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Features

AI Agents

Recaudo's AI agents talk with your customers and take action inside your business: they create orders, send payment links, book appointments and issue invoices. You connect them to your systems through MCP or API and test them before turning them on.

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Inbox · Instagram

VC

Valeria Campos

Instagram

Sales agent

How it works

An agent that chats and also does the work. You decide which tools it uses and when your team steps in.

01

Choose what each agent can do.

You write its instructions and turn on its tools: search products, create orders, send payment links or book appointments, among others. If your data lives in another system, you connect it through an API or MCP.

Sales agent · Tools

02

Test it before it talks to customers.

In Test agent you write to it as if you were the customer. Lookups run for real and anything it would send or save is simulated, so you see how it answers without messaging anyone.

Test agent

03

Your team steps in when needed.

If the customer asks for a person, the agent hands over the conversation with its full history. And if someone on your team replies on their own, the agent stops answering in that conversation.

Inbox · WhatsApp

Key features

Dozens of ready-to-use tools
They create orders, payment links and appointments in the conversation
They connect to your systems through MCP or API
One agent for each job
Test them before they talk to customers
Your team takes over the conversation whenever it wants

An agent that works inside your business

The agent reads your catalog and each customer's data while it chats with them, and it can act: it puts together the order, sends the payment link, books the appointment or issues the invoice. Everything happens in the same conversation and stays in Recaudo, next to the customer.

What it can do

You choose which tools each agent has.

  • Sell: searches for products, sends their photos, creates the order and generates the link to pay for it.
  • Collect: checks balances and amounts owed, sends payment links and records promises to pay. If you allow it, it can also waive late-payment interest.
  • Schedule: finds available times in your calendar, creates appointments and cancels them.
  • Invoice: saves the customer's tax details, issues the CFDI and sends it by email. This applies to Mexico.
  • Serve: creates customers, updates their details, adds tags, sends documents, schedules follow-ups and resolves the conversation.

One agent for each job

Each agent has its own instructions and its own tools. You can have one that qualifies leads, another for support and another for collections, and have them hand the conversation off to each other. The number of agents depends on your plan.

Connect it to what you already use

If your data lives in another system, the agent can reach it. You add an MCP server and its tools become the agent's tools. You can also give it access to any API over HTTP, without building a separate chatbot.

Test it before turning it on

In Test agent you chat with it as if you were a customer and see how it responds. You can pick a real customer to test it with their data.

Your team stays in charge

When a person is needed, the agent transfers the conversation with its full history. And if someone on your team replies, the agent steps back so it does not talk over them.

Also by phone

You can add voice agents to answer and make calls. The conversations arrive in your inbox and their data in your CRM.

Create your free account and set up your first agent.

Frequently asked questions

Recaudo offers a 14-day free trial with no credit card required. Plans start at $30 USD/month (Starter plan) and include AI Agents along with every other tool on the platform. Check our pricing page for more details.

Setup is fast and simple. When you create your account, the onboarding wizard walks you through configuring AI Agents step by step. No technical knowledge required. Plus, our support team is available via WhatsApp and email to help with any questions.

Yes, AI Agents is fully integrated with every Recaudo tool: online payments, WhatsApp Business, CRM, invoicing, collections and more. You can also connect external tools using our REST API and webhooks.

Start using AI Agents today.

14-day free trial, no credit card. Set everything up in minutes.

Watch Recaudo in action in 4 minutes