BaseOS
AI agentsAgents that do each area's work — and ask for your OK.

Attract and sell

  • Marketing SuiteCampaigns, flows, landing pages and ads.
  • Sales SuiteCRM, pipeline, proposals and inbox.

Deliver

  • ProjectsTasks, hours and team capacity.
  • Development & FactoryFrom idea to a live product.

Serve and run

  • Support SuiteHelpdesk, portal and widget.
  • Product SuiteRoadmap, changelog and wiki.
  • Finance SuiteInvoices, contracts and KPIs.
Software house / AgencyFrom proposal to invoice, with hours and contracts.SaaS / ProductSupport, roadmap and changelog for your product.

By team

  • SalesA pipeline that moves itself.
  • MarketingCampaigns and automated flows.
  • Support & CSEvery customer looked after.
  • OperationsProjects and delivery on time.
  • FinanceCollections and cash flow.

By channel

  • WhatsAppMeta's official API.
  • InstagramDMs in the same inbox.
  • EmailGmail and company inboxes.
  • Website chatA widget with your agent.
  • Customer portalTickets and documents.

By use case

  • Qualify leadsThe SDR answers and books.
  • Collect overdue invoicesReminders with your OK.
  • Answer ticketsGrounded in your wiki.
  • Proposal → project → invoiceNo typing anything twice.
PricingFactory
Sign inStart free
Solutions/By channel · Website chat

Whoever visits your site finds someone to talk to.

Paste one script on your site and visitors talk to your agent, which knows the company and calls the team when needed. Sara answers overnight and leaves the lead ready for sales.

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9:41
☰
AgentNeeds you2
SStudio Bravo⌄
Sara⌄
Support
Approval neededProposed action

Create the lead Rafael (Norte) and assign it to Alex

RejectApprove
⌃ Show conversation
Message…
Sara, the support agent, summing up the website chat

Sara, Support: “How did the website chat go today?”

14 conversations. I answered 11 from the knowledge base; 3 asked for a person and stayed with the team. Rafael, from Norte, asked for a quote for an app. Shall I create the lead and hand it to Alex? Create the lead Rafael (Norte) and assign it to Alex. Lead created in the CRM with the conversation attached. Alex already sees it in the pipeline, at the qualification stage.

Studio Bravo is a demo company. Made-up data.

§01By channel · Website chat

The company website, before and after

Without BaseOSWith BaseOS

A visitor has a question, can't find the answer and closes the tab.

A chat in the corner of the page, with an agent that knows the company.

The website chat is one more app, with another inbox to check.

Site conversations land in the same inbox as WhatsApp and Instagram.

Whoever asked for a quote in the chat becomes a screenshot in the sales group.

The conversation stays in the CRM, and the lead reaches the seller with the context attached.

Changing the colour or the welcome message means touching the site's code.

Appearance and routing change in settings, without pasting the script again.

§02By channel · Website chat

A chat that is part of the company

The same agent and the same team that answer WhatsApp, now on your site.

  1. 01

    Setup

    One script, once

    Paste one line of code on your site. Title, welcome message, colour and position are read from settings on every load.

    • Allowed domains, so the chat only opens on your site
    • Install check: where the chat last appeared
    • No BaseOS badge on plans with white label
  2. 02

    Service

    Agent first, team after

    Choose who answers: the AI agent, which hands over to the team when needed, or the team only. Replies written in the inbox show up in the visitor's chat.

    • Routing: agent and team, or team only
    • Anyone can take the conversation over from the inbox
    • Your wiki's articles inside the chat, if the wiki is public
  3. 03

    Context

    The visitor stops being anonymous

    If the visitor is already logged in to your system, identify them with a signature, and the conversation arrives linked to the right person.

    • Signed identification of logged-in visitors
    • A conversation linked to a ticket becomes one thread
    • History in the CRM, alongside the other channels
§03One base

The website chat wired to the rest of the base

  • From chat to leadWhoever asks for a quote becomes a CRM lead, and the SDR qualifies before handing over to a seller.→
  • From chat to ticketA problem that needs follow-up becomes a ticket, and the team's reply comes back to the chat.→
  • From chat to agentsThe site's agent is the same one you set up for the other channels, with the same tools.→
§04What's included

Modules you can switch on today

Read from the same catalog as the module store: if it's listed here, it's in the product.

  • Omnichannel Inboxfrom R$49/month
    • Connected channelsConnect your company's WhatsApp and Telegram and receive everything in one box, with the AI agent answering while you sleep.
    • Shared inboxYour team works the same box: every conversation has an owner, internal notes the customer never sees, tags, quick replies and snooze.
    • Official WhatsApp (Meta)Connect through Meta's official API, with a verified number and approved templates — the path that carries no ban risk.
See every module and price →
Questions

What people usually ask

Talk to us →
Do I need a developer to install it?

Only to paste one line of code on the site, once. After that, everything changes from BaseOS settings.

Will the agent make up answers for visitors?

It answers with what your base knows and calls the team when it doesn't. If you prefer, the chat is answered by the team only.

Can someone put my chat on another site?

Set the allowed domains and the chat only opens on them. Anywhere else, it doesn't appear.

What if nobody on the team is online?

With the agent on, visitors are answered at any hour. The conversation stays in the inbox for the team to pick up.

See also
  • Qualify leadsThe SDR answers and books.→
  • Answer ticketsGrounded in your wiki.→
  • AI agentsAgents that do each area's work — and ask for your OK.→
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