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Pilot for SMEs

Assistant who quotes, schedules, creates orders and charges via WhatsApp.

Choose whether you sell products, services, or both. The pilot configures the right workflow and measures sales, appointments, and real operating cost for 30 days.

30 days

of measured pilot with your real customers

$4,999

MXN for the first month, setup included

1 tenant

by business or branch

El Roble Hardware Store

Assistant Platikia

Hello, I need two drills and home delivery. Do they have stock?

9:42 PM

Yes, I have QA Industrial Drill available. Two pieces cost $3,480 MXN with VAT. I can prepare it for local delivery or store pickup. What do you prefer?

9:42 PM

At home, I'll give you my address

9:43 PM

Perfect. Send me street, number, neighborhood and city. I can also generate your payment link to reserve the order.

9:43 PM

I am Ana Torres, Av. Vallarta 1500

9:44 PM

Thank you Ana. I already have the order, total and address. I will send you the payment link and the team will see it in the CRM to prepare it.

9:44 PM

Assistant Platikia — order ready for payment, 9:44 PM

Sellable result

What should happen in a business during the pilot

The pilot is measured by real operation, not by pretty demos. Each block points to a flow that already exists or can be validated with your team before opening it to clients.

Customer service that never switches off

Answer questions about products or services even when your team has already closed the service.

Orders or scheduling based on your business model

Create orders with delivery, book appointments or coordinate an installation without mixing flows.

Customer-specific deposits

When your workflow requires a deposit, the assistant creates a customer-specific payment link.

ROI visible from the portal

See conversations, appointments or orders, deposits, and missed opportunities in a dashboard separated by business.

Impacto tangible

La diferencia en tu negocio con y sin Platikia

Selecciona una vertical para ver cómo cambia la experiencia del cliente y la carga de tu equipo.

Sin Platikia (Operación Tradicional)Ineficiente
  • Tiempo de respuesta: 2 a 4 horas en promedio cuando la recepcionista está ocupada.
  • Citas perdidas: 35% de inasistencias porque nadie mandó recordatorio un día antes.
  • Cobro de anticipos: Manual por transferencia con envío de comprobante en foto que nadie concilia.
Con Platikia (Asistente 24/7)Automatizado
  • Tiempo de respuesta: Inmediato (<45 segundos), las 24 horas, incluyendo fines de semana.
  • Citas aseguradas: Recordatorios automáticos 24h y 2h antes (-85% faltas a consulta).
  • Anticipo y CFDI 4.0: Link de pago individual por WhatsApp y factura timbrada al instante.
Pilot offer

30 days to demonstrate if Platikia improves the operation of your business.

Start with a single business or branch. If you have multiple locations, each one operates as an independent tenant to avoid mixing clients, sessions or configuration.

Includes

WhatsApp connected and tested with dummy data before launching.
Products or services, schedules, delivery and policies charged for your business.
Handoff rules for your team to take sensitive cases.
Isolation per tenant: each business has its separate panel, sessions and data.
Limits per active plan to not give away premium features on free accounts.

Pilot price

$4,999 MXN / first month

Includes setup and guided configuration. From the second month on, you pay your plan's monthly fee.

Operational security

Designed to avoid mixing accounts and data

The sale is useless if there are errors between tenants afterwards. The pilot requires visible controls before operating real clients.

Separate tenant

One panel, sessions and configuration per business or branch.

Traceable payment

Each preview is generated for a specific customer and conversation.

Clear Handoff

Your team can pause the assistant and take on sensitive cases without losing context.

Implementation

Step by step, without risky jumps.

First it is configured, then it is tested, and only then is it measured with real customers.

01

We configure your business

Together with your team, we load products or services, hours, delivery, payment rules, and FAQs.

02

We test the complete flow

We simulate real customer questions, quotes, orders or appointments, payments, and human handoff.

03

We measure the pilot

For 30 days, we review orders or appointments, deposits, follow-up, cost per conversation, and reasons customers did not convert.

try it today

Your clients are already writing. Have someone answer.

Sofia attends, schedules and follows up with your clients 24/7 from day one. Start with a guided pilot and measurable results.