New: Advanced Workflow Engine

Workflow Automation & Integrations

From abandoned cart recovery to lead syncing — Vertikal Agents automate your cross-tool operations.

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AI Agent orchestrating all tools

So many tools — but they don't talk to each other

Your team wastes time copying data, following up manually, and switching tabs all day.

WhatsApp convos live in silos

Customer conversations never make it to your CRM or tracking sheets.

Shopify has abandoned checkouts no one follows up

Lost sales opportunities slip through the cracks without automated recovery.

Sheets and CRMs are always out of sync

Manual data entry leads to inconsistencies and missed opportunities.

One agent. All your tools. Fully connected.

Key Automations

Shopify → Auto-follow-up on cart abandonment via WhatsApp

Instantly engage customers who left items in their cart with personalized recovery messages.

CRM stage changes → send client summary via email

Automatically notify stakeholders when deals progress through your sales pipeline.

WhatsApp conversations → push to Google Sheet as daily log

Keep comprehensive records of all customer interactions in organized spreadsheets.

New order → ping internal team on Slack

Ensure your team is immediately notified of new orders for rapid fulfillment.

Cart Abandoned

Trigger

Send Recovery Message

Action

Log to Sheets

Update

Use Case Highlights

E-commerce Recovery

"Customer abandons cart → AI sends personalized WhatsApp → Logs response in CRM → Tracks conversion rate"

WhatsApp message interface showing abandoned cart recovery with product images and recovery text

Lead Management

"New lead fills form → CRM creates contact → WhatsApp sends welcome → Schedules follow-up call"

CRM dashboard showing new lead entry with automated follow-up sequence

Sales Reporting

"Daily sales data → Auto-updates Google Sheets → Sends summary to team → Creates performance alerts"

Google Sheets dashboard with sales data and automated reporting charts

Build your flow in minutes — not weeks

1. Choose your tools

WhatsApp, CRM, Shopify

2. Define triggers

Cart abandoned, new message

3. Configure agent

We configure and test

4. Deploy & Monitor

Go live and measure

5. Iterate

Add new workflows

From 3 tools to 1 smooth workflow

Zara A.

Ecom Ops Head, WearPlus

"We used to miss abandoned carts all the time. Now our agent auto-recovers 20% of them via WhatsApp — and logs every response in Sheets."

20%

Cart recovery boost

4+

Hours saved per week

100%

Lead logging accuracy

Built for Every Industry

Wherever there's a process — there's an agent waiting to help.

E-commerce

Digital Agencies

Real Estate

Clinics & Salons

Logistics

Manufacturing

No-code automation. AI execution.

Let Vertikal Agent link your stack — and run your business logic, end to end.

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