# 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.

<!-- Fuente: https://www.shimliapp.com/en/funciones · idioma: en -->

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.

[ 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

**CrediAmigo** Agent · actions live

buscarUsuario Database Look up the customer by ID

clasificarUsuario Logic Classify the credit level

requisitos Data Validate approval requirements

aprobacion Logic Conditions to approve credit

cuotaMensual Compute Compute the monthly payment

Code Interpreter Web 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 ready** ready to review

Segment 1–30 days late · 3,066 contacts

Template Payment reminder · utility

Send Tuesday 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 Branch Contact · 5068… Contact · 5066… Else

AI Agent CrediAmigo Digital 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

Inbox · Open

MG **María G.** 11:30 Ok, thanks CR **Carlos R.** 10:12 Call · 4m LP **Lucía P.** Lun More info DM **Diego M.** Dom Checked balance

MG **María 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

**Cobros** 37

AC Collections

RM Collections

JF Collections

**Ventas** 18

LV Customer service

DG Customer service

**Service** 12

NT Customer service

PR Customer 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** 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

AI call · in progress 01:24

**Customer · Collections** +504 ···· Voice

Agent A reminder of your $1,250 payment. Want to defer it?

Customer Yes, 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/run 200 OK

**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 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. It connects WhatsApp, Facebook, Instagram and web as channels, and internal systems —CRM, databases, the core— over API. 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)
