Native WhatsApp
Meta-approved API, templates, campaigns, media and interactive buttons.
Features
Everything Partenero delivers.
Full capability list, module by module. Use the shortcuts to jump straight to the area that matters to your team.
Customer Experience
Omnichannel support without losing customers between channels.
Unified inbox with AI copilot, skill-based routing and real-time SLAs.
Send from your domain, smart threading, templates with CDP variables.
Live chat
Site widget, capture forms, per-page routing.
Social
Instagram and Facebook DMs and comments in the same inbox.
Tickets
Open, queue, SLA, priority and the full resolution lifecycle, with auditable history.
AI copilot
Thread summary, reply suggestions, one-click tone correction.
Auto translation
12 languages, back in the customer's language.
Queues & routing
By channel, language, segment, AI-detected intent and availability.
Tags & categorization
AI tags every conversation automatically. Filter, segment and report.
Customer Success
CS Ops, from health score to QBR.
Drive retention and expansion with data, process and automation in one place.
Configurable health score
Editable weight dimensions, segments, lifecycle stages, audit log.
Customer journey
Onboarding, adoption, value, expansion and renewal, with every account in the right stage.
No-code playbooks
Triggers by event, score, date or compound condition. Optional approval steps.
Automations
Emails, tasks, alerts and field updates run without a CSM in the loop. Chain actions by trigger or schedule.
Tasks and portfolio
Prioritized list with SLA, owner and revenue impact.
Renewal forecast
Per-contract visible window with associated health score and probability.
Multichannel alerts
In-app, email, Slack and WhatsApp, where the team already works.
NPS & CSAT
In-app, email and WhatsApp surveys with automatic sentiment tagging.
Reports & KPIs
NRR, GRR, churn, expansion and adoption, exportable and QBR-ready.
AI Agents
Generative agents that act on your systems.
Auditable tool use, grounded in your content, governance ready for compliance.
Knowledge base
PDFs, links, internal sites and CDP indexed, with explicit citations.
Configurable personas
Tone, name, language and creativity per agent, channel or customer stage.
Tool use via API/MCP
Any REST/GraphQL + native MCP servers.
Configurability
Prompts, guardrails, enabled tools, temperature and fallbacks tunable per agent, no code required.
Multi-model
GPT, Claude and Gemini, chosen per use case. Model pinning on Enterprise.
Autonomous support
Order status, invoice, copy, exchange and cancellation, straight on WhatsApp.
Scheduling
Lead capture, qualification and booking on Google Calendar / Outlook.
Internal search
Helps the team using the wiki, manual and prior decisions.
Governance & audit
Every action logged, every answer cited, every decision confidence-scored.
CDP · Customer Data Platform
The data layer that moves the whole platform.
Unified identity, real-time events and one timeline. CS, CX and AI read the same source.
Unified identity
Deterministic and probabilistic matching, no duplicates and no orphan data.
Events & timeline
Every interaction becomes an auditable event, in chronological order.
360° view
Product, billing, support and CRM in the same profile.
Dynamic segments
Build segments by event, attribute or health score. They update in real time.
Flexible ingestion
APIs, connectors, CSV, webhook. No heavy ETL, no absurd latency.
Search any field
Find account, contact, ticket or invoice in a single search box.
Integrations
Plugged into your current stack.
60+ native connectors. Public APIs and webhooks for anything that doesn't have one.
CRM
Salesforce, HubSpot, Pipedrive, RD Station, PipeRun, Bitrix24.
Billing
Stripe, Asaas, Iugu, Vindi, Pagar.me, Stark Bank.
ERPs
Omie, ContaAzul, Bling, Tiny, Totvs (via connector).
Support
Zendesk, Movidesk, Freshdesk, Octadesk.
Marketing
RD Station Marketing, ActiveCampaign, MailChimp, Phonetrack.
Product
Mixpanel, Amplitude, PostHog, Segment, GA4, Customer.io.
Communication
Slack, Microsoft Teams, Google Workspace, Outlook.
Project management
Monday, Asana, ClickUp, Jira, Trello and Notion. Sync tasks, status and owners with your CS operation.
Custom
Public REST API, bidirectional webhooks, JS SDK events.
Security & compliance
Built to pass your InfoSec review.
LGPD, GDPR, SOC 2 and battle-tested B2B SaaS security practices.
Encryption in transit and at rest
TLS 1.3, AES-256 with managed keys.
LGPD/GDPR compliance
Granular consent, right to erasure, available DPO.
RBAC and SSO/SAML
Roles, workspace-scoped permissions, SSO/SAML on Enterprise.
Audit log
Every action logged with actor, IP, date and diff. Exportable.
Data residency
Brazil (São Paulo) by default. Other regions on Enterprise.
SOC 2 Type II
Underway, targeting Q3/2026. ISO 27001 on the roadmap.
Intelligent customer management
Want a feature tour for your team?
30-min walkthrough tailored to your use case: CX, CS, AI or the whole platform.