Messenger

How do I answer Messenger automatically?

Eva works the Messenger inbox with your catalog, knowledge base and CRM, with no separate setup for that network.

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Messenger tends to be the inbox nobody checks in time. Price questions, opening hours, do-you-have-this-model and where-is-the-branch land there mixed in with old threads, and whoever reads them is not always the person who can answer.

Eva is an AI sales agent with a built-in CRM that works that inbox using your catalog and your knowledge base, with no separate setup for this network. This page is what Eva does on Messenger, what it needs to connect, and the rules the platform sets here.

The conversation becomes an opportunity

Can I get a quote on 40 chef coats with our logo?
RS

Rodrigo Salinas

Restaurante Tres Olivos

Embroidered chef coat × 40

$36,800.00

High

The conversation becomes a tracked opportunity, on its own.

What Eva can do

  • It handles the conversation with the identity, goal, greeting, style and restrictions you configured, including a greeting specific to this channel if you wrote a different one.
  • It answers from your knowledge base: documents, text and images you loaded, plus the mirror of your catalog, through a read-only virtual file system.
  • It searches your catalog and pulls the verified product record before naming a price, using only the fields marked visible.
  • It checks real calendar availability, proposes times and books the appointment, respecting time zone, resources and busy events.
  • It creates or updates the contact and the opportunity in the CRM, asks for human assistance, assigns the conversation and notifies the teammates you configured.

What makes it different

  • It is not a menu of scripted options: Eva holds an open conversation and decides with its tools, so a question off the expected path still gets answered.
  • It is the same agent that runs your website widget, Instagram, WhatsApp and the API. What you correct in the configuration applies everywhere, not only here.
  • Handover is built so nobody talks over anybody: while waiting for a person Eva can keep helping with information and a preliminary quote, and it goes quiet the moment the human replies.

Live

See it working

Tells you when it matters

Eva closed a sale · $36,800

Restaurante Tres Olivos · 5 min ago

María asked for a person. Your turn

The conversation waits with full context

Your team gets notified exactly when it matters.

On compatible channels, Eva understands it

Voice note · 0:23understood
Photo of a productidentified
Shared locationnearest branch
Incoming callanswered
Video · 0:41understood
Order_march.pdfread
Voice note · 0:23understood
Photo of a productidentified
Shared locationnearest branch
Incoming callanswered
Video · 0:41understood
Order_march.pdfread

Eva understands text, audio, photos and documents.

The sale that was going cold

Quote sent · Monday

3 days without a reply

Eva wrote again, with context

The customer answered: order confirmed

Eva follows up on its own and recovers the sale.

Technical details

Technical details

What you need to connect it

  • The Messenger channel connected to your Eva account, with the agent published rather than left in draft.
  • The knowledge base and catalog carrying what people ask here: prices, conditions, hours, requirements and coverage.
  • Your escalation rules written down: what must not be resolved without a person, who gets the alert and through which medium.
  • A pipeline linked to the agent if you want conversations recorded as CRM opportunities.

The channel's rules

  • Outside the conversation window Messenger skips delivery and leaves a visible event: there is no compatible route back into the thread, so Eva cannot reopen the thread the way an approved template lets it on WhatsApp.
  • Messenger is not a campaign channel. It exists as a designed adapter but is not active: campaigns today go out over WhatsApp and email.
  • The documented appointment reminders go out over WhatsApp and email. Booking from Messenger works; a reminder arriving on Messenger is not documented.
  • Knowledge-base search uses PostgreSQL full-text search rather than meaning-based search, and web lookups stay restricted to the domains you allowed.
  • Eva answers from what is loaded: catalog search returns up to twenty-five candidates and the detail lookup only returns fields marked visible.
  • The payment links Eva sends your customers are SPEI bank transfers in Mexican pesos, with no card option yet, and Eva does not send a Messenger confirmation on its own when a payment clears.
  • Eva only does what an enabled tool lets it do. Text saying it will act does not perform the action, and a tool left off is a capability that agent does not have.
  • When somebody on your team takes over, Eva goes silent until control is handed back and pending work freezes.
  • WhatsApp carrying more of Eva's capabilities does not mean Messenger carries all of them: the product source does not prove parity across channels.
+4×

online sales in six months

Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.

Read the full story

Related pages

Put Eva to work.

Tell us what people ask you on Messenger and we will show you what Eva would have answered from your catalog and what it would have escalated to your team.

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