AI that prospects, qualifies and hands off ready to close.
A complete platform of AI agents over WhatsApp, built for B2B sales teams that need to prospect more, qualify better and never miss an opportunity.
24/7
Always available
<5s
First response
100%
Conversations tracked
0
Forgotten leads
Your sales team loses opportunities every single day
Do these problems sound familiar? They are the same ones that stall outbound prospecting at thousands of B2B companies.
Leads go cold after hours
The prospect replies at 10pm and nobody sees it. The next day they are already talking to your competitor.
Scattered conversations
Prospecting happens on each SDR personal WhatsApp. When a rep leaves, the history walks out the door too.
Manual, unfair distribution
Leads come in and go to whoever saw them first, not to whoever should handle them. Zero criteria.
Forgotten follow-ups
The prospect showed interest, but nobody followed up. Opportunity lost.
No standard in outreach
Every SDR approaches differently. No quality control, no consistency in the message.
Zero visibility on metrics
The manager has no idea how many leads were contacted, response time or qualification rate. Flying blind.
8 configuration layers. One complete agent.
Each agent is built in independent layers that, together, form a complete virtual SDR - from personality to distribution.
Agent
Set the agent name and operating mode: AI only, human only or hybrid mode (AI qualifies, human closes).
Personality
Configure the virtual SDR persona: name, age, tone of voice, communication style and areas of B2B sales expertise.
Data
Choose what information the AI should collect: company, role, budget, main challenge, urgency, number of employees.
Knowledge
Upload materials about your product, ICP, common objections and sales scripts. The AI uses them as reference in conversations.
Followers
Define who gets notifications: managers track in real time, SDRs are alerted when the AI hands off a qualified lead.
Distribution
Configure the cascading rules: previous rep, dynamic rules (segment, size, territory), round-robin and fallback.
Connect the company business number. The conversation happens on the official profile, with the full native WhatsApp experience.
Sub-agents
Replicate the configuration across different teams or regions. Scale without reconfiguring each agent from scratch.
Rafael (AI) · TechSolutions
Qualification in progress
Saw you on LinkedIn, I want to learn more about B2B prospecting
10:23
Hi! Glad you found us. To understand how we can help, tell me: how big is your sales team today?
Rafael (AI) · 10:23
We are 45 people, 8 SDRs. Today we use a spreadsheet and LinkedIn Sales Nav but we can't scale
10:24
Got it, 8 SDRs and trouble scaling. Do you already have a budget set for prospecting tools, or are you still evaluating options?
Rafael (AI) · 10:24
We have approved budget, I need to solve this this quarter
10:25
Lead qualified - handed off to Marcos (closer)
AI qualifies. The closer gets the lead ready.
The Copilot runs the qualification conversation naturally, collecting the information you defined - company, role, budget, challenge, urgency. Once the lead meets your criteria, the AI hands it off automatically to the right rep, with the full conversation context.
- Collects data conversationally, never feeling like a form
- Hands off to the closer with a complete lead summary
- Replies in under 5 seconds, 24 hours a day
- Collected data is available in the dashboard and in the CRM
Your AI with the face of your team
Each agent has a unique, configurable persona. Define name, age, role, personality and areas of expertise. The AI adapts its tone of voice, level of formality and approach to the profile you created.
Create different personas for different contexts: a consultative SDR for enterprise sales, a more direct one for SMB, a CS specialist for post-sale. Each persona stays consistent across every interaction.
The right lead to the right rep
A cascading distribution system with 4 priority levels. Not a simplistic round-robin - real logic that respects context.
Previous rep
If the lead has already spoken with someone on the team before, it goes back to the same rep. Preserves the relationship and the deal context.
Dynamic rules
Distributes based on customizable criteria: company segment, deal size, geographic territory, rep expertise. Each rule can carry a different weight.
Round-robin
Balanced distribution across available reps. Each one gets a fair share, with no dependence on who saw the lead first.
Fallback
If no previous rule applies, the lead goes to the configured fallback rep. No lead is ever left without an owner - never.
08:00
18:00
No lead goes cold for lack of follow-up
Configure smart follow-up sequences that respect business hours, inactivity time and a maximum number of attempts. The AI sends contextual messages based on the previous conversation - not a generic template.
When the attempt limit is reached, the conversation is archived automatically with the reason. No clutter in the pipeline, no ghost leads taking up space.
- Contextual messages, not generic templates
- Sending window configurable by hours
- Automatic archiving once attempts are exhausted
AI that amplifies every SDR on the team
Even when the human is in control, the AI works behind the scenes to raise the quality of every interaction.
Message auto-adjust
The SDR writes fast and unpolished. The AI refines it automatically before sending, keeping the professional tone of the configured persona.
SDR original
"hey r u the one in charge of sales there? wanted to show our product"
Adjusted by the AI
"Hi! Are you the person responsible for the sales area? I'd love to show you how we can help your team prospect more efficiently."
Composition assistant
The SDR describes what they want to say, and the AI generates the full message based on the conversation context and the configured persona.
SDR instruction
"analyze the conversation and write a message to book a demo this week"
Generated by the AI
"Hi, Fernanda! From what we discussed, OutboundPro can solve exactly the scaling challenge you mentioned. How about a 30-min demo this week? I have availability on Wednesday at 2pm or Thursday at 10am. Which works best for you?"
A complete dashboard to operate at scale
Everything your team needs to manage hundreds of simultaneous conversations with total control.
Labels
Classify conversations by status: qualified, not interested, schedule demo, negotiation.
Persistent filters
Save filters by rep, label, date or status. Access them with a single click.
Scheduling
Schedule messages for the best time. The AI suggests windows with higher response rates.
Bulk actions
Archive, label or distribute multiple conversations at once. Efficient management at scale.
Internal notes
Add notes visible only to the team. Shared context without cluttering the conversation.
Traceability
Every message records who sent it (AI or human), when, and the delivery status.
WhatsApp parity
Audio, images, documents, reactions, stickers. Everything native WhatsApp offers.
Convert to deal
Turn a qualified conversation into a CRM opportunity with a single click.
Voice input
The SDR records audio, the AI transcribes it and sends it as formatted text. Speed in every reply.
Configure once. Replicate to N teams.
Sub-agents let you scale your operation with no rework. Create a main agent with the ideal persona, knowledge and qualification flow. Then replicate it across different teams, regions or business units.
Each sub-agent inherits the main configuration but can have its own reps and distribution rules. Changes to the main agent propagate automatically to every sub-agent.
- Synced persona and knowledge
- Independent reps and distribution
- Automatic propagation of changes
Sales SDR - Brazil
Main agent
SP Team
4 reps
SC Team
3 reps
MG Team
3 reps
PR Team
2 reps
Why the Copilot is different
It is not a generic chatbot. It is a complete platform of AI agents built for B2B sales teams that operate over WhatsApp.
Depth without complexity
Complete setup in 8 guided steps. Persona, data, knowledge, distribution - all in an intuitive flow that requires no technical training.
Real distribution
A cascade with 4 priority levels. Not a simplistic round-robin - real logic that respects relationship, segment, territory and workload.
Native WhatsApp
Audio, images, documents, reactions. Your leads chat normally on WhatsApp, with no external links and no broken experiences.
Scalable via sub-agents
Configure once, replicate to N teams. Changes to the main agent propagate. Scale from 1 to 50 reps with no rework.
AI + human in harmony
The AI qualifies, collects data and follows up. The human receives the lead ready, with all the context. Each does what they do best.
Full traceability
Every message, every handoff, every data point collected - all recorded. Complete audit trail for managers who need control.
Copilot integrated into the OutboundPro ecosystem
The Copilot is not a standalone product. It connects natively with the other tools on the platform to create a complete sales flow.
Lead Prospecting + Copilot
Find companies in the Brazilian Federal Revenue (RFB) database with advanced filters. Once you identify the right leads, fire up the Copilot to make the first WhatsApp outreach automatically. From prospecting to first contact in minutes, not days.
Explore Lead ProspectingCRM + Copilot
Leads qualified by the Copilot are created automatically as opportunities in the CRM, with all the data collected during the conversation: company, role, challenge, budget, urgency. The rep opens the CRM and the deal is already there, ready to move down the pipeline.
Explore CRMCaptei uses OutboundPro to prospect real estate companies in Brazil
B2B SaaS with real estate software that already onboarded over 2,000 clients in 5 years using OutboundPro as its outbound engine. Sales model: LDR → SDR → Closer → CS, integrated with Pipedrive and Trello.
R$ 5MM
Captei ARR
R$ 400K
Captei MRR
Captei sales team
Integrated stack: OutboundPro + Pipedrive + Trello. Predictable pipeline, clear roles, zero rework between tools.
Questions about the AI Copilot
Does the AI Copilot replace the SDRs on my team?
No. The AI Copilot is designed to amplify your SDRs, not replace them. The AI handles initial qualification, after-hours replies, automated follow-ups and standardized outreach. Once a lead is qualified, the conversation is handed off to a human rep with all the context already collected. This lets your SDRs focus on what they do best: building relationships and closing deals.
How does the WhatsApp integration work?
The Copilot connects directly to your company WhatsApp Business account. It is not an external chatbot - the conversation happens on your official company number, with the full native WhatsApp experience (audio, images, documents, reactions). Your leads chat normally, without realizing they are talking to an AI until a human rep takes over.
Can I customize the AI persona for different scenarios?
Yes. Each agent has a fully configurable persona: name, age, role, personality, tone of voice and areas of expertise. You can run a more consultative persona for enterprise sales and a more direct one for SMB. The AI adapts its communication to the defined persona, keeping consistency across every interaction.
How are leads distributed across reps?
The Copilot uses a cascading distribution system with 4 priority levels: first it tries the rep who already handled that lead (preserving the relationship), then it applies dynamic rules (by segment, company size or territory), next it uses round-robin for balanced distribution, and finally it routes to a fallback rep. This guarantees that no lead is ever left unattended.
What data does the AI collect during qualification?
The collection fields are fully configurable. For B2B sales teams, the most common fields are: company name, contact role, number of employees, main challenge, available budget, urgency and current tools. The AI gathers this data naturally during the conversation, without feeling like a form. All data is available in the dashboard and can be sent automatically to the CRM.
What are sub-agents and how do they help you scale?
Sub-agents let you replicate the configuration of a main agent across different teams, regions or operations. For example, you can have a main "Sales SDR" agent and create sub-agents for "SP Team", "SC Team", "MG Team" (Brazilian states), each with its own reps and distribution rules, while sharing the same persona, knowledge and qualification flow. Changes to the main agent propagate automatically.
How long does it take to set up and get started?
Basic setup takes under 30 minutes: connect WhatsApp, define the persona, configure the collection fields and add your reps. For optimal results, we recommend a week of fine-tuning the persona and the AI knowledge (uploading materials about your product, ICP and common objections). Our onboarding team supports the entire process.
Ready to scale your outbound prospecting?
Schedule a demo and see how the AI Copilot can transform your B2B sales team productivity.