“Prospects get answered overnight and show up qualified in our dashboard — the team starts each day knowing who to call.”
AI systems and automation for your business
Your assistant.Your business, powered up
AI agents on WhatsApp that reply instantly, qualify leads, book appointments, and ease support — for businesses that sell and serve customers.
Free call · No card required · No commitment
Choose where to start
Three AI agents for sales, support, and guided shopping.
Not sure which agent fits?
Trusted by teams like yours
Companies we work with
From higher education admissions and professional services to retail and local businesses.
How our agents work
Automation for predictable work. AI for conversation. Your team approves what matters.
Want to map this to your channels and CRM?
WhatsApp conversations, visible in your business
Your agents work in WhatsApp. See leads captured, threads handled, and handoffs ready for your team — in one place.
Want conversations like this in your business?
INTEGRATIONS
Connects with tools you already use
No need to switch CRM, store, or calendar. We integrate with what your business already has — or start with Dashboard and Google Sheets if you do not have a CRM yet.
- 1
Discovery call
We review what you use today and what data your agents need.
- 2
Guided connection
API or reliable integration — we guide you; not a months-long IT project.
- 3
Agents live
Same data, less manual work — chat and voice in one dashboard.
API-firstNo forced migrationGuided rollout
Compatible with tools you may already use
- Salesforce
- HubSpot
- GoHighLevel
- Pipedrive
- Odoo
- Shopify
- WooCommerce
- Google Calendar
- Google Sheets
No CRM? No problem.
Many businesses we work with don't have a CRM yet — or run on spreadsheets and inbox chaos. Dashboard gives you a clear view of leads and conversations so nothing disappears into WhatsApp threads. When you're ready for Salesforce, HubSpot, GoHighLevel, or another CRM, we connect agents there too. Until then, Dashboard plus Google Sheets can be enough to stay organized.
Explore ClickIn 360 DashboardDifferent tool? We evaluate it on the initial call.
Customer friction costs you sales and time
Before and after a purchase — or an appointment — the same questions drain your team.
Before buying or booking
- Product or service questions that stall decisions
- Prospects with no follow-up when you reply late
- Business data disconnected from WhatsApp and your site
After buying or serving
- Order, appointment, or ticket status all day long
- Manual returns, changes, and routine questions
- Support growing faster than your team
Sound familiar?
Let's talk about automating the repetitive work and freeing your team.
Free call · No card required · No commitment
Google Reviews
What clients say
Businesses we work with on automation, CRM, and customer experience.
Rated 5 stars on Google
“The support agent handles repetitive questions and guided diagnostics. Escalations arrive with full conversation context, not a blank ticket.”
“Customers get guided through our options on WhatsApp at any hour. We finally have visibility into leads and conversations without a full CRM.”
Success stories
Real outcomes from teams using ClickIn 360 agents, CRM workflows, and the dashboard — measured in conversations captured, leads qualified, and handoffs that actually land in the pipeline.
Admissions · WhatsApp AIHigher education · Mexico
UMEP
SOFIA qualifies admissions leads on WhatsApp 24/7 and routes them to advisors with full context
Universidad Mexicana de Educación a Distancia deployed a grounded WhatsApp agent across 14 graduate programs. Prospects get accurate answers, structured qualification, and a warm handoff to the right advisor — with every conversation visible in ClickIn 360 Dashboard.
- 56%
- Inquiries qualified for handoff
- 74%
- Auto-routed to program owner
- 100%
- After-hours first response
CRM · HubSpotProfessional services · Mexico
Cabrera Llamas
HubSpot CRM rebuilt for clean SDR-to-AE handoffs and territory routing
A multi-office professional services firm needed HubSpot to reflect how they actually sell — not a generic pipeline. We redesigned objects, routing, and automation so SDRs qualify, AEs receive complete context, and leadership trusts the data.
- 20–30%
- Less handoff friction
- 40–60%
- Better data quality
- 10–20%
- More lead-to-opportunity
Want to see it in your business?
We'll walk you through the flow on a discovery call.
Free call · No card required · No commitment
Frequently asked questions
Clear answers about how we work.
No. ClickIn 360 builds systems connected to your real business data and workflows (products, orders, appointments, policies, FAQs, CRM) — not generic text-only bots.
It connects your channels (WhatsApp, Instagram DM, Messenger, and more) to business data, understands each request, pulls relevant information, and responds or acts. Cases that need human judgment route to your team.
It depends on scope and integration complexity — defined on your discovery call with our technical team.
No. We integrate with what you already use when reliable API access is available — store, CRM, calendar, or other business tools.
Yes. WhatsApp is primary; Instagram DM, Messenger, and web chat can run together in one implementation when configured for your business.
Yes. WhatsApp is our priority channel for sales, support, and follow-up. Instagram DM and Messenger are available when implemented for your business.
It's preferred. We can review setup on your discovery call. Advanced integrations use WhatsApp Business API (Meta), which requires Meta approval.
Yes, within WhatsApp Business API policies — order or appointment updates, reminders, lead follow-up, and post-sale messages using approved templates.
Yes. Mateo (Sales Agent) qualifies leads and books appointments. Renata (Support Agent) handles service and guided technical support. Nico (Shopping Agent) guides customers through any catalog. ClickIn 360 Dashboard adds visibility when you need it.
Yes when it applies to your business — eligibility, order data, instructions, and status. Final refund approval always stays with your team.
It can detect tone and route delicate cases to humans — it won't try to resolve complex complaints on its own.
Yes, when you have reliable catalog, pricing, availability, or policy data. Depth depends on what's available.
Yes — for example, Mateo can reactivate quiet sales threads within WhatsApp's 24-hour window, and Nico can nudge shoppers who left mid-flow when your catalog platform supports it.
We work with Salesforce, HubSpot, GoHighLevel, Pipedrive, Odoo, and other tools with reliable API access. We evaluate case by case on the initial call.
Not by default — those need clear rules and human approval. AI facilitates; humans authorize financial actions.
No — it reduces manual work on common interactions. Your team keeps approvals, exceptions, complaints, and sensitive cases.
It routes to your team with full conversation context — customers don't have to repeat everything.
Not necessarily — we handle implementation and configuration. Ongoing maintenance depends on scope in your proposal.
No — we help reduce friction in sales and support; results depend on traffic, offer, demand, and execution.
Possibly, with reliable API access — requires technical review before confirming scope.
Yes. The same agents (Mateo, Renata, and Nico) can serve on voice for sales or support lines — with the same context and dashboard as WhatsApp.
Depends on the use case: products, orders, inventory, appointments, policies, FAQs, and customer data when relevant — defined on the technical call.
We use read-only access where possible and minimum permissions per integration. Security details are reviewed on your discovery call.
Ready to power up your business?
Book a discovery call — no commitment.
Free call · No card required · No commitment · Team in Orlando & Mexico