The company's WhatsApp, off someone's phone.
Your numbers come in through Meta's official API to an inbox the whole team works, and every conversation lands on the client's record. Sara answers what she knows and asks before reopening a stalled thread.
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Sara, Support: “Did anyone go unanswered on WhatsApp yesterday?”
Lumen asked about the delivery date at 6 pm and nobody replied. It's been over 24 hours, so only an approved template can reopen the chat. Shall I send “retomada_atendimento”? Send the “retomada_atendimento” template to Lumen. Sent. The conversation is back at the top of the inbox, assigned to Marina, and logged on Lumen's record.
Studio Bravo is a demo company. Made-up data.
The company's WhatsApp, before and after
The company number lives on one person's phone — and goes on vacation with them.
The number is connected to the team inbox; anyone with access can answer.
Nobody knows who already replied, so the client gets two answers or none.
Every conversation has an owner, internal notes the client never sees, and tags.
The conversation stays in WhatsApp and the CRM never learns it happened.
Whoever writes becomes a CRM contact, and the conversation goes on their record.
A message that arrives at 11 pm waits until the next day.
The agent answers what it knows at any hour and hands over to a person when it doesn't.
From the first “hi” to the client's record
WhatsApp becomes a company channel: connected, shared by the team and wired to the rest of the base.
Connection
Through Meta's official API
Connect your numbers through the official API, with a verified number — the path that carries no ban risk. Each number can have its own name and its own agent.
- Several numbers in one organization
- One agent per number, or the team only
- If Meta refuses sends, outbound pauses and inbound keeps flowing
Inbox
The team works the same inbox
Every conversation in one queue, with an owner, internal notes, tags, quick replies and snooze. Rules hand each conversation to whoever solves it.
- Rule-based assignment, no manual dispatch
- Take the conversation over from the agent in one click
- Wait times and resolved conversations per teammate
Agent
An agent that answers and knows when to stop
The agent reads the conversation, transcribed voice notes included, answers with what your base knows and calls a person when it doesn't.
- Voice notes transcribed to text
- Tags applied by the agent to each conversation
- Hand-over to a human with the context attached
Templates and flows
Approved templates, at the right moment
The templates approved in Meta are synced into BaseOS. Use them to reopen a conversation after 24 hours or inside an automated CRM flow.
- Sync with your Meta account's templates
- Variables filled from the contact's data
- Flows that send on the right trigger
WhatsApp that talks to the rest of the company
- From conversation to leadWhoever writes becomes a CRM contact; the SDR qualifies and books before handing over to a seller.
- From conversation to ticketA conversation linked to a ticket is a single thread: the client's WhatsApp reply goes into the ticket.
- From flow to WhatsAppCRM campaigns and automations send your approved templates on the trigger you set.
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.
- CRM & Salesfrom R$29/month
- PipelineA stage-by-stage sales funnel with forecast value and whatever has been stuck too long.
- LeadsA lead base with source, owner and the full history of every touch.
- CampaignsWhatsApp and email campaigns with an audience, a cadence and a result funnel.
Can my number get banned?
The recommended connection is Meta's official API, which follows Meta's rules. If Meta refuses sends — unpaid balance, expired token — BaseOS pauses outbound and warns you, and keeps receiving.
Can I message someone who hasn't written in the last 24 hours?
Only with a template approved by Meta — that's WhatsApp's rule. BaseOS syncs your templates and only shows the approved ones.
Can the agent tell my client something wrong?
You choose per number whether there's an agent or only the team, and anyone can take a conversation over at any time. The agent answers with what your base knows and calls a human when it doesn't.
Do I lose the history already on my phone?
The old history stays on the device; BaseOS keeps conversations from the moment you connect. And you can download transcripts as a spreadsheet whenever you need them.
Be the owner again.Not the integrator.
Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.
14-day trial · No card · Then the free plan