Product

CRM AI FIRST — built to generate revenue

XBot deploys specialized AI agents across your sales, support, and finance teams. They work 24/7 — qualifying leads, collecting payments, and keeping your CRM updated automatically.

Start free trial

What XBot does

✓
Deploys AI agents for each team
Sales, Support, Finance, Onboarding — each gets a specialized AI with custom prompts, knowledge base, and playbooks.
✓
Qualifies and closes leads automatically
AI sales agents handle objections, schedule demos, send proposals, and collect payments — without human intervention.
✓
Collects payments in conversation
When the deal is ready, the AI sends a payment link. Pix, Stripe, PagSeguro — customer pays in seconds, CRM updates instantly.
✓
Keeps your CRM alive and accurate
Every interaction is logged, every stage is updated, every deal is scored. No manual entry. No stale data.

Why it matters

✓
Revenue while you sleep
Your AI agents qualify, nurture, and close 24/7. Your team focuses on relationships and strategy — not admin.
✓
Scale without hiring
Add more AI agents to cover new channels, products, or markets. No onboarding, no ramp time — just configure and go.
✓
One source of truth
Every agent, channel, and payment feeds the same CRM. Managers see reality — not what people remembered to log.
✓
Change once, deploy everywhere
Update an AI prompt or playbook in one place. It applies across all channels and all agents immediately.

The big picture

XBot is not a chatbot or an add-on. It's an AI-First CRM — where intelligent agents are the primary interface between your customers and your business. Set up in one week: connect your channels, configure your AI agents, and start closing deals automatically.

One AI layer. Every revenue moment.

Leads arrive on WhatsApp, email, or web. AI agents classify intent and take action — qualifying, responding, scheduling, and collecting — with full context from your CRM and knowledge base.

You define the rules once. AI agents apply them at scale, around the clock. Your CRM stays accurate, your pipeline stays moving, and your team stays focused on what matters.

In more detail

Multiple AI agents — one for each job

Deploy a Sales Agent that qualifies leads. A Support Agent that resolves tickets. A Finance Agent that follows up on payments. A custom Agent for any other workflow. Each has its own system prompt, knowledge base, and playbook.

In-conversation payment collection

When an AI agent closes a deal, it sends a payment link in the same conversation. Pix, Stripe, PagSeguro, Mercado Pago. The customer pays without leaving WhatsApp. Your ERP and CRM update automatically.

AI intent classification and routing

Every incoming message is analyzed for intent, urgency, and qualification signals. The right AI agent picks it up and executes the right playbook — no human triage, no dropped leads.

Revenue intelligence and pipeline visibility

Real-time dashboards show deal velocity, conversion rates, monthly revenue, and agent performance. All data comes from AI interactions — not manual input. Managers see the truth, not the lag.

Playbooks and automation

Define your AI agents' workflows: lead qualification, demo scheduling, payment collection, onboarding sequences. Change a step and it applies across all agents, all channels, immediately.

Audit trail and compliance

Every AI action, message, and payment is logged. Use the audit trail for compliance, training, and continuous improvement. LGPD and GDPR aligned.

Integrations that activate your stack

Connect your CRM, payment gateways, WhatsApp, ERP, and any other tool. XBot keeps everything in sync — data flows in both directions, automatically, after every AI interaction.

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.

Yes — XBot is a full AI-First CRM. Leads, deals, payments, and pipeline are all managed natively inside XBot by AI agents. No separate CRM needed. Everything your sales team requires is built in.

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 see it in action?

Request a demo and we'll show you AI agents selling for your team.

Start free trial See Pricing