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IN THE FIELD GUIDE

chatagent

chatagent.so

ChatAgent is an AI customer relationship memory platform that helps sales teams remember every customer, prioritize conversations, and take the next best action. It integrates with WhatsApp, Instagram, and website chat to capture conversations and turn them into actionable sales intelligence without replacing existing tools.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Sep 15, 2026

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A good fit for

  • Distributors, wholesalers, B2B suppliers, retail and D2C brands, and service businesses with repeat customers.

Know the limitations

  • Does not replace WhatsApp but works alongside it to add memory and workflow capabilities.
  • Does not provide native integrations with Shopify, marketplaces, payment gateways, or CRM-sync connectors.

What you can do

  • Sales teams managing many customer conversations who cannot afford to forget customer details.
  • Businesses with recurring customer conversations, sales follow-ups, and relationship-driven revenue.

Features

  • Remembers customer interests, preferences, and important details in one place.
  • Understands conversation changes and potential blockers to the next step.
  • Remembers every commitment made to customers to avoid losing track.
  • Supports human salespeople by allowing manual replies alongside AI assistance.
  • Can identify follow-up commitments and create prioritized reminders for salespeople.

Integrations

  • Does not integrate with Shopify, WooCommerce, Shopee, Tokopedia, payment services, courier services, TikTok, Facebook Messenger, SugarCRM, HubSpot, or Salesforce.

Platforms & data export

  • Accessible via WhatsApp, Instagram, and website chat channels.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Cheapest fit for 1 person, all 1 tools

$0.00/month

$0.00 a year on these plans.

Plan costs based on your requirements
Tool / planMonthlyPer yearWhat this assumes
chatagent logochatagent

FreeCheapest fit

Per person · 1 billed

$0.00$0.00

Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

A practical workflow

  1. Connect conversations from WhatsApp, Instagram, and web chat without changing tools.
  2. ChatAgent organizes scattered chats into actionable customer relationships.

Based on the sources below. Editorial review does not imply hands-on product testing.

Alternatives to explore

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Candidates based on category and primary feature. Check feature and pricing differences before switching.

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What changed

1 recorded change · latest 9/15/2026

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

  1. Updated: best for, features, integrations, limitations, plans, platforms, sources, summary, use cases, walkthrough

    See recorded changes
    bestFor

    Before: ["Sales teams that need to maintain customer relationship memory and actionable sales intelligence without changing their WhatsApp workflow."]

    After: ["Distributors, wholesalers, B2B suppliers, retail and D2C brands, and service businesses with repeat customers."]

    features

    Before: ["Automatically extracts interests, objections, commitments, and buying signals from customer conversations using AI.","Creates prioritized reminders for salespeople to follow up on commitments.","Supports approved workflows to automate message sending while routing important interactions to humans."]

    After: ["Remembers customer interests, preferences, and important details in one place.","Understands conversation changes and potential blockers to the next step.","Remembers every commitment made to customers to avoid losing track.","Supports human salespeople by allowing manual replies alongside AI assistance.","Can identify follow-up commitments and create prioritized reminders for salespeople."]

    integrations

    Before: ["Integrates with ecommerce platforms (Shopify, WooCommerce, Shopee, Tokopedia), payment gateways (GoPay, OVO, DANA, Xendit, Midtrans), logistics providers (JNE, J&T, SiCepat, GoSend, GrabExpress), social channels (Instagram, TikTok, Facebook), and AI models (OpenAI, Claude, Google Gemini)."]

    After: ["Does not integrate with Shopify, WooCommerce, Shopee, Tokopedia, payment services, courier services, TikTok, Facebook Messenger, SugarCRM, HubSpot, or Salesforce."]

    limitations

    Before: ["ChatAgent does not replace WhatsApp but works alongside it to add memory and intelligence capabilities."]

    After: ["Does not replace WhatsApp but works alongside it to add memory and workflow capabilities.","Does not provide native integrations with Shopify, marketplaces, payment gateways, or CRM-sync connectors."]

    plans

    Before: [{"name":"Free","note":"Automatically extracted from the linked pricing source. Team allowances are unconfirmed; flat and free estimates are limited to one person. Confirm usage, taxes and terms with the provider.","annual":0,"monthly":0,"perSeat":true,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

    After: [{"name":"Free","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":0,"monthly":0,"perSeat":true,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

    platforms

    Before: ["Works with WhatsApp and integrates with various ecommerce, payment, logistics, social, and AI platforms."]

    After: ["Accessible via WhatsApp, Instagram, and website chat channels."]

    sources

    Before: [{"url":"https://www.chatagent.so/","label":"ChatAgent - AI Customer Relationship Memory for Sales Teams"},{"url":"https://www.chatagent.so/pricing/","label":"Simple Pricing for WhatsApp Stores — ChatAgent"},{"url":"https://www.chatagent.so/integrations/","label":"ChatAgent Integrations — Shopify, GoPay, JNE | ChatAgent"}]

    After: [{"url":"https://www.chatagent.so/","label":"ChatAgent - AI Customer Relationship Memory for Sales Teams"},{"url":"https://www.chatagent.so/pricing/","label":"ChatAgent Pricing — WhatsApp, Instagram, Website Chat"},{"url":"https://www.chatagent.so/integrations/","label":"ChatAgent Channels — WhatsApp, Instagram, Website Chat"}]

    summary

    Before: "ChatAgent is an AI-powered customer relationship memory platform that integrates with WhatsApp to help sales teams remember customer details, prioritize conversations, and take the next best action. It captures and organizes customer interactions to improve sales follow-ups and retention without replacing WhatsApp itself."

    After: "ChatAgent is an AI customer relationship memory platform that helps sales teams remember every customer, prioritize conversations, and take the next best action. It integrates with WhatsApp, Instagram, and website chat to capture conversations and turn them into actionable sales intelligence without replacing existing tools."

    useCases

    Before: []

    After: ["Sales teams managing many customer conversations who cannot afford to forget customer details.","Businesses with recurring customer conversations, sales follow-ups, and relationship-driven revenue."]

    walkthrough

    Before: []

    After: ["Connect conversations from WhatsApp, Instagram, and web chat without changing tools.","ChatAgent organizes scattered chats into actionable customer relationships."]

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Sources & research

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