product

Serve, sell, automate. All in one place.

agents2.me brings omnichannel service, CRM and automation into a single space, so your team can talk to customers, follow every deal and keep the operation in order.

the product in context

See what happens
in the conversation.

Below, the operation appears as it is: queue, transfer, tags, notes and history working together.

Me 8Queue 3Others 9

Dani AbreuI want to know about the course...

12:19

FernandoService summary...Support

09:46

CarolinaI need help with...Sales

Yesterday

JoãoTalk to an agent

Yesterday

Dani AbreuWhatsApp · active now

Today, 12:18

I'd like to buy the dev course, how much is it?11:02 AM

Yes, transfer me to an agent so I can buy it right away.11:03 AM

GENERATED CONTEXT ⌄

Handoff summary for the human team

The customer wants to buy the development course and is asking about the price.

Salesflag_for_review

Got it, Dani. I'll route your interest to our team.11:03 AM ✓✓

Type a message or / for quick replies

Sales

AI agent / main layer

Answers first.
Hands off better.

AI acts on the channel fronts as the main agent. It answers on its own when context and skill allow, and hands off to a person when needed. And the MCP server lets ChatGPT, Claude and other MCP-compatible assistants operate the CRM with the same parity as the interface.

brings the conversation summary into the handoff delivers the contact tagged with the relevant queue can flag for review transcribes audio and suggests replies analyzes mood, summary, suggestion and business hours answers anytime, hands off at the right time MCP server: assistants operate the CRM like the interface

See AI and MCP

AI Agent / active

I want to know if I can change my order.

I understand the context of your order. Let me check the available options.

if neededhuman receives summary + queue + review

serve

Serve

The team replies fast, without switching context and without leaving the conversation.

Omnichannel

WhatsApp, Instagram, Telegram, Messenger and WebChat arrive in the same inbox.

AI handles the first reply

AI, based on the shared knowledge, handles the first reply, detects the queue the contact wants and transfers when needed.

Service queue

Distribute conversations by team and priority so the next conversation lands with the right person.

Quick replies

Save frequent answers and use shortcuts without making the conversation feel robotic.

Transfer

Pass the conversation to another queue or user carrying along what was already understood.

Close conversation

End the conversation with clarity and keep the history available for the next interaction.

Internal team chat

Groups and direct messages between agents, with @mentions, without leaving agents2.me.

Scheduled messages

Queue a message for the right time and cancel it if the conversation changes.

Starred messages and reactions

Star important messages to find them later and react to the contact's messages.

Files and PDFs in the chat

Drag files onto a conversation to send them and preview PDFs without downloading.

Block contacts

Block a contact straight from the inbox, with access controlled by permission.

Conversation notes

Record operational agreements that help the next agent without becoming a medical record.

sell / crm

Sell and follow up

Contacts, accounts and opportunities tied to the conversation that started them.

See CRM and pipeline

B2B and B2C accounts

Organize companies or people as accounts, with linked contacts and owner transfer, including in bulk.

360º history

See channels, past conversations and decisions before replying again.

Custom fields

Store order, class, branch, product of interest or any data useful to the flow.

Conversation merge

Join conversations from the same contact when they come back on another channel.

Opportunities and pipeline

Stages with probability and weighted amount. Create an opportunity straight from the inbox.

Kanban and saved views

See opportunities by stage on a Kanban board and save table filters and views to reuse.

Contact import

Upload a CSV, check the preview without saving anything, then update contacts and apply tags.

Files on records

Attach files to contacts, accounts and opportunities and preview them without downloading.

Email verification

The validity status of each email is checked automatically.

engage

Engage your base

Outbound campaigns and messages with a defined audience and measurable results.

See campaigns

Campaigns

Build step by step, save drafts and schedule the send. The audience comes from a CSV or a saved report.

A/B test

Compare message versions and mark the winner for the rest of the audience.

Campaign dashboard

Follow the send, see skipped recipients by reason and cancel a send in progress.

WhatsApp templates

Named variables, header media and interactive messages, ready for campaigns and automations.

PIX charge on WhatsApp

A charge template (PIX, boleto or payment link) sent from the Inbox or over MCP, showing the charge card in the preview and in the conversation.

Ad tracking

A site script for WhatsApp buttons, the ad source on the conversation and conversion into an opportunity.

automate

Automate the flow

What repeats runs on its own, and the team handles what needs a person.

See automation

Visual editor

Draw the flow by dragging and connecting steps, no code required.

Triggers

Start from a record event, a webhook, a schedule or another workflow.

Flow steps

Wait, condition, send message, edit tags, transfer and launch another workflow.

Webhooks and HTTP requests

Receive data from other systems through a webhook and call external APIs during the flow.

Touch cadence

A sequence of messages that ends on its own when the person replies.

Execution history

Check what each run did, step by step.

plan the day

Plan the day

Tasks and events tied to the contact, account or opportunity.

See calendar and tasks

Tasks

Link tasks to records, transfer the owner and track what is pending.

Reminders

Get a reminder before the deadline so the agreed follow-up is not missed.

Colored calendars

Keep several calendars, each with its own color, and share them with the team.

Recurrence

Create events that repeat, without re-entering them every week.

Availability

Mark busy or free, out of office and focus time.

Google Calendar

Two-way sync, with guests, RSVP responses and a Google Meet link.

measure and manage

Measure and manage

Whoever runs the operation sees what is happening and adapts the system to the business.

See reports

Report builder

Build reports with charts and funnels on contacts, accounts, opportunities, tasks, events, CX and ads.

Sharing

Share reports with the team and use a saved report as a campaign audience.

CX Score

AI gives every finished conversation a customer experience score.

CX dashboard

Score distribution and daily trend. By queue and by agent in live queues and reports.

Live queues

Capacity as a percentage, agent status, period filter and today's CX.

Users and permissions

Create access roles and organize users so each team operates safely.

Page layouts

Build the layout of records by dragging and dropping fields.

Entity names

Rename Account, Contact, Opportunity, Task and Event to match your company's vocabulary.

Recycle bin

Deleted records go to the recycle bin and can be restored for up to 30 days.

every feature has a role

Want to see the flow
in your operation?

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