Let an agent understand intent, answer product questions, qualify opportunities, and move the right conversations toward a sale.
Lead qualificationFollow-upsPayment links
AI agents that sell, support, and collect.
On WhatsApp and by voice.
Deploy conversational AI agents for WhatsApp Business and voice. They answer questions, qualify leads, make and receive calls, and manage collections — autonomously.
Human handoff with context
Automation should know when a person needs to step in.
Agents resolve routine conversations and transfer exceptions with the history, reason, and next action your team needs.
A clear decision for every conversation
AI agentRoutine question
Answer with approved information and record the outcome.
Human advisor
Pause, summarize what is known, and request human review.
Send the advisor a concise summary instead of making the customer repeat the story.
Resolve questions that stay within the approved process.
Escalate by intent, confidence, urgency, and customer sentiment.
Send the advisor a concise summary instead of making the customer repeat the story.
Connected business workflow
Turn a WhatsApp conversation into a booked appointment.
The agent can qualify the request, check availability, create the calendar event, update the CRM, and keep the customer informed.
From first message to confirmed follow-up
AI agent- 1
WhatsApp
Receive the request on WhatsApp - 2
Qualification
Qualify the person and the service needed - 3
Calendar
Check availability and book in Google Calendar - 4
CRM
Create or update the CRM record - 5
Follow-up
Send confirmation and schedule reminders
A useful integration does not stop at sending a message: it connects the customer’s intent with a confirmed appointment and a traceable next step.
Configure your agents from the tools you already use.
Connect Agents to Claude, Codex, or another compatible client. Give it a clear instruction, review the proposed setup, and keep control before anything is published.
Create an agent with your AI client
## Goal
Create and configure an Agents by Yudex Labs agent for [support, sales, collections, or another category]. Done means you show me the complete configuration, confirm how it will connect ([WhatsApp, voice, or both]), and wait for my approval before applying or publishing anything. Tell me clearly whenever you need an action from me.
## First, check your tools
If the Agents by Yudex Labs MCP tools are already connected, skip the Connect section and continue from the current state. This prompt may have been pasted after a restart, so do not repeat setup or create duplicates if an agent or draft already exists.
## Connect
Use the Agents by Yudex Labs MCP connector configured in this client.
MCP endpoint: https://api-agents.yudexlabs.com/mcp
The connection uses streamable HTTP and OAuth when available. If OAuth is not supported, ask me to provide a technical token through an environment variable — never ask me to paste a token into the prompt.
- Claude Code: configure the Agents MCP endpoint shown in Agents settings using the HTTP transport and OAuth.
- Codex: add the Agents MCP endpoint shown in Agents settings as a remote MCP server, then complete OAuth when prompted.
- ChatGPT: add the Agents MCP endpoint shown in Agents settings under Connectors and authorize it when prompted.
- Cursor: add the Agents MCP endpoint shown in Agents settings to the MCP configuration and enable it in Settings → MCP.
- Chat apps without a terminal: add the endpoint as a custom connector in the app settings and authorize it.
- Any other client: explain the equivalent remote MCP or streamable HTTP setup and stop when a user action is required.
After connecting, verify access by listing the available agents. If the tools are unavailable, tell me exactly what must be enabled and wait — do not fall back to an unrelated integration.
## Check before creating
Look for an existing agent or draft that matches the requested purpose. If one exists, show it and ask whether I want to update it. Do not create duplicates.
## Configure
Ask the necessary questions one at a time. Define the agent type ([text or voice]), channel ([WhatsApp, voice, or both]), objective, audience, tone, greeting, knowledge, tools, escalation rules, and schedule. Propose a complete configuration and show a preview of the resulting agent.
## Apply and publish
Wait for my explicit confirmation before saving, publishing, activating, or sending any message. Summarize what will change, identify anything that still needs me, then apply only the approved changes and confirm the final status.Choose where to connect
Open the connector setup with the selected client.
One conversation can move your entire business forward.
Illustrative data: the interface represents workflows available in Agents.
Want to see what an agent can do for your business? Get started today
What AI Agents Do
AI Agents That Handle Support, Sales,
Collections, and Voice
An AI agent acts like an autonomous teammate: it chats on WhatsApp, handles calls, qualifies leads, schedules appointments, and manages collections.
Specialized AI Agents
Specialized agents for sales, support, collections, and custom processes, each with its own objective and context.
WhatsApp and Voice
Answer messages, receive calls, and make outbound calls based on each agent's objective.
Enterprise-Grade Infrastructure
Authenticated access, tenant-scoped data, and official integrations for more controlled operations.
Collections with a Portfolio
Load accounts, record payment promises, and track recovery progress in a dedicated portfolio view.
Measurable Campaigns
Launch WhatsApp or voice campaigns with contacts, schedules, objectives, and outcome metrics.
Measurable ROI
Measure delivery, contacts, replies, payment promises, and conversions to improve every operation.
Ready to automate your support, sales & collections with AI agents? Start today
Practical resources
Answers for the questions your operation faces every day.
Explore clear guides about WhatsApp campaigns, appointments, integrations, and the controls that keep automation useful.
View all resourcesPractical resources
01WhatsApp complianceHow to follow WhatsApp rules when sending campaigns in ColombiaA practical guide to planning campaigns with consent, approved templates, opt-outs, and conversion metrics.02Scheduling and integrationsHow to connect an AI agent to Google Calendar and your CRMDesign a WhatsApp flow that qualifies requests, books appointments, updates the CRM, and sends reminders.