Operatix
Meta Business Partner · WhatsApp and cloud phone system, with AI
Operatix brings WhatsApp, a multi-agent cloud call center, CRM and e-invoicing into one platform, with an AI that handles messages and calls while your team closes deals.
WhatsApp Web · Customer spreadsheet · Email · Invoicing app · Calendar · CRM · Phone system
Five, ten or more separate apps, each holding a piece of the customer.
Your team moves information between systems and replies to everything by hand.
Someone wrote at 9 p.m. and nobody answered until the next day.
Every new customer adds costs, tabs and complexity.
An ordinary Tuesday: Carito writes at 9:14 and by 10:09 she has her invoice. All of it happened inside Operatix.
As a Meta Business Partner we connect your WhatsApp in coexistence mode: you keep using it on your phone while the platform serves it with your team and AI.
· AI
The chatbot checks your inventory, answers prices and sizes, and hands the conversation to a person when needed.
· Operatix CRM
The CRM is included — no extra tool to pay for. Every message moves the deal forward, from Inbound to Won, with the payment link and Carito's full history on her record.
· Call
Your phone system lives in the cloud: AI agents and people answer from the same number, and every call is recorded and transcribed on the contact.
· Invoice
From deal to invoice in one click. Operatix validates it with the DIAN and sends it to your customer on WhatsApp or by email.
One conversation, five moments, zero tabs.
Every screen has an assistant that knows your account. It guides you step by step, answers with your real data and takes the action when you ask.
Every module shares the same contacts, the same team and the same AI.
Centralize every WhatsApp conversation with Meta's official API: multi-agent inboxes, campaigns and approved templates.
Bots that answer from your catalog, book meetings, send reminders and run remarketing, with the AI model you prefer.
Agents that make and take calls with a natural voice: they qualify leads, book meetings and answer questions.
Your own CRM, built into the platform: multiple pipelines with your stages, a Kanban board and the full timeline of every deal. Already use another CRM? It syncs.
Quotes, invoices, credit notes and support documents validated with the DIAN, connected to your CRM.
Design campaigns with a visual editor and AI-generated content, and track every open and click.
Kanban boards, task acceptance and two-level review so nothing is left half done.
One-to-one chat, team groups, mentions and video calls for your team, separate from your customers.
A chat for your website served by the same bot and team, landing in the same inbox.
Your public booking page, connected to your calendar and to the contact in your CRM.
No painful migrations: Operatix works with the tools your team opens every day.
We went from answering messages by hand to a chatbot that serves customers 24/7. Our sales grew 40% in just three months.
Operatix replaced five different tools. Our team finally spends the day selling instead of copying data between systems.
A basic setup takes under 30 minutes. Connecting WhatsApp, creating your first chatbot and receiving messages is immediate.
No. Operatix is built for sales teams and the assistant guides you inside the platform. No coding needed.
Yes. With coexistence you keep using your number on your phone while the platform serves it. You can also use a new number for your company.
Operatix integrates with an authorized technology provider, so you issue DIAN-valid electronic invoices right from the platform.
Yes. The bot escalates to your team when it detects the customer needs it or whenever you configure it.
Your data is protected with encryption and we never share it. You decide what each team member sees with per-module permissions.
Tell us how you sell today. In a demo we’ll show you what your own thread would look like, with your channels and your team.