Sales agent
Sofía's functional architecture
Sofía is afinate's sales advisor. She attends over WhatsApp whoever writes in, understands their need, explains how afinate helps them and guides them to the first step. She remembers the conversation thread, logs every lead and alerts the team when an opportunity is ready to close. She supports the sales team, she does not replace it.
WhatsApp channel (Cloud API)
Sofía receives and answers directly over Meta's WhatsApp Cloud API. Each message comes in through a verified webhook, is deduplicated so it is never answered twice, and is acknowledged in under a second while Sofía shows the typing indicator.
- • Webhook with verification and safe retries (per-message idempotency).
- • Second-level response, with immediate acknowledgement and background processing.
Conversational brain
She answers with a sales persona focused on the real value (quoting, invoicing and collecting), in a short and consultative way: she diagnoses before proposing and leads the conversation without pressure. She remembers previous messages to keep the thread.
- • Multi-turn memory: she picks up what the customer already said.
- • Brand guardrail: she does not invent prices nor over-promise; afinate supports the accountant, it does not replace them.
Lead capture and discovery
Every person who writes in is registered as a lead in the CRM from the first contact, only once. Over the conversation, Sofía captures what the business does and what its pain is, so the team arrives with context.
- • Lead created and deduplicated by phone (no repeated records).
- • Prospect's activity and pain saved in their record.
Hot lead handoff
When the prospect shows intent to move forward (book a call, sign up, try it), Sofía alerts the sales team, logs the discovery summary and moves the lead to qualified. She does this only once per conversation so as not to flood.
- • Alert to the team with phone, summary and reason, to close on time.
- • The lead stays qualified in the CRM, even if the alert fails.