54 ready-to-use scenarios

Each one is a template with a script, questions and the data it saves. Pick it, add your information and test it the same day.

For any business

Included in every plan.

01Company information lineAnswers calls and messages with hours, location, services, prices and policies. If it doesn't know, it takes a message or transfers. Phone · Web · WhatsApp
02Sales lead intakeHandles callers who come from an ad, follows a questionnaire, scores the lead (hot, warm, cold) and gets it ready for the sales rep. Phone · Web · WhatsApp
03Help desk and technical supportIdentifies the customer, tries to solve the issue with the solutions guide and, if it can't, opens a ticket and reads out the ticket number. Phone · WhatsApp · Web
04Outbound collections callsCalls customers with overdue balances, politely reminds them of the amount and gets a payment or a dated promise to pay. Phone · WhatsApp
06WhatsApp support (text and voice notes)Answers WhatsApp messages and voice notes with your information, takes details and hands the conversation to a team member when needed. WhatsApp · Web
07Appointment booking, confirmation and remindersBooks new appointments, confirms or reschedules existing ones and reduces no-shows. Phone · WhatsApp · Web
08Instant lead response (speed-to-lead)Calls within a minute anyone who filled out a web or Facebook form, confirms their interest and books them with a rep. Phone
09Order taking and reorders for distributorsTakes orders from customers and distributors, confirms products, quantities and delivery. With the ERP connector it checks stock and prices. WhatsApp · Phone · Web
10Order, delivery or repair statusAnswers "how is my order or my device doing?" using the order number. With the system connector it gives the real status. Phone · WhatsApp · Web
11Post-service satisfaction surveyRuns a short survey after the service and measures quality by technician and by branch. Phone · WhatsApp
12Customer reactivation and renewalsWins back customers who stopped buying and renews policies, warranties and licenses before they expire. Phone · WhatsApp
13Field technician dispatchConfirms the visit with the technician over WhatsApp, sends the address and receives closing photos and notes. WhatsApp
14Overflow and after-hoursAnswers when lines are busy, at night or on weekends. No customer goes unanswered. Phone
15Initial candidate screeningShort interview for high-volume hiring: checks requirements and books the in-person interview. Phone · WhatsApp
16Preventive collectionsReminds customers before the due date and sends the payment link. Reduces overdue accounts without bothering anyone. Phone · WhatsApp
17Merchandiser and store visit reportsMerchandisers report over WhatsApp: store check-in, shelf photos, stock and questionnaire answers. WhatsApp

Law firms, notaries and commercial notaries

Legal package.

18Case intake and qualificationCollects the facts, practice area, urgency and opposing party from the prospective client and books the consultation. The lawyer decides whether to take the case. Phone · WhatsApp · Web
19Contract reviewCompares the contract against the firm's criteria: risks, missing clauses, penalties, terms and jurisdiction. The lawyer approves each change. Web · Portal assistant
20Document validationChecks that articles of incorporation, powers of attorney, IDs and proofs are complete, current and consistent, and checks public lists such as SAT's 69-B. Web · WhatsApp · Portal assistant
21Data extraction and form fillingReads scanned documents and fills in contracts, filings or draft deeds with the firm's templates. Web · Portal assistant
22Document draftsContracts, filings, collection letters and demands based on the firm's templates. The lawyer signs. Web · WhatsApp · Portal assistant
23Case and deadline trackingReviews court bulletins and docket lists, detects case activity, calculates deadlines and alerts the person in charge. Web · WhatsApp · Portal assistant
24Legal researchSearches laws and case law and always answers with the citation and a link to the source so it can be verified. Web · Portal assistant
25Law firm client serviceReports the case status, requests missing documents and reminds clients of appointments and hearings. Phone · WhatsApp
26Summaries and minutesSummarizes long case files and transcribes meetings or recordings with minutes and agreements. Web · Portal assistant
27Fee collectionReminds clients of retainer and fee payments with a payment link, in the firm's formal tone. Phone · WhatsApp
28AML and KYC complianceBuilds the customer identification file for regulated activities and flags what is missing. Web · Portal assistant

Marketing & sales

Marketing package.

05LinkedIn and social prospectingFinds companies and people that match your profile, builds the profile card and a personalized message. On LinkedIn it works in assisted mode: a person sends. Web · Portal assistant
29Conversational WhatsApp campaignsSends promotions to opted-in segments and answers replies like a sales rep until the sale. WhatsApp
30Ad leads (Facebook, Instagram, Google)Welcomes people who come from an ad or "click to WhatsApp", qualifies them and follows up until the appointment or sale. WhatsApp · Phone
31Abandoned carts and open quotesContacts people who left a cart in the online store or an open quote and resolves what stopped them. WhatsApp · Phone
32Social media contentCreates posts, ad copy and video scripts in the brand's tone and on its calendar. A person approves before publishing. Web · Portal assistant
33Social comments and messagesAnswers Facebook and Instagram comments and direct messages and sends leads to the CRM. Connects with the Social module. Web
34Google reviewsDetects new reviews, suggests replies, flags negative ones and asks happy customers for a review. Web · WhatsApp · Portal assistant
35Surveys and market researchRuns questionnaires with customers or leads and summarizes the findings. Phone · WhatsApp
36Events and webinarsInvites, confirms attendance, sends a reminder on the day and follows up with attendees. WhatsApp · Phone
37Referrals and loyaltyAfter a good rating, asks for referrals, delivers coupons and records points. WhatsApp
38Cross-selling and repeat purchasesUses purchase history to offer the next product at the right time: supplies, spare parts, services. WhatsApp · Phone
39Campaign and segment analysisMeasures which campaign and channel drive sales and builds segments by frequency, amount and last purchase. Web · Portal assistant

Accounting & finance

Accounting package.

40Invoice (CFDI) requests and resendsTakes invoice requests for a purchase, collects the full tax details (RFC, tax regime, ZIP code, CFDI use) and resends invoices already issued. WhatsApp · Phone · Web
41Customer statements and disputesGives the customer's balance and open invoices through the connector to your system, sends the statement and logs disputes (unrecognized charges, unapplied payments). Phone · WhatsApp · Web
42Payment notices and receiptsThe customer reports a payment and sends the receipt. It records bank, date, amount, reference and invoices paid, for reconciliation and the payment complement. WhatsApp · Web
43Supplier desk (accounts payable)Tells suppliers when their invoice will be paid, what's missing for it to be scheduled (purchase order, XML, goods receipt) and receives new invoices. Phone · WhatsApp · Web
44Monthly document collection for bookkeepingFor accounting firms: asks each client for bank statements, invoices, payroll and expenses before month-end close, and follows up on what's missing. WhatsApp · Phone
45Tax filing and payment remindersTells each firm client the tax due, the deadline and that their payment reference is in their email; confirms payment and asks for the receipt. WhatsApp · Phone
46Expense and travel claimsEmployees send a photo of the receipt or invoice over WhatsApp. It records amount, category, cost center and whether there's a CFDI issued to the company. WhatsApp
47Receivables, cash flow and closeWith your accounting system connected: overdue receivables by age, average collection days, projected cash flow and alerts for customers who stopped paying. Web · Portal assistant

Inventory & warehouse

Inventory package.

48Stock and price lookupCustomers and sales reps ask whether a product is available. Through the connector to your system it gives stock by branch or warehouse, price and alternatives, and holds the goods. WhatsApp · Phone · Web
49Back-in-stock notices and pending ordersWhen an out-of-stock product arrives it notifies those who asked for it, confirms they still want it and holds it or turns it into an order. WhatsApp · Phone
50Cycle counts with the warehouse teamAssigns products or locations to count over WhatsApp, receives the quantities from the warehouse staff and flags differences against the system for a recount. WhatsApp
51Purchase order follow-up with suppliersCalls or messages the supplier to confirm the purchase order was received, the ship date, the tracking number and any shortages or price changes. Phone · WhatsApp
52Goods receiving and discrepanciesThe warehouse reports over WhatsApp what arrived against the purchase order: quantities, shortages, overages and damage with photos. It opens a ticket for purchasing. WhatsApp
53Returns and warranties (RMA)Takes return or warranty requests: product, serial number, invoice, reason and photos. Checks the policy and leaves the case number with shipping instructions. WhatsApp · Phone · Web
54Replenishment and demand forecastingWith your inventory system connected: demand forecast by product, reorder point, slow-moving or expiring products and low-stock alerts. Web · Portal assistant

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