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Victoria AI
Sales area

The digital sales rep that never sleeps.

It answers, qualifies, quotes, collects payment and loads the order into your ERP. On every channel, 24 hours a day, with nobody on the team stepping in.

Replies instantly · WhatsApp, Instagram, Facebook, TikTok and voice calls

app.victoriassistant.com
Victoria CRM: inbox with conversations from different channels and the customer panel on the right
The problem

Leads that slip away. Sales with no follow-up. A CRM nobody fills in.

Seven bottlenecks that show up in almost every sales operation. They are described in the words of the team that suffers them.

Leads with no fast reply

A lead that gets no reply within minutes is very likely to go to a competitor. After hours and in demand peaks, the team cannot keep up.

Victoria solves it:

An instant reply, 24 hours a day, on every channel. No lead goes cold waiting.

A CRM with no data or badly filled in

Sales reps forget to load the customer data and the history ends up incomplete. Opportunities are not recorded and the pipeline stops reflecting reality.

Victoria solves it:

The agent loads the lead data into the CRM: name, channel, history, intent and stage. Without anyone typing a thing.

Slow quotes that do not close

The customer asks for a price and the rep takes hours to put the quote together. By the time it arrives, the customer has already picked someone else. A slow quote is a lost sale.

Victoria solves it:

Instant quoting: a formal quote as a PDF or prices straight into the message. The customer gets the proposal before changing their mind.

Manual data entry of the order into the system

Once the customer accepts, someone has to type the order into the ERP or POS by hand. Human error is guaranteed and the operator time is lost.

Victoria solves it:

The agent loads the order into the ERP or POS as soon as the payment is confirmed, with the items, the quantities and the prices from the conversation.

Lost follow-up on opportunities

Customers who asked and did not buy never get followed up. The pipeline fills with open opportunities nobody moves along.

Victoria solves it:

The agent detects the intent, creates the opportunity in the CRM and follows up until it closes or is handed off to a person.

Chaotic shipment handling

Coordinating the logistics of the order takes manual work: call the customer, contact the courier, confirm the times. A chain of errors on every delivery.

Victoria solves it:

The agent coordinates the shipment with PuniYa or another delivery platform, inside the same conversation.

No visibility of the sales team

Managers do not know how many leads come in, what converts and what does not close. Commercial decisions are made without data from the real process.

Victoria solves it:

Reports asked for in plain language over real system data: pipeline, conversions and performance per rep.

The solution

Four pieces that close the commercial loop.

The agent feeds the CRM. The CRM holds up the pipeline. The reports show where every sale came from.

Channels

An AI agent on every channel they message you on.

The same agent handles every channel at once, with the history unified per customer. And every channel has its own page: what comes in, what goes out and where the limit is.

  • WhatsAppOfficial WhatsApp Business API
  • InstagramDirect messages and story replies
  • FacebookMessenger
  • TikTokDirect messages
  • Twilio callInbound and outbound phone calls
  • WhatsApp callVoice calls inside WhatsApp

Voice calls

The agent takes phone calls and WhatsApp calls: it answers questions, takes the order, quotes and processes the payment out loud. The call is recorded in the CRM with its duration, its summary and its transcript.

The agent speaks with the tone and the identity of your company: it is trained on the way you communicate and on the full catalog.

The channels one by one
From the first contact to the order delivered

Ten steps, with nobody stepping in.

From the first message to the order loaded into the system and the shipment coordinated.

  1. 01

    The lead comes in

    Through WhatsApp, Instagram, Facebook, TikTok, a Twilio call or a WhatsApp call.

  2. 02

    It replies without waiting

    The agent replies instantly, whether the team is busy or it is the middle of the night.

  3. 03

    It qualifies the lead

    It asks the key questions, understands the need and fills in every field in the CRM.

  4. 04

    It checks your systems

    Price, stock and availability are read from the ERP or the POS at the moment of replying, not from a list loaded last week.

  5. 05

    It quotes

    A formal quote as a PDF or prices straight into the message, depending on the context.

  6. 06

    It follows up

    If the customer goes quiet, the opportunity stays open in the CRM and the agent picks the conversation back up when it is due.

  7. 07

    It collects payment

    A Mercado Pago link or bank transfer details, inside the conversation.

  8. 08

    Payment confirmed

    The payment is verified on its own and the customer gets an automatic confirmation.

  9. 09

    Order into the system

    It is recorded in the ERP, the POS or the management system, with its items and prices.

  10. 10

    It coordinates the shipment

    The shipment is requested from PuniYa or another delivery platform, with no calls and no spreadsheets.

Formal or informal quote

If the customer needs it, the agent generates a quote PDF with the company logo, the items, the prices and the terms. For quick questions it sends the prices straight into the message, with no document.

Loading into the ERP or POS

When the payment is confirmed, the order is recorded straight into the business management system — as a quote, a delivery note or whichever document applies. No operator ever types the order again.

Integrated delivery

PuniYa is integrated and switched on from day one. PedidosYa is in progress. If you use another platform or your own fleet, the connection is built to measure.

Human handoff

When the enquiry calls for it, the agent escalates to the right rep inside the CRM, with the whole conversation loaded and the opportunity already open. The person walks in with context, not from scratch.

Every step leaves a trail in Victoria CRM: the lead, the conversation, the opportunity, the quote and the order all hang off the same customer record.

How it connects to your management system
Infrastructure

It connects to the system you already use.

Victoria integrates with your ERP, your POS, your management system and the delivery platforms. There is no migration and no parallel system.

  • Management systemERP, POS or in-house systemCustom-built
  • DeliveryPuniYaAvailable
  • DeliveryPedidosYaIn progress
  • PaymentsMercado PagoAvailable
  • PaymentsBank transferAvailable
  • Your systemNot on the list? We build it

The ERP integration is bidirectional: the order is recorded in real time and the prices and the stock are always read from your system. Payment goes through a Mercado Pago link with automatic verification of the credit, or through an alias or CBU with automatic confirmation. If you use another delivery platform or your own fleet, we build the connection.

See all the integrations
Scope and control

How far the agent goes is your call.

Saying where the limit is, is part of the offer. The agent executes what the company decides it should execute.

Your company defines the scope

The agent executes every action we give it tools for: quote, collect payment, load the order, coordinate the shipment, modify or cancel. The more access it has to your system, the more it resolves end to end.

The AI proposes, your team decides

Every sensitive action can require human confirmation. When the agent wants to create, modify or close an opportunity, the proposal waits for approval. It is configured action by action.

Rules by time of day and by owner

Approvals allow exceptions per time slot and per day, and rules for what to do when the lead has no assigned owner: ask for confirmation, assign in rotation or apply it directly.

Handoff with the full context

When the case needs a person, the agent escalates to the right rep with the whole conversation loaded and the opportunity open. Everything is recorded in the CRM.

Every agent action and every approval is audited inside the platform.

See security and data
Go-live

From the first meeting to the agent in operation.

The same process for any sales operation. Between 1 and 3 weeks.

  1. 01

    Discovery and integration

    We map the sales process and connect Victoria to your ERP, POS or management system. If the connection does not exist, we build it.

  2. 02

    Agent training

    We load the full catalog, the price lists, the business rules and the tone your company speaks with. We define what requires human approval.

  3. 03

    Testing and adjustments

    We deliver a test version, your team uses it, and we apply the changes until the agent sells the way you expect.

  4. 04

    Launch and support

    It goes into production on every configured channel. After that we keep adjusting flows, answers and scope with your sales team.

A full 7-stage process, between 1 and 3 weeks.

See the full process
Next step

Tell us how your company sells today.

In 30 minutes we review your channels, your management system and your sales process, and tell you what gets automated first.

Rollout in 1 to 3 weeks · Without changing the system you already use.

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