Everything to run WhatsApp —in one elegant workspace
Inbox, AI, automations, broadcasts, and analytics — organized the way your team works, with real usage numbers from active workspaces.
Official WhatsApp channel
Visual flow builder
Lead scoring & pipeline
Broadcasts with opt-out
Store & data integrations
Usage at 0% markup
Real numbers, not marketing fluff
Live totals from active workspaces — updated as teams add contacts, run conversations, and ship campaigns.
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Contacts managed
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Live conversations
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Broadcasts launched
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Automations running
Watch the whole workflow
Lead lands in the inbox, AI replies instantly, an automation nurtures, and your team closes — all in one screen.
Four pillars, ten capabilities
Jump to a module — each section matches an area of the live product.
One inbox the whole team shares
Three-pane live inbox on the official WhatsApp channel — assign chats, set status (open, pending, snoozed, closed), add labels and internal notes, use canned responses, and toggle AI per thread with 24-hour window awareness.
- Assign & collaborateRoute chats, private notes, and resolve together.
- Labels & canned repliesSaved quick replies and custom labels on every conversation.
- Per-chat AI toggleTurn auto-reply on or off for any conversation — your team stays in control.
Move every lead from new to won
Sortable table or drag-and-drop Kanban across stages (new → contacted → qualified → demo → won/lost). Deal value, owner, follow-up dates, bulk edit, and a lead 360 with activity timeline.
- Table or boardList view and Kanban board stay in sync with the same live data.
- Deal value & ownerPipeline value, priority, and rep assignment on every card.
- Audience & segments6,441 contacts, 7 saved segments, 13 custom fields.
Focus on the leads that will close
0–100 AI scoring buckets leads as hot, warm, or cold from engagement, stage, deal value, source quality, and recency — so reps spend time on winners, not noise.
- Hot / warm / coldScore distribution and top leads surfaced automatically.
- Conversion by scoreSee which buckets convert — tune your follow-up.
- Pipeline contextScoring sits beside stages, value, and owner on every lead.
Marketing
Broadcasts, flows, and sequences that run while you sleep
Template library, segment-based broadcasts, visual flow builder, rule automations, and drip sequences — built to run campaigns while your team focuses on closing.
Campaigns that respect your list
Pick a saved segment, stage, or tag audience; auto-exclude opted-out contacts; test-send; schedule; and track delivery, read, reply, and link CTR — rate-limited and compliant.
- Segment audiences7 saved segments with live contact counts.
- Opt-out safeSubscription status respected on every send.
- Tracked linksShort links with click attribution on every campaign.
Visual automations on a canvas
Drag-and-drop builder with triggers, questions, buttons, conditions, A/B splits, AI steps, smart delays, and interactive list messages — 13 published flows and 154 flow runs in active workspaces.
- Branch on anythingTags, stages, custom fields, and button clicks.
- AI & A/B stepsIn-flow AI replies, randomizers, and branch paths.
- Per-flow analytics71 button clicks tracked; conversion per node.
Drip campaigns that run on schedule
Multi-step sequences with delays, keyword and stage triggers, enrollments, and automated follow-ups — 17 sequences, 43 steps, and 65 active enrollments across live workspaces.
- Set it onceDay-0 welcome through day-21 conversion paths.
- AI in the sequenceSmart replies mid-drip without leaving the thread.
- Live data answersPull answers from your records inside flows and sequences.
AI & integrations
Smart AI plus the tools you already use
Intelligent auto-replies, optional answers from your own records, store order automations, and connections to the apps your team relies on — already running for real customers.
Replies grounded in your live data
The built-in AI assistant classifies intent, searches your records, drafts a reply with confidence scoring, and hands off to a human on cue — with daily budget caps and full spend visibility.
- Live data answersPull answers from your connected business records.
- Intent routingBranch conversations by what the customer wants.
- Human handoffAgents take over; AI pauses on that thread.
Everything connected to one hub
WhatsApp, your online store, payments, spreadsheets, ads, and custom apps — all connected to one hub, with secure keys and 18 automation rules already active in customer workspaces.
- Online storeOrder updates, catalog sync, and purchase-triggered messages.
- Developer accessConnect your own tools to trigger flows and sync contacts.
- Real-time syncStore and app events update automations instantly.
Real-time insights across the funnel
Revenue and lead KPIs, conversion funnel drop-off, leads by source (WhatsApp, web, referral), AI reply rate, and top-performing flows — with week-over-week deltas.
- Funnel & sourcesOverview, pipeline, sources, and engagement tabs.
- AI vs humanTrack the share of replies handled by your AI assistant.
- Channel mixWhatsApp and web chat conversations in one view.
Performance and spend in one place
Usage overview, trends, and a line-item log for every conversation and AI reply — hard daily caps, local or international currency, and provider rates with zero markup.
- Usage at costEvery message and AI reply logged — billed at pass-through rates.
- Budget capsDaily limits so messaging and AI spend never surprises you.
- Reports hubReports and usage dashboards refresh in real time.
Platform features on every plan
Team permissions, compliance, developer access, and a generous trial on every plan.
Team & roles
Invite teammates, assign custom roles, and review permission changes.
Workspace isolation
Each organization's data stays private and scoped to your team.
Developer access
Secure keys, tracked links, and triggers for your own tools.
Official WhatsApp
Connect verified business numbers through guided onboarding.
Rule automations
Keywords, pipeline stages, inbound messages, and store orders.
15-day trial
Full workspace access — upgrade to Starter or Growth anytime.
Inbox depth without the complexity
More capable than a chatbot, simpler than a legacy CRM — one workspace for conversations that convert.
Swipe sideways to compare →
| Capability | NextPilotRecommended | Generic chatbot | Spreadsheet + WhatsApp |
|---|---|---|---|
| Answers from your live data | |||
| Visual flow builder + sequences | Limited | ||
| Lead scoring & pipeline board | Manual | ||
| Broadcasts with opt-out respect | Add-on | ||
| Live data answers | |||
| Online store automations | |||
| Usage & cost at 0% markup | |||
| Roles, keys & integrations | Limited |
Secure by default
Roles & permissions
Owner, admin, and agent roles — plus custom permissions from the team settings page.
Secure developer keys
Connect your tools with revocable keys and tracked campaign links.
Compliant messaging
Opt-out respect and 24-hour window enforcement on every channel.
Explore the product
Good to know
Team inbox, leads pipeline, audience segments, broadcasts, sequences, visual flows, rule automations, AI auto-reply, reports, usage tracking, team roles, and developer access. Store and live-data integrations are available on Growth — connect when you're ready and automations start right away.
Get product updates & WhatsApp playbooks
One email a month — new features, automation templates, and growth tactics. No spam, unsubscribe anytime.
See it on your own numbers
Spin up a workspace, connect WhatsApp, and watch the inbox come alive in minutes — 15-day trial, no card required.