Use cases

Answer WhatsApp with an artificial intelligence agent

An artificial intelligence agent answers the common ones and hands your team what needs a person.

For: Businesses with lots of repeat questions on WhatsApp

Create free account Talk to an advisor

Inbox · Instagram

Valeria Campos

Instagram

Sales agent

Hi, do you still have the blue mug set?9:46 PM

Searched the catalog

Yes, we have four left. Here is a photo. Blue mug set $52.25 USD 9:46 PM

I will take two.9:47 PM

Created the order

Generated the payment link

Done, your order for two sets is ready. You can pay here: $104.50 USD Pay 9:47 PM

Paid · $104.50 USD

How it works

The agent answers the usual questions and hands you what needs a person. This is how you set it up in Recaudo.

Choose what it can do.

Turn on the tools the agent can use: search products, create orders, send payment links, book appointments or query your own system.

Sales agent · Tools

Search products

Checks your catalog and sends photos
Create orders

Builds the order in the conversation
Generate payment link

Sends the link to pay
Book appointments

Finds open slots in your calendar
Your system (MCP)

Checks stock in your ERP

Test it before letting it loose.

In the tester you write as if you were the customer. Anything that would send something is simulated and the agent replies just like in production.

Test agent

Hand the chat to your team.

When a person is needed, the agent transfers the conversation. As soon as someone on the team replies, artificial intelligence stops answering in that chat.

Inbox · WhatsApp

Rodrigo Pineda

Artificial intelligence agent Ana Robles

Can I talk to someone from the store?

Sure, I will connect you with someone from the team.

Transferred to Ana with the history

Hi Rodrigo, this is Ana. How can I help?

The agent stopped replying here

The problem: the same questions, all day long

Price, hours, availability, order status. A good share of the messages repeat, and whoever answers them stops attending to what really needs a person. After hours, messages wait until the next day.

The solution: an agent with tools and handoff to your team

Tools you enable: search products and send photos, create orders, generate payment links, book appointments or query your own system via API or MCP.
Tester: before turning it on, you write as if you were the customer; anything that would send something is simulated.
Handoff to a person: the agent transfers the conversation when needed. As soon as someone on the team replies, the artificial intelligence stops responding in that chat.
A single inbox: WhatsApp, Instagram, Messenger, email and your website chat, with assignment in turns.

What you use from Recaudo

These are the Recaudo tools that make this use case possible.

Artificial intelligence agents Omnichannel inbox WhatsApp Business Calendar and appointments Payment links

Frequently asked questions

¿El agente atiende a cualquier hora?

Sí. Responde en WhatsApp, Instagram y Messenger a cualquier hora, con las herramientas que le habilites.

¿Cuándo pasa la conversación a una persona?

Cuando el cliente lo pide o el agente lo decide, transfiere la conversación. En cuanto alguien del equipo contesta, la inteligencia artificial deja de responder en ese chat.

¿Puedo ajustarlo a mi negocio?

Sí. Defines sus instrucciones, su tono y las herramientas que puede usar, y lo pruebas en el probador antes de activarlo.

Related use cases

Explore other cases where Recaudo can help you.

Bring this solution to your business

14-day free trial, no credit card.