Multiple numbers, one control plane
Operate several company inboxes without mixing channels, teams, permissions, or service context.
Conversational CRM with AI
Qrioso CRM
Turn WhatsApp into a connected operation: centralize conversations, organize customers, assign human or AI agents, and activate processes without losing context or control.
Multi-number WhatsAppHuman + AI agentsTraceable automations
- 1
- inbox for each operation
- AI + team
- service with handoff
- AWS
- multi-tenant architecture
Andrea MéndezPrimary WhatsApp
IAActive automationfactura_agosto.pdf
ClassifiedData extractedAwaiting approval
WhatsAppInboxCRMAI agentsFilesWorkflowsIntegrationsAudit
An operation, not another inbox
Every conversation keeps context and moves the next step
Qrioso CRM brings service, commercial information, artificial intelligence, and automation around the channel your customers already use.
AI with business rules
Define purpose, tone, knowledge, and handoff criteria so AI helps and transfers to a person when needed.
CRM connected to the conversation
Contacts, tags, opportunities, and stages update from the same customer interaction.
Traceable processes
Classification, documents, approvals, destinations, and retries remain linked to the workflow that created them.
Capabilities
From the first message to an operational result
Activate the capabilities each team needs and expand in stages without turning a messaging inbox into another isolated system.
WhatsApp inbox
Conversations, assignment, history, and statuses for multiple numbers and teams.
AI agents
Configurable assistants with knowledge, limits, tone, and human handoff.
Customers and follow-up
Contacts, tags, notes, owners, and centralized commercial context.
CRM and pipelines
Visible opportunities and stages for sales, service, and operations.
Files and documents
Reception, classification, and routing to destinations authorized by the customer.
Integrations
Webhooks, APIs, and business connections with permissions, retries, and audit trail.
Automation
Workflows born from the conversation
Every automation keeps its trigger, conditions, version, connections, and result so the process can evolve under control.
- 01
Message or file received
WhatsApp starts the workflow with customer and channel context.
- 02
Validation and classification
Rules, security, deduplication, and operating criteria are applied.
- 03
AI processing
AI interprets, extracts, or proposes actions within defined boundaries.
- 04
Approval or action
A person validates when risk or confidence requires review.
- 05
Connected destination
The result is routed to authorized storage, an API, or a business system.
Open ecosystem
Connect WhatsApp with the rest of the business
Connections are enabled according to scope and availability, with isolated credentials, health checks, limits, retries, and traceability.
WhatsApp Business · nativeOpenAI / OpenRouter · configurableAmazon S3 · customer storageWebhooks and APIs · scopedERP and databases · project integrationDrive and providers · project integration
Staged activation
Start with the workflow that creates the most impact
Implementation can move by capability: organize service first, then add AI, documents, and business integrations.
Service and inbox
WhatsApp numbers, users, roles, assignment, templates, and conversation history.
CRM and artificial intelligence
Contacts, tags, pipelines, AI agents, knowledge, and human handoff.
Document automation
Triggers, classification, extraction, approvals, and authorized storage.
Integrations and governance
APIs, webhooks, business systems, audit trail, observability, and operating controls.
Next step
Make WhatsApp move your operation, not just your messages
Schedule a conversation and we will review your channels, teams, systems, and the first process worth automating with Qrioso CRM.
Schedule a demo