The lead buys with whoever responds first. Your team answers when they can, not when the customer asks.
Your team of agents Serve 24/7.
Grupal answers on WhatsApp, creates the contact, opens the deal, books the appointment, and alerts your team. You only approve what matters.
WhatsApp Business official APIApp verified by MetaOwn number · importable history
Logbook · Roma dental clinicin progress
Calendar Agent scheduled an appointment
Deals Agent moved a deal to Quoted
Contacts Agent created 3 profiles
Notifications Agent alerted Laura
The work still doesn't do itself.
They are scheduled by message, confirmed verbally and lost among threads and screenshots.
The data stays in the conversation. Nobody captures, nobody tags, nobody knows how much the pipeline is worth.
Nobody writes again to the person who said "Let me think about it." That lead was not lost: it went cold waiting.
The seven steps, from a message to a report.
MR
24-hour windowMariana Ruiz+52 55 1042 8871
Hello, do you have availability for a dental cleaning this week?10:32
Of course. We have tomorrow at 5:00 pm or Thursday at 11:00 am. Which works best?10:32✓✓
Chat Agent
Respond in seconds, not hours.
The message arrives. The Chat Agent takes the conversation and responds with real calendar availability.
Chat Agent · responded in 4 sContactcreated 10:32
MR
Mariana Ruiz+52 55 1042 8871 · WhatsApp
DealsSales dashboard
Cleaning · Mariana R.$2,400
Calendar · Roma branchDr. Ruiz
Mon 12
Tue 13
Wed 14
Thu 15
Fri 16
15:00
16:00
17:00
Dental cleaningMariana R. · 50 minConfirmed
New appointment assigned to LauraTomorrow 5:00 pm · Roma branch · Mariana Ruiz
email sentForm · Quick historyMariana Ruiz
Birthdate12 / 03 / 1991
Who referred you?Ana López
Overview · last 30 daysvs. previous period
Scheduled appointments96+41%
No-shows8%−12%
First response38 s−76%
Recovered leads42+58%
Demo data
Nine roles, one operation.
Each agent has a responsibility, a color and a record of what they did. Eight do the day's work; the ninth helps you set everything up. They don't have human names: they have jobs.
Chat / Sales
Serve, qualify and advance the conversation on WhatsApp.
- Respond in seconds with your real catalog
- Quote, propose times and confirm
- Hand you control in one click
Contacts
Build a profile for every person who writes.
- Identity by phone and channel
- Organization-specific tags
- Assigned owner and up-to-date notes
Deals
Open and move deals through the pipeline without manual entry.
- Deal with value and currency
- Stage movement with tiered permissions
- Appointments linked to each deal
Scheduling
Schedules appointments on real calendars, with availability by resource.
- Bookable services and weekly schedules
- Availability by resource and branch
- Confirmation, statuses and rescheduling
Follow-up
Remind, follow up and recover what goes cold.
- WhatsApp reminder 24 hours before
- Internal alert for the team
- Recovered leads measured in the report
Forms
Request missing information and store it where it belongs.
- Forms with nine question types
- Responses attached to a contact, appointment or deal
- Reusable templates by lead type
Data
Classifies and keeps what comes in organized.
- Tags typed according to your organization's taxonomy
- Catalogs of products, services and branches
- Responses filed in the correct profile
Notifications
Keeps the team aware of what happened while they were away.
- Email the owner about a new, changed or canceled appointment
- Request human support with the reason and wait time
- Leave notes in the thread for whoever takes over
- Notification controls by person and organization
Configuration
Guides you through Grupal setup by conversation.
- Configure by talking: explain what's missing and the agent builds it
- Read your site and load catalogs, services and branches
- Prepare schedules, boards, forms and tags
- Propose changes; save nothing without your approval
The same team. Your operation.
Agents don't change jobs depending on the business: they change which modules you turn on and what order things happen in. These are three real operations.
Each message is an appointment that is scheduled or missed.
That's how it is today
The receptionist answers between patient and patient. The history is filled out on paper and reminders are sent when someone remembers.
agent Chat Answer with the cleaning price and propose three available times.
agent Contacts Create the patient profile with phone, channel and source tag.
agent Calendar Fit the appointment to the available chair, doctor and branch.
agent Forms Send the intake form and save the signed response in the profile.
agent Follow-up Send a reminder 24 hours before and reschedule when needed.
agent Notifications Email the assigned doctor about the next day's appointment.
The lead you answer first is the one you close.
That's how it is today
Leads arrive from campaigns to a number that is reviewed by whoever can. The CRM is half filled on Friday, and the follow-up depends on the memory of each salesperson.
agent Chat Qualify budget, urgency and what you are looking for before passing on the lead.
agent Contacts Create the profile with the source campaign and assigned owner.
agent Deals Open the deal on the board with its value and currency.
agent Calendar Schedule the demo or visit on the sales rep's calendar.
agent Follow-up Write again to the person who said "Let me think about it" and reactivate the lead.
agent Data Report pipeline, won value and recovered leads for the period.
Your inbox should not grow as fast as your user base.
That's how it is today
Each repeated doubt occupies one person on the team. Nobody knows what the most common reasons are or how long it takes for the first response.
agent Chat Resolve the question using your documentation and plan catalog.
agent Contacts Identify the writer's account, plan and history.
agent Data Tag the ticket reason with your taxonomy.
agent Chat Request human support with the reason and wait time when the issue is out of scope.
agent Notifications Alert the team and leave context in the thread for whoever takes over.
agent Deals Detect upgrade intent and open it as an expansion deal.
Five tools where the operation lives.
Agents work in here. Your team too: it's the same five screens, with everything that happened on WhatsApp already captured.
All conversations, in one place.
Every message that comes through WhatsApp arrives in a shared inbox. Your team sees the same thread from their computer, without passing around a phone or sharing passwords.
- One inbox: everyone sees the same conversation
- No personal phones or shared accounts
- Assign an owner or take control in one click
- Complete history saved in the contact's profile
Search conversations…
MR
Mariana RuizTomorrow at five works for me.
RS
Rodrigo SalasWhat packages do you offer?
PV
Paulina VeraThanks for the help.
Do you have availability for a cleaning this week?
Chat AgentTomorrow at 5:00 pm or Thursday at 11:00 am.
Tomorrow at five works for me.
A complete profile for every customer.
Everything you know about a person lives in one profile: details, tags, team notes, files they sent and the company they belong to. Agents update it during the conversation.
- Contact details and source channel
- Typed tags for segmentation and filters
- Team notes and files saved to the profile
- Companies that group contacts from the same account
Mariana Ruiz+52 55 1042 8871 · WhatsApp
Grupo AuroraGrupo AuroraCustomer since 2024
Laura · 10:38Prefers afternoon appointments.
ActivityContact updated by the agent
Your deals, in the workflow you already use.
Every deal is a card with value and an owner. Build the boards you need—sales, support, follow-up—and give each one its own stages.
- One board per process: sales, support or follow-up
- Custom stages, with value and currency per card
- Tiered permissions for who can move what
- Contacts and appointments linked to each deal
SalesSupportFollow-up
pipeline $111,950 MXNNew lead2
Quoted1
Follow-up1
Won1
The entire team's schedule, in one view.
Calendars for every person, branch and resource live together. See who has what and the real availability agents use when offering times.
- One calendar per person, branch or resource
- Team view with real availability
- Appointment status: confirmed, rescheduled or no-show
- WhatsApp reminder before each appointment
Mon 12Tue 13Wed 14Thu 15Fri 16Dr. Ruiz17:00Dr. PeñaChair 2
Templates for the information your process needs.
Create a template once and fill it repeatedly: the agent can send it through the conversation, or your team can complete it from the contact profile.
- Nine question types organized into steps
- Completed by the agent in chat or by your team
- Saved to the contact, appointment or deal
- Reusable templates by lead or service type
Quick historyForm · 3 questions
reusableP1Date of birthShort answer
P2Who referred you?Short answer
P3I accept the privacy noticeConsent
Studios
Configure the system by conversation.
Catalog, schedules, boards, forms and labels are configured by chatting with the Configuration Agent. It reads your site, proposes changes and leaves them visible: nothing is saved without your approval.
BusinessServicesCalendarFormsBoardsMessagingTeam
7 studios · rewind each turn · review changes before saving
See how conversational setup works →They do the work. You remain in control.
You'll never wonder what happened while you weren't looking. Each action has an agent, time and record, and all can be undone.
Activity logLive
Calendar Agent Roma branch availability changed
Calendar · Dr. RuizDeals Agent moved an opportunity to Submitted Proposal
Sales Dashboard · $2,400Chat Agent requested human support for an out-of-catalog price
Conversation · +52 55 1234 5678Forms Agent submitted the medical history form
Contact · Mariana CruzReminders Agent set a reminder 24 hours before
Appointment · tomorrow 5:00 pmContacts Agent created the profile and labeled it New lead
Contact · Mariana CruzFilter by agent, module, record or date range.
Permissions Chat Agent
Opportunity boards3/7
Writing on boards2/7
Schedulable calendars4/5
Win/lose0/7
Winning and losing is out of your reach: that decision is still yours.
Agent on standbyLaura has been in control since 10:41
Permissions per tool
Each agent declares what it can touch: "3 of 7 boards · writing on 2." Reading, writing and win/loss actions are granted separately.
Approvals where it matters
Out-of-scope work does not run: the agent stops, notifies the owner with the reason and wait time, and waits for approval.
Take control in one click
Turn off AI and write without leaving the thread. The agent steps aside and resumes when you reactivate it.
Sandbox before production
You test personality, playbooks and permissions without spending real messages or touching a record of your operation.
All reversible
Each action is linked to the record that it modified. If something should not have happened, it is undone from the log itself.
Account status
One screen shows what's ready, what's broken and what's left to configure, with a suggested next step.
Human takeoverApprovals where it mattersSandbox without spending messagesAll reversible
View the log, permissions and approvals → The report writes itself, with what really happened.
The numbers come from what's already happened in your operation—real conversations, appointments, opportunities, and events—not from a dashboard that someone has to fill out.
Overview · last 30 daysvs. previous 30 days
Leads128+34%
Scheduled appointments96+41%
Opportunities created149+31%
Won opportunities37+22%
Won value$312K+28%
Conversations1,204+18%
Average first response38 s−76%
Served first by AI92%+9%
Response rate97%+4%
Assists84%+6%
No-shows9%−12%
Recovered leads42+58%
Demo data · each organization sees only its own
Your number. The official API. No personal cell phones.
WhatsApp Business APIOfficial Meta API · in operation
your numberYour account, without intermediariesEmbedded SignupYou connect in minutesImportable historyThe team does not start from scratch
Complete team inbox
Searchable conversation list, real-time thread and a contact panel that updates while the agent works.
All formats
Text, image, audio, video and documents, with automatic transcription and description of the media sent to you.
24-hour window handled
Grupal knows when the window closes and reopens it with approved templates, without anyone watching the clock.
Managed templates
Registration and management of templates with variables, media headers and location, from the same place.
Take control in one click
Turn off AI and write without leaving the thread. The agent waits and resumes when you reactivate it.
Human support requested
When something goes off script, the agent asks for help with the reason and wait time, then emails the owner.
Reminders through the same channel
Confirmations and appointment reminders go out via WhatsApp with approved templates.
One agent per number
Each channel has its default agent, with its personality, its playbook and its permissions per tool.
Outside WhatsApp's 24-hour window, you can only send Meta-approved templates. Grupal manages them and knows when each applies, but Meta sets that rule and we state it plainly.
See how the channel connects →You pay per conversation. All core is included.
The plan covers the conversations for the month and the entire product. Calendar and Forms are activated separately, when your operation needs them.
Starter
To start taking care of everything that comes in without hiring anyone else.
$3,999MXN / month
500 conversations included
- Complete core, no user limit
- Your own number with the official Meta API
- Optional Calendar and Forms modules
Growth
For operations with a constant flow of leads and appointments.
$8,499MXN / month
1,500 conversations included
- Complete core, no user limit
- Your own number with the official Meta API
- Optional Calendar and Forms modules
Scale
For multiple branches, multiple dashboards, and multiple teams.
$12,999MXN / month
3,000 conversations included
- Complete core, no user limit
- Your own number with the official Meta API
- Optional Calendar and Forms modules
What everyone asks before starting.
No. A chatbot answers questions; Grupal executes work within your operation: create the contact, open the opportunity, schedule the appointment on a real calendar with availability by resource, schedule the reminder and notify your team. This is the only time we are going to use the word chatbot.
No. You connect your own number with the official Meta API through Embedded Signup, in minutes and without intermediaries. If you already have history, it can be imported so that the team does not start from scratch.
It stops, requests human support with the reason and wait time, and emails the owner. It does not invent prices or promise anything outside your catalog.
Yes, in one click. Turn off AI from the same thread and write while the agent waits. When you reactivate it, it resumes with the full context.
Exactly what you authorize, tool by tool: reading, writing and win-lose are granted separately, and per specific board or calendar. Everything else is out of reach.
Overview shows twelve indicators against the previous period, including leads, scheduled appointments, deals won, won value, average first response and recovered leads.
How many messages from this week remain unanswered?
Tell us how you serve customers today and we will show you your operation up and running, with your catalog and schedules.
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