← Home / ServicesPILLAR 03 — CHATBOTS & CONVERSATIONAL AI

Conversations that
resolve, quote
and close.

AI assistants on WhatsApp, web and voice that answer from your knowledge, take action in your systems and hand off to a human with full context.

Build my assistantWhat we build
WHATSAPP · AUTO INSURANCE● Online 24/7
Hi! I need car insurance for a 2023 Jetta.
Happy to help. I found 3 options for your Jetta — the most popular is full coverage at $89/month. Want me to send the details?
Yes, and can I pay monthly?
Yes. Here’s your quote and a secure payment link. A licensed agent is also available if you’d like to talk.
View quoteTalk to an agent
Type a message
24/7answers in seconds, any hour
EN · ESbilingual from day one
Groundedanswers from your own knowledge
Smart handoffto a human, with full context
WHAT WE BUILD

Assistants that do more than answer questions.

WhatsApp Business

Meet customers on the channel they already use — quotes, updates and reminders.

Web & in-app chat

An assistant on your site or app that knows your products and your customer.

Voice agents

Natural phone conversations for inbound support and outbound follow-ups.

Knowledge-grounded answers

Responses built from your policies, catalogs and FAQs — not guesses.

Transactions in chat

Quotes, bookings, payment links and status checks inside the conversation.

Handoff & analytics

A live-agent console plus insights on what customers ask and where they drop.

USE CASES

Built for the industries we know best.

Insurance

Quote and bind on WhatsApp
Policy and coverage questions
First notice of loss (FNOL) reporting

Financial services

Account and balance inquiries
Loan pre-qualification
Payment reminders and collections

Automotive

Test-drive booking
Service scheduling
Lead qualification for sales teams
HOW IT WORKS

Live on your channels in weeks, not quarters.

01Week 0

Define

Top intents, channels, tone of voice and handoff rules.

02Week 1

Connect

Knowledge sources, CRM and core systems integrated.

03Week 1–2

Pilot

Launch to a segment of customers and measure resolution.

04Then

Optimize

Improve with real conversations and add new journeys.

TECHNOLOGIES WE WORK WITH
WhatsApp Business PlatformClaude · GPTRAGVoiceflowTwilioDjango · Node.js
FAQ

Questions we hear first.

Can it use our existing WhatsApp number?+

In most cases, yes — through the WhatsApp Business Platform. We handle the setup and approval process.

Which languages does it speak?+

English and Spanish out of the box, with more languages available as needed.

What happens when the bot doesn’t know?+

It says so, and hands the conversation to a person with the full history — no one has to repeat themselves.

START HERE

Put an assistant on every channel. Starting with one.

Estimate in 48 business hours · Kickoff in 1–2 weeks

Or write to hello@itkapital.com