An AI that chats, sells, and gets you paid.
Clerize brings every WhatsApp, Messenger, and Instagram conversation into one inbox — with AI that answers instantly, hands off to your team at the right moment, and closes the sale with a payment link right inside the chat.
From $580 MXN/month · No card required to start · English & Spanish
Every conversation, one place your team actually enjoys working in.
WhatsApp, Messenger and Instagram land in the same inbox — tagged by channel, sorted by last message. Work it as a drag-and-drop pipeline or a filterable table, assign teammates, and move dozens of chats at once.
Connect in minutes
A guided Meta signup links your WhatsApp number, Pages and Instagram — no API keys, no developer.
Channel health at a glance
Live status per number, and one-click Reconnect if Meta ever revokes a token.
Inboxes per team
Group any mix of channels into named, color-coded inboxes, each with its own AI instructions.
Never miss the window
WhatsApp's 24-hour and Meta's 7-day reply windows are tracked for you, with a countdown before they close.
You decide how much the AI does. It never oversteps.
Set the mode per conversation — or in bulk across hundreds. The AI reads the full thread, your business instructions and your catalog before it answers, and everything it does is visible to your team.
AI answers on its own
Every inbound message gets an instant reply, day or night. If the AI can't answer, your team is notified — the customer is never left hanging.
AI drafts, a human approves
The AI writes the reply and your agent sends, edits or dismisses it. Nothing reaches the customer without a person saying yes.
"Claro que sí, tenemos envío el mismo día en CDMX si pides antes de las 2 pm."
People only
A global kill-switch turns AI off entirely, per conversation or across the whole workspace.
It knows when to call a human
At clear buying intent, an explicit request, or when it gets stuck, the AI transfers the chat — tells the customer, assigns an agent, and hands over a one-line summary. You choose the policy: early handoff, AI closes the sale, or humans only.
Mariana wants the Trek Azul backpack shipped to Monterrey. Price and shipping confirmed. Ready to pay.
Teach it your business
Write plain-language instructions per channel, add a deeper system prompt per inbox, and upload up to 10 knowledge files. When the AI cites a file, it sends it to the customer.
Automations you can draw, not code.
Connect a trigger to steps on a visual canvas: welcome new contacts, route by language, chase unpaid orders, ask a question and save the answer. Drafts stay drafts until a live linter says the flow is safe to publish.
triggers — new contact, folder move, tag added, order confirmed, shipping update, payment reminder, or a whole audience
step types across messaging, contacts, conversations and logic
ready-made templates to clone and edit, plus one-time and recurring scheduled messages
Contact created
"¿Cuál es tu correo?"
{{email}}Language is Spanish?
Assign least-busy agent
Move to English folder
Sell and get paid without leaving the chat.
Generate a Mercado Pago link for any product or amount, or share SPEI details with a unique reference. Your customer pays on a hosted page — no app, no account. Card with up to 12 installments, OXXO, or bank transfer.
Payment links you can track
Watch status, collected revenue and pending totals update live. Refund in full or in part, with remaining balance tracked.
Partial SPEI transfers are verified against Banxico's official registry (CEP) — by your agent, or by the AI in the conversation.
Orders with a visible lifecycle
Every order moves through the same clear stages, advancing automatically as money arrives.
Reach thousands, and keep every template healthy.
A five-step wizard: pick an approved template, build the audience by folder and tag with a live size preview, map your variables, review the cost estimate, send. Test on your own phone first, pause or cancel mid-flight, then retry only the recipients that failed.
Your next customer is already messaging you.
Set up Clerize in an afternoon: connect a channel, teach the AI your catalog, and let it answer while you sleep.