Answers customers, sells and gives you your time back
AI WhatsApp chatbot for financial consulting firms with a CRM: price and how it works
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.
| What was measured | Result | Base |
|---|---|---|
| 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 messages | 11,2% | 19,259 customer messages from 17 clinics and practices |
| Conversations that start outside business hours | 29,9% | 3,584 conversations |
| Time until the AI replies (half of the replies) | within 14.4 seconds | 5,571 AI answers |
| Time until the AI replies (9 in 10 replies) | within 21.8 seconds | 5,571 AI answers |
| Hour of the day with the most customer messages | 11h | 19,259 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
| Customer | Customer messages | AI replies | Conversations handled | Outside business hours | AI replies in (median) | Days with messages |
|---|---|---|---|---|---|---|
| CEMIP medical clinic | 12.472 | 6.484 | 2.436 | 18,7% | 11,4 s | 37 |
| IMCVET veterinary clinic | 833 | 432 | 100 | 23% | 8,9 s | 12 |
| JP Gás Água e Rações gas and water distributor | 42.832 | 23.351 | 6.479 | 33,6% | 9,8 s | 70 |
| Nikiti Auto Center auto center | 4.912 | 3.548 | 900 | 19,5% | 14,4 s | 47 |
| Imobiliária Rodrigues & Ribeiro real estate agency | 6.090 | 2.759 | 823 | 33,2% | 18,4 s | 34 |
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. [...]
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 financial consulting want to understand the method before opening up any numbers. The agent explains how the work is done, qualifies company size and need, and books the meeting, without getting into recommendations.
Before that, see the AI agent demos and the CRM with service provider examples.
What is the best WhatsApp chatbot for financial consulting firms in Brazil?
The best WhatsApp chatbot for financial consulting firms in Brazil is the one that answers on the number the firm already uses, with the business rules written by you. An AI agent on WhatsApp for a financial consulting firm is CertuAI's automated assistant. It receives the prospect, asks about company size, need and deadline, explains how the diagnostic works and books the meeting with the consultant, without giving financial recommendations, without discussing confidential numbers and without promising results.
Summary in 7 facts
- People looking for financial consulting want to understand the method before opening up any numbers.
- The agent explains how the work is done, qualifies company size and need, and books the meeting, without getting into recommendations.
- Before that, see the AI agent demos and the CRM with service provider examples.
- The best WhatsApp chatbot for financial consulting firms in Brazil is the one that answers on the number the firm already uses, with the business rules written by you.
- 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.
- The agent wins at repetitive tasks, and the person keeps winning at what takes judgment.
By the numbers
| Number | What it means |
|---|---|
| US$ 75 per month | 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. |
| US$ 120 per month | Pro 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 prospect messages at night and gets a reply two days later, after already talking to someone else
With CertuAIThe agent replies right away, explains how the work is structured and offers a time slot
TodayMeeting booked with someone expecting a service the firm doesn't offer
With CertuAINeed and company size asked before taking up the consultant's calendar
TodayA customer sends a spreadsheet and a statement on WhatsApp with nothing agreed beforehand
With CertuAIThe agent tells them to bring the material to the meeting and doesn't deal with the content in the conversation
TodayA question about guaranteed returns gets an answer that's too upbeat
With CertuAIThe agent answers with your text, with no promise of results
What does a conversation handled by the AI look like?
Example conversation
Consulting firm AI agent
Customer: How does the initial diagnostic work? How long does it take?
AI agent: The diagnostic works like this: what you set up. Tell me the size of the company and the main need.
Customer: Do you guarantee my margin will improve?
AI agent: I don't promise guaranteed returns. That's for the conversation with the consultant.
Is an AI agent or manual customer service better for financial 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.
| Aspect | The manual way | With the CertuAI agent |
|---|---|---|
| A prospect's first contact | Waits for the consultant to get out of a client meeting | Answered right away, with company size and need already asked |
| Explaining the working method | Repeated from scratch in every conversation, in a different way each time | Always comes out in the text you wrote, from the first contact to the last |
| Statement and spreadsheet sent on WhatsApp | Commented on impulsively, with nothing agreed beforehand | The agent tells them to bring the numbers to the meeting and doesn't discuss the content |
| Question about guaranteed returns | Gets an upbeat answer that turns into the wrong expectation | Answered with no promise of results, using what you wrote |
| Request outside what the consulting firm does | Only shows up after the meeting is booked | Identified in the conversation, with a polite referral |
What does the WhatsApp agent do for financial 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 the prospect
Company size, need, deadline and preferred format, recorded in writing.
Explaining the method
How the diagnostic works, what the ongoing support includes and what the firm doesn't do.
Sensitive topic limit
Numbers, statements and investment decisions stay out of the conversation and go to the consultant.
No promise of results
The agent answers only what you wrote, with no talk of guaranteed returns or percentages.
Consultant's calendar protected
Only people who passed the screening on company size and need get on the calendar.
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.
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.
Teach your business
In one conversation, you explain services, prices, hours and rules, as you would to a new employee.
How much does an AI agent on WhatsApp cost for financial 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 agentWhat 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.
- What the firm does and, just as clearly, what it doesn't do
- How the initial diagnostic works, how long it lasts and whether it's charged
- The list of topics the agent doesn't handle in the conversation: numbers, statements and investment decisions
- The phrase the agent uses when asked about returns or guaranteed results
- The company size the firm serves and the format of the ongoing support
- The time slots the consultant opens for diagnostic meetings
Whether the agent gives the monthly support fee in the conversation or whether that number only appears after the diagnostic.
The most common mistake: Not writing the list of what stays out of the conversation. Without it, the agent tries to answer a request for analysis, comments on a number the customer sent and takes a place only the consultant can fill. Read how to fix this.
Frequently asked questions from financial consulting firms
Does the agent give financial advice?
No. It explains how the firm works, qualifies and schedules. Any analysis or recommendation stays with the consultant.
What if the prospect sends a statement or spreadsheet on WhatsApp?
The agent tells them to bring the material to the meeting with your team and doesn't deal with the content in the conversation. It's worth writing that rule out explicitly in the Brain.
Does it promise results to close faster?
No. It answers only what you wrote in the Brain about your method, with no talk of guaranteed returns or percentage improvements.
Does it know how to say when it doesn't know?
If you write the list of what stays out, yes. In this kind of conversation the most valuable answer is to say that it's a topic for the meeting and book a time.
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.
Where can I read more about CertuAI's WhatsApp agent?
These pages explain the same agent from another angle: how it works, price, common questions and comparisons between platforms.
- Demo CRM with service provider examples, to try without signing up
- How the AI WhatsApp chatbot works
- CertuAI plans and prices
- How much it costs to put AI in your business
- WhatsApp AI guides, step by step
- AI blog for small businesses
- Compare WhatsApp chatbot platforms
- All fields served by the CertuAI agent
In short
Explains the method, qualifies company size and need, and books the diagnostic meeting without getting into any numbers, with every contact logged in the 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