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Full platform features
Every capability your team needs in one omnichannel CRM
AI Octopus brings WhatsApp, calls, Instagram, Messenger, webchat, AI smart replies, tickets, leads, ecommerce, delivery, bookings, payments, campaigns, integrations and reports into one connected business workspace.
Book a DemoChannels
Connect every customer touchpoint — WhatsApp, calls, social messaging, webchat, SMS and API sources in one platform.
WhatsApp Business API
Manage WhatsApp chats, template messages, customer replies and campaign conversations.
WhatsApp Calls
Support WhatsApp calling workflows and call follow-ups where enabled.
Regular Calls
Track phone enquiries, missed calls, call notes and follow-up actions.
Instagram DM
Manage Instagram direct messages as customer conversations.
Messenger
Reply to Messenger customers from the same team inbox.
Website Chat
Add webchat to your site and convert visitors into leads.
SMS
Send SMS updates, reminders and campaigns where configured.
API Channels
Bring enquiries from external systems into AI Octopus through API integrations.
AI Replies
Smart replies powered by your business data — products, FAQs, policies and previous support information.
AI-assisted replies
Automate common questions while keeping your team in control of important conversations.
Business database search
Match customer questions to your products, services, policies and stored knowledge.
Quick reply suggestions
Suggest context-aware replies so agents respond faster with consistent information.
Lead qualification
Ask structured questions to identify high-intent prospects before agent handover.
Customer detail collection
Gather name, contact and enquiry information before routing to your team.
Human handover
Escalate to a human agent when a conversation needs personal attention.
Multi-language response support
Assist customers in the languages your business serves.
Controlled and editable replies
Review, edit and approve suggested replies before they are sent to customers.
Calls
Unify chats and calls — keep WhatsApp calls, regular calls, missed call follow-ups and call notes connected with customer history.
WhatsApp call workflows
Handle WhatsApp calling workflows with agent routing and conversation context.
Regular call tracking
Log phone enquiries and connect call activity to the customer timeline.
Missed call follow-up
Create follow-up tasks when calls are missed so no enquiry is forgotten.
Call notes
Add notes after calls so the next agent understands what was discussed.
Agent assignment
Route incoming calls to the right agent or team based on your rules.
Customer timeline
View call history alongside chat messages in one customer profile.
Callback reminders
Schedule callback reminders so your team follows up at the right time.
Tickets
Route every enquiry to the right team with smart ticket routing, department assignment and clear agent ownership.
Shared team inbox
Manage all customer conversations from one workspace with clear visibility.
Smart ticket routing
Route enquiries automatically based on channel, intent, priority or customer type.
Department assignment
Send tickets to Sales, Support, Delivery, Billing or custom departments.
Agent ownership
Keep clear ownership so every conversation has a responsible agent.
Internal notes
Add private notes for your team without the customer seeing them.
Tags and priorities
Categorize conversations with tags and priority levels for faster triage.
Transfer conversations
Transfer chats between agents or teams without losing context.
Resolve and follow-up status
Track open, pending, waiting and resolved status for every ticket.
Leads
Turn conversations into trackable leads with source, interest, assigned agent and follow-up status.
Lead capture
Capture leads automatically from messages, calls, forms and campaign replies.
Lead generation from campaigns
Turn WhatsApp and SMS campaign replies into qualified sales opportunities.
Lead source tracking
Know whether a lead came from WhatsApp, Instagram, webchat, calls or API.
Sales pipeline
Move leads through stages from new enquiry to qualified, follow-up and won.
Follow-up reminders
Schedule reminders so agents follow up at the right time.
Lead assignment
Assign leads to the right sales agent or team based on your rules.
Customer profile
View lead details, interest, budget and full conversation history in one place.
Conversion tracking
Track how leads move from enquiry to quotation and closed sale.
Ecommerce
Support ecommerce inside customer conversations — product enquiries, orders, payment links, invoices and delivery actions.
Product enquiry handling
Answer product questions and guide customers toward the right offer.
Single product sales
Sell individual products directly inside customer conversations.
Package product sales
Offer bundled packages and premium deals from the same chat workspace.
Add-on/service packages
Upsell add-ons and service packages alongside main products.
Order creation
Create orders from chat conversations without switching tools.
Payment collection
Send payment links and collect payments during the conversation.
Invoice generation
Generate invoices automatically when orders are confirmed.
Delivery assignment
Assign delivery tasks to agents directly from the order workflow.
Delivery
Coordinate delivery with location support — assign tasks, manage customer locations and keep delivery teams connected.
Delivery agent assignment
Assign orders to delivery agents with clear ownership and contact details.
Customer location capture
Receive and store customer locations shared during conversations.
Geo direction support
Help delivery agents reach customers faster with direction support.
Delivery status
Track assigned, on the way and delivered status for every order.
Delivery notes
Add notes for delivery teams about access, timing or special instructions.
Customer update messages
Send delivery updates to customers automatically from the CRM.
Order-to-delivery flow
Connect order creation, payment and delivery in one seamless workflow.
Bookings
Manage bookings, slots and payments — appointments, services, packages and confirmation messages.
Slot booking
Let customers choose available time slots for appointments and services.
Booking with payment
Collect payment during the booking flow so slots are confirmed instantly.
Booking with product purchase
Combine appointment booking with product or package purchase in one flow.
Service/package booking
Book services, packages or subscriptions with clear availability rules.
Availability management
Control open slots, blocked times and capacity for your team.
Confirmation messages
Send booking confirmations automatically via WhatsApp or SMS.
Payment tracking
Track pending, paid and failed payment status for every booking.
Invoice generation
Generate invoices when bookings are confirmed and payment is received.
Payments
Collect payments and manage recurring customers with payment links, invoices and subscription workflows.
Payment links
Send secure payment links directly in customer conversations.
Payment collection
Collect payments for orders, bookings and services from one platform.
Invoice generation
Generate professional invoices when transactions are completed.
Payment status tracking
Monitor pending, paid and overdue payments in real time.
Subscription plans
Manage recurring subscription plans for memberships and services.
Renewal reminders
Send automatic reminders before subscription renewals are due.
Pending payment follow-up
Follow up on unpaid invoices and pending payments from the inbox.
Customer billing history
View full payment and invoice history per customer in one profile.
Campaigns
Run campaigns across WhatsApp and SMS — template messages, segmentation, reply tracking and lead generation.
WhatsApp template messages
Send approved WhatsApp templates with variables and interactive buttons.
Template campaign sending
Plan and send template-based campaigns to targeted customer segments.
SMS sending
Send SMS updates, reminders and campaigns where configured.
Campaign segmentation
Target the right audience with tags, filters and customer segments.
Campaign reply tracking
Monitor who replied and move interested customers into the inbox.
Quick reply buttons
Use interactive buttons so customers can respond with one tap.
Follow-up assignment
Assign campaign replies to agents for immediate follow-up.
Lead generation from campaigns
Convert campaign replies into trackable leads in your sales pipeline.
API Integrations
Connect AI Octopus with your existing systems — leads, orders, bookings, payments and custom workflows.
Lead API integration
Bring leads from external forms, websites and systems into AI Octopus.
Order API integration
Sync order details and status from your ecommerce or ERP systems.
Booking API integration
Connect booking requests and availability from external platforms.
Payment status integration
Update payment status automatically from configured payment integrations.
Customer data sync
Keep customer profiles in sync with your existing business systems.
External CRM/ERP connection
Supports integration workflows with external CRM and ERP platforms.
Webhook-based workflows
Trigger actions and updates through webhook-based automation.
Custom business automation
Build custom automation flows tailored to your business processes.
Reports
Understand every conversation, campaign and team activity with actionable analytics.
Conversation volume
Track incoming messages across channels and time periods.
Channel-wise enquiries
Compare volume and performance by messaging channel.
Agent performance
Review individual and team handling metrics.
Response time
Measure how quickly your team replies to customer enquiries.
Campaign replies
Monitor reply rates and engagement from WhatsApp and SMS campaigns.
Lead conversion
Track how leads move through your sales pipeline to closed deals.
Payment status
Monitor collected, pending and overdue payments across customers.
Booking status
Track confirmed, pending and cancelled bookings at a glance.
Open and resolved tickets
Track open, pending and resolved conversation states across teams.
See AI Octopus features in action
Book a demo to explore how the platform fits your channels, team size and business workflows.
