01
Set up from a plain-language brief
Describe what you sell, who buys it and what usually stops a sale. Modus drafts the goal, rules, first message and qualification playbook for you to review.
Features/AI & Conversations
An AI sales agent that learns your business. And works every lead, 24/7.
Give Modus your products, rules, tone and sales playbook once. The agent replies instantly on WhatsApp and website chat, asks the right qualification questions, and knows when a human should take over.
Every enquiry answered in seconds, including after hours
Consistent qualification based on your own sales playbook
Human handoff with the full conversation and lead score
Built into the workflow
Everything you need to run it.
This is part of the same Modus workspace as your inbox, CRM, orders and analytics — not a disconnected add-on.
02
Answer from your own knowledge
The agent uses your Knowledge DB, product data and connected sources instead of inventing pricing, availability or policy answers.
03
Choose AI, fixed flows or both
Use natural AI replies, a button-driven scripted flow, or a mixed mode that reserves AI for the questions your flow does not cover.
04
Escalate at the right moment
When a buyer asks for a person or the request needs judgment, Modus flags the chat and pauses so your team can step in without being talked over.
How it works
1
Teach it
Add your offer, tone, qualification rules and knowledge.
2
Let it qualify
The agent answers, asks and scores every new conversation.
3
Close the best leads
Your team receives high-intent conversations with all the context attached.
Frequently asked questions
Will the AI agent sound like my business?
Yes. You set its name, tone, language, opening message, response length and sales playbook. Its factual answers come from the business content you connect.
Can I control what it is allowed to say?
Yes. Put non-negotiable rules in the assistant instructions, keep approved facts in the Knowledge DB, and use a fixed flow when a step must be completely scripted.
What happens when the AI cannot answer?
It can ask a clarifying question, use a fixed fallback, or flag the conversation for a person depending on the behaviour you configure.
Does it work outside WhatsApp?
The same agent also powers the Modus website chat widget, so both channels share one knowledge base, CRM record and handoff queue.
Works especially well with
AI & Conversations
Shared team inbox
Manage WhatsApp, website chat and Instagram conversations in one shared inbox with AI replies, lead scores and a focused human-handoff queue.
CRM & Retention
Visual CRM pipeline
Track every WhatsApp, web and Instagram lead on a visual CRM pipeline with automatic stages, lead scores, ownership and complete conversation context.
AI & Conversations
AI website chat widget
Add the same Modus AI agent to your website with one script tag, capture visitor details and manage every web conversation in the shared CRM inbox.
Put the whole growth loop in one place.
Connect your channels, train the agent and trace every conversation through to revenue.