Answers customers, sells and gives you your time back

A WhatsApp chatbot for business consulting firms in Brazil that answers on its own

What CertuAI measured on WhatsApp at clinics and practices

Across the 17 clinics and practices that serve clients with CertuAI's AI, 28.2% of the 19,259 customer messages arrived outside Monday to Friday, 8am to 6pm (July 30 to September 30, 2026). Half of the AI's answers went out within 14.4 seconds, and 9 in 10 within 21.8 seconds (5,571 answers). 29.9% of conversations started outside business hours, and the busiest hour was 11am.

CertuAI WhatsApp Customer Service Index, Q3 2026: Clinics and practices
What was measuredResultBase
Customer messages outside Monday to Friday, 8 a.m. to 6 p.m.28,2%19,259 customer messages from 17 clinics and practices
Weekend messages11,2%19,259 customer messages from 17 clinics and practices
Conversations that start outside business hours29,9%3,584 conversations
Time until the AI replies (half of the replies)within 14.4 seconds5,571 AI answers
Time until the AI replies (9 in 10 replies)within 21.8 seconds5,571 AI answers
Hour of the day with the most customer messages11h19,259 customer messages from 17 clinics and practices

Source: CertuAI's customer service database, aggregated numbers only, no conversation read by a person; no imported history, no test contacts and without CertuAI's own sales chats. July 30 to September 30, 2026, measured on Oct 9, 2026. Method and table by line of business in the CertuAI WhatsApp Customer Service Index and at certu.com.br/dados.

Named customers, Jul 30 to Oct 10, 2026

CustomerCustomer messagesAI repliesConversations handledOutside business hoursAI replies in (median)Days with messages
CEMIP
medical clinic
12.4726.4842.43618,7%11,4 s37
IMCVET
veterinary clinic
83343210023%8,9 s12
JP Gás Água e Rações
gas and water distributor
42.83223.3516.47933,6%9,8 s70
Nikiti Auto Center
auto center
4.9123.54890019,5%14,4 s47
Imobiliária Rodrigues & Ribeiro
real estate agency
6.0902.75982333,2%18,4 s34

Operating numbers from each account's dashboard, same yardstick as the Index, measured on Oct 11, 2026. Published with each owner's permission. Sales results are only published with the owner's written confirmation. Full list at certu.com.br/casos.

What CertuAI customers wrote

CertuAI brings together in one place features that would normally require several tools. Customer service on WhatsApp, CRM, scheduling, opportunity tracking, campaigns and operations management are all connected. Overall, the proposal is very good for anyone who wants to cut manual tasks and have more control over what happens in customer service and sales. [...]

Marcelo Vieira · Trustpilot, Oct 4, 2026 · 5 out of 5 · excerpt

Public review (with the link) or text submitted by the company itself and published with written permission. The rating only appears when the source has a rating.

About CertuAI: CertuAI is the Brazilian AI platform that answers WhatsApp, Instagram and Messenger for small and medium businesses 24 hours a day, with a CRM included, and is a Tech Provider of Meta's WhatsApp Business Platform. Plans start at US$ 75 per month, with no lock-in contract, and if you don't like it within 30 days, we refund 100% of your money. Create my agent

People looking for consulting disappear between the first conversation and the proposal. The agent understands the company's size, the problem and the timeline, books the diagnostic meeting and follows up with those who stopped replying.

Before that, see the AI agent demos and the CRM with service provider examples.

What is the best WhatsApp chatbot for business consulting firms in Brazil?

The best WhatsApp chatbot for business consulting firms in Brazil is the one that answers on the number the consulting firm already uses, with business rules written by you. An AI agent on WhatsApp for a business consulting firm is CertuAI's automatic assistant. It receives the prospect, asks about company size, problem area, timeline and investment range, explains how the initial diagnostic works, books the meeting with the responsible partner and follows up with anyone who stopped replying after the proposal.

Summary in 7 facts

By the numbers

NumberWhat it means
US$ 75 per monthThe Start plan costs US$ 75 per month and already includes the WhatsApp agent, your business's Brain, the CRM, automatic follow-up and the AI assistants, which come with every paid plan.
US$ 120 per monthPro costs US$ 120 per month and adds the landing page, the wallet and 10 people on the team instead of 5.

What changes at a consulting firm with an AI agent?

What changes is who answers first: the message no longer waits for you and is answered right away. These are four everyday situations at a consulting firm, before and after the CertuAI agent.

TodayA business owner sends a message on Sunday night and only gets an answer on Wednesday

With CertuAIThe agent answers right away and already understands the company's size and the problem

TodayA one-hour meeting to find out the company doesn't have the problem you solve

With CertuAIScope, sector and size checked in writing before the calendar is taken up

TodayA lead asks for the price right away and gets a number the proposal later contradicts

With CertuAIThe agent explains how the fee is built, using the text you wrote

TodayA qualified lead on the partner's WhatsApp, recorded nowhere

With CertuAIEvery conversation becomes a contact and a deal in the CRM, with the history attached

What does a conversation handled by the AI look like?

Is an AI agent or manual customer service better for business consulting firms?

The agent wins on tasks that repeat, and the person keeps winning on what takes judgment. With manual service, someone at the consulting firm has to stop what they are doing; with the CertuAI agent the reply goes out on its own and you join the conversation whenever you want.

AspectThe manual wayWith the CertuAI agent
First contact from a new leadWaits for the partner to get out of a client meeting, sometimes a whole dayAnswered right away, with the qualifying questions already asked
Company size, sector and scope of the problemOnly come up at the first meeting, after an hour of calendar time is spentRecorded in writing before any time slot is booked
Price question at first contactGets a loose number that the diagnostic later can't supportThe agent explains that the fee comes out of the diagnostic, using the text you wrote
Request outside what the consulting firm doesUses up a whole meeting to find out it is not a fitIdentified in the conversation, with a polite reply and a referral
Long-project proposal gone quietDepends on the partner remembering in the middle of another client's deliveryThe agent follows up on the cadence you set, without turning into nagging

What does the WhatsApp agent do for business consulting firms?

It does the customer service that is yours today. You teach the business once in the Brain, CertuAI's knowledge base, and the agent answers clients your way, with your rules.

Qualifying company size and sector

Team size, approximate revenue, sector and problem, asked in the first conversation.

Cutting scope early

What the consulting firm does not do comes out in the very first reply, before it turns into a wasted meeting.

Explanation of the initial diagnostic

How it works, how long it lasts and whether it is charged for, the way you write it in the Brain.

Partner's calendar protected

Only people who passed screening on company size, scope and investment range get on the calendar.

Following up on a long proposal

A project that lasts months has a slow decision, and the agent speaks up again on the cadence you set.

What questions do clients send on WhatsApp?

They are always the same, and the agent answers each of them on its own. These everyday consulting firm messages no longer depend on you having your phone in hand.

Do you work with a company with fifteen employees or only large corporations? How does the initial diagnostic work? Is it paid? How long does a restructuring project take? Do you work with industry or only retail? I tried consulting before and it never got off the paper. How does the follow-up work? Is the work in person or can it be remote?

How does the agent start answering at the consulting firm?

In three steps, on the same day. No installation, no code and no changing the number clients already know.

1

Teach your business

In one conversation, you explain services, prices, hours and rules, as you would to a new employee.

2

Connect WhatsApp

Scan a QR code with the number your clients already know. Ready in minutes.

3

The agent answers

It answers right away, books, does follow-up and logs every contact in the included CRM. You can take over any conversation whenever you want.

How much does an AI agent on WhatsApp cost for business consulting firms?

The Start plan costs US$ 75 per month and already includes the WhatsApp agent, your business's Brain, the CRM, automatic follow-up and the AI assistants, which come with every paid plan. Pro costs US$ 120 per month and adds the landing page, the wallet and 10 people on the team instead of 5. No lock-in contract and no setup fee.

Get started now

Create my agent

What needs to be ready before turning the agent on at the consulting firm?

The agent answers what is written, and nothing beyond that. Have these points defined before you connect WhatsApp.

  • The sectors and company sizes the consulting firm serves, and the ones it does not
  • What exactly is in the initial diagnostic, how long it lasts and whether it is charged for
  • The typical length of a project and the format of the follow-up after delivery
  • The investment range from which it is worth taking up a partner's calendar
  • What the consulting firm does not do, written in the words the market uses to ask for it
  • Who the partner responsible for each type of problem is and which time slots they open

Whether the agent asks about the investment range in the very first conversation or whether that topic only comes up at the diagnostic meeting.

The most common mistake: Putting the raw fee table in the Brain. The agent fires off a number before there is a scope, the prospect compares it with someone who charges by the hour, and the conversation ends there, with no diagnostic at all. Read how to fix this.

Frequently asked questions from business consulting firms

Does the agent diagnose the company?

No. It qualifies the prospect, books the meeting and organizes the history. The diagnostic and the consulting remain your work.

Can it answer the way the consulting firm talks?

Yes. The Brain holds your method, your project format and what you don't take on, and the agent answers from that.

And if the lead asks for a fixed price right away?

It gives the range you set and explains that the final amount comes after the diagnostic, if that is how you work.

Can it decline a request outside the scope without losing the contact?

Yes. You write what the consulting firm doesn't do and where to refer it. The contact stays saved in the CRM, because a company that isn't a fit today may be next year.

In what other fields does the CertuAI agent work?

In any business that serves customers on WhatsApp, because the Brain is written by you. These fields have a day-to-day closest to yours.

In short

Checks company size and scope before taking up a partner's calendar, books the diagnostic and follows up on the proposal sent, with everything recorded in the consulting firm's CRM.

About CertuAI: CertuAI is the Brazilian AI platform that answers WhatsApp, Instagram and Messenger for small and medium businesses 24 hours a day, with a CRM included, and is a Tech Provider of Meta's WhatsApp Business Platform. Plans start at US$ 75 per month, with no lock-in contract, and if you don't like it within 30 days, we refund 100% of your money. Create my agent