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How to create an AI Agent that actually converts on WhatsApp

Have you ever wondered why so many chatbots fail to deliver expected results? Why do so many AI projects end up frustrating users? In our latest webinar, Franklin Marcelo (CEO of Flexi.cx) and Rodolfo Helmbrecht (CRO of Flexi in Brazil) shared the ultimate playbook to build conversational agents that truly engage and convert.

If you work in marketing, sales, or customer service, this content is for you. Let’s dive into the latest and most practical insights in conversational AI.

What’s Changing in Buying Behavior?

Today, everything is a conversation—and sales are no exception. Franklin and Rodolfo highlighted a crucial point: people’s expectations have changed. They now expect smooth, helpful conversations that actually solve their problems—whether with a human or an AI.

“People no longer want to talk to robots that don’t understand anything. They want an experience similar to talking to a real person.” – Franklin Marcelo

And that brings us to the key question: How can you create a conversational journey that leads to conversion?

It’s Not Enough to Be Consultative. AI Needs to Be Conversational and Sales-Oriented

During the event, Rodolfo compared two AI models: Claude and Google’s Gemini. Both responded well to a question about flights to New Jersey, but only Gemini integrated with Google Flights and enabled one-click purchasing.

That’s the difference between an AI that just provides information and one that actually helps close a sale.

What’s Missing From Most Bots? A Structure

Creating an AI agent isn’t about just tossing a question into GPT. You need to:

  • Choose the right AI model

  • Have a clear, purpose-driven flow

  • Integrate with your tools (CRM, spreadsheets, APIs)

  • Feed it data (FAQs, playbooks, policies, etc.)

  • Adjust tone of voice, temperature, and agent limits

The Ideal Conversational Structure: Flexi’s Playbook

Flexi developed a framework based on the analysis of thousands of real conversations. It breaks down into four essential steps:

  1. Opening: a humanized, clear, and direct greeting

  2. Problem Identification: smart questions to understand the lead

  3. Solution Presentation: useful, personalized content

  4. Closure or Handoff to Human Agent: depending on the lead’s stage

“80% of human conversations follow this pattern. Reproducing it in AI agents is the key to success.” – Rodolfo

Each Stage of the Customer Journey Needs a Different Approach

The customer journey is dynamic, and your AI agent must adapt to each stage.

The Secret Is in Hybrid Intelligence: Automated Flows With Bots + AI at Strategic Moments

Live Demo: Creating an AI Agent on WhatsApp With Flexi

In the second part of the webinar, Rodolfo gave a step-by-step demo on how to build an AI agent on WhatsApp using Flexi. The platform offers a visual flow builder (Flow Manager) with full integrations and custom logic.

You can also:

  • Choose the best AI model (like GPT-4, Gemini, Claude, etc.)

  • Write strategic, well-structured prompts

  • Set tone of voice and creativity level

  • Add documents to the knowledge base

  • Connect to CRMs (like Zoho, Hubspot, Salesforce…) via MCPs

  • And of course, test everything in real time on WhatsApp

What’s an MCP? It’s a protocol that connects different systems in a simple way—no heavy coding needed. With it, AI can fetch data from your CRM, save information, or even trigger automatic actions.

Real Example: University With an Active Agent

Rodolfo showcased an agent from Universidad de Lima in action:

  • Identifies the user

  • Checks course availability

  • Collects key data like name, phone number, and role

  • Sends it all straight to Zoho CRM, creating a complete lead for the sales team

All of this happens right on WhatsApp, with full control over what the agent can or cannot answer.

🎁 Bonus for Those Who Made It This Far
During the event, Franklin announced an exclusive gift:
$500 in free onboarding credits on Flexi for companies that want to start their journey with conversational AI agents.

Ready to Turn Your Conversations Into Real Sales?

📲 Click the link and talk to our team. 
Or connect directly with Franklin Marcelo on LinkedIn.

Final Thought: You Don’t Need to Be an Engineer to Use AI

The future of sales is conversational. And with Flexi, you have:

  • The tool

  • The methodology

  • The support

  • And the AI best suited to your business

Don’t just sit back and watch the revolution happen. Start today by building AI-powered experiences that actually convert.

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