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Features

AI agent builder and omnichannel CRM: 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.

The map

Six pieces, a single agent at the centre.

Each piece moves a part of the map. Choosing one lights up its own, and the link leads to its detail further down.

The customer writes on
AI agentFusionAI
  1. Understands
  2. Checks
  3. Executes
Operates on the systems
  • CRM
  • Core
  • Databases
  • Internal systems
  • See the detail
  • See the detail
  • See the detail
  • See the detail
  • See the detail
  • See the detail
[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
Agents/Credit · ApplicationsActive

Tools5

  • buscarClienteDatabaseLooks up the customer by IDin use
  • leerDocumentoReadExtracts the data and checks validityin use
  • validarRequisitosLogicChecks against the product requirementsin use
  • calcularCuotaComputeComputes the instalment from amount and termin use
  • armarExpedienteActionHands the complete file to the analystin use

Limits

CanRequest and validate documentsPrepare the fileCannotApprove the loanHands to a personIf a document does not match
[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
Assistant/New agent

I want an agent that reminds the instalment three days before and offers an extension of up to 6 days.

  • Understood the request: remind the instalment and offer an extension
  • Created the agent “Instalment reminder”
  • Connected WhatsApp and SMS
  • Set the limit: extension of up to 6 days
Describe what you want to build

Instalment reminderDraft

Triggers
3 days before the due date
Channels
WhatsApp, SMS
Steps
Remind, offer extension, record the promise
Limit
Extension of up to 6 days
Adjust by handActivate
[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
Nodes73Messaging14AI agents9Logic12Integrations21
Portfolio loaded420 accounts Days past due1–30 · 31–90 · +91 Collections agentnegotiates within policy Promise recordedwrites to the core
Collections agentCan doOffer up to 6 daysSend payment linkCannotWaive principalEscalates to a humanIf the balance is disputed
[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
Open
Search
LT
Lucía Torres11:47
Template sent
MR
Marco Ríosyesterday
Assigned to Daniel P.1
id: 100482
EN
Elena Navasyesterday
Assigned to Carla M.
id: 100119
BS
Bruno Salasyesterday
WhatsApp2
id: 100307
AM
Ana Medinayesterday
Done, we'll record the…
id: 100256
AM
Ana MedinaSpecial Assets · Credit card
Wednesday 13:53
Dear Ana, to keep a good credit history and avoid late interest, let's set a date for your payment.
I'll pay today
I can't pay today
I already paid
Tag "id: 100256" added by Carla M.
[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
Pipeline/Early collectionsFilter

To contact37

Lucía Torres$180 · 4 daysIA
Marco Ríos$420 · 9 daysIA

Payment promise12

Diego Mora$640 · on FridayIA
Bruno Salas$310 · on MondayIA

Paid9

Rosa Lemus$150 · todayIA
[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 · JULYCompletedWHATSAPP 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
Calls/Marco RíosLive01:24
  • 00:04AgentGood afternoon, am I speaking with Marco Ríos? I'm calling about the instalment due on the 28th.
  • 00:15CustomerYes. I don't get paid until the 15th, I can't cover it all now.
  • 00:27AgentI can register a commitment for the 15th. Does that date work?
  • 00:36CustomerWhat if I pay half today?

Live summary

Reason
Instalment 6 days overdue
Proposal
Half today, balance on the 15th
Next
Send payment link on WhatsApp
Hand to a person
[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
Integrations/Connections+ New connection
SystemTypeStatusLast activity
CRMAPI RESTConnected2 min ago
CoreAPI RESTConnected5 min ago
Customer databaseMCPConnected1 min ago
WhatsApp BusinessOfficial · MetaConnectednow
Credit bureauAPI RESTIn review
POST/v1/msg-wh20012:04:31GET/v1/contact20012:04:29POST/v1/crm20012:04:26
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.

What people ask before getting started.

Straight answers on what Shimli is, what it costs, what it integrates with and who is behind it.

Shimli is a platform to build and run AI agents inside a company's operation. An AI agent is a program that understands the context of a conversation, queries the institution’s systems, decides within the policies defined for it and carries the task through to the end. It is built by Sheilim LLC, headquartered in Miami.
A chatbot replies from a script: it recognizes an intent and returns text written in advance. An AI agent understands context, analyzes information, executes tasks in the institution’s systems and escalates to a person when needed. A chatbot replies; an agent resolves.
One plan at $139 a month with every feature on the platform: there are no editions or tiers. It includes 3 human seats and 1 admin, 1 Flow Builder, WhatsApp, Facebook, Instagram and web connection, and unlimited WhatsApp templates. Added separately: an extra instance at $59 a month, an extra Flow Builder at $19, an extra human seat at $9, and AI usage at $49 per 2,450 queries. You can create the account and get into the platform yourself.
No coding is needed. The agent is created by talking to an AI assistant: you tell it what you want it to do, the assistant analyses it and builds it for you. Then you can adjust it by hand in the Flow Builder, with no code, and define what it can do, what it cannot and when it hands the case to a person.
The same agent serves on WhatsApp, calls, Instagram, Facebook, web, Telegram, SMS and email, with the same context, the same rules and the same customer history. There is no need to build one agent per channel.
You sign up, choose your plan, pay and create your first AI agent. The whole path is self-serve and takes minutes. If you would rather see it first with someone from the team, you can book a 30-minute demo.
Creating the account and getting started takes minutes, not weeks: setup is self-serve and you create the account yourself. For an implementation with integrations, the usual path is three steps: a 30-minute discovery to frame the use case and the metrics, a pilot on a real process, and progressive connection via API.
It integrates on top of what already exists, without replacing it. Internal systems connect over API: the CRM, the databases and the core, the central system where the operation lives. As channels it connects WhatsApp, calls, Instagram, Facebook, web, Telegram, SMS and email. The WhatsApp connection is official: Shimli is a Meta Business Partner. You can start with a contained pilot and connect the rest progressively.
The agent never decides out of bounds: it operates under the policies, rules and guardrails the institution defines, and the final decision can still be human. Data travels and is stored encrypted, each client operates on an isolated space, and only stable, tested models run in production: no agent runs on an experimental version. There is full traceability, access control and activity logging.
Shimli operates with 160 active clients across 15 countries in the region. Headquarters are in Miami, United States, and that is the entity you contract with; the engineering and operations team is in San Pedro Sula, Honduras, and regional operations are in Medellín, Colombia.
Shimli is the product of Sheilim LLC, an artificial intelligence lab with more than seven years building with AI. The company is a Meta Business Partner, part of NVIDIA Inception, the 401 Accelerator and Emprelatam, and was selected among the 50 companies at Volcano Summit 2025.
The pilot measures results from the first weeks: reach, payment promises, recovery, reduced operating load, response times and cost per action.

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.

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