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Documentation Index

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Asistian is an AI-powered CRM platform built for small and medium-sized businesses. It connects WhatsApp, Facebook Messenger, and Instagram into a single unified inbox, and puts a 24/7 AI assistant inside every conversation — so your team can focus on closing deals and building relationships, not monitoring three separate apps. The platform was built in Mexico for businesses that communicate primarily through messaging channels. Whether you run a clinic, a real estate agency, a school, or a retail store, Asistian gives your team the tools to respond faster, stay organized, and never let a customer message go unanswered.

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Key capabilities

Unified inbox

Receive and reply to messages from WhatsApp, Facebook Messenger, and Instagram in one place — no app switching required.

AI assistants

Deploy AI agents that respond to customer messages, answer frequently asked questions, and book appointments around the clock.

CRM pipeline

Track leads and sales opportunities through customizable pipelines. Organize contacts, add notes, and move deals forward without leaving your inbox.

Appointment scheduling

Let your AI assistant book, reschedule, and confirm appointments directly inside conversations — no back-and-forth needed.

Team collaboration

Invite your team, assign roles (Administrator, Manager, or Agent), route conversations to the right person, and add internal notes.

Integrations

Connect your existing tools via configurable webhooks or Zapier. Automate workflows and send conversation data to any external system.

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How it works

  1. Connect your channels. Link your WhatsApp Business number using the official Meta API — your phone stays active. Then connect your Facebook Page and Instagram account.
  2. Configure your AI assistant. Set up one or more AI agents with instructions tailored to your business. They start responding to customers immediately.
  3. Invite your team. Add collaborators with the appropriate role. Conversations can be assigned manually or routed automatically.
  4. Manage everything from one inbox. All messages from all channels arrive in a single inbox. Reply, assign, label, and close conversations without switching apps.
  5. Track results. Use analytics to see how your team is performing, how your AI is handling conversations, and where customers are in your pipeline.

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Next steps

Quickstart

Connect your first channel and send your first AI-powered reply in minutes.

Account setup

Configure your profile, choose a plan, and invite your first team member.