Omnichannel CRM and support

Where every conversation becomes a sale.

WhatsApp, Instagram and your sales pipeline on one screen. And AI answering when your team can't.

Official WhatsApp Cloud API Instagram DMs and comments Coexistence: app and API on one number AI agents around the clock
Intech CRM Integrations screen, with the cards for WhatsApp Lite, WhatsApp Cloud API, Coexistence, Twilio, Instagram and Messenger.
Intech CRM inbox, with the list of conversations arriving from WhatsApp Cloud API and Instagram.
4 channels connected AI replying

Real screens from the platform, with demo data

Channels

Every channel by its own rules. None of them out of place.

A company's WhatsApp operation rarely fits into a single kind of connection. Intech treats each one for what it is — with the windows, the templates and the limits the source platform imposes.

WhatsApp Cloud API

An official number through Meta, with approved templates, the 24-hour window under control and a delivery status for every message.

Official API

WhatsApp Lite (QR code)

Connects by scanning the QR code on the phone, just like WhatsApp Web. Quick to switch on, no approval from Meta.

Its own session

Coexistence

The team carries on answering from the app on the phone and the inbox receives everything in parallel — same number, no QR code.

App + API together

Instagram

DMs and comments in the same place. A comment becomes a conversation and the reply goes out through the right channel.

DMs + comments

WhatsApp through Twilio

Already using Twilio as your official API provider? Connect it to the CRM, with the Content API templates kept in sync.

Content API

Lead capture

A script on your site or landing page creates the contact, opens the conversation and puts the lead straight into the right team's queue.

Website and landing page

Conversation inbox

One inbox the whole team understands

Every conversation, from every channel, with the channel marked on each one. Reps see what is theirs, managers see the team, and nobody has to ask who is talking to whom.

  • Queues by status: waiting, in progress and closed, with the count on each tab always in sight.
  • Automatic distribution by number, by team or by rotation among the reps who are available.
  • Transfer between teams carrying the history along — the customer does not start over.
  • Quick replies and scheduled messages, for anyone who repeats the same ten sentences all day long.
Inbox: conversation list with Cloud API and Instagram labels, unread counter and an Accept button on every row.

Real screen · demo data

AI agents

Answers in seconds, hands over a qualified lead

The agent replies right away, on any channel, in the tone and by the rules you write. When it is time for a human, it transfers to the right team — and steps aside.

Rule-based transfer

By topic, by city or by neighborhood, each rule pointing at a team. The lead lands where someone knows the answer.

Pauses when a human steps in

The rep replied? The AI goes quiet and comes back on its own later. It never talks over whoever is handling the conversation.

Understands audio and images

The customer sends a screenshot or a voice note and the conversation carries on as usual, without anyone asking them to type it again.

Contact memory

What the customer has already told you is kept between conversations, and the conversation closes itself when they go quiet.

Automation flows

Trigger, condition, wait and send: whatever repeats every week becomes a flow you build on screen, with no code.

Scheduled campaigns

Audience, approved template and time. The send goes out inside the allowed window and every message has a receipt of its own.

Sales pipeline

The lead moves stage without leaving the conversation

Here the pipeline and the conversation are the same thing. The rep drags the card, answers the message and marks the deal in one place — and the manager sees the whole team without asking anyone for a spreadsheet.

  • Several pipelines per operation, each one with the stages you draw.
  • A view per role: the rep sees their own, the manager sees their teams, leadership sees the company.
  • Automation wired to the pipeline: the stage changes, the flow fires.
  • Message on WhatsApp straight from the card, choosing the number and the template on the spot.
Intech CRM Sales Pipeline screen, with the pipeline cards and the stages of each one.

Real screen · demo data

Metrics

What happened in support, without anyone building a report

Volume per channel, time to first reply, time after a transfer and how much the AI is resolving on its own — all measured over the period you choose.

Intech CRM support dashboard with the Overview, Time Metrics and Artificial Intelligence blocks.

Real screen · demo data

Customers

Operations running on Intech every single day

From the hardware chain with 51 WhatsApp numbers to the dealership with twenty AI agents — all in the same inbox.

Vascofel Ferragens
Casa Imobi
Praina Distribuidora
Moto Arte Yamaha
Metalúrgica MGS

Integrations

The technologies the platform talks to

Official channels, the API provider and the engine behind the AI agents — all wired up inside, with nothing for you to assemble.

WhatsApp
Instagram
Messenger
Meta Cloud API
Twilio
OpenAI

Who already uses it

Real operations, running every day

From a retail chain with 51 WhatsApp numbers to a clinic that confirms appointments on its own. These are customers running today — the numbers come from the platform itself.

4.8Mmessages already exchanged on the platform
215kconversations handled
111kcontacts in our customers' databases
6kinds of channel in one inbox

Building supplies and tools · Caruaru, Brazil

51 WhatsApp numbers in a single inbox

Every store and every rep with their own number, all landing in the same queue. Eight AI agents take the first contact and hand it to the right person.

  • 51 numbers connected
  • 8 AI agents
  • 52k contacts
Book a demo

Distributor · Lauro de Freitas, Brazil

Duplicate invoices with nobody typing

The customer asks for the invoice on WhatsApp, the flow fetches it from the ERP and returns the PDF right away. Collection goes out on its own in scheduled windows, inside Meta's rules.

  • 42 numbers connected
  • 3 AI agents
  • 23k contacts
Book a demo

Motorcycle dealership · Caruaru, Brazil

Twenty AI agents qualifying leads

Each number with its own agent, in the tone and by the rules of that operation. The lead reaches the rep already qualified, and the AI steps aside the moment they take over.

  • 20 AI agents
  • 8 numbers connected
  • 13k contacts
See the solution for dealerships

Clinic · Santa Cruz do Capibaribe, Brazil

Patients book an appointment from a link

The practitioner's calendar opens on a public page, the patient picks a time and confirms on WhatsApp with one button — and the status updates by itself in the system.

  • 15k patients on file
  • Calendar public, per practitioner
  • Confirmation with one button
See the solution for clinics

Real estate agency · Caruaru, Brazil

Every agent with their own number, one pipeline

Twenty-eight numbers in the same inbox, with the customer's history following the property through the pipeline — even when the conversation changes hands.

  • 28 numbers connected
  • 1 pipeline for the whole team
  • History that follows the lead
See the solution for real estate agencies

Your operation

Want to see your case here?

We build the demo around a setting close to yours — same channels, same kind of customer, same rules.

Book a demo

Why Intech

What changes when everything lives on one screen

Six channels, one queue Official WhatsApp, QR Code, Coexistence, Instagram, Messenger and Twilio all land in the same inbox.
The AI knows when to step aside It answers in seconds and goes quiet by itself the moment a rep takes over the conversation.
Inbox and pipeline together The deal card and the conversation are the same screen: nobody has to ask for a spreadsheet to find out where a lead stands.
Built for large operations Fifty-one WhatsApp numbers in a single company and 4.8 million messages exchanged so far.

Content

What we learn answering WhatsApp every day

Practical notes on the official API, AI agents, the 24-hour window and the traps that show up as an operation grows.

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See all articles →

Frequently asked questions

What everyone asks before switching tools

The questions that come up on every first call, answered straight.

What is a WhatsApp CRM?

It is where a WhatsApp conversation turns into a sales opportunity: the whole team answers from the same number, the history stays with the contact and every conversation moves through a pipeline stage — instead of dying inside one rep's phone.

Can several agents use the same WhatsApp number?

They can, and that is what we call a shared inbox: the number connects to the platform once and conversations are distributed among the agents by team, by rotation or by rule. Each rep sees what is theirs and the manager sees the whole team.

What is the difference between the official WhatsApp API and connecting by QR code?

The official API (WhatsApp Cloud API) is the number approved by Meta, with approved templates and no phone that has to stay switched on. The QR code reads the session from the handset, connects in minutes and needs no approval. Intech works with both — and with Coexistence, which keeps the app on the phone working alongside the inbox.

What is the WhatsApp 24-hour window?

Once the customer sends a message, the company has 24 hours to reply freely. After that, only with a template approved by Meta. The platform tracks that window and warns you when a message needs a template.

Do I need to change my number to use the official API?

Not necessarily. With Coexistence the same number keeps working in the app on the phone and starts arriving in the conversation inbox as well, with no migration and no QR code.

Does the AI chatbot reply on its own? When does it hand over to a human?

The AI agent replies right away, in the tone and by the rules you write, understands audio and images and transfers to the right team by topic, city or neighborhood. As soon as a rep replies, the AI goes quiet on its own — it never talks over whoever is handling the conversation.

Does it work with Instagram too?

It does. DMs and comments arrive in the same inbox as the WhatsApp conversations, and the reply goes out through the right channel automatically.

Let's talk

Fifteen minutes to see the inbox working with your channels

We show you the platform in a setting close to your own operation and answer the hard question: what exactly changes in your team's routine in the first week.

We get back to you on WhatsApp within one business day.