AI sales automation SaaS

ClosePilot AI

AI Sales Automation Platform

A WhatsApp sales assistant that can answer, qualify, and hand over.

ClosePilot AI is a multi-tenant sales automation platform for businesses that want fast, business-trained WhatsApp responses with clear human control when a conversation needs an agent.

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System map

AI Sales Automation Platform product surface

01

Multi-tenant organizations, roles, invitations, and activity audit

02

WhatsApp Cloud API devices, shared inbox, templates, and human takeover

03

Business-trained chatbots with knowledge search, keywords, tools, and memory

04

Image understanding, voice-note transcription, and media-library replies

05

Contacts, labels, notes, imports, analytics, and CSV exports

06

Broadcast campaigns, scheduled follow-ups, AI checking, and usage controls

The challenge

What had to become easier.

Customer enquiries arrive around the clock, but sales teams cannot respond instantly to every message. Generic chatbots also fail when they lack business knowledge, media understanding, and a responsible handover path.

The solution

The system we delivered.

The platform connects WhatsApp conversations to configurable AI assistants, knowledge sources, media understanding, follow-up automation, and a shared team inbox. Human takeover and organization-level controls remain part of the operating model.

Delivery scope

From product thinking to working software.

Adiva's role covered the connected disciplines required to turn the business need into a usable digital product.

SaaS product architecture
Conversation and inbox UX
AI orchestration workflows
WhatsApp integration
Tenant security and roles
Background jobs and deployment

Technical foundation

Built on a maintainable stack.

Next.jsTypeScriptPrismaPostgreSQLAuth.jsWhatsApp Cloud API

Evidence note: this case study describes product surfaces and technical scope verified from the project repository. We do not publish confidential client data, unapproved testimonials, or results that cannot be independently supported.