Battery distributor, 2026

WhatsApp CRM with AI

A CRM for a battery distributor that centralizes customers and orders, sends automated WhatsApp messages and uses AI with semantic search to understand conversation history.

Stack: NestJS, React 19, PostgreSQL + pgvector, Prisma, Redis, Evolution API

The problem

Sales and support happened on WhatsApp, but customers, orders and conversations were scattered across phones and spreadsheets. There was no single place to see who a customer is, what they bought and what was said.

What we built

  • Customer and order management in a web dashboard;
  • Automated WhatsApp messages tied to order events;
  • A dedicated WhatsApp service, isolated from the rest of the system;
  • An AI assistant with access to history, using semantic search ("find the conversations about pricing");
  • Clear success and error feedback on every dashboard action.

The engineering decisions that matter

  • Embeddings in the same database as relational data (PostgreSQL with pgvector): AI context and records live together, with no second database to maintain.
  • Redis queues and caching to keep message throughput up without slowing the dashboard.
  • WhatsApp protocol isolated in its own Evolution API instance, so channel instability never takes the CRM down.
LayerTechnology
BackendNestJS, Prisma
DataPostgreSQL + pgvector, Redis
WhatsAppEvolution API
DashboardReact 19, Vite, Material UI

See how we approach web applications and AI.

Request an assessment