Back to Pleia Enterprise

    Sales & Operations

    Pleia Alta de Clientes por WhatsApp

    From WhatsApp message to active client in your ERP — in minutes.

    An AI agent that takes the request via WhatsApp, reads the tax form, runs KYC checks (tax authority, watchlists, chamber of commerce) and creates the client directly in your ERP. Zero forms, zero typing.

    PLEIA/WhatsApp Onboarding

    Live flow

    WhatsApp
    Data + Tax ID
    KYC checks
    Approval
    ERP

    Pleia · Client onboarding

    online

    Hi! I'm Pleia's agent. Want to register as a client?
    Yes, I'm from Andean Distributions Inc.
    Great. Send your tax form as PDF or photo 📎
    📎 TaxForm_Andean.pdf
    ✅ Tax ID 900.123.456 validated ✅ No flags on restricted lists ✅ Loaded into SAP — code C-00471

    −97%

    onboarding time

    0

    data entry errors

    100%

    KYC compliance

    From WhatsApp message to client active in your ERP — under 2 minutes.
    • 100% client onboarding via WhatsApp
    • OCR + AI reading of tax forms and documents
    • Automatic background and KYC checks
    • Direct loading into your ERP (SAP, Siigo, World Office)
    Book a product demo
    Custom demo · No cost

    Book a demo of Pleia Alta de Clientes por WhatsApp

    Drop your details and we'll show the agent running with a real case from your industry.

    FAQ

    Frequently asked questions