Sales Copilot

A WhatsApp sales chatbot for any product catalog — it answers product questions, configures exactly what a customer needs, gives an instant quote, and takes the order entirely by chat, while staff watch every conversation land on one live dashboard, in real time.

Answers product questions instantly, without a human on the other endWalks a customer through configuring any product, step by stepGives an instant quotation for any product, right in the chatWorks as a complete storefront inside WhatsApp — no app to download
Live demoDashboard
182Total
134Confirmed
41Pending
7Cancelled
74%Conv. rate
Product inquiryChoosing a category
Product orderEntering email
Product orderConfirmed

Four steps, one chat

A customer can arrive two ways: browsing straight from your catalog, or asking directly for help finding or configuring a specific product. Either path ends the same way — a clear cart, a short checkout, and a confirmed order landing directly in front of staff. Everything below happens without the customer ever leaving the chat.

01

Two Ways In

Every conversation starts with a choice, not a menu to decode.

  • Opens with two options: get help finding the right product, or browse the catalog directly
  • Recognizes when a customer shares a link to a specific product, and jumps straight into helping with that item — no menu-hunting required
  • At every step, typing the number of a choice works exactly the same as tapping it, so a flaky button never blocks progress
02

Browsing, Made Simple

Every category shows how many products it holds, so nothing feels like guesswork.

  • Groups the full catalog into clear categories, each showing its product count up front
  • Pages through a category a handful of products at a time, with simple back-and-more navigation for longer lists
  • Offers a quantity list capped to what's actually orderable for that product, so a customer can never request more than what's available
03

One Running Cart

A customer can keep adding without ever losing track of what's already in.

  • Shows everything added so far on one cart screen, at any point in the conversation
  • Lets a customer loop back into browsing for another item, or move straight to checkout, from that same screen
04

Checkout & Confirmation

Nothing is sent to staff until the customer has explicitly said yes.

  • Asks for name, company, phone, and email, plus an optional note — skippable with a single word
  • Shows a full order summary and requires an explicit confirm — or cancel — before anything is finalized
  • Sends a thank-you the moment an order is confirmed, and notifies staff by email the same instant

The Staff Dashboard

One link, open in any browser, always showing the current picture — nothing to refresh, export, or dig for.

Live Counts, Always Current

Five figures update the moment they change: total conversations, Confirmed, Pending, Cancelled, and a computed conversion rate.

Filter by Time or Status

Narrow to the last 24 hours, 7 days, or 30 days, or to a single status — each option showing its own live count before you even click it.

See Exactly Where Someone Dropped Off

Every conversation still in progress carries a plain label — “Choosing a category,” “Entering email” — so staff know precisely where a customer stalled, not just that they did.

Abandoned Conversations Flag Themselves

Anyone left pending for more than 24 hours is automatically marked stale, surfacing conversations worth a follow-up nudge without anyone having to go looking.

One Tap Opens the Full Story

Opening any conversation reveals the complete detail behind it — every choice made while configuring a product, or the full cart for a catalog order, alongside the customer's contact information.

Built to work as comfortably on a phone as it does at a desk.