AgenteBoltly — What the agent does

Features

What is included

Blocks marked with a green tag apply only to the segments shown. Everything else applies to all of them.

Service on WhatsApp

Answers 24 hours a day, on the company's own number
Name, manner of speaking and opening hours set by the client
Understands voice notes: the customer sends a voice note and the agent replies
Groups messages sent in bursts and answers once, like a person would

Customer memory

Remembers everyone who has written before: name, what they ordered, what was agreed
Records on its own what comes up in the conversation — interest, budget, documents
Never starts from scratch, not even after the customer has spoken to a human

Sales funnel

Contacts organised into New → Qualifying → Hot → Won / Lost
The agent moves the contact on its own as the conversation progresses
A card board for the team to follow and drag by hand
It is recorded who changed what and when

Reviving conversations

Reaches out on its own to people who went quiet mid-conversation
Number of attempts, interval and hours set by the owner
You can also start a conversation with a new number from the panel

Handover to the advisor

When the agent hands over on its own

The customer asks to speak to a person
Shows intent to close or starts negotiating price and discount
A complaint or frustration — especially where money is involved
Any legal question or anything requiring professional judgement
Restaurant and retail: cancelling an order already being prepared or out for delivery, exchanges, returns, special orders and events
Advisory: credit simulation, review and proposal — the agent never calculates an instalment or promises approval
Advisory and sales: as soon as the meeting is booked or the interest recorded, the customer goes to the advisor
And the owner can hand over by hand, from the panel, whenever they like

How the handover and the return work

The right advisor receives, on WhatsApp, the customer's number, the reason, a summary and the last messages of the conversation
While the advisor is handling it, the agent stays quiet — it does not talk over the conversation
If the customer writes and the advisor is slow, the system nudges them again
To hand it back, the advisor replies CONCLUIR on WhatsApp itself and says how it ended
The agent comes back knowing what was agreed during the human conversation
You can also close it from the panel — telling the customer or not

Product and service catalogue

Smart search: it understands "is there anything cheaper?" or "I want a three-bedroom one"
The price always comes from the registered catalogue — the agent never makes a figure up
Online menu or storefront with an automatic "open now" status

Orders and bookings

Restaurant · Retail

Takes the order on WhatsApp and gives back the total already added up
Tracks the status: received, being prepared, out for delivery
Table booking right in the conversation (restaurant)

Printing at the counter

Restaurant · Retail

The kitchen ticket and the courier's copy print straight on the thermal printer
It uses the printer the shop already owns — nobody has to click "print"
It never prints the same order twice

Meeting calendar

Advisory · Sales

Checks free slots, books, reschedules and confirms with the customer
Demo booking for sales teams
Can be switched on or off at any time

Court notices and deadlines

Legal

Reads the court notices arriving in the firm's mailbox
Sorts out the deadlines and builds the calendar case by case
The lawyer checks case status from their own WhatsApp

Clients and organisation

A client record with attachments and the team's notes
Boards arranged the way the company actually works
The full conversation history of every client in one place

Security and LGPD

The customer sends "STOP" and the agent stops writing to them immediately
A record of everything that was done and by whom — agent, panel or automation
The agent never promises credit approval, a rate or a simulation: that belongs to the advisor

By segment

What comes with each type of business

Everything is configured from the panel when the client is activated. Switching segment requires nothing new.

Feature	Restaurant	Retail	Sales	Advisory	Legal
24/7 service and memory	yes	yes	yes	yes	yes
Sales funnel and follow-up	yes	yes	yes	yes	yes
Handover to the advisor	yes	yes	yes	yes	yes
Conversation summary on the advisor's WhatsApp	yes	yes	yes	yes	yes
Automatic handover when a meeting is booked or interest recorded	—	—	yes	yes	—
Return by the advisor with "CONCLUIR"	yes	yes	yes	yes	yes
Catalogue with smart search	yes	yes	yes	yes	yes
Orders and delivery status	yes	yes	—	—	—
Table booking	yes	—	—	—	—
Printing at the counter	yes	yes	—	—	—
Meeting calendar	—	—	yes	yes	—
Court notices and deadlines by email	—	—	—	—	yes

When you are selling it

The questions that always come up

Does the WhatsApp number have to change?

No. The agent works on the number the company already uses and advertises.

Will the customer notice it is a bot?

It replies in the tone the owner chooses, waits out messages sent in bursts and calls in a person when the subject calls for one. No "press 1" menus.

What if the agent gets a price wrong?

It does not: every figure comes from the registered catalogue. If the order is ambiguous it asks instead of guessing.

Does anything have to be installed?

No. Everything is done from the panel in the browser. Only restaurants and shops install a small program on the counter computer, for the printer.

Who configures the behaviour?

The owner, from the panel: agent name, tone of voice, hours and business rules in separate blocks — changing one does not break the others.

What about data protection?

The customer can ask to opt out at any time and the agent stops immediately. Everything that happens is recorded.

Everything the agent does — in plain language.