WhatsApp AI agent connected to your CRM
Claude + self-hosted n8n
Fixed price, written scope, 30 days of written support. It runs on your accounts, on your server, with your keys. Nothing runs on my infrastructure, and I hold no access after the handover.
An agent that answers in your words.
An AI agent that answers your customers on WhatsApp in your words, qualifies each lead with your questions, writes everything to your CRM and hands over to your team the moment a person is needed. It runs on your accounts, on your server, with your keys. Fixed price, written scope, 30 days of written support.
The agent is your business's customer service running on your WhatsApp Business account. Not a chatbot product you rent: a piece of your operation that you own.
Service businesses that lose leads between messages.
Businesses that already talk to customers on WhatsApp and answer the next morning:
- Clinics and practices. Bookings, prices, insurance questions, directions.
- Real estate agencies. Property questions, visit booking, buyer or tenant qualification.
- Hotels, guesthouses and small hospitality. Availability questions, rates, check-in details, upsells you approve.
- Schools, courses and training providers. Enrolment questions, dates, prices, prerequisites.
- Workshops, repair shops and field services. Quote requests, opening hours, what to bring.
One number, one team, one language per agent (a second language is a scope item). If your customers write to you at night and get an answer the next morning, this is for you.
Six things, and nothing else.
Answers
From the answers you approve: prices, hours, address, how it works, what to bring. Your tone, your words, your limits. Up to 10 topics in step 1; more in the written scope.
Qualifies
Asks the 3 to 5 questions you would ask first (what do you need, when, where, budget, how did you find us) and stops asking when the customer wants a person.
Writes to your CRM
Every conversation becomes a dated record on the contact: the questions, the answers, the summary. No typing, no copy and paste.
Alerts your team
A summary per lead, on Telegram or by email, so the right person picks it up with the context already there.
Hands over
On request ("I want to talk to someone"), when the question is outside its list, or when it is not sure. It says so and steps back; your team continues in the same chat.
Says it is an AI
In the first message, every time. The exact wording is further down this page, and it is not optional.
The limits, written before you pay.
- No cold or bulk messages. It answers people who write to you. Outbound campaigns are a different build, and in Spain they are not allowed without consent.
- No prices, discounts, dates or promises outside the list you gave it.
- No medical, legal or financial advice. It routes those to a person.
- No payments inside the chat. It sends the payment or booking link you provide; the transaction happens on your side.
- No voice notes, no phone line, no Instagram or Messenger. WhatsApp text and images only, in this build.
- No promise of reply rate, lead count or sales. I do not quote conversion numbers, mine or anyone's.
- The agent answers at any hour. My support does not: it replies within one business day, Brazil business hours.
Same scope, same price on every channel.
Fiverr prices include the platform's fee; the direct price applies on Contra, on Upwork fixed-price contracts and on direct contracts.
| Step | What you get | Delivery | Fiverr | Direct, Contra or Upwork |
|---|---|---|---|---|
| 1 · Answer bot | 1 number, answers up to 10 topics from your approved material, business-hours window, handover to a person on request, AI disclosure in the first message. | 7 days | US$ 120 launch price | US$ 120 launch price |
| 2 · Lead qualifier | Step 1 plus: 3 to 5 qualifying questions, every lead written to your sheet or CRM, a summary per lead to your team, daily caps on the server. | 14 days | US$ 390 launch price | US$ 390 launch price |
| 3 · Full agent, connected to your CRM | Step 2 plus: CRM sync both ways (the agent reads the contact's history before answering), booking link, watchdog with alerts when anything stops, plain-language manual, recorded walkthrough video. | 21 days | US$ 890 launch price | US$ 700 launch price |
Every step ends with a written handover and 30 days of written support.
The Full agent price is for the scope in the table. Written scope moves it between US$ 600 and 1,100: fewer pieces (spreadsheet instead of CRM, no booking link) bring it down; a second number, a second language or a CRM I have to test first bring it up. You see the number before you pay anything.
Not included at any step: the phone number, Meta message fees, Claude API usage, the VPS, ad campaigns, and integrations I have not tested. Any integration outside the ones I run in production gets tested on my side first, and if the test fails I tell you before you pay, not after.
Timeline
- Answer bot: 7 days from scope approval.
- Lead qualifier: 14 days.
- Full agent: 21 days.
The clock starts when the scope is approved and everything I asked you for is in hand. Timelines are for the scope of the step; anything outside it gets its own scope and its own timeline, in writing.
Five lines, all of them yours.
Your WhatsApp Business account on the WhatsApp Business Platform. Messages arrive via a webhook; replies go out from your number.
your accountn8n, self-hosted
On your VPS: receives each message, keeps the state of the conversation, applies the rules (business hours, caps, handover) and talks to everything else.
your serverClaude
Through Anthropic's API with your key: writes the reply from your approved material and runs the qualifying questions.
your keyYour CRM or spreadsheet
Every lead and every conversation written there; the agent reads the contact's history before answering (Full agent).
your dataAlerts
Telegram or email to your team when a person is needed, and a watchdog that tells you if the agent stops.
your teamNothing runs on my infrastructure. Keys, data and accounts stay in your name. After the handover I hold no access: the dedicated account I used is removed on the last day.
All in your name, none to me.
Meta messages
Replies inside the 24-hour customer service window, which is what an inbound agent does almost all the time, are free on Meta's pricing page as read on 14/09/2026. Template messages sent outside that window (a follow-up, a reminder) are charged per message and per country.
What third parties report
Figures here are from third parties citing Meta's rate card, not from Meta directly, and Meta announced increases for Spain (01/07/2026) and Mexico (01/10/2026): Spain about US$ 0.07 per marketing message and US$ 0.02 per utility message; Mexico about US$ 0.04 and US$ 0.008. Check the current rate card at business.whatsapp.com before you budget.
Claude API
Billed by Anthropic to your account, by usage. I put an estimate in the written scope from your monthly message volume.
VPS
A small server in your name, from the provider you prefer. I tell you the minimum size in the scope.
No monthly fee to me
If you want changes later, you ask, I quote a closed block with fixed scope and price, you approve.
Everything in writing, on your clock.
The whole project runs by message. You never have to be at your desk at a set hour for me.
Written brief
You send me screenshots of how customers write to you today, your most common questions and where leads should land. Text, voice notes or a screen recording, whatever is quicker for you.
Written scope, one page
What the agent answers, the qualifying questions, the CRM fields, the handover rules, what is out. Fixed price and delivery date on the same page.
Payment
Direct: 50% at scope approval, 50% at handover, by bank transfer in USD or EUR. On Contra, Upwork or Fiverr: the platform's escrow and milestones.
Build and test
You get a test number to talk to the agent before it touches your real number. You send corrections in writing; I adjust.
Written handover
A recorded video walkthrough of everything running on your accounts, plus the manual in plain language: how to change an answer, how to restart, where the backups are. You watch it when it suits you, and you keep both.
30 days of written support
Questions and adjustments inside the scope, answered within one business day, Brazil business hours.
The agent says it is an AI, in the first message.
Mandatory, in every country. In the European Union this is a legal requirement (AI Act, article 50, in force since 02/08/2026); elsewhere it is how I build it anyway, because customers who find out later stop trusting the number.
For any template message the business sends outside the 24-hour window (follow-ups, reminders), one more line, always:
Your number, your account, your rules, your data.
The agent is your business's customer service running on your WhatsApp Business account.
The AI is the tool your team uses to answer faster; it is not a product sold to your customers on WhatsApp.
Send me your ten most common questions.
Tell me where leads should land and which CRM you use, or that you have none yet. I reply within one business day, Brazil business hours, and everything from there runs by message.
What I need to quote you.
- Your country and the language the agent answers in.
- Your 10 to 20 most common questions, with your answers.
- The 3 to 5 questions you would ask a new lead first.
- Where leads should land: your CRM, or a spreadsheet.
- Whether you already have a WhatsApp Business account on the WhatsApp Business Platform.
That is enough for a written scope with a fixed price and a delivery date. No obligation, and nothing is paid before you approve the page.