GoFER

Product overview

What GoFER actually does

We connect inbound channels to your CRM, with AI in the middle that can read your documents and step aside when a human should answer. That is the whole product—not a dozen loosely related tools bolted together.

Your inbound channelsWhatsAppBusiness APIWeb chatSite widgetVoicee.g. VapiGoFERInbox · AI · KnowledgesyncSystem of recordHubSpotSalesforcePipedrive
GoFER sits between channels and your CRM—not replacing either.
  • Leads message you on WhatsApp at night; someone has to screenshot the thread into the CRM.
  • Your website chat gives generic answers because it is not reading your actual pricing page.
  • Agencies run five brands but one wrong paste could mix client playbooks.

One inbox for WhatsApp, web chat, and callbacks

GoFER keeps the thread, the transcript, and who replied last—bot or human. When a deal needs a person, an agent takes over without starting a new conversation elsewhere.

  • WhatsApp flows with structured questions before handoff
  • Embeddable chat widget on your marketing site
  • Typing indicators and takeover from the dashboard
VVisitor“Still available?”AIGoFER AIAnswers from FAQHTakeoverAgent joinsCRMNote + stage
Typical path: visitor → AI → agent takeover → CRM note.
URLs+ sitemapPDFsPastetextChunk +embedReplyin chatRe-crawl on a schedule (plan-based)
Sources become embeddings; replies cite what you uploaded.

Answers pulled from your docs—not the whole internet

Upload PDFs, point at URLs, or paste text. Content is chunked and embedded per workspace. Scheduled re-crawl refreshes pricing and policy pages on paid plans.

  • pgvector-backed search scoped to the tenant
  • Crawl intervals tied to subscription tier
  • Campaign copy can reuse the same knowledge base

Voice follow-ups with a paper trail

Hook in a voice provider (we use Vapi in production setups). Scripts, consent language, and outcome tags can flow back the same way chat does—so sales ops is not guessing what was promised on a call.

  • Outbound/inbound call flows
  • Transcripts stored with the conversation
  • Escalate to a human mid-call when needed

CRM stays authoritative

GoFER is the orchestration layer. HubSpot, Salesforce, and Pipedrive remain where reps work. Leads, notes, and stages sync both ways when integrations are enabled.

  • Inbound forms and chat → contact records
  • Webhook-friendly for custom stacks
  • Token usage visible per workspace

Built for operators with many workspaces

Each client gets its own workspace: separate knowledge, channels, and usage counters. That is a product requirement for agencies—not a footnote on a security page.

Postgres-backed tenants, separate vector scopes, and usage meters per workspace—see pricing for token limits.

Client AWorkspaceKnowledgeVectorsChannelsClient BWorkspaceKnowledgeVectorsChannelsClient CWorkspaceKnowledgeVectorsChannelsNo shared embeddings across tenants
Each workspace is walled off at the data layer.

Getting live

Most teams connect one channel first, load a FAQ or pricing URL, and test handoff with a single agent account. The fourth step is not optional—if the CRM does not update, the trial failed.

1ConnectChannel + CRM2TeachDocs & tone3RunAI + rules4SyncCRM updated
Average setup path we see with early customers.

Longer walkthrough →

Plays with

HubSpotSalesforcePipedriveWhatsApp BusinessWeb widgetMessengerVapiGoogle CalendarOutlookShopifyCMSCustom codeWebhooksREST API

Need something else? Integration notes and webhooks are documented for your engineers.

Want to run a pilot on one brand?

Free tier includes a workspace and token quota—enough to test WhatsApp or web chat.

Create workspace