AI agents that do named jobs, in the open
An AI CRM is a customer relationship management system where AI does defined sales work, not just chat. In Vaalo, named AI agents greet new leads on WhatsApp, follow up leads that go quiet, score and revive old leads, summarise calls, and prepare reports. Each agent has one job, and its actions are visible in the lead timeline.
- GreeterReplies to new leads on WhatsAppActive
- ChaserFollows up leads that have gone quietActive
- ScoutScores leads so likely buyers are called firstActive
- ScribeTurns call recordings into summaries and tasksActive
- GuardianWatches the 30-minute first-response clockActive
- OptimizerSuggests campaign changes, never applies them aloneApproval pending
Plus Coach, Closer, Analyst, Herald, Keeper, Reviver, Host, Watchdog, Forecaster and Amplifier - every action written on the lead record.
The agent roster
- Greeter
- Replies to new leads on WhatsApp, so no enquiry waits for office hours.
- Scribe
- Turns call recordings and notes into lead summaries and follow-up tasks.
- Coach
- Reviews conversations and flags what the team can improve.
- Chaser
- Follows up leads that have gone quiet, on the schedule you set.
- Closer
- Sends proposal and payment nudges when a deal stalls.
- Analyst
- Prepares marketing and sales reports from your CRM data.
- Herald
- Sends campaign and broadcast messages.
- Keeper
- Keeps lead data clean and merges duplicates.
- Guardian
- Watches the 30-minute first-response SLA and alerts the team.
- Reviver
- Re-engages old, cold leads, with consent checks first.
- Scout
- Scores and prioritises leads so the team calls likely buyers first.
- Host
- Runs client onboarding steps for agencies.
- Optimizer
- Suggests campaign changes. It never applies them without approval.
- Watchdog
- Raises spend and performance alerts on your campaigns.
- Forecaster
- Projects campaign trends, always labelled as estimates.
- Amplifier
- Syncs retargeting audiences, approval-gated and consent-checked.
Visible, and under your control
Every agent action appears on the lead record, labelled as that agent's work. You decide how much freedom each agent gets, and any agent can be paused, put to sleep or retired at any time. Agents follow the same rules as your team: the consent ledger applies to agent outreach exactly as it applies to people.
Approval where it matters
Sensitive actions wait for a person. The Optimizer only recommends campaign changes; a human reviews and applies them. The Amplifier syncs audiences only after approval, and checks consent first. Nothing about your ad accounts or your customers changes silently.
Usage and budgets you can see
Agent usage is metered, and each business can see its AI usage and set an AI budget, so cost never arrives as a surprise. The agents are part of the product for every user in the current model, not locked behind a higher plan.
Questions, answered plainly
What is an AI CRM?
An AI CRM is a customer relationship management system where AI does defined sales work, not just chat. In Vaalo, named AI agents greet new leads on WhatsApp, follow up leads that go quiet, score and revive old leads, summarise calls, and prepare reports. Each agent has one job, and its actions are visible in the lead timeline.
Which AI agents does Vaalo have?
Vaalo's agents include Greeter (first replies to new leads), Chaser (follow-ups), Scout (lead scoring), Reviver (re-engaging old leads with consent checks), Scribe (call summaries), Analyst (reports), Guardian (first-response SLA alerts) and Host (agency client onboarding), plus marketing agents such as Optimizer and Watchdog for campaign suggestions and alerts.
Do Vaalo's AI agents act without human control?
Agents work inside rules you can see. Their messages and actions appear on the lead record. Sensitive actions are approval-gated: the Optimizer only recommends campaign changes and a person applies them, and agents can be paused or retired at any time from the agent controls. Consent rules apply to agent outreach exactly as they apply to people.
Are AI agents charged separately in Vaalo?
No. Vaalo's AI agents are included for all users in the current model. There is no AI add-on tier. Usage is metered for cost visibility, and each business can set an AI budget, but access to the agents is not locked behind a higher plan.
Agents work alongside the WhatsApp inbox and workflow automations. Background: what is an AI CRM?
See Vaalo on your own leads
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