How it works

Your AI agent ready in 5 minutes

No code, no complications. Configure, train, and activate your virtual customer support assistant in 4 simple steps.

Configure your agent
Train with your info
Test in a real chat
Connect WhatsApp
01Step 1

Configure your agent

Define who it is, how it speaks, and what it does

Give it a name, choose an avatar, and set your AI agent's personality. Define the business type, role (sales, support, receptionist), communication tone, objectives, and conversation rules.

๐Ÿค–Personalized name and avatar
๐ŸขBusiness type and agent role
๐ŸŽฏObjectives: book appointments, capture leads, FAQ...
๐Ÿ—ฃ๏ธTone of voice and use of emojis
๐Ÿ“‹Conversation script with AI suggestions
๐ŸšซRules and exceptions (what NOT to do)
01

Configure your agent

Define who it is, how it speaks, and what it does

Agente

Maria โ€” Sales Agent

Role: Sales ยท Tone: Professional

WhatsAppInstagramโ— Active
Sales
Support
Receptionist
ProfessionalFriendlyEmpathetic๐Ÿ˜Š Emojis
02Step 2

Train with your info

AI learns everything about your business

Upload PDF documents, your business web links, or create FAQs manually. The AI will crawl, process, and learn all the information to give accurate answers about your products, services, prices, and policies.

๐Ÿ“„Upload PDFs: menus, catalogs, product guides
๐ŸŒAutomatically crawl your website
โ“Create custom FAQs
๐Ÿ›’Connect Shopify or WooCommerce
๐Ÿง AI processes and structures everything automatically
๐Ÿ”„Update knowledge whenever you want
02

Train with your info

AI learns everything about your business

๐Ÿ“„

product-catalog.pdf

โœ“ Processed
๐ŸŒ

inbox-ia.com/services

โœ“ 12 pages crawled
โ“

3 FAQs added

โœ“ Ready to use
03Step 3

Test in a real chat

Verify responses before activating

Before connecting your agent to WhatsApp, test how it responds in a trial chat. Ask it real questions, check that the answers are correct, and adjust whatever you need. Zero risk.

๐Ÿ’ฌReal-time trial chat
โœ…Validate answers about your products/services
โœ๏ธEdit knowledge base if anything is missing
๐Ÿ”Repeat tests until everything is perfect
๐Ÿ›ก๏ธYour agent won't attend clients until you activate it
๐Ÿ“ŠSee how it replies with enriched markdown
03

Test in a real chat

Verify responses before activating

What are your business hours?

Agente

Hi! ๐Ÿ‘‹ Our hours are Monday to Friday from 9:00 AM to 6:00 PM. Would you like to schedule an appointment?

Yes, for tomorrow at 10

Agente

Perfect โœ… I have booked you for tomorrow Thursday at 10:00 AM. I will send you a reminder.

04Step 4

Connect WhatsApp

Scan a QR and your agent is online

Connect your WhatsApp Business number by scanning a QR code, just like WhatsApp Web. In seconds, your AI agent will start attending your clients automatically. You can also connect Instagram and Messenger.

๐Ÿ“ฑScan QR like in WhatsApp Web
โšกInstant connection, no complex APIs
๐ŸŸขYour agent starts replying automatically
๐Ÿ“ธAlso connect Instagram and Messenger
๐Ÿ“…Integrate Google Calendar for automatic appointments
๐Ÿ””Receive notifications of important conversations
04

Connect WhatsApp

Scan a QR and your agent is online

QR Code - inbox-ia.com

Scan with your phone to connect

Waiting for connection...

Why is our onboarding different?

Designed so any business, regardless of size or technical knowledge, can have an AI agent working in minutes.

Ready in 5 minutes

No need to code or configure APIs. Everything is visual, guided, and fast.

AI learns on its own

Upload your documents and the AI extracts, structures, and memorizes all info.

Test without risk

Verify answers in a sandbox chat before going live.

No code

Zero code. Zero APIs. Just scan a QR and your agent is on WhatsApp.

Ready to automate your customer support?

Start your 14-day free trial. No credit card required.