Chapter 15 of 15
CRM for WhatsApp: what to keep from each conversation
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent
What needs to be left from each conversation.
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CertuAI free manual · Updated September 23, 2026 · Written by Bernardo Villela, CEO of CertuAI · see the whole manual
Summary in 7 facts
- Short answer It needs one, because the message inbox forgets.
- Four things have to be left from the conversation: who spoke, what they wanted, where things stand and what to do next.
- Who spoke: phone number, name and what they already bought.
- In 27 accounts over 7 days, these four were 82% of what was opened in the CRM.
- Contact, deal and task are created automatically from the conversation with the AI.
- A single file, to read outside the site, print or send to whoever will build it.
- The pages stay open either way.
By the numbers
| Number | What it means |
|---|---|
| In 27 accounts over 7 days, these four were 82% of what was opened in the CRM. | |
| R$ 299 | And where CertuAI comes in At CertuAI the four screens come connected to the AI from the US$ 75 per month plan. |
Do I need a CRM if the agent already answers everything on WhatsApp?
Short answer
It needs one, because the message inbox forgets. Four things have to be left from the conversation: who spoke, what they wanted, where things stand and what to do next. The CRM stores that.
The four things
- Who spoke: phone number, name and what they already bought.
- What they wanted, in one line.
- Where things stand: arrived, quoted, closed, vanished.
- What to do next, with a date.
The four screens
In 27 accounts over 7 days, these four were 82% of what was opened in the CRM.
Contact, deal and task are created automatically from the conversation with the AI.
| Screen | What it answers | Opens in 7 days |
|---|---|---|
| Today | What to do now | 247 |
| Conversations | What they're asking | 137 |
| Customers | Where each one stands | 123 |
| Calendar | Who's coming, and when | 50 |
Swipe the table sideways to see all the columns.
Frequently asked question
I built my AI in chapter 11. How do I store this?
In a spreadsheet with the four things above.
And where CertuAI comes in
At CertuAI the four screens come connected to the AI from the US$ 75 per month plan.
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In short
What needs to be left from a WhatsApp conversation after the AI replies, and which screens of the CertuAI CRM do this automatically.
About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent