CRM AI FIRST

The AI that sells. The CRM that closes.

Built for

XBot deploys specialized AI agents that qualify leads, handle objections, send payment links, and update your CRM — across WhatsApp, email, and chat, 24 hours a day.

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No credit card · 14-day free trial · Cancel anytime

app.xbot.io — AI Orchestration Dashboard

Incoming — Live

JS
João S.0s

"Quero fazer upgrade agora"

ML
Maria L.12s

"Tenho uma dúvida sobre cobrança"

PR
Pedro R.38s

"Meu boleto venceu"

AC
Ana C.1m

"Quando vocês entregam?"

X

XBot AI

Orchestrating in real time

Intent classified4 messages
Agents assigned3 AI · 1 Human
CRM updatedInstant sync
All systems live

Agents — Working

Sales AIactive

Sending payment link to João S.

Support AIactive

Resolving Maria L. billing query

Finance AIactive

Generating 2nd copy for Pedro R.

→ Lucas (Human)human

Ana C. — enterprise deal

Trusted by sales teams closing more with less effort

More revenue per agent

68%

More deals closed with AI

94%

Avg. payment link open rate

Integrates with your existing tools

WhatsApp
HubSpot
Salesforce
Pipedrive
Stripe
PagSeguro
Mercado Pago
Pix
+40 more
AI Sales Engine

AI Sales Engine

Every incoming lead is analyzed for intent, urgency, and fit — then routed to a specialized AI sales agent that qualifies, nurtures, and moves the deal forward. No human triage. No leads left behind.

AI routing engine — live

New lead from WhatsApp
Sales AI
Demo request — qualified
Booked ✓
Re-engagement campaign
Ops AI
3 leads handled automatically
In-chat Payments

In-conversation payment collection

When your AI closes a deal, it sends a payment link — right inside the conversation. Pix, Stripe, PagSeguro, and Mercado Pago. The customer pays in seconds. Your CRM updates automatically.

Payment funnel — live

Payment link sent100%
Link opened by customer87%
Payment confirmed64%
Payment received — CRM and ERP updated
Revenue Intelligence

Revenue intelligence dashboard

See your pipeline, deal velocity, conversion rates, and monthly revenue — all updated in real time by your AI agents. No manual data entry. No spreadsheet chasing.

Live revenue dashboard

R$847K

Revenue (MTD)

127

Deals closed

68%

Conversion

< 4min

Avg. time to pay

Updated by AI after every interaction

AI orchestrates. Your team closes.

The most valuable revenue moments are human. Everything repetitive and operational is handled by AI. XBot knows the difference — and routes each moment to the right actor.

What AI handles

AI
  • Intent detection & classification
  • 24/7 lead qualification
  • Automatic follow-up sequences
  • CRM data entry & sync
  • Payment link generation
  • SLA monitoring & escalation
  • Routing to the right agent
XAI

XBot Core

Routes every moment to the right actor

What your team focuses on

Human
  • Complex negotiations & objections
  • C-suite & enterprise relationships
  • Strategic account decisions
  • Sensitive or escalated situations
  • Creative problem-solving
  • High-value partnership deals
  • Team leadership & coaching

more pipeline coverage

80%

of tasks automated by AI

20%

where humans create most value

AI and humans work together — not instead of each other.

Every team gets its own AI brain.

Configure specialized AI agents with custom system prompts, knowledge bases, and playbooks — one for each department, use case, or product line. Each agent knows exactly what to do.

Sales Agent

Qualifies leads, handles objections, schedules demos, and moves deals forward — 24 hours a day, 7 days a week.

Active

System prompt preview

You are an expert sales consultant for [Company]. Your goal is to qualify leads, identify pain points, present solutions, and schedule demos. Always be consultative, never pushy.

Running · 24/7

Support Agent

Resolves tickets, answers product questions, escalates edge cases, and maintains SLA — without human intervention.

Active

System prompt preview

You are a senior support specialist. Resolve issues using the knowledge base. Escalate to human agents only for billing disputes and critical bugs. Always confirm resolution.

Running · 24/7

Finance Agent

Sends invoices, follows up on overdue payments, processes refunds, and keeps your ERP updated in real time.

Active

System prompt preview

You manage payment collection and financial queries. Send payment links for overdue accounts. Offer 1-click payment options. Update finance system after every transaction.

Running · 24/7

Your Custom Agent

Build any AI agent for any use case. Custom prompt, custom knowledge, custom integrations. Onboarding, logistics, HR — you decide.

Active

System prompt preview

Define your agent's role, tone, knowledge base, and actions. XBot handles the rest — routing, escalation, CRM sync, and reporting.

Running · 24/7
Sales AgentSupport AgentFinance AgentYour Custom Agent+ Explore AI agents
In-chat Payments

Close the deal. Collect the payment. Same conversation.

XBot integrates with the most popular payment gateways so your AI can send payment links, process transactions, and update your systems — all inside WhatsApp.

X

XBot Sales Agent

online agora

Quero fechar o plano anual agora!

10:42

Ótimo! Aqui está seu link para o Plano Pro Anual:

Pix · R$ 1.197,00expira 24h

→ Pagar agora

10:42 ✓✓

Pagamento confirmado!

CRM atualizado · Recibo enviado

3min 47s

How it works

Step 1

AI agent identifies purchase intent or closing signal

Step 2

Payment link generated and sent automatically in chat

Step 3

Customer pays directly — Pix, card, or wallet

Step 4

CRM updated, receipt sent, fulfillment triggered

94%

Payment link open rate in chat

3× faster

Payment collection vs. email/invoice

< 4 min

Average time from quote to payment

Supported payment gateways

Pix
Stripe
PagSeguro
Mercado Pago
PayPal
Boleto
Integrations

XBot activates your entire stack.

Connect CRM, payments, channels, and ops tools in minutes. XBot sits between your tools and your team — making data flow in every direction, automatically.

Your ToolsCRM · WhatsApp · ERPEmail · Slack · APIXBotOrchestration LayerAI · Rules · Routing · WorkersYour TeamSales · Support · Ops+ Automations
WhatsAppChannel
HubSpotCRM
SalesforceCRM
PipedriveCRM
RDSTATION
RD StationCRM
ZOHO
Zoho CRMCRM
SlackComms
TelegramChannel
InstagramChannel
Meta (FB)Channel
NotionPM
MondayPM
DiscordComms
GmailEmail
Google SheetsData
24
Google CalendarSchedule
ZapierAutomation
MakeAutomation
Webhooks / APIAPI
Testimonials

What revenue leaders say

XBot's AI agents closed 40% more deals last quarter without adding a single SDR. The ROI was immediate.

CM

Carolina M.

Head of Revenue — FinTech Scale-up

In-chat payments changed our entire collection model. Customers pay while the conversation is still warm. Default rates dropped by half.

RS

Rafael S.

Sales Director — B2B SaaS

We now have 6 specialized AI agents — Sales, Support, Finance, Onboarding, Logistics, and a custom one for our enterprise accounts. Each knows exactly what to do.

AL

Ana L.

VP of Operations

FAQ

Frequently asked questions

XBot is a CRM AI FIRST platform — an AI-native CRM where specialized AI agents manage your leads, deals, and payments across WhatsApp, email, and web. It's not AI added to a CRM; the AI is the CRM.
In a traditional CRM, your team logs data and the CRM stores it. In XBot, AI agents do the work — they qualify leads, respond to prospects, close deals, collect payments, and update your pipeline automatically. Your team focuses on relationships, not admin.
XBot integrates with your existing CRM (HubSpot, Salesforce, Pipedrive, and more) and activates it. Your CRM becomes a live database that AI agents update in real time — no manual entry, no stale data.
XBot integrates with Stripe, PagSeguro, Mercado Pago, Pix, and PayPal. When an AI agent identifies a buying signal, it generates and sends a payment link directly in the conversation. The customer pays in seconds.
Each AI agent in XBot has its own system prompt, knowledge base, and playbook. You define what the agent knows, how it responds, and what actions it takes. Sales, Support, Finance, Onboarding — each team gets its own AI brain.
WhatsApp Business API, email, web chat, Instagram DM, and any system that communicates via webhooks or API. All channels feed into a single AI-powered inbox.
Most teams are live within one to two weeks. Our onboarding team helps configure your AI agents, connect your CRM, set up payment gateways, and tune your playbooks.
Yes. XBot exposes a full REST API and webhook system, so you can connect any internal tool, database, ERP, or custom application.
XBot is built with privacy by design. All data is encrypted in transit and at rest. We support data residency requirements and provide full audit logs. We're LGPD and GDPR-aligned.

Ready to let AI close deals for you?

Join sales teams that have replaced manual CRM work with AI agents that qualify, close, and collect — 24 hours a day.

See Pricing
No credit card requiredLive in 1–2 weeksLGPD & GDPR aligned