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Closing sales

AI agent for closing sales

Your Met negotiates, handles objections and closes while you focus on strategy.

What does an AI agent for closing sales do?

An AI agent for closing sales picks up the prospect who already showed interest, answers the usual objections with your arguments, presents the proposal with your products and prices and asks for the close at the right moment. When the customer says yes, it sends the payment link from Wompi, Mercado Pago or the WooCommerce order, and only treats the sale as paid when the gateway confirms the status. It does not handle signatures: if your sale needs a signed contract, your team takes that step.

Sales closing Met at a glance

What it does
Picks up the prospect who showed interest, answers objections with your arguments, asks for the close and sends the payment link, and only treats the sale as paid when the gateway confirms it.
Systems it works on

In total, 103 real tools across those connectors, counted from the public capability registry. It uses the ones from the systems you connect.

What triggers it
A prospect with buying intent or a scheduled follow-up.
AI level
You choose each Met’s level: Ágil, Brillante or Genio. All three come with every plan and their usage is billed as Energy. How billing works
What it does not do
  • It does not handle signatures: if your sale needs a signed contract, your team does that step.
  • No card data goes through the Met: the customer pays on the gateway’s page, and Wompi only charges in Colombian pesos.
  • It does not cold-prospect lists: it picks up conversations that already exist, and after 24 hours it only writes on WhatsApp with an approved template. Messages to a whole segment go through Broadcasts.
The problem

Slow closes and opportunities going cold?

Closing by hand depends on someone being available: objections stall the process and the follow-ups that matter get forgotten.

The solution

Automated closing, 24/7

Your Met runs the full cycle, from the first negotiation to post-sale follow-up.

Before and after

From the same old bottlenecks to a real advantage

Negotiations stall waiting for someone to be available.

The Met negotiates 24/7, replies instantly and moves the deal forward.

Common objections stop the close because nobody answers fast enough.

Trained to handle the standard objections and keep the conversation moving.

Busy reps forget to follow up at the moments that count.

Automatic follow-up until there is an answer or a close: within 24 hours on any channel and, after that, on WhatsApp with an approved template.

The team does not always ask for the close directly.

Trained to ask for the close at the right moment.

It is hard to analyze what works and what does not in a negotiation.

Every interaction recorded and analyzed to sharpen the closing playbook.

What it does

Ready for the routine work and the hard cases

Proactive negotiation 24/7

  • Responds to interest instantly
  • Presents clear proposals
  • Clarifies pricing and terms
  • Keeps the conversation alive

Expert objection handling

  • Checks your product and pricing Collections
  • Answers common objections (price, timing…)
  • Puts up effective counterarguments
  • Escalates to a human when needed

Smart close and follow-up

  • Spots buying signals
  • Asks for the close naturally
  • Sends the payment link and confirms its status
  • Runs post-sale follow-up

Tasks this Met runs

Tasks the sales closing Met handles end to end

Each one with its steps, the tools it uses at every step and what it does not do.

Collections and receivables

Charge inside the conversation with a Mercado Pago link

How do I charge over WhatsApp without sending people to another app or asking for card details?

Sales

Starts:
when the customer writes
Steps:
6, with 11 real tools
Needs:
Mercado Pago · Meteor CRM

Collections and receivables

Collect by PSE and Nequi from WhatsApp with Wompi

How do I collect by PSE or Nequi from WhatsApp with Wompi?

Sales

Starts:
when the customer writes
Steps:
5, with 10 real tools
Needs:
Wompi · Meteor CRM

Collections and receivables

Charge over WhatsApp with a Stripe payment link

How do I charge a customer over WhatsApp with Stripe without opening the Dashboard to create the link?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Stripe

Collections and receivables

Get paid on WhatsApp with a SumUp payment link

How do I charge a customer on WhatsApp with SumUp without opening the dashboard to create the link?

Sales

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
SumUp

Collections and receivables

Charge on WhatsApp with a Tilopay link and confirm the customer paid

How do I send a customer a Tilopay payment link on WhatsApp and know whether they paid?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Tilopay

Collections and receivables

Charge over WhatsApp with a PayPal invoice and its QR code

How do I charge with PayPal a customer who buys over WhatsApp, without building the invoice by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
PayPal

Collections and receivables

Recover the WooCommerce orders that were left unpaid

How do I recover the orders in my store that were left pending payment?

Sales

Starts:
at a set time
Steps:
6, with 12 real tools
Needs:
WooCommerce · Mercado Pago · Meteor CRM

Content and publishing

Send a personalized avatar video made in HeyGen on WhatsApp

How do I send a customer on WhatsApp a video with their name, made with my HeyGen avatar?

Studio

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
HeyGen

Content and publishing

Send a personalized piece made with your Canva template on WhatsApp

How do I send each customer on WhatsApp a piece with their name and offer made in my Canva template?

Studio

Starts:
when the customer writes
Steps:
6, with 9 real tools
Needs:
Canva

Content and publishing

Make a customer's invitation with their event details on WhatsApp, in Adobe Express

How do I make a customer's invitation with their event details without opening the designer?

Studio

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Adobe Express

Content and publishing

Enhance on WhatsApp the photo a customer sends for printing, with Magnific

How do I enhance on WhatsApp the blurry photo a customer sends me to print on a product?

Studio

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
Magnific

Orders and fulfillment

Alert Slack about every order that comes in on WhatsApp

How do I connect WhatsApp to Slack so orders reach my team's channel?

Customer service

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Slack

Orders and fulfillment

Quote a Chilexpress shipment over WhatsApp

How do I quote a Chilexpress shipment over WhatsApp without calculating the rate myself?

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Chilexpress

Orders and fulfillment

Quote a TCC shipment from WhatsApp

How do I quote a TCC shipment from WhatsApp?

Finance and operations

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
TCC · Meteor CRM

Orders and fulfillment

Quote and ship an international parcel with Easyship over WhatsApp

How do I quote and ship an international parcel from WhatsApp without opening each courier?

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Easyship

Orders and fulfillment

Quote and ship an Andreani parcel over WhatsApp without creating a wrong order

How do I quote and ship an Andreani parcel from WhatsApp without creating the wrong order?

Starts:
when the customer writes
Steps:
6, with 10 real tools
Needs:
Andreani · Meteor CRM

Orders and fulfillment

Create a Shopify order over WhatsApp for cash on delivery

How do I take a Shopify order over WhatsApp and leave it marked for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Shopify

Orders and fulfillment

Create a WooCommerce order over WhatsApp for cash on delivery

How do I create a WooCommerce order over WhatsApp and mark it for cash on delivery?

Starts:
when the customer writes
Steps:
5, with 8 real tools
Needs:
WooCommerce

Orders and fulfillment

Run a Make scenario when an order is confirmed on WhatsApp

How do I make an order confirmed on WhatsApp reach my systems on its own with Make?

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Make

Orders and fulfillment

Store every order closed over WhatsApp in BigQuery

How do I get the orders I close over WhatsApp into BigQuery without exporting chats by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Google BigQuery · Meteor CRM

Orders and fulfillment

Store in Cloudinary, sorted by order, the photos a customer sends on WhatsApp

How do I keep the photos my customers send on WhatsApp for their orders organized?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Cloudinary

Orders and fulfillment

Store the orders that come in on WhatsApp in a Craft collection, with their task

How do I log the orders I get on WhatsApp in Craft without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Craft

Orders and fulfillment

Answer price and stock on WhatsApp and log the order in a Coda table

How do I make my WhatsApp answer prices and take orders with the tables I keep in Coda?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Coda

Orders and fulfillment

Take a table's order and send it to the kitchen from chat

How do I send a table's order to the kitchen without retyping it into the POS?

Starts:
when the customer writes
Steps:
5, with 7 real tools
Needs:
Fudo

Orders and fulfillment

Take an order on WhatsApp and log it in Airtable

How do I log the orders I get on WhatsApp in Airtable without copying them by hand?

Sales

Starts:
when the customer writes
Steps:
6, with 7 real tools
Needs:
Airtable

Sales and quoting

Confirm on WhatsApp what was agreed in a sales meeting recorded with tl;dv

How do I confirm on WhatsApp the price and timelines we gave the customer in the meeting?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
tl;dv

Sales and quoting

Confirm on WhatsApp what was agreed in a meeting recorded in Avoma and record its outcome

How do I confirm to a customer on WhatsApp what we agreed in the meeting recorded with Avoma?

Sales

Starts:
when the customer writes
Steps:
6, with 6 real tools
Needs:
Avoma

Sales and quoting

Quote the freight for a made to order import over WhatsApp with Flexport

How do I quote an imported order to a wholesale customer without waiting for someone to look up freight?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Flexport

Sales and quoting

Create a Shopify quote and share its payment link

How do I create a Shopify quote over WhatsApp and share its payment link?

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Shopify

Sales and quoting

Send the contract the customer accepted on WhatsApp for signature with Yousign

How do I send a contract for signature with Yousign as soon as the customer accepts on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
6, with 8 real tools
Needs:
Yousign

Sales and quoting

Send a contract for signature with Docusign from WhatsApp

How do I send a contract for signature as soon as the customer says yes on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Docusign

Sales and quoting

Send a contract for signature with SignNow from WhatsApp

How do I send a SignNow contract for signature as soon as the customer agrees on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
SignNow

Sales and quoting

Send a PandaDoc proposal for signature from WhatsApp

How do I send a PandaDoc proposal for signature as soon as the customer agrees on WhatsApp?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
PandaDoc

Sales and quoting

Answer on WhatsApp what was shown in a meeting presentation recorded with Granola

How do I tell a customer which price we showed them in the meeting, if we took it with Granola?

Sales

Starts:
when the customer writes
Steps:
5, with 5 real tools
Needs:
Granola

Sales and quoting

Answer Tiendanube price, stock and shipping over WhatsApp

How do I answer on WhatsApp whether I have a product, what it costs and how it ships, without opening Tiendanube?

Sales

Starts:
when the customer writes
Steps:
5, with 6 real tools
Needs:
Tiendanube

Sales and quoting

Know whether the customer opened the Pitch proposal you sent on WhatsApp and how far they got

How do I know whether the customer opened the proposal I sent on WhatsApp and which part they read?

Sales

Starts:
when someone asks for it
Steps:
5, with 6 real tools
Needs:
Pitch

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FAQ

Frequently asked questions about Closing sales

In Meteor it is the sales closing Met. It picks up the prospect who already wrote in or showed interest, answers the usual objections (price, timing, comparison) with your arguments and your product and price Collections, asks for the close and sends the Wompi, Mercado Pago or WooCommerce order payment link. It only treats the sale as paid when the gateway approves it. It is not a cold-calling dialer and it does not blast lists: after 24 hours, on WhatsApp it only picks up again with a template approved by Meta, and messages to a whole segment go through Broadcasts.

The cycle has three stretches: qualifying, negotiating and collecting. In Meteor two Mets cover them on the same CRM. The lead qualification Met asks your questions and gives each prospect a score from 0 to 100 with the reason written out; the sales closing Met answers objections, asks for the close and sends the payment link, and treats the sale as paid when the gateway confirms it. Where it stops matters just as much: it does not handle contract signatures, and anything outside your rules goes to a person with the full history.

It generates the payment link on the gateway you have connected: Wompi (PSE, Nequi, Bancolombia or card, in Colombian pesos), Mercado Pago, or the order’s payment link in WooCommerce when your store has an online gateway. The customer pays on the gateway’s page and the Met checks the status: it only treats the sale as paid when the gateway returns it approved. No card data goes through the Met.

No. The Met closes with the payment, not with an electronic signature. If your sale needs a signed contract, the Met leaves the opportunity ready in the CRM and hands it to your team for that step.

It follows up until there is an answer or a close. Within 24 hours of the person’s last message, the Met can write to them on any channel. After that, on WhatsApp it can only pick the conversation back up with a template approved by Meta, and on Instagram and Messenger it has to wait for the person to write again.

It escalates to a person on your team: it leaves a note with the reason, assigns the chat and steps out of the conversation. The rep picks it up with the full history and the Met does not talk over them.

Every implementation includes discovery, setup and tuning during the ramp-up. After that, each Met’s quality is measured by sampling: an automated judge reviews a sample of its conversations and scores the support it gave, and the activity tab shows what each Met did, with which tool and at what cost. If something is not working the way you expected, we review it with you using that data and adjust until it is running.

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