# Product · AI agents, Flow Builder and CRM | Shimli > Omnichannel CRM, AI agents, no-code Flow Builder, measurable campaigns and AI voice. Your whole support and collections operation in one platform. 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 - WhatsApp - Calls - Instagram - Facebook - Web - Telegram - SMS - Email **AI agent** FusionAI - Understands - Checks - Executes Operates on the systems - CRM - Core - Databases - Internal systems - Voice and text AI agents : They understand the conversation, check the company's systems and carry out the task within the defined policy. See the detail - No-code flow builder : The operations team builds the process with 73 nodes, without depending on technology. See the detail - Conversational CRM : A single conversation per customer, with history and handoff to a person when needed. See the detail - Campaigns and forms : Bulk sends, surveys, catalogue and payment inside the chat. See the detail - Call intelligence : Every call transcribed, summarised and saved on the case. See the detail - API integrations : It connects to the CRM, the core and the databases already in place. Nothing gets replaced. 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 · Applications** Active CA Tools *5* - buscarCliente Database Looks up the customer by ID in use - leerDocumento Read Extracts the data and checks validity in use - validarRequisitos Logic Checks against the product requirements in use - calcularCuota Compute Computes the instalment from amount and term in use - armarExpediente Action Hands the complete file to the analyst in use Limits Can Request and validate documents Prepare the file Cannot Approve the loan Hands to a person If 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** CA 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 reminder Draft 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 hand Activate [ 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 Nodes **73** Messaging *14* AI agents *9* Logic *12* Integrations *21* Portfolio loaded 420 accounts Days past due 1–30 · 31–90 · +91 Collections agent negotiates within policy Promise recorded writes to the core Collections agent *Can do* **Offer up to 6 days** **Send payment link** *Cannot* **Waive principal** *Escalates to a human* **If 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 Torres 11:47 Template sent MR Marco Ríos yesterday Assigned to Daniel P. 1 id: 100482 EN Elena Navas yesterday Assigned to Carla M. id: 100119 BS Bruno Salas yesterday WhatsApp 2 id: 100307 AM Ana Medina yesterday Done, we'll record the… id: 100256 AM **Ana Medina** Special 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 collections** Filter CA **To contact** *37* **Lucía Torres** $180 · 4 days IA **Marco Ríos** $420 · 9 days IA **Payment promise** *12* **Diego Mora** $640 · on Friday IA **Bruno Salas** $310 · on Monday IA **Paid** *9* **Rosa Lemus** $150 · today IA [ 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** Completed WHATSAPP API 1,082 contacts · TEXT Sent 948 100% of total Delivered 904 95% of sent Read 643 71% of delivered Rejected 134 14% bounce REJECTION REASONS 134 total Message undeliverable **103** 77 % Number in Meta A/B test **21** 16 % Throttled for low engagement **9** 7 % Other (rate limit) **1** 1 % DELIVERY FUNNEL Sent 948 · 100% Delivered 904 · 95% Read 643 · 59% Rejected · out of funnel **134 · 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 Conversations Areas Agents Cases Processes Leads 11,033 ↓ -61% vs previous Conversations **11,048** Total **2,397** New **20** Open **1,185** Closed Efficiency **5h 19m** Response **15h 10m** Close 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 Ríos** Live 01:24 CA - 00:04 Agent Good afternoon, am I speaking with Marco Ríos? I'm calling about the instalment due on the 28th. - 00:15 Customer Yes. I don't get paid until the 15th, I can't cover it all now. - 00:27 Agent I can register a commitment for the 15th. Does that date work? - 00:36 Customer What 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 CA | System | Type | Status | Last activity | | --- | --- | --- | --- | | CRM | API REST | Connected | 2 min ago | | Core | API REST | Connected | 5 min ago | | Customer database | MCP | Connected | 1 min ago | | WhatsApp Business | Official · Meta | Connected | now | | Credit bureau | API REST | In review | | **POST** /v1/msg-wh *200* *12:04:31* **GET** /v1/contact *200* *12:04:29* **POST** /v1/crm *200* *12:04:26* **98%** WhatsApp open rate **+80%** Queries resolved by AI **6** Channels in one place **24/7** Always-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. Hi! 👋 How can I help? Any delivery today? **In-chat store** Build your catalog and sell products straight over WhatsApp and chat: customers browse, choose and buy without leaving the conversation. I need running shoes… 11:15 ✓✓ **FullCel Elite** Price: **$270.00** 11:14 I want it! Size 8 🛒 11:15 ✓✓ **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. What is Shimli? – 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. What is the difference between a chatbot and an AI agent? + 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. How much does Shimli cost? + 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. How is an AI agent created? Do I need to code? + 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. Which channels does an AI agent work on? + 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. What happens when I create the account? + 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. How long does it take to implement an AI agent? + 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. What systems does Shimli integrate with? + 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. Is it safe to let an AI agent decide on its own? + 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. Which countries does Shimli operate in? + 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. Who is behind Shimli? + 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. How is an AI agent's result measured? + 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. Book a discovery session [Back to home](https://www.shimliapp.com/en)