XBASE
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NewInstagram Direct in the inbox

The AI CRM that sells for you, 24/7.

XBASE is a conversational CRM with AI. It brings official WhatsApp and Instagram Direct into one inbox, puts each conversation in a pipeline stage and keeps each customer in the CRM. Our expert team builds your automations and AI agents with you.

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  • Nothing to install
  • WhatsApp through the official Meta API
  • Setup with a specialist
LP

Laura Price

Quote

Hi! Do you install air conditioners on Saturday?
AI agentYes, we do, Laura. Tell me your neighborhood and the unit model and I'll put the quote together.
I'm downtown. It's a 12,000 BTU split.

The AI agent is replying to this conversation.

Interactive demo: click the menu to look around.

AI agents

One agent for each job, each with its own face

Each agent has its own role, instructions and rules, and access only to what you allow. It works inside XBASE with the customer history and the funnel at hand, and your team follows everything in the same inbox.

  • Bia

    Support

    Replies right away, with the customer history at hand.

  • Léo

    Sales

    Qualifies new leads, moves the conversation to the right funnel stage and remembers to follow up with whoever went quiet.

  • Caco

    Collections

    Reminds customers of what is still open and tells the team when they reply.

  • Nina

    Marketing

    Turns a keyword comment into a Direct conversation.

  • Tito

    Operations

    Runs the scheduled routines and only calls you when something needs a decision.

Every agent you create gets an avatar in this style, generated by AI. Don't like it? Generate another or describe what to change.

Create my agent

Illustrative characters: names and roles are examples.

Channels

Where your customers talk to you

Official WhatsApp

Official Meta API

Your company number on the official Meta API, connected by you. Several people serve the same number. Use the number your company already has or a new one: the connected number stops working in the WhatsApp app on the phone.

  • WhatsApp through the official Meta API
  • Nothing to install: your team works in the browser
  • Setup with a specialist
  • We serve and sell XBASE using XBASE itself

The problem

Sales are rarely lost on price. They are lost on response time.

Every customer message has a deadline nobody wrote down. When it waits too long, the sale goes to whoever answered first.

  • Unanswered messages

    “The message arrives in the middle of the day, nobody knows who should answer, and by the time someone does, the customer has closed with someone else.”

    With XBASE: WhatsApp, Instagram and email conversations in one inbox, each with an owner, and a dashboard that shows how many are still unanswered.

  • Customers lost in Direct

    “Someone asks the price in the comments or in Direct, and the answer never comes.”

    With XBASE: Direct text lands in the same inbox as WhatsApp, and a keyword comment turns into a Direct message.

  • A team with no visibility

    “Nobody knows who is handling which customer. Two people answer the same person, or nobody does.”

    With XBASE: One owner per conversation, a pipeline with stages, conversion from one stage to the next and roles with the permissions you choose.

  • Forgotten follow-ups

    “Whoever asked for a quote and went quiet never gets back on anyone's list.”

    With XBASE: Each customer in a pipeline stage, meetings on the team calendar and Meta-approved message templates to restart the conversation.

What XBASE is

Automation opens. AI suggests. Your team closes.

XBASE is a conversational CRM with AI. The conversation, the pipeline and the customer record sit on the same screen, and whoever is replying can ask the AI for a suggested answer without leaving it.

WhatsApp, Instagram Direct and email on the same screen, with each customer's history and one owner per conversation.

More about the inbox

In practice

9 reasons to run your customer conversations on XBASE

  1. 01

    Official channels

    Official WhatsApp and Direct in the same inbox.

    Your company number runs on the official Meta API, and Direct text messages arrive in the same place. Several people serve together, and email joins the same inbox, set up with the expert team.

  2. 02

    Owner

    Each conversation with an owner.

    Each conversation belongs to one person. Hand it over without losing the history, and create roles with the permissions you choose: the people who answer can see only their own conversations.

  3. 03

    Pipeline

    The pipeline shows where each sale stands.

    Stages your way, one card per conversation and how many conversations move from one stage to the next, without building a spreadsheet.

  4. 04

    Proposals

    From conversation to proposal, without switching screens.

    Build the proposal from a template, with one-time, monthly or yearly items and a discount for closing quickly. Generate the PDF with your brand and send it on WhatsApp or by email. The proposal stays in the customer record.

  5. 05

    Complete WhatsApp

    Approved templates, buttons and forms on official WhatsApp.

    Create message templates, send them to Meta for approval and use them to restart the conversation after the service window has closed. Send buttons and option lists, and collect data with forms inside WhatsApp itself.

  6. 06

    AI under control

    AI helps without taking the conversation away from your team.

    In the middle of a conversation, ask for a suggestion: the AI reads the history and proposes a reply, and the person reviews it before sending. The agent can follow safety rules, turned on during setup, and you chat with it before putting it to work.

  7. 07

    Comment to Direct

    Whoever comments on a post can become a conversation.

    When someone comments a keyword on a post, XBASE sends a Direct message, and the conversation continues with your team in the inbox.

  8. 08

    Knowledge

    You teach, you approve.

    Teach the agent with your company files, such as a catalog, price list and policies, and define how it talks and what it should achieve in each conversation. With evaluation on, XBASE reviews the agent's conversations against the goals you set and suggests adjustments. Nothing changes without your approval.

09

Expert team

An expert team builds your automations and AI agents with you.

Designing automations and writing an agent's instructions takes practice. Our expert team builds this with you, and day-to-day operation stays with your team. You agree on the setup terms with a specialist.

What you bring

  • How your team serves customers today
  • The sales stages you already use

What comes out ready

A pipeline with stages and one owner per conversation

What the team does

  • Learns how your company serves and sells.
  • Designs the pipeline stages with you.
  • Helps connect the channels.
  • Writes the agent's instructions, goals and rules.
  • Organizes the files it will use.
  • Builds the automations.
  • Tests the agent with you before turning it on in the website chat.

We serve and sell XBASE using XBASE itself.

How XBASE fits into your operation

  1. Bring conversations into one place

    Your company's official WhatsApp and Instagram arrive in the same inbox, and email joins it, set up with the expert team.

  2. Give each conversation an owner and a stage

    Build the pipeline with your own stages, and each conversation gets an owner.

  3. Automate what repeats, with the expert team

    The team builds the automations and the AI agent with you, tests them and only then turns the agent on in your website chat.

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Sales are rarely lost on price. They are lost on response time.

Plans

The plan grows with the size of your team.

Every plan includes the inbox, pipeline, CRM, proposals, AI agents and automations. What changes is the size of the team, how many agents and automations you use and the storage for files.

  • Plus

    $50per month

    1 person on the team

  • Pro

    $99per month

    Up to 3 people on the team

  • Most popular

    Business

    $299per month

    Up to 5 people on the team

  • Corporate

    $899per month

    Up to 7 people on the team

Create accountSee the plans and what each one includes

Questions

Questions from people deciding

They talk to your company. On WhatsApp and Direct, your team replies, with AI suggestions the person reviews before sending (if you connect an AI agent of your own to the number, see the last question). In the website chat, the AI agent serves visitors with what you taught it.

Give each conversation an owner and a stage, and follow each customer through to the proposal.

Create your account and bring official WhatsApp and Instagram into the same inbox; email joins it, set up with the expert team. Automation opens, AI suggests, your team closes.

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Prefer to build it together? Talk to the expert team.

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