The product in detail
A tour through every module
Everything Experti360 puts in your team's hands, explained module by module.
How it works
Ready to run on day one
No complex installs, no hardware. Connect, configure and start serving customers.
Connect your WhatsApp
Scan the QR code with your number or use Meta's official Cloud API. Ready to send and receive messages instantly.
Automate and train your AI
Build visual flows, upload your documents to the knowledge base and let the AI Agent answer with real context.
Serve, sell and grow
Your team works from one unified inbox, moves deals through the pipeline and measures everything from a dashboard.
CRM & Contacts
Manage contacts with custom fields, dynamic segments and a drag-and-drop Kanban pipeline.
- Custom fields by type (text, number, date, select…)
- Dynamic segments with combinable rules
- Kanban sales pipeline with configurable stages
- Duplicate detection and merge
- Per-contact activity timeline
- CSV import and export
Multi-Line WhatsApp
Connect multiple WhatsApp numbers via QR code or the official Cloud API, with built-in safety limits.
- Multiple lines per account
- Connection via QR code + Meta Cloud API
- Text, image, video, audio, documents and location
- Buttons, lists, CTA and polls
- Groups: create, manage members and communities
- Safety limits: speed control and progressive warmup
Is it available?
Thanks for the info
Confirming appointment
Shared Inbox
A shared inbox for the whole team, with assignment, priorities, SLA and internal notes.
- States: open, pending, resolved, snoozed
- Manual or automatic assignment to agents
- SLA tracking and priorities
- Macros with variables to reply faster
- Internal notes visible only to the team
- Full-text search across the entire history
AI Agent
A chatbot with RAG over your own documents, with guardrails, budgets and the ability to use tools.
- OpenAI and Anthropic providers, configurable per account
- RAG with embeddings and semantic search (pgvector)
- Tool calling and MCP protocol support
- Guardrails: topic scoping, confirmation and budgets
- Hybrid router: fast rules + model when needed
- Real-time streaming responses
Automations
A visual flow builder with 19 node types, from auto-replies to advanced AI-powered logic.
- Visual editor of nodes and connections
- 19 node types: send, flow, AI, action and group
- Triggers: manual, welcome, keyword, webhook
- Variables and {{name}} interpolation
- Simulator to test without sending real messages
- Node-by-node execution history
Campaigns & Broadcast
Scheduled and recurring mass WhatsApp sends, with HSM templates and speed control.
- Scheduling by exact date and time
- Daily, weekly or monthly recurrence
- Pacing: control messages per minute/hour
- Smart distribution across lines in warmup
- HSM templates with per-contact variables
- Per-contact tracking: sent, read, failed
Cloud Telephony
A cloud PBX with a WebRTC softphone, IVR and call queues. No extra hardware required.
- WebRTC softphone from the browser
- Inbound and outbound calls, transfer and conference
- IVR with interactive menus and touch-tone navigation
- Call queues (ACD) with skills-based routing
- Automatic call recording
- SIP Trunking and call detail records (CDR)
Reports & Analytics
A dashboard with the KPIs that matter: conversations, messages, contacts and open deals.
- Main panel with live KPIs
- CRM reports: pipeline and conversion by stage
- Messaging reports and response times
- Campaign metrics: delivery and read rates
- Per-agent performance
- Data export
Trust
Built so you can focus on your business
Security, reliability and support. We've got the rest covered.
Your data stays yours
Every company gets its own isolated space. Your conversations, contacts and files are never mixed with anyone else's.
Security without the jargon
AES-256 encryption keeps your information safe. Suspicious access attempts are detected and blocked automatically.
Connect your favorite tools
Experti360 integrates with the apps you already use: your CRM, website, forms and more. Everything connected, no hassle.
One login for the whole team
Your agents sign in with their Google or Microsoft account. No passwords to manage, no friction.
Anywhere, any device
Works in your browser, as a desktop app on Windows, Mac or Linux, and on your phone. Always in sync.
Full control over your team
Set who can view, edit or manage each section. Review the change history. All in Spanish and English.
Bring all your communication to one place
Create your account or book a demo with our team.