Sell, support and get paid from one simple screen.
Every enquiry, WhatsApp chat, follow-up and invoice in one place your whole team can use — with an AI that answers customers day and night and follows up until the deal closes. If you can use WhatsApp, you can use XetaX.
One place where everything meets
Your customers already reach you in five different places. XetaX is the one box they all feed into — and the one box your replies, bills and reports come out of.
Step 1
Where customers reach you
- WhatsApp message
- QR menu order
- Website form or chatbot
- Facebook & Instagram ads
- Booking page
Step 2
XetaX keeps it together
- One record per customer
- A pipeline that shows what is next
- An AI assistant that can act
- Automations doing the repeat work
- Your whole team, one shared view
Step 3
What comes back out
- Replies, instantly or by a person
- Campaigns to the right customers
- GST invoices, sent and tracked
- Tasks and reminders for your team
- Reports that say what actually worked
Nothing here needs setting up by a developer. Connect WhatsApp once, pick your industry pack, and the rest is already wired.
Fifteen parts, one job each
Every one of these has its own page explaining how it works. The four marked below are the ones most businesses switch on first.
WhatsApp inbox
One business number your whole team answers from.
AI Autopilot
Replies answered, leads saved, stages moved — within your rules.
Sales Playbook
Follow-ups, quotations and hot-lead hand-offs, done for you.
Records & pipelines
Your leads and customers moving through stages you name.
Campaigns
WhatsApp and email to an audience picked from your own CRM.
WhatsApp Flows
One form inside the chat instead of ten messages.
AI assistant
Tell the panel what you want, in plain words.
Website chatbot
Trained on your own prices and policies, live 24/7.
Live Chat Desk
A real person takes over the chat in one click.
Facebook & Instagram ads
Ad leads in your pipeline in seconds, with spend tracked.
Automations & tasks
When this happens, do that — nothing left to remember.
Invoicing & payments
Real GST invoices, sent on WhatsApp and tracked to the rupee.
Bookings & online menu
Public pages that fill your diary and take orders.
Industry packs
Your whole workflow previewed, then built in one click.
Team, roles & control
Who sees what, and what stays locked once approved.
Your CRM, ready in 2 minutes
Pick your industry. A pack sets up the whole workflow — form, pipeline, automatic messages, WhatsApp templates, an AI assistant and a sales playbook. You see everything first, then click once and it's built for you.
- Choose your industrySales, real estate, clinic, coaching, restaurant, home services, shop or support — nine ready-made packs, or save your own setup as a pack for the next branch.
- See the preview firstEvery field, pipeline step, automatic message, WhatsApp template and playbook rule is shown to you before anything is created. Untick what you don't want.
- Click "Create" — that's itYour form, pipeline, WhatsApp templates (ready to submit the day you connect), an AI assistant that already knows your industry, and a sales playbook appear instantly. Automations and the playbook stay off until you review them — you're always in control.
See XetaX in action
This is the actual product — click through the screens.
Your whole business at a glance — enquiries, deals and activity on one screen.
Whatever you run, XetaX fits like it was made for you
Pick your business below and see exactly how XetaX works for you from day one.
- Every enquiry lands in one list — from your website, WhatsApp or typed in by hand. Nothing gets forgotten.
- Send a campaign; the AI answers the replies, qualifies interested buyers and saves them as leads while you're in meetings.
- The playbook follows up with silent leads, sends the proposal once budget and timeline are known, and flags hot ones for a call.
- Running Facebook or Instagram ads? Those leads arrive here on their own, and you see which campaign actually produced sales.
- Assign leads to your salespeople; each one sees only their own leads and moves them forward themselves.
- Deal won? It's locked, a GST invoice goes out on WhatsApp, and the payment shows up on your dashboard.
- Patient bookings in one place — name, phone, symptoms and preferred doctor, captured in a simple form.
- Automatic WhatsApp confirmations and reminders mean far fewer missed appointments; the AI answers "what are your timings?" at any hour.
- Follow-up consultations can happen on a video call — the patient just taps a link, no app to install.
- Reception, doctors and billing each see exactly what they need — and invoices go out from the same screen.
- Take orders and table bookings into one simple list your whole staff can see.
- Customers get an automatic WhatsApp the moment their order is confirmed, and again when it's on the way.
- Send tonight's special to your entire customer list in one WhatsApp campaign — the AI handles "do you deliver to…?" replies.
- A website chatbot answers "are you open?" even during the dinner rush, and calls a person for large party bookings.
- Capture every enquiry with budget, preferred location and property type — the AI collects these on WhatsApp for you.
- Share property photos and site-visit reminders on WhatsApp automatically; the playbook chases quiet buyers and sends the brochure when they're qualified.
- Do first walkthroughs on a video call and save your notes against the client's record.
- Bookings go through your approval steps — once booked and approved, the record is locked and the token invoice is raised.
- Track stock requests and purchase orders from "we need this" to "it's on the shelf".
- Suppliers get an automatic WhatsApp or email the moment you place an order.
- Purchase approvals go through the right person — and once approved, the order can't be quietly edited.
- Message regular customers about new arrivals, and bill them with proper GST invoices from the same place.
- Every complaint or job request becomes a ticket — nothing slips through the cracks.
- Customers automatically get updates on WhatsApp as their job moves forward.
- Each technician sees only the jobs assigned to them; you see everything.
- The chatbot handles common questions; when someone's upset, it hands the chat to your desk immediately.
- Every admission enquiry — website, WhatsApp, walk-in — lands in one list with course, batch and the parent's number.
- The AI counsellor answers "timings? fees? batches?" from your material and pushes for a free demo class, day and night.
- The playbook reminds families before the demo, follows up after it, and sends the brochure once the course is known.
- Fee pending for a week? A task lands with your counsellor. Admitted? The record locks and the fee receipt goes out.
Built so you stay in control
Private by design
Your business data belongs to you. Team members see only what you allow — down to "only their own customers".
AI on a leash
It answers only from your material, moves only the stages you list, and never overwrites what a person typed.
Approvals are final
Once a record passes its final approval, it's locked. Not even the admin can quietly revert it.
Your own identity
Emails go from your address, WhatsApp from your business number, invoices carry your GSTIN. Customers always hear from you.
Ready to run your business the easy way?
Pick an industry pack, preview it, click create — and your CRM, AI assistant and sales playbook are ready. 14 days free, no card needed.