Product Features & Architecture

One WhatsApp Workspace for AI Sales, Support, Orders, and Follow-Ups

Connect a business WhatsApp number to process customer text, voice notes, photos, and documents, reply grounded in configured business knowledge, capture orders, deliver media, and keep human operators in total control.

ConvortAI Connected Workspace Pipeline
Linked Devices QR Active
1. Customer Message

Incoming text, voice note, photo, or document via WhatsApp.

2. AI Understanding

Multimodal classification of intent, items, and buyer queries.

3. Knowledge Match

Grounded response from configured instructions & catalog.

4. Order & CRM Record

Structured Customer 360 entry and order details captured.

5. Human Oversight

Staff can pause AI, take over, or resume automation anytime.

Multimodal AI Classification

Understand Customer Messages Across Supported Formats

Customers communicate in various ways. ConvortAI processes incoming text, voice notes, photos, and document attachments to understand buyer intent.

Multimodal Processing PipelineGemini Multimodal Engine
Text Inquiries

Extracts product questions, pricing queries, delivery addresses, and customer intents.

Supported Product Photos

Identifies item codes, color variants, and product images sent by buyers ($0.007/image).

Supported Voice Notes

Transcribes and understands voice notes in supported languages ($0.010/voice note).

Supported Documents

Parses attached PDF purchase orders, spec sheets, and receipt images where supported.

Unified Multimodal Classification Layer

Combines text, audio transcriptions, and image analysis into structured buyer context before consulting your business knowledge repository.

Multimodal features apply where configured Clear voice notes and high-resolution photos process best Staff can review transcriptions anytime
Grounded Knowledge Engine

Business-Trained AI Replies from Configured Sources

ConvortAI generates answers using your specific business guidelines, products, operating policies, and synced website content.

Source-to-Response Knowledge MappingGrounded AI Replies
Configured Business Sources
Business Persona & Tone Rules

Polite, professional, or brand-tailored conversational guidelines.

Products & Service Catalogs

Item titles, prices, stock limits, variant attributes, and delivery terms.

Website & WordPress Content

Synced FAQ pages, return policies, and service menus (where configured).

WhatsApp Assistant OutputGrounded Match
"Hello! The Leather Tote Bag is Rs. 4,500. Delivery to Gulberg, Lahore is Rs. 200 standard delivery. Total for 1 unit is Rs. 4,700 via Cash on Delivery. Would you like me to confirm this order?"
Matched against configured Product Catalog & Shipping Policy

Response quality depends directly on configured business information and operational instructions.

Structured Customer 360

From WhatsApp Conversations to Organized Customer Records

Extract contact details, delivery addresses, product interests, and order histories directly into organized Customer 360 profiles.

Customer 360 Context Extraction Panel
Sample Workspace DataAuto-Structured Record
1. Incoming Chat Context
"Hi, I want 2 units of Leather Tote Bag. Name: Sarah K., Address: House 42, Block B, Gulberg III, Lahore."
Raw WhatsApp Message Stream
2. Smart Entity Extraction
  • Customer Name: Sarah K.
  • City: Lahore (Gulberg III)
  • Product: Leather Tote Bag (x2)
  • Payment: Cash on Delivery
3. Customer 360 Profile
Sarah K. (+92 300 1234567)
Gulberg III, Lahore
Order #ORD-8492 (Rs. 9,200 COD)
PostEx Courier: Pending Dispatch
Visual CRM Pipeline

Track Customer Progress Across Configured Workflow Stages

Organize active conversations into pipeline stages so your team knows which inquiries require immediate action, follow-up, or fulfillment review.

CRM Workflow Pipeline Board
Sample Workspace Data6 Configured Stages
New Inquiry14
Sample Customer
WhatsApp #ORD-3796
Qualified8
Sample Customer
WhatsApp #ORD-2077
Order Pending6
Sample Customer
WhatsApp #ORD-2635
Confirmed12
Sample Customer
WhatsApp #ORD-2626
Follow-Up5
Sample Customer
WhatsApp #ORD-4467
Completed42
Sample Customer
WhatsApp #ORD-7491
Order Operations Lifecycle

Connected Order Capture, Confirmations, and Follow-Ups

Guide customer conversations through structured order workflows, itemized confirmation messages, and scheduled follow-ups.

WhatsApp Order & Follow-Up Lifecycle WorkflowAutomated & Staff-Reviewed
1
Inquiry Received

Customer sends item query or image on WhatsApp.

2
Details Collected

AI collects delivery address and contact info.

3
Order Captured

Order details logged into dashboard context.

4
Confirmation Sent

Itemized WhatsApp receipt & total delivered.

5
Scheduled Follow-Up

Automated reminder for pending confirmations.

6
Customer Update

Tracking update via PostEx/Leopards where configured.

Reusable Media Libraries

Organize & Deliver Saved Media Content on Demand

Save product image sets, demonstration videos, PDF brochures, and document files into Media Groups ready for instant customer requests.

Configured Media Groups & Assets
$0.001/file send rate
Product Image Bundles

High-res product photo sets sent in native WhatsApp photo formats upon buyer request.

Demonstration Videos

Short product walkthroughs and usage clips delivered directly in customer chat streams.

PDF Price Lists & Catalogs

PDF catalogs, service price lists, and booking guidelines sent formatted for instant viewing.

Automated Customer Sequences

Multi-Step Message Flows for Inquiries and Onboarding

Build structured, multi-step message sequences triggered by keyword inquiries, welcome triggers, or manual staff shortcuts.

Configured Sequence Flow BuilderOpt-in Buyer Sequences
Trigger: Keyword / Shortcut Inquiry

Customer sends 'info', 'pricing', or starts chat.

Step 1: Welcome & Intro Message

Immediate greeting with core service options.

Step 2: Media Bundle Delivery

Product photos or video clip delivered ($0.001/file).

Step 3: PDF Catalog / Price List

PDF pricing guide or spec sheet attached.

Step 4: Scheduled Follow-Up Question

Time-delayed question to check buyer interest.

Sequences are designed for opt-in customer onboarding and responsive inquiry management. ConvortAI does not support unrequested bulk cold outreach.

Human Control & Safety

1-Click Human Handoff & AI Reply Pause Controls

Your staff stays in complete control. Pause AI automation on any conversation with a single click, reply manually, and resume AI whenever selected.

Per-Chat Human Handoff Control StateInstant Handoff Available
1. AI Active

AI handles routine buyer questions using business knowledge and catalog rules.

2. Human Steps In

Staff clicks 'Pause AI' to handle custom requests, negotiations, or complex issues.

3. 1-Click Resume

Once human conversation concludes, staff can re-enable automated AI replies instantly.

Safety & Compliance Responsibility: Clients remain responsible for lawful WhatsApp messaging, customer consent, operating guidelines, and reviewing AI reply quality for their business.

Instance & Session Management

WhatsApp Connection & Linked Devices Management

Connect your standard WhatsApp or WhatsApp Business numbers using Linked Devices QR pairing. Monitor connection health and refresh sessions whenever needed.

Linked Devices QR Pairing

Pair your primary phone using the Linked Devices QR code scanner inside your WhatsApp mobile app.

Instance Health Diagnostics

Track real-time session status (Online, Disconnected, Reconnecting) with diagnostic indicators.

Session Refresh Workflow

If a mobile session expires or disconnects, dashboard alerts notify staff to re-scan the QR code.

Multi-Instance Support

Connect 1 instance (Starter), 3 instances (Growth), or 10 instances (Pro) based on your plan.

Supported Integrations Hub

Link ConvortAI to Your Technical & E-Commerce Stack

Connect product catalogs, courier logistics, and custom backend systems using supported integrations, public APIs, and webhooks.

Supported Integration Node MapWhere Configured & Supported
WooCommerce
Available

Format catalog data and order records where configured.

WordPress Knowledge
Available

Import website pages and FAQ content into Knowledge Base.

PostEx Courier API
Available

Dispatch orders and track shipments where configured & supported.

Leopards Courier API
Available

Fulfill orders via Leopards logistics API where configured & supported.

Public REST API
Available

Export records and trigger workflows via authenticated API keys.

Custom Webhooks
Available

Send event notifications to external webhooks on status changes.

Usage & Cost Visibility

Transparent Wallet Billing & Itemized Deduction Rates

Monthly subscriptions cover platform workspace access, while your prepaid wallet handles pay-as-you-go AI usage with full itemized log transparency.

Pay-As-You-Go AI Wallet Rates
Min. Top-Up $5
AI Text Response
$0.003 / reply

Automated business-trained chat response

Image Understanding
$0.007 / image

Visual product code & photo classification

Voice Note Understanding
$0.010 / voice note

Gemini audio transcription & intent analysis

Generated Voice Reply
from $0.020 / reply

TTS audio response generation

Sequence / Template Send
$0.0005 / item

Multi-step sequence step delivery

Media Group File Send
$0.001 / file

Product brochure, image set, or document send

Minimum Wallet Top-Up: $5 Optional Full Setup: $49 7-Day Trial Includes $1 AI Credit
Practical Workflows

How Features Work Across Different Business Types

See how ConvortAI's modular capabilities combine into practical operation paths for product sellers, service providers, and support teams.

E-Commerce Product Sales
1Product Inquiries
2AI Catalog Reply
3Delivery Address Capture
4Fulfillment Sync
Service Businesses
1Service Quotes
2Business Instructions Match
3Requirement Collection
4Staff Takeover
Bookings & Appointments
1Schedule Inquiries
2Service Menu PDF
3Time Request Collection
4Admin Confirmation
Customer Support & FAQ
1Policy Questions
2WordPress Knowledge Answer
3Transcribed Voice Notes
4Handoff if Complex
Architecture Overview

The Four Operational Layers of ConvortAI

A complete view of how message processing, knowledge responses, record organization, and staff oversight link into one system.

1. Understand
  • Text inquiries & intents
  • Supported product photos
  • Supported voice notes
  • Supported document attachments
2. Respond
  • Business-trained AI replies
  • Product & service catalogs
  • WordPress knowledge sync
  • Media Groups & sequences
3. Organize
  • Customer 360 profiles
  • 6-stage CRM pipeline
  • Order capture & summaries
  • Scheduled follow-up reminders
4. Control
  • 1-click human takeover
  • Per-chat AI pause/resume
  • Itemized usage wallet logs
  • Linked Devices diagnostics
Ready to Streamline WhatsApp Operations?

Bring Your WhatsApp Sales and Support Workflow Into One Workspace

Start with clear business information, process customer messages across text, voice, and media, and let your team step in whenever needed.

Includes a 7-day trial and $1 AI test credit. Connects via Linked Devices QR pairing.