Flow answers, schedules, confirms, and charges through WhatsApp — and AI builds your entire qualification, scheduling, and billing strategy for you, from a short questionnaire about your business.
Financial Bot:
Hello! We confirmed the payment of your invoice in the amount of R$ 350.00. Thank you very much! ✅
No more spending days configuring bot flows, lead scoring, and dunning sequences from scratch. You answer questions about your business, the AI designs the strategy — you just review and activate.
A guided questionnaire that takes just a few minutes: your audience, your offer, how you serve clients, and what you want to achieve.
Qualification questions with scoring, tags, a Kanban funnel, a dunning sequence, and a nurturing flow — automatically generated and already connected to your WhatsApp.
Preview everything before it goes live. Adjust anything you want, however you want. Nothing goes live without your approval.
Once active, the strategy runs 100% predictably: every client reply maps to the score and tag you approved — no AI deciding a lead's value on its own in real time.
Eliminate the manual labor of remembering dates and sending individual charges. Our system takes care of everything.
Forget the headache of collection. The system detects open invoices and sends gentle WhatsApp reminders with Pix copy-and-paste before, on the due date, and after.
Your entire team handles chats using a single WhatsApp number. Distribute conversations, create pipelines in Kanban, and know exactly who served whom and the status of each lead.
Share auto-scheduling links or let the bot chat. The client chooses a free slot in your calendar, receives a confirmation, and attendance reminder. Immediate reduction in no-shows.
Stop using generic systems that use the wrong terms for your business. Flow adapts all vocabulary, calendar, and funnels according to your field. Select your segment and see the magic:
Your WhatsApp bot schedules the appointment, sends confirmation 24 hours prior, and gently sends the Pix charge if there is an overdue payment.
Our technology connects the best tools in the market to create a robust financial and communication experience.
Issue Pix copy-and-paste straight into your own receiving account. Your clients pay with ease and the money lands in your account, with no middlemen.
Robust message automation. Speed up and improve dunning delivery with scheduled transactional sending in queue controllers to prevent number blocking.
Provide a secure restricted area for the clients of each tenant to log in (passwordless, via WhatsApp), download invoices, receipts, and manage appointments.
All appointments, client records, and settings respect strict privacy terms, with Row Level Security (RLS) policies that isolate 100% of data between tenants.
14 days free to try. No lock-in, cancel anytime.
Have questions? We have compiled answers to the main questions about our platform.