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Vocero CRM

Vocero CRM turns WhatsApp into your sales floor, with a shared team inbox, a visual pipeline, and an AI agent that answers customers using only what your business taught it. Incoming messages land in a three-column inbox within two seconds, showing sent, delivered, and read states, enforcing the official 24-hour window, and offering approved templates when it closes. Every person who writes becomes a contact automatically and enters a Kanban pipeline you can rename, where dragging a card, adding notes, or archiving a lead takes seconds. The AI agent learns from question-and-answer pairs and free-text knowledge blocks, and answers only from what it knows. It bundles message bursts into one reply and hands the conversation to a human whenever the customer asks or the rules say so. Before the agent ever meets a real customer, the Laboratory sends six simulated customers at it, from the decided buyer to the angry one, and an independent judge scores each conversation from 0 to 100 with findings and one-click fixes you can re-test after every change. Owners create team accounts, message templates sync their approval status from Meta, and WhatsApp tokens sit encrypted at rest while every customer record stays on hardware you own. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.

Vocero CRM
Vocero CRM
Vocero CRM
Vocero CRM
Vocero CRM

Benefits

  • Inbox built for teams
  • Three columns keep conversations, the open thread, and contact details together, messages arrive in about two seconds, and agent replies are visibly marked until a human takes over.
  • Agent tested before customers
  • Six simulated customers, from decided buyer to angry complainer, stress your agent in a sandbox that never sends real messages, and a judge scores readiness from 0 to 100.
  • Pipeline that tracks itself
  • Contacts register themselves when they write, cards move by drag and drop, and the agent can advance a lead's stage when it detects genuine buying intent in chat.
  • Your server, your data
  • One instance serves one business on your own hardware, WhatsApp tokens are encrypted at rest, team accounts are created by the owner, and no customer data leaves your control.

Features

  • Real-time WhatsApp inbox
  • Webhooks from the Meta Cloud API feed a three-column inbox over server-sent events, with read states, 24-hour window enforcement, quick replies, and internal notes.
  • AI agent with knowledge
  • Train the agent with question-and-answer pairs and free-text blocks, set its name, tone, and escalation rules, and connect any OpenRouter-compatible model provider.
  • The Laboratory
  • Six simulated customer personas chat with your real agent in an internal sandbox while an independent LLM judge scores quality, flags hallucinations, and suggests fixes.
  • Kanban sales pipeline
  • Leads flow from New to In conversation, Interested, Customer, or Lost on a board you can rename, with search, notes, archiving, and agent-driven stage moves.
  • Templates and team accounts
  • Message templates carry one variable and sync their Meta approval status, owners create teammate accounts, and public registration closes after the first organization registers.

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