says so or hands off to the team with a reason and a summary.
- Answers only with the knowledge you approved
- Keywords that bring in a person right away
- Checks your own system through an HTTP tool
Who it's for: Businesses that get many repeat questions and want to answer after hours.
See AI customer supportAI SDR
The pre-sales agent replies to the lead as soon as they write, asks one question at a time, validates the answers and applies your qualification rules. Then it books the meeting on Cal.com or hands off to a salesperson with a summary.
- Verdict by your rules, not the model's guess
- Answers saved to the contact, deal in the pipeline
- Ad source visible in the chat
Who it's for: Sales teams that get leads from ads, the website or forms on WhatsApp.
See AI SDRAutomated follow-up
Journeys that start on their own when a deal enters a pipeline stage, gets a tag or joins a list. Outside the 24-hour window, each step uses an approved template, and the sequence stops when the lead replies.
- Up to 30 steps per journey, with waits and send times
- Opt-out by keyword (STOP, SAIR, PARAR)
- Current step and end reason per contact
Who it's for: Businesses that lose leads after the proposal or quote because nobody follows up.
See automated follow-upWhatsApp CRM
A WhatsApp CRM is a system that stores contacts, deals and pipeline stages linked to WhatsApp chats. Everyone who writes becomes a contact, with tags, fields and history. The salesperson sees the chat and the deal side by side.
- Kanban pipeline with stages, value, owner and expected close date
- Contact created on the first message, with no duplicates by phone number
- The AI agent and automations move deals between stages
Who it's for: Teams that sell on WhatsApp and lose track of who is at which stage
See WhatsApp CRMWhatsApp bulk messaging
It is a system that sends the same message, personalized per contact, to a customer list through the official WhatsApp API. Each send uses a Meta-approved template. The tool paces sending by the number's limit and respects opt-outs.
- Approved templates only, with the contact's name, media and buttons
- Audience by lists, tags and segments, minus anyone who opted out
- Per-minute pace within the number's daily limit
Who it's for: Businesses with a customer base that agreed to receive WhatsApp messages
See WhatsApp bulk messagingWhatsApp appointment scheduling
A WhatsApp scheduling system books appointments inside the chat, without the customer leaving the app. In ConverZAP, an AI agent collects name and email, checks open slots on Cal.com, offers options and creates the booking.
- Open slots checked on Cal.com during the chat
- Booked on the spot, with an email invite for the customer
- Confirmation by approved template, triggered by a tag or stage
Who it's for: Businesses that run on appointments: clinics, studios, schools, consultancies
See WhatsApp appointment schedulingAI business brain
Your business knowledge (documents, products, offers, policies and FAQ) in one place, checked by the agents before they reply on WhatsApp. When the answer isn't in the base, the agent says it will check and brings in the team with a summary. The marketing modules use the same brand.
- PDF, TXT, MD and CSV documents, plus products and offers with end dates
- Searches the base before replying, without making things up
- Fixes made in the simulator apply right away
Who it's for: Businesses that answer the same questions every day and have their rules scattered across PDFs and spreadsheets
See AI business brainAI marketing
Content brings in the lead; WhatsApp closes the deal. On the Complete plan, ConverZAP also creates videos for YouTube and Reels, posts for Instagram and Facebook, landing pages and email marketing, and measures whether your brand shows up in ChatGPT, Gemini and Claude. To sell to other companies, B2B prospecting finds and ranks who to approach. The marketing modules work without a connected WhatsApp number.
Videos for YouTube and Reels
Scene-by-scene script, AI voice narration and a 9:16 or 16:9 MP4, published to YouTube. See AI videos
Instagram with AI
Posts and carousels with AI captions, reviewed before they go live, and interested people sent to WhatsApp. See AI for Instagram
AI visibility
Questions to ChatGPT, Gemini and Claude with web search, a comparison with competitors and a site audit. See AI visibility
AI landing pages
A page with your brand, sent as a draft to your WordPress, with a WhatsApp button or a form that creates a lead. See landing pages
AI email marketing
Branded emails sent through your own SMTP to your lists, in the same pipeline as WhatsApp. See email marketing
B2B prospecting
Brazilian companies from Google Maps or by CNAE (Brazil's business activity code), with CNPJ (company registration number), public contacts and an A/B/C score. WhatsApp only with opt-in. See B2B prospecting
How the pieces fit together
The solutions aren't separate products. They run on the same foundation: the number connected to the official API, the inbox, the AI agents, the pipeline and the automations. A lead who comes in from an ad can be served by the AI SDR, become a deal in the pipeline, enter a follow-up sequence and, when they reply, land in the salesperson's inbox with the full history. You start with one solution and turn on the others when you need them.
Connected through the guided setup in Integrations, with messages, delivery status and templates through Meta.
The team replies, takes over from the AI, assigns, snoozes and resolves chats in the browser.
Support or pre-sales, built with a form, tested in the simulator and turned on per number.
Contacts with fields, tags and deals on a Kanban board with the stages you define.
Triggers by stage, list, tag or reply, with WhatsApp, email, pipeline and tag steps.
First response and resolved chats per agent, plus quality, delivery and cost for each number.
Separate tools or one platform
| Criterion | Separate tools | ConverZAP |
|---|---|---|
| Customer history | Scattered across the phone, a spreadsheet and the CRM | Chat, contact and deal in the same record |
| Handoff from AI to a person | A separate bot; the team starts the chat over | Transfer in the inbox with a reason and a summary |
| Lead qualification | Each salesperson asks in their own way | The same script for every lead and a verdict by your rules |
| Follow-up | A reminder in each salesperson's calendar | A sequence of approved templates that stops when the lead replies |
| Sales pipeline | Updated when someone remembers | Stage moved in the chat, by the AI or by an automation |
| WhatsApp rules | 24-hour window and unsubscribe handled in each tool | Window, templates and unsubscribe in one place |
| Team management | No view of response time per person | Report per agent and per number |
| Message costs | Discovered on the invoice | Quality, delivery and cost per number on the WhatsApp Health screen |
By industry
Clinics
The front desk shares the number, the AI handles exam prep and insurance questions, and rescheduling goes to a person with a summary.
E-commerce
Delivery times and returns answered by the AI, order lookups through your system and customer win-back with a template.
Real estate
Ad leads in the agents' round-robin, qualified by property type, area and price range.
Schools and courses
Admissions and billing in the same inbox, enrollment questions answered by the AI and a reminder before the scheduled visit.
Gyms
Plans and class times answered by the AI, a trial class offered to the lead and cancellations handed off right away.
B2B services
The AI SDR asks about the company, role and team size, books a call with the specialist and follows up on the proposal.
Billing and collections
An “unpaid bill” tag triggers a reminder with a utility template, and the customer's reply goes to the finance team.
There are also scripts for salons and barbershops, cleaning and maintenance, and independent sellers. See all 10 industries.
How to get started
Create your account and choose a plan
Compare plans by the number of WhatsApp numbers, AI agents and users your operation needs.
Connect your number through the official API
Use the “Connect with Facebook” button or your WhatsApp Business account details, in the guided setup under Integrations.
Build your first agent
Start from a support or SDR template, fill in the form and test everything in the simulator before turning it on.
Invite the team and turn on the pipeline
Invite your agents, set up round-robin, create the pipeline stages and your first follow-up sequence.
Guides to go further
Articles and guides to plan your WhatsApp operation.
Frequently asked questions
The WhatsApp Business app was built for one person to answer from a phone. A customer service platform uses the official WhatsApp API (Meta) so several team members and AI agents can answer the same number from the browser, with a pipeline, automations and reports. With coexistence, you don’t have to choose: the number stays in the app and works on the platform. See how the API works in the complete guide to the official WhatsApp API.
The best system is one that uses the official WhatsApp API (Meta), covers the checklist above and fits your operation: how many agents, how many numbers, and whether you need AI, a pipeline and follow-up. Test it with real questions from your customers before you decide. ConverZAP has a free trial with no card required.
No. The inbox, AI agents, pipeline and automations are in every plan. What changes is the limits: Essential (R$ 197/month) has 1 number, 1 agent and 3 users; Sales (R$ 497/month), 3 numbers, 3 agents, 10 users and lead enrichment; Complete (R$ 997/month), 5 numbers, unlimited agents, 20 users and the marketing modules. Prices are in Brazilian reais. Compare them on Pricing.
No. The plan covers the ConverZAP platform. Messages on the official API are billed by Meta and paid directly to Meta: from October 1, 2026, Meta charges per delivered message, based on the category and the recipient’s country (official rate card). Estimate your spend with the WhatsApp API cost calculator or read the WhatsApp API pricing guide.
Yes. ConverZAP connects the number through the official WhatsApp API (Meta), which is the path Meta provides for businesses that serve customers with a team, AI and automations. If you still use another kind of connection, the guides on moving off an unofficial API and connecting to the official API show the steps.
Any AI model can make mistakes, so ConverZAP limits what the agent uses: the FAQ, products and policies you added. A fixed rule forbids making up prices, deadlines or policies, and when the answer isn’t in the knowledge base, the agent says so or hands off. You test everything in the simulator before turning it on. Learn more in the guide to AI in WhatsApp customer service.
No platform can promise that a number will never be restricted. What lowers the risk is following Meta’s rules: message people who agreed to be contacted, use approved templates, respect opt-outs and track the number’s quality rating, which ConverZAP shows on the WhatsApp Health screen. Learn the causes in Banned WhatsApp number: why it happens.
Only with a Meta-approved template. After the customer writes, the business can reply freely for 24 hours; outside that window, the conversation has to start with a template. ConverZAP creates the templates, tracks approval and uses them in automations. To get started, see the guide to WhatsApp message templates and WhatsApp sales follow-up.
No coding needed. Connection, agents, round-robin, pipeline and automations are set up in screens and forms. The timeline depends more on having your answers, script and rules ready than on the setup. The guide to creating an AI agent helps you prepare the SDR. You only need a developer if you want to connect the agent to your own system through the HTTP tool.
Start with the solution that fixes your bottleneck today
Connect your number through the official API, build your first agent and test it in the simulator. When you need to, turn on the pipeline, follow-up and your team on the same platform.
Start freeComparing platforms? Start with the checklist of what a WhatsApp customer service system needs.
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