Combot · Help center

What the number does: sell, book appointments, take notes or inform

Choose the AI's job on the call and where the result goes.

  • Sell (Orders + WhatsApp): presents the products and takes the order. It appears in Orders, reaches the team's WhatsApp and the customer receives the summary.
  • Book an appointment (Calendar + customer's WhatsApp): checks the calendar and the services selected for this number. Confirms with the person which WhatsApp should receive the message and sends it through the channel chosen by the company. The reminder goes out the day before when it is enabled.
  • Take notes and send on WhatsApp (team's WhatsApp + Leads): understands the case, notes the name and phone number and sends it to the team, with the link to call the customer.
  • Inform only (customer's WhatsApp): answers questions and points to the website, WhatsApp or address.
  • A bit of everything: the AI decides based on the company's industry.

Where it goes

In Where it goes, choose whether each order, appointment or message is sent to the team's WhatsApp and in Who receives the notice. If left blank, it goes to the Phone set in Settings.

Team WhatsApp

📞 Call message — João Wants a quote for recharging 3 fire extinguishers. Message on WhatsApp: wa.me/5531955554444

One tap on the link opens the conversation with the customer.

Illustrations with fictional data. No real customer data is used.

What the number does: sell, book appointments, take notes or inform | Combot