Product

Process management × workers + humans

One platform to orchestrate workflows, digital workers, and your team — with full visibility and accountability.

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What you get

What XBot does

  • Classifies every message

    AI and your rules identify intent, urgency, and context so each conversation goes to the right place.

  • Routes to workers or people

    Digital workers run playbooks; your team handles exceptions and relationship moments. No manual triage.

  • Enforces SLAs automatically

    Response and resolution deadlines are tracked. Escalations trigger when at risk. Full audit trail.

  • Connects your existing tools

    CRM, WhatsApp, email, and more stay in place. XBot sits in the middle and keeps everything in sync.

Why it matters

  • Nothing falls through the cracks

    Every conversation has a path. You see pipeline health, bottlenecks, and who owns what in real time.

  • Scale without adding chaos

    Handle more volume with the same team. Workers take repeatable work; humans focus on what only they can do.

  • One source of truth

    Same context for workers and people. CRM and channels stay updated without duplicate data entry.

  • Change once, apply everywhere

    Update a playbook or integration in one place. It applies across channels and teams immediately.

The big picture

XBot is not a CRM or a chatbot — it's the control layer that connects your channels, CRM, team, and workflows. You keep your tools; XBot makes them work together with clear accountability at every step.

One control layer, one flow

Messages from WhatsApp, email, chat, or any channel land in one place. XBot classifies and routes them; digital workers and your team execute. Your CRM and systems stay updated in both directions.

You define playbooks and SLAs. XBot enforces them and gives you full visibility. No more spreadsheets, no more "who was supposed to follow up?"

In more detail

Digital workers + your team

Automate repeatable steps with workers; route complex or sensitive work to the right person. Every process has a clear path and every action is tracked.

End-to-end process control

From capture to resolution: classify intent, assign tasks, enforce SLAs, and measure outcomes. Playbooks connect your tools and people in one flow.

Intelligent routing & classification

Incoming messages and events are classified by intent using AI and your rules. Each conversation is routed to the right playbook and the right person or automation — so nothing falls through the cracks and your team focuses on what only humans can do.

SLA enforcement & escalation

Define response and resolution SLAs per channel or intent. XBot tracks every conversation against those targets, escalates when at risk, and keeps a full accountability trail. Managers see bottlenecks in real time.

Playbooks & automation

Playbooks are step-by-step flows for each scenario: qualification, triage, follow-up, handoff. Workers execute the steps automatically; your team handles exceptions and relationship moments. Change a playbook once and it applies everywhere.

Visibility & audit

Every action, message, and decision is logged. Dashboards show pipeline health, response times, and workload. Use the audit trail for compliance, training, and continuous improvement.

Integrations that activate your stack

XBot connects to your CRM, WhatsApp, email, and other tools — it doesn't replace them. Data flows in both directions so workers and humans always have the same context. Add or change integrations without rebuilding your process.

FAQ

Frequently asked questions

XBot is an intelligent operational environment — an orchestration layer that connects your channels, CRM, team, and workflows into a single, coordinated system. Think of it as a control tower for your operations.
No. XBot integrates with your existing CRM (HubSpot, Salesforce, Pipedrive, and more) and activates it. It adds the missing automation, routing, and intelligence layer on top of your current tools.
No — XBot is designed to work alongside your existing stack. It connects your tools and makes them work in concert, so your CRM, WhatsApp, and ticketing system all share context automatically.
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 for compliance. We're LGPD and GDPR-aligned.
Absolutely. Many teams start with a single workflow or channel and expand over time. There are no minimum volumes — XBot scales with your operation.
WhatsApp Business API, email, web chat, and any system that communicates via webhooks or API. More native channels are added regularly.
Most teams are fully operational within one to two weeks. Our onboarding team helps configure your playbooks, integrations, and routing logic.
Yes. XBot exposes a full REST API and webhook system, so you can connect any internal tool, database, or custom application.

Ready to see it in action?

Request a demo and we'll show you how XBot can fit your operation.