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
-
- Meteor CRM (24 tools)
- Wompi (4 tools)
- Mercado Pago (11 tools)
- WooCommerce (16 tools)
- Shopify (17 tools)
- TCC (23 tools)
- Chilexpress (8 tools)
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.
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.
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
- The Fudo table order runs once the Fudo integration is enabled: Meteor is still waiting for the vendor’s approval.
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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