AI Sales Agent for WhatsApp — Bold Knight Saltar al contenido principal
For appointment-based businesses

Your WhatsApp leads answered in seconds. Appointments booked without lifting a finger.

We implement an AI sales agent on your WhatsApp that qualifies, responds, and books appointments. No technical setup required on your end.

98%
WhatsApp open rate
1.8x
appointments booked
30 days
guarantee
Meta Meta Tech Provider
The Problem

Every lead that waits more than 5 minutes has an 80% chance of going cold

Leads that arrive at night

Your team is asleep. Your competitor responds first. The lead is gone.

Overwhelmed during launches

50 leads arrive in one hour. You respond to 15. The other 35 never come back.

Manual qualification

3 hours a day talking to leads with no budget. Time you never get back.

78% vs 22%

The first one to respond wins

In B2C sales, response speed determines who gets the client.

Respond first → close the sale

Arrive late → lose the lead

Process

How your sales agent works

01

Responds instantly

24/7, including nights and weekends.

02

Converses naturally

No menus or buttons. Real conversation.

03

Qualifies by your criteria

Budget, need, urgency — you set the rules.

04

Answers frequently asked questions

Complete knowledge base of your business.

05

Books appointments automatically

Directly on your calendar. Zero intervention.

06

Follows up automatically

Sequences that recover cold leads effortlessly.

Done-for-you: we build it, connect it, and maintain it. You just close sales.

In Action

This is what it looks like when your agent books an appointment for you

The lead arrives from Meta Ads. Your agent greets them by name, qualifies during the conversation, and books directly on your calendar. You just receive the notification.

Natural conversation, no menus

The lead feels like they're talking to a real person.

Books directly on your calendar

No intervention, no errors.

Available 24/7, even at 11 PM

When your team sleeps, your agent responds.

Try the agent now

Message it on WhatsApp and experience the conversation yourself.

Bold Knight

Cata · Bold Knight

online

Hi Marcela! 👋

11:47 PM

I saw you were interested in the project — are you looking to invest or to live there?

11:47 PM

Hi! To invest, I'd like to know the prices

11:48 PM

Perfect — to show you the best options, what's your approximate monthly income?

11:48 PM

Around $3,500/month

11:48 PM

With that income you have some great options. There's availability with an advisor tomorrow afternoon — does that work for you?

11:48 PM

Yes! Can we do 5 PM?

11:48 PM

Done Marcela! I've booked you with Carolina for tomorrow Tuesday at 5:00 PM — you'll receive the confirmation by email

11:49 PM

Real conversation · 11:47 PM · Agent available 24/7

Testimonials

What our clients say

"We started by splitting the campaigns in two: half for Bold and half for the advisors. Eventually, all campaigns were pointed to Bold based on the results. It responds in a very human way, after hours and on weekends, with a high lead-to-meeting conversion rate."
SF

Santiago F.

Senior Investment Advisor

"It's a very practical solution for those who want to automate scheduling and prospecting without pulling their salespeople off track. It saves time, optimizes commercial work, and lets reps focus on closing."
RV

Renato V.

Real Estate Investment Advisor

"Our experience with Bold Knight has been very positive — the team responds quickly to fine-tune the agent and improve results. There's a genuine interest on their part to improve outcomes in contact with our potential clients."
AA

Agustín A.

Founder, Real Estate Investment Consultancy

What's included

Three pillars. One complete system.

Multi-Model AI Agent

Responds, qualifies, and books on WhatsApp using the optimal AI model for each funnel stage. Natural conversation with full memory.

Per-Rep Automation

Reminders, confirmations, and follow-ups are sent from each advisor's real number. The lead never knows it's automated.

Commercial Intelligence

We cross-reference Meta Ads + CRM + AI Agent to show you real conversions and tell you exactly what to adjust.

Commercial Intelligence

The complete picture of your sales process

We cross-reference your Meta campaigns with your pipeline and AI agent activity to show you what nobody else can see.

Ad Agencies

They tell you how many leads you generated. They don't know how many closed.

CRM Agencies

They tell you how many deals you have. They don't know which ad brought them.

Bold Knight

We connect it all: the ad, the conversation, the meeting, and the close.

Commercial Intelligence
March 2026
$12.4K
Real CPA
14%
Close rate
340%
ROI
Real meetings by creative
Testimonial video
23
Product carousel
14
Static image
4
Conversion funnel
500 leads
340 contacted
86 meetings
12 closes

Monthly insight

Static image generates clicks but 0 closes. Reallocating that budget to Testimonial video would double meetings without increasing spend.

Quarterly insight

Leads that arrive between 8 PM and 11 PM have a 2.3x higher close rate. Recommend concentrating 40% of budget in that time window next quarter.

More about Commercial Intelligence

Which creative actually generates meetings?

Not just clicks — real closes.

Where are leads dropping off?

Between the first message and the close.

Which rep closes the most — and why?

Per-rep analysis with industry benchmarks.

Every month

  • Which creatives generate real closes, not just clicks
  • Which pipeline stage loses the most leads
  • How many appointments the AI booked vs your team
  • Why deals that reach the meeting stage still fall through
  • Concrete recommendations for the following month
See sample monthly report

Every quarter

  • Month-over-month trend: what improved and what didn't
  • Rep performance: who closes the most and why
  • Root-cause diagnosis when something isn't working
  • How you compare against industry benchmarks
  • Action plan for the next 90 days
See sample quarterly audit
Comparison

We build the house. They sell the toolbox.

Your effort

Bold Knight

You share your knowledge. We handle everything else.

DIY

You configure flows, train the AI, and maintain the system.

Human Assistant

You hire, train, and supervise the person.

Conversation quality

Bold Knight

Natural conversation with memory. Remembers everything the lead said.

DIY

Menus, buttons, or generic replies. No memory.

Human Assistant

Depends on the person and the day. No consistency.

Who optimizes

Bold Knight

We monitor and improve continuously.

DIY

You review metrics and adjust the configuration.

Human Assistant

You supervise and correct errors.

CRM / Contact management

Bold Knight

CRM included in your plan, no extra cost.

DIY

No. Contracted separately ($50–500/month).

Human Assistant

Not included.

Availability

Bold Knight

24/7. Nights, weekends, holidays.

DIY

24/7, but you configure and maintain it.

Human Assistant

Business hours only. Nights and holidays uncovered.

Guarantee

Bold Knight

30 days. If it doesn't work, we refund 100%.

DIY

No results guarantee.

Human Assistant

No guarantee. Depends on the person.

Guarantee

Your investment protected

If by the end of the first month the agent hasn't handled its first qualified inquiry, we refund 100% — no questions asked.

What counts as a qualified inquiry? A booked appointment with a prospect who meets your qualification criteria (budget, need, availability).

For plans with multiple funnels, the guarantee applies to the first funnel implemented.

From the founder

How the agent supports your team at every stage

Leads get lost along the way: they arrive from the ad but nobody qualifies them in time, they book but don't show up, or they advance through the process with no one following through.

Our system has AI agents at every stage — from the first message to the close. They qualify, book, reschedule no-shows, and follow up automatically so your reps can focus on leads who are ready to buy.

Let's talk
Founders

Built by engineers who understand sales

Engineers with a commercial mindset. We know how to build technology, but what drives us is making that technology sell.

Francisco Val, Co-Founder of Bold Knight

Francisco Val

Co-Founder

  • Industrial Civil Eng. (IT) — Pontificia Universidad Católica, Chile
  • MSc in Applied Philosophy — Universidad de los Andes, Chile

Experience in Retail, NGOs and Education

Cristián Juárez, Co-Founder of Bold Knight

Cristián Juárez

Co-Founder

  • Industrial Civil Eng. — Pontificia Universidad Católica, Chile
  • MBA — Duke University, USA

Experience in Construction, Retail and Financial Services

Meta Meta Tech Provider WhatsApp Business API AI Agents in production since 2025

Frequently asked questions

Will the AI agent replace my sales reps? +

No. The AI qualifies and filters — your team closes. What it replaces is repetitive work: answering the same questions over and over, filtering leads with no budget, sending reminders. Your reps go from talking to 30 cold leads to talking only to the ones ready to buy.

What if the AI says something wrong? +

You define exactly what it can and cannot say. The agent operates within a script we build together. If a question falls outside the script, it escalates to a human. Before going live, you approve every possible response.

What's the difference between this and a chatbot? +

Chatbots respond with fixed menus and buttons. Our agent has real conversations: it understands what the lead writes, remembers previous exchanges, qualifies by budget and need, and books appointments directly on your calendar. It's not a bot — it's a sales agent.

Why does this cost more than a $29/month platform? +

Those platforms sell you the tool — you configure it, train the AI, and maintain everything. With us, you don't touch anything technical: implementation, training, monthly optimization, all done for you. A single recovered client per month covers the full investment.

How long does implementation take? +

10 business days. You connect your WhatsApp and calendar in a 30-minute call. We handle everything else: configuration, training the agent with your business knowledge, testing with real leads, and fine-tuning before going live.

How do I know if the system will work for my business? +

We have a 30-day guarantee: if by the end of the first month the agent hasn't handled its first qualified inquiry, we refund 100%. Plus, in the demo we show you exactly how the agent would respond to your real leads.

What if I want to cancel? +

If you pay month to month, you can cancel at any time with no penalties. If you choose the annual plan (20% discount), the commitment is 12 months. In either case, if by the end of the first month the system hasn't generated results, the money-back guarantee applies.

Ready to stop losing leads?

Free 20-minute demo. We show you exactly how it would look for your business.

Schedule Your Demo Now

No commitment · 20 minutes · Personalized

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