The layer that brings WhatsApp inside Salesforce.
Your team sells and serves without leaving the CRM. And even in the field, from a phone, everything is recorded in Salesforce: when the rep leaves, the relationship stays.
In the records your team already uses.
It is not a separate tab or another tool for the rep to open. It is a native component inside Lead, Contact, Opportunity and Campaign.
From first contact to conversion.
Lead, qualification cadence and the WhatsApp conversation on the same screen.
- Capture leads from WhatsApp with source, company and contact already filled in.
- Follow the funnel from New to Converted, with the stage always visible.
- AI qualification score shows when the lead is ready to convert.
- Scripts and cadence ready guiding each touch, from D+0 to D+7.
- Convert in one click and create account, contact and opportunity together.
From the quote to the signed contract.
Quote, negotiation and the WhatsApp conversation on the same record.
- Products and current quote with quantity, unit price and annual total.
- Negotiate a discount in the chat and record the approval on the opportunity.
- AI closing score points to the probability and the next step.
- Schedule contract and kickoff with date, time and owner defined.
- Generate order and contract straight from the conversation, without leaving the CRM.
Campaigns that run inside the CRM.
Segmentation, templates, sending and results in the same place.
- Native components right on the Campaign object, with no parallel tool.
- Official Meta templates configured in Nitzap, with approval tracked there.
- Dynamic segmentation the base syncs itself according to the audience rule.
- Leads and contacts in the same audience with controlled opt-in.
- Measure the result delivery, reply, conversion and revenue generated.
The manager with a 360 view of service.
The whole operation live, and each agent individually.
- Live monitor active conversations, queue and first-response SLA in real time.
- View per agent the day's activities, cases, calls and open conversations.
- Alerts for breached SLA and for contacts with no reply for over 30 minutes.
- Speak or whisper join the conversation or coach the agent without the client seeing.
- Native KPIs all on the Task object, easy to build into a report.
Your AI operating WhatsApp and the CRM.
Nitzap exposes an MCP server: any LLM does the work, with the platform governance. In August 2026 Salesforce and Anthropic announced Claudeforce, making Claude the default reasoning engine for Agentforce and Slack. We were already working that way before the announcement.
Ask in natural language, the AI executes and records.
"Pull today's unanswered conversations from the campaign, cross-check with the CRM and create an opportunity for whoever asked for a quote." The AI does it, and every step is auditable.
- Real context the AI reads conversation and record with the permission of the user who asked.
- Action with governance every write passes through your org business rules.
- Summary and cleanup summarise conversations, generate an SLA report and clean the database on demand.
- Seconds, not hours the manual follow-up scramble becomes a single call.
- Whichever LLM you prefer Claude, OpenAI, Gemini, Bedrock or Copilot.
When the standard is not enough.
For operations with heavy business rules, Nitzap runs inside a screen designed for your process: cart, price list, stock, margin and the rep target in the same window as the conversation.
The best service screen you have ever had.
WhatsApp service without losing the essence of the conversation, with everything the rep needs to close right there.
- Build the cart on the spot with the price list and the client's last purchase.
- AI cross-sell and up-sell based on the order history.
- Stock balance and shortage risk before promising a deadline.
- Credit, margin and safe discount financial and tax data on screen.
- Rep target in real time attainment, average ticket and ranking.
The custom screen is a separate project: it does not come bundled with the Nitzap SaaS.
Service outside Salesforce, connected to it.
Not everyone who serves clients needs a CRM license. Nitzap Headless delivers a service interface of its own, with queues, connections and history, while the record keeps being written to Salesforce behind it.
- For people who do not use the CRM: partners, contractors, field operators or franchisees.
- The same database: the conversation enters the client record, exporting nothing.
- The same connections: official WABA, coexistence and Web API on the same screen.
- The same governance: permissions, audit and reporting stay on the Salesforce side.
Choose any API for any profile.
Datago is a Meta Tech Provider. You are not locked into one mode: you can start with one and migrate later, as the operation matures.
| Feature | Cloud API | Cloud API Coex | Web API |
|---|---|---|---|
| Official Meta API | ✓ | ✓ | — |
| Accepted number | Business | Business | Business and personal |
| Keeps use on phone, desktop and web | — | ✓ | ✓ |
| Group support | — | — | ✓ |
| Suspension risk | Low | Low | Medium |
| Messages in the service windowfrom 10/2026 | Charged | Charged | Free |
| Cost charged by Metaper message | R$ 0.32 templateR$ 0.03 utility | R$ 0.32 templateR$ 0.03 utility | not applicable |
New: 1,000 free service messages per number, per month. From the 1,001st onward it is charged. The quota does not roll over and renews every month.
Drag the table sideways to see all columns.
In all three modes: incoming messages are free, webhooks are available and integration is via REST API. The template cost applies today; charging for messages in the service window starts in October 2026. Both apply to the official APIs, are not included in the Nitzap license, and the Web API is not subject to them.
About Meta pricing: per-message prices are set, published and changed by Meta at any time, without notice. The values in this table are those in force on the publication date of this page and serve only as a reference. Billing is done directly by Meta, and Datago has no say over these prices nor answers for the amounts charged.
From discovery to hypercare.
Go-live in up to five business days, with no code, with a dedicated project manager.
Access, mapping of flows and queues, and choosing the API mode that makes sense for your team.
Managed package, permission sets, queues, Flows and components published on Lead, Contact, Account and Opportunity.
Connecting the WhatsApp numbers and the Meta portfolio.
Training for sales and service teams, with support material that stays with you.
Linking users to the connections and starting production use.
Ten days of close monitoring after go-live, fine-tuning whatever real operation reveals.
Published price, no "on request".
You work out the investment before speaking to a salesperson. What is in the table is what is in the contract.
- Setup: installation, training and 10 hours of automation with native Salesforce Flows.
- Installation in up to 5 business days, with a dedicated project manager.
- Cancel within 30 days at no cost, if you do not like it.
- Annual adjustment by the lower of IPCA and IGP-M.
Minimum of 5 users. Meta costs per template and per message are charged separately, directly by Meta.
Book a demoWhat people ask before installing.
Want to see it running?
A 20-minute demo with Nitzap inside a real Salesforce org.
WhatsApp +55 27 99997-0276Do I need to change the number my team already uses?
Not necessarily. In Coex mode and in the Web API, the rep keeps serving from the same device and the same number, and the history goes to Salesforce.
Can the rep serve from a phone, in the field?
Yes. That is exactly the scenario Nitzap solves: they serve from the phone as they always have, and the conversation is recorded in the CRM with nobody copying anything.
Does it work with Agentforce?
It does. Nitzap is integrated with Einstein Bot and Agentforce, and exposes an MCP server for Claude and other LLMs to operate conversations with governance.
How long does installation take?
Up to five business days, from discovery to go-live, with a dedicated project manager. Then come ten days of hypercare.
Do I need a developer?
No. Installation is of the managed package, with permission sets, queues, Flows and components already configured. Deeper customisation is a separate project.
Are Meta costs included in the license?
No. Template and utility messages are charged by Meta directly to your company. The table above shows current values so you can calculate beforehand.
What happens if I do not like it?
Cancellation within 30 days at no cost. After that, the contracted term applies.
See Nitzap running in your scenario.
A 20-minute demo, with Nitzap inside a real Salesforce org, not in a slide.
Rather talk now?
Sales team on WhatsApp, Monday to Friday, 9am to 6pm (BRT).
WhatsApp +55 27 99997-0276