Features

Your whole operation,on one platform.

Bring conversations, agents, campaigns and reports together in one place. Shimli automates repetitive tasks so your team can focus on what truly matters.

[01] AI agents

They resolve,
not just reply.

The agent detects the customer’s intent, queries your systems and completes the task. It resolves up to 80% of queries and hands off to a person only when needed.

  • Resolve up to 80% of queries
  • Serve thousands of customers at once
  • Hand off to a human with full context
CrediAmigoAgent · actionslive
buscarUsuarioDatabaseLook up the customer by ID
clasificarUsuarioLogicClassify the credit level
requisitosDataValidate approval requirements
aprobacionLogicConditions to approve credit
cuotaMensualComputeCompute the monthly payment
Code InterpreterWeb Search
[02] AI copilot

From one sentence,
to a campaign ready for review.

Describe in one sentence the campaign, report, flow or email you need and the copilot builds it inside Shimli, ready for review. What took days of setup now takes a conversation.

  • Campaigns, reports, flows and agents
  • Emails and templates in your brand voice
  • You review and approve before publishing
Create a reminder campaign for the July portfolio
Campaign readyready to review
Segment1–30 days late · 3,066 contacts
TemplatePayment reminder · utility
SendTuesday 10:30 · peak read time
[03] Flow Builder

The whole journey on one canvas,
without writing code.

Build the whole journey on a visual canvas: set the trigger, branch by conditions and chain real actions like searching your database, validating documents or starting a call.

  • Triggers, conditions and branches
  • AI agents with chained actions
  • Routes to the right agent or flow
Flow canvas
Start
BranchContact · 5068…Contact · 5066…Else
AI AgentCrediAmigoDigital assistant · live
[04] Omnichannel CRM

Every channel
in the same inbox.

Centralize every WhatsApp, call, SMS, email or web conversation, with each customer’s history and preferences always in view.

  • Unified inbox by channel
  • Customer history and preferences
  • Organized, effective follow-up
MGMaría G.
Hi, I'm interested in an item.Sure. Which one?A bed and a wardrobe.You have credit available, I'll connect an advisor.
[05] Visual pipeline

Every case in its stage,
in plain sight.

Organize your customers in columns by agent, area or process, and move each case through its stage without losing sight of the total.

  • Visual board by stage
  • Views by agent, area or process
  • Progress and totals in view
Cobros37
ACCollections
RMCollections
JFCollections
Ventas18
LVCustomer service
DGCustomer service
Service12
NTCustomer service
PRCustomer service
[06] Mass campaigns

Thousands of sends,
with delivery measured.

Send promotions, reminders and alerts over WhatsApp, SMS and email to thousands of customers, and measure in real time how many receive, open and read them.

  • Mass sends over WhatsApp, SMS and email
  • Delivery and reads in real time
  • The reason for every bounce

PAYMENT REMINDER · JULY

CompletedWHATSAPP API1,082 contacts · TEXT
Sent
948
100% of total
Delivered
904
95% of sent
Read
643
71% of delivered
Rejected
134
14% bounce
REJECTION REASONS134 total
Message undeliverable103  77%
Number in Meta A/B test21  16%
Throttled for low engagement9  7%
Other (rate limit)1  1%
DELIVERY FUNNEL
Sent948 · 100%
Delivered904 · 95%
Read643 · 59%
Rejected · out of funnel134 · 14%
[07] Analytics

Data-driven decisions,
in real time.

Measure leads, conversations, efficiency and automation in a single panel, and find out which strategy delivers the best results.

  • Real-time panels
  • Metrics by channel and agent
  • Clear data to decide better
ConversationsAreasAgentsCasesProcesses
Leads
11,033
↓ -61% vs previous
Conversations
11,048Total
2,397New
20Open
1,185Closed
Efficiency
5h 19mResponse
15h 10mClose
Conversations vs Messages
Daily volume over the period
Automation effectiveness
Tickets by attention type
AI / Auto
Human
Escalated
[08] AI voice

AI-voice calls,
when the case calls for it.

The agent places natural-voice calls from the Flow Builder. Ideal for reminders, collections or queries that need a more personal touch.

  • Natural AI voice
  • Triggered from the Flow Builder
  • Great for collections and reminders
AI call · in progress01:24
Customer · Collections+504 ···· Voice
AgentA reminder of your $1,250 payment. Want to defer it?
CustomerYes, in two installments please.
[09] Integrations & API

It connects to the systems
you already run.

Integrate your CRM, core banking, bureau and channels through our API. Add AI voice, SMS and webhooks without replacing the systems you already use.

  • Developer API
  • Progressive integration
  • No need to replace your current systems
CRM
Core
Bureau
WhatsApp
FusionAI
AI Voice
SMS
Email
API
POST /v1/agents/run200 OK
98%WhatsApp open rate
+80%Queries resolved by AI
6Channels in one place
24/7Always-on operation
And much more

Surveys, databases, web chat, storefront, SMS and mobile app.

Surveys & forms

Build forms to collect key data and feedback from your customers.

Databases

Create internal databases tailored to you, with the structure and fields you need.

Web live chat

Engage your website visitors in real time.

In-chat store

Build your catalog and sell products straight over WhatsApp and chat: customers browse, choose and buy without leaving the conversation.

SMS sending

Send notifications and reminders straight to your customers’ phones.

Agent app

Give your team a mobile tool to manage conversations from anywhere.

Common objections

What teams usually ask before getting started.

Straight answers to the most common questions from credit, collections and technology teams.

Shimli isn't a chatbot. It's a platform to build AI agents that understand context, analyze information, execute tasks in your systems and escalate to a human when needed. A chatbot replies; an agent resolves.
The agent never decides out of bounds. It operates under policies, rules and guardrails defined by your institution, and the final decision can still be human. You define what it can and cannot do.
No. You can start with a controlled pilot and connect progressively via APIs. Shimli doesn't require replacing your current systems, it integrates on top of what you already have.
Shimli works with full traceability, access control, activity logs and an architecture ready to integrate with corporate financial environments.
The pilot measures results from the first weeks: reach, payment promises, recovery, reduced operating load, response times and cost per action.
The next step

Let's put an agent to work in your operation.

Book a 30-minute session with Sofía, our AI agent, and let's design your first agent for your operation together.

From $139 a month, with a 14-day trial and self-serve setup. See pricing