Walkthrough

From first ping to a closed loop in your CRM

GoFER is not another chatbot bolt-on. It connects your channels, reads your docs, runs AI with guardrails, and writes outcomes back to the tools your team already uses—four steps, in that order.

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Four steps your revenue team can remember.

01
Connect
Wire channels and CRM without replacing either
02
Teach
Load what the AI is allowed to say
03
Orchestrate
Let AI qualify; humans take over in one tap
04
Prove
If the CRM did not update, the pilot failed

Connect

Wire channels and CRM without replacing either

Link WhatsApp Business, your site widget, and optionally voice. Point GoFER at HubSpot, Salesforce, or Pipedrive so contacts and stages stay where reps already work. Setup is usually under an hour for a single brand.

OAuth or API keys—no custom middleware required for standard stacks
One workspace per brand; agencies add more as clients onboard
Webhooks available if your stack is not on the integration list

Inbound channels flow into GoFER; CRM remains the system of record.

Teach

Load what the AI is allowed to say

Upload PDFs, paste policy text, or point at URLs on your site. Content is chunked and embedded per workspace—so pricing answers come from your pricing page, not the open web. Set tone and escalation rules so replies stay on-brand.

pgvector search scoped to the tenant—no cross-client leakage
Scheduled re-crawl on paid plans keeps docs fresh
Campaign and chatbot copy can reuse the same knowledge base

Sources become embeddings; replies cite what you uploaded.

Orchestrate

Let AI qualify; humans take over in one tap

GoFER handles first responses from your knowledge base, collects structured answers on WhatsApp, and escalates when sentiment or keywords say a person is needed. Agents see the full thread—no screenshotting into Slack.

Typing indicators and takeover from the dashboard
Structured flows before handoff on WhatsApp
Voice scripts can follow the same escalation rules

Typical path: visitor → AI → agent takeover → CRM note.

Prove

If the CRM did not update, the pilot failed

Transcripts, tags, and stage changes sync back to your CRM so reporting stays honest. Sales ops sees what was promised in chat or on a call—not a guess from memory. Token usage is visible per workspace for agencies billing clients.

Conversation history stored with the contact record
Outcome tags for voice and chat in one timeline
Usage meters per workspace on every plan

Every thread leaves a trace your stack can report on.

What you need before day one

Admin access to WhatsApp Business or a web domain for the chat widget
CRM credentials with permission to create or update contacts
At least one doc pack: FAQ PDF, pricing URL, or policy page
One agent account to test human takeover

Common questions

How long until we are live?: Most teams connect one channel, ingest a FAQ or pricing URL, and run a handoff test in the same week. Enterprise rollouts with multiple brands take longer—usually because of CRM field mapping, not GoFER setup.
Does GoFER replace our CRM?: No. GoFER is the orchestration layer between channels and your CRM. Reps keep working in HubSpot, Salesforce, or Pipedrive; GoFER keeps the conversation thread and syncs outcomes.
Can we start on the free tier?: Yes. The free tier includes a workspace and a token quota—enough to pilot WhatsApp or web chat before you commit to a paid plan.