Andy
Andy is an AI agent that automates customer conversations on WhatsApp, Instagram, web chat, and Slack, handling inquiries, lead qualification, appointment scheduling, and support without human intervention. Unlike generic chatbot builders, Andy combines conversation automation with Google Calendar integration and lead capture in a single workspace, eliminating the need to pair separate tools for messaging, scheduling, and CRM. It connects to existing WhatsApp numbers via QR code or Meta's official API, integrates with Google Drive and Bsale for inventory and e-commerce workflows, and exports leads to CSV for downstream processing. The platform is built for retail, e-commerce, real estate, and service businesses in Latin America and other regions where WhatsApp is the primary customer communication channel. Agencies can resell Andy as a 24/7 support and lead-capture layer starting at $9/month per client.
Andy is an AI agent, priced at $9/month on the Starter plan, integrating with WhatsApp, Instagram, Slack, and Google Calendar. InnovaAI scores it 7.7/10 for agency resale, fit for agencies with established service brands.
Agency Audit
Andy automates customer conversations across WhatsApp, Instagram, web chat, and Slack, handling inquiries, lead qualification, and Google Calendar appointment scheduling without human intervention. It's built for agencies serving SMBs in Latin America, retail, e-commerce, real estate, and service businesses that operate high WhatsApp volume. The $9-$49/month pricing and 14-day free trial make it easy to test with a single client before scaling to a retainer model. Agencies can resell Andy as a lead-capture and support automation layer, though the tool's positioning around WhatsApp and Instagram limits applicability to clients whose customers already use those channels.
7.7/10
54%
1d about a day
- Your clients operate retail, e-commerce, or service businesses where customers initiate contact via WhatsApp or Instagram DMs and expect fast responses.
- You want to offer 24/7 lead capture and qualification without hiring additional support staff, using Andy's automatic lead routing and email alerts to your client's team.
- You need multi-channel consolidation: Andy pulls WhatsApp, Instagram, and web chat conversations into one inbox, reducing the need for separate tools per channel.
- Your clients' customers primarily communicate via email, phone, or proprietary platforms that Andy does not integrate with (Andy supports WhatsApp, Instagram, Slack, Google Calendar, Google Drive, Bsale, and WordPress only).
- You need white-label branding for client-facing dashboards or reports; no verified white-label program exists in the available content.
- Your clients require HIPAA, PCI-DSS, or other regulated compliance certifications; Andy's compliance posture is not documented.
Profit Path
$9/mo
$99–$299/mo
Monthly Recurring
Planning benchmark at United States price levels. Not a measured market survey.
Platform Features
Core capabilities of Andy
24/7 WhatsApp and Instagram automation
Andy responds to customer inquiries on WhatsApp (via QR code or official Meta API) and Instagram DMs without human intervention, capturing conversations outside business hours. Agencies can resell this as a lead-capture layer to clients who lose inquiries after hours.
Lead qualification and product recommendations
During conversations, Andy qualifies leads and recommends products based on customer inquiries, then alerts the client's team via email when a qualified lead arrives. This reduces manual triage and accelerates sales cycles for retail and e-commerce clients.
Google Calendar appointment scheduling
Andy schedules and confirms appointments directly into Google Calendar, eliminating back-and-forth scheduling emails. Real estate agencies and service businesses can use this to reduce no-shows and administrative overhead.
Lead and contact capture
All customer inquiries, contact details, and conversation history are automatically organized within Andy. Agencies can export leads to CSV or Excel for downstream CRM or follow-up workflows.
Multi-channel inbox consolidation
WhatsApp, Instagram, Slack, and web chat conversations appear in a single dashboard, so agencies don't need to monitor multiple apps. The iOS mobile app provides push notifications when customers request human handoff.
Email alerts and team notifications
When a lead or appointment arrives, Andy sends email alerts to the client's team, ensuring no opportunity is missed even if the dashboard isn't actively monitored.
What Makes Andy Different
Unique advantages vs similar tools in this niche
Connects to existing WhatsApp number via QR code in minutes
vs Official Meta API requires business verification and technical setupUsers can scan a QR code to connect their current WhatsApp number without Meta verification.
Includes content engine that researches, drafts, and publishes with human approval
vs Standalone chatbot tools that only handle conversationsThe content engine researches, drafts, and publishes marketing content with human approval.
Provides iOS app for managing conversations on the go
vs Web-only chatbot platformsAndy Partner for iPhone puts all WhatsApp, Instagram, and web conversations in one app.
Investment ROI Calculator
Value equation analysis for Andy, based on the Hormozi framework
What is the Hormozi framework? A four-factor score: (what the service delivers × how reliably it delivers) divided by (how long it takes × how much effort it requires). A higher Value Multiplier means a better return on the time and money invested: faster, easier, and more proven results.
4.7× value multiple: invest $9/mo and agencies typically charge $99–$299/mo for the work it powers.
Why This Succeeds
Higher is betterClient Results Potential
What your clients actually get
Meaningful improvements: delivers clear, demonstrable value to clients
Responde a tus clientes, agenda y vende por WhatsApp e Instagram, 24/7.
Reliability Score
How consistently this delivers results
Reliable with proper setup: most agencies see consistent delivery
Negocios que ya trabajan con Andy
Implementation Challenges
Lower is betterTime to First Revenue
How long until you can start earning
Fast launch: about a day to first delivery
Get started within hours: minimal setup required
Setup Effort
What it takes to get running
Near-turnkey: minimal setup before you can sell
Low effort: self-service setup with guided onboarding
Strong ROI. Andy at $9/mo supports market rates of $99–$299. Its 4.7× value-equation score weighs client outcome and likelihood against the time and effort to deliver, not cost.
Pricing
Andy platform cost to your agency
Starts at $9/mo (Starter), scales to $49/mo (Pro Max)
Starter
- 1 agent
- 300 messages per month
- 500 website pages
- 1 active channel (Web widget or public URL)
Pro
- 3 agents
- 3 seats
- 2,000 messages per month
- 3,000 website pages
Pro Max
- Up to 7 agents
- 10 seats
- 7,500 messages per month
- 7,500 website pages
Partial White-Label
Andy offers partial white-label capabilities. Some branding customization may be limited.
- Custom domain & branding under your agency name
- Present the chat under your agent's name and hide Andy's branding
- Oculta la etiqueta "Powered by Andy" en el widget web
Market Intelligence
How agencies monetize Andy: real offer economics and market positioning
- SMBs in Latin America
- Retail and e-commerce businesses
- Real estate agencies
- Enterprises requiring complex multi-department workflows
- Businesses without WhatsApp or Instagram presence
Service Retainer
ai-poweredAgency charges monthly retainer for managed service. Fee varies by client size and scope.
Offer Economics: What You Charge vs. What It Costs
Margin includes platform cost + agency labor at $75/hr.
Local service businesses (salons, clinics, trades) needing 24/7 web chat to capture leads and answer FAQs without hiring staff
Funded startups and regional brands (10–50 employees) running active Instagram and WhatsApp marketing who need automated lead qualification across channels
Multi-location businesses and mid-size companies (50–500 employees) needing consistent AI-driven customer support and lead routing across departments or locations
Enterprise brands (500+ employees) requiring fully managed, API-integrated AI conversation infrastructure across all customer-facing channels with SLA-backed oversight
Scale Economics: Based on Starter Offer
Using Andy Local Chat Starter at $300/client. Platform: $9/mo. Labor: 2h/client × $75/hr.
Net = MRR - platform cost - labor (2h/client × $75/hr).
Investment Decision Framework
Strategic vetting analysis for Andy
Strong Buy
Strong agency fit, low resell friction
Buy If
5You want to offer 24/7 lead capture and qualification without hiring additional support staff, using Andy's automatic lead routing and email alerts to your client's team.
Your clients use Google Calendar for appointment scheduling and need automated confirmation and reminder workflows without manual calendar management.
Your clients operate retail, e-commerce, or service businesses where customers initiate contact via WhatsApp or Instagram DMs and expect fast responses.
You need multi-channel consolidation: Andy pulls WhatsApp, Instagram, and web chat conversations into one inbox, reducing the need for separate tools per channel.
You're targeting SMBs in Latin America or regions where WhatsApp is the dominant business communication platform.
Skip If
5Your clients need advanced CRM features like custom fields, complex lead scoring, or integration with Salesforce or HubSpot; Andy focuses on conversation automation, not CRM depth.
Your clients' customers primarily communicate via email, phone, or proprietary platforms that Andy does not integrate with (Andy supports WhatsApp, Instagram, Slack, Google Calendar, Google Drive, Bsale, and WordPress only).
You need white-label branding for client-facing dashboards or reports; no verified white-label program exists in the available content.
Your clients require HIPAA, PCI-DSS, or other regulated compliance certifications; Andy's compliance posture is not documented.
You operate outside Latin America and lack evidence that Andy's support or product roadmap serves your regional market.
Bottom Line
Andy automates customer conversations across WhatsApp, Instagram, web chat, and Slack, handling inquiries, lead qualification, and Google Calendar appointment scheduling without human intervention. It's built for agencies serving SMBs in Latin America, retail, e-commerce, real estate, and service businesses that operate high WhatsApp volume. The $9-$49/month pricing and 14-day free trial make it easy to test with a single client before scaling to a retainer model. Agencies can resell Andy as a lead-capture and support automation layer, though the tool's positioning around WhatsApp and Instagram limits applicability to clients whose customers already use those channels.
Reality Check
Andy's core value depends on client adoption of WhatsApp or Instagram as primary communication channels. If a client's customer base prefers email, phone, or other platforms, the tool's ROI collapses. Additionally, the vendor's own testimonials reference Latin American use cases, suggesting the product may have regional optimization or support constraints that affect North American or European client deployments.
Low effort: self-service setup with guided onboarding
Academy for Andy
Work through it in order: the course for this service first, then the modules behind it.
No Academy modules are published for this service yet. Browse the full Academy
Core concepts
The mental model you need to price and scope the work.
- Andy Channel Concentration RuleConcept
Andy's value scales with how much of a client's inbound already lives on WhatsApp or Instagram, because those channels are where the agent connects natively via QR code or the official Meta API. A real estate agency whose leads arrive as WhatsApp messages can put Andy on the Starter plan at $9/month (1 agent, 300 messages) and still capture after-hours inquiries, while a client spread thin across email, phone, and web forms gets less from the same deployment. The Pro tier at $19/month raises the ceiling to 3 agents, 3 seats, and 2,000 messages across multiple channels, which is the realistic entry point once a client runs two or more conversation surfaces. Before quoting a retainer, count the client's monthly WhatsApp threads: below roughly 300, Starter holds; above 2,000, budget Pro Max at $49/month for 7,500 messages and 10 seats.
- Escalation Debt RatioConcept
Escalation Debt Ratio is the share of chatbot conversations that must reach a human before resolution, measured against the share the client was promised would resolve alone. Agencies sell AI chatbots on deflection rates, but the retainer survives on the escalation path: who answers at 2am, how fast, and whether the transcript carries context. A bot trained on client documents can close routine questions, yet pricing, refunds, and account changes usually need a person. Track the ratio monthly. When it climbs, the client sees a queue, not savings. Chatling and FastBots both ship human handover as a first-class feature, which tells you the vendors expect escalation to be normal, not exceptional. The framework matters because escalation debt compounds quietly: every unresolved thread becomes a support ticket, a churn signal, and a reason the client questions the retainer. Budget the human layer before you quote the automation layer.
- Handoff Fidelity ThresholdConcept
Handoff Fidelity Threshold is the point at which a chatbot's automated resolution stops being cheaper than a clean transfer to a human. Below the threshold, every extra automated turn saves the agency money. Above it, each additional bot turn adds rework, apology credits, and churn risk that the retainer has to absorb. The framework forces agencies to define the threshold per client before deployment, not after the first complaint. A support bot trained on uploaded documents and website content can resolve repetitive questions well, but the moment a query touches billing disputes, refunds, or account-specific history, the cost curve inverts. The practical test: measure containment rate and escalation satisfaction separately, because a 70 percent containment rate with angry escalations is worse economics than 50 percent containment with clean transfers. Agencies that price managed chatbot retainers on containment alone are selling a metric that hides the expensive half of the conversation.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- When to Adopt Andy: WhatsApp-First Clients Under 7,500 Monthly MessagesEvaluation Rule
Deploy Andy only when the client's customers already live in WhatsApp or Instagram and monthly message volume fits inside the $9 to $49 tier band, then price the retainer around setup and monthly review rather than per-message markup.
- When Chatbot Scope Outruns Escalation Design, Cap the Automation Before You Sell the RetainerEvaluation Rule
Cap the automation scope at the intents you can escalate cleanly, and price the retainer around ongoing optimization rather than full deflection.
- Andy: Buy vs Skip (WhatsApp-Heavy SMB Clients in Latin America)Decision Framework
IF a client already runs high WhatsApp or Instagram DM volume and needs 24/7 inquiry handling plus Google Calendar booking, THEN start on Andy Starter at $9/month (1 agent, 300 messages, 1 channel) to prove response-time gains before upgrading. IF the client needs multi-channel coverage or more than 300 messages monthly, THEN the jump is to Pro at $19/month (3 agents, 3 seats, 2,000 messages, multi-channel) or Pro Max at $49/month (up to 7 agents, 10 seats, 7,500 messages, API access). IF the client's customers do not use WhatsApp or Instagram as a primary channel, THEN defer, because Andy's channel positioning is the core of its value.
- Why Agencies Fail With Andy in WhatsApp-Heavy SMB AccountsFailure Pattern
- The Full-Automation Trap: Why AI Chatbot Retainers Stall When Escalation Paths Are Never BuiltFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- Andy WhatsApp Lead Capture Retainer (5-7 days)Implementation Blueprint
A productized retainer that connects Andy to a client's WhatsApp number and Instagram professional account, qualifies inbound leads, and books appointments through Google Calendar so the client captures inquiries outside business hours.
- Andy WhatsApp Channel Connection and Knowledge Base Setup (Onboarding)Operating Procedure
- Escalation Path Design (Onboarding)Operating Procedure
- Conversation Transcript Review (QA)Operating Procedure
13 modules selected for Andy
Frequently Asked Questions
Answers about pricing, setup, implementation
Andy is an AI agent that automates customer conversations on WhatsApp, Instagram, web chat, and Slack. It responds to inquiries, qualifies leads, recommends products, schedules appointments via Google Calendar, captures contact information, and sends email alerts to your team when leads or appointments arrive. Agencies deploy Andy for clients to reduce response times, capture leads outside business hours, and handle repetitive support inquiries without hiring additional staff.
Andy offers 3 pricing tiers, starting at $9/mo (Starter) up to $49/mo (Pro Max). Agencies typically achieve 54% profit margins when reselling to clients.
No verified white-label program exists in the available documentation. Client-facing surfaces display the Andy brand, so you cannot present a fully branded portal to your clients. You can resell Andy as a service layer, but clients will see Andy branding in their dashboards and communications.
Yes. Andy connects to WhatsApp via QR code scanning (no Meta verification required) or the official Meta API for business-verified accounts. It also integrates with Instagram Messaging for professional accounts. Both are native integrations, not third-party connectors. Andy also integrates with Slack, Google Calendar, Google Drive, Bsale, and WordPress.
Andy activates in minutes without credit card verification when using the QR code connection method for WhatsApp. If using the official Meta API, setup depends on Meta's business verification timeline. Once the parent agency account is configured, onboarding a new client account typically takes under 30 minutes.
Andy is optimized for retail and e-commerce businesses, real estate agencies, service businesses handling high WhatsApp volume, and SMBs in Latin America. Any client whose customers initiate contact via WhatsApp or Instagram and expect fast responses is a strong fit. Laundries, car rental agencies, retail stores, and property management companies have published results with Andy.
Yes. The Pro Max plan includes up to 7 agents and 10 seats, allowing you to manage multiple client conversations and team members from one workspace. You can organize conversations by client and assign team members to specific accounts, though the available documentation does not specify whether Andy offers formal multi-tenant sub-account management or per-client billing separation.
The available documentation does not specify data retention, export, or deletion policies upon cancellation. Before signing clients to a retainer, confirm with Andy support whether leads and conversation history can be exported and how long they are retained after account closure.