AI is included in your plan
An AI agent replies while you sleep
It replies to customers in WhatsApp using your company's knowledge base, during the hours you set, while you have AI credits. The AI assistant helps the team in the CRM.
30 days free, no card required
- Customer: Good evening. Can I book a haircut for tomorrow?
- AI agent: Good evening. Tomorrow we have 11:00 and 15:30 free. Which time suits you?
- Customer: 15:30
- AI agent: You are booked for tomorrow at 15:30. See you then.
- Booking created · the manager can see the chat
In brief
SotaCRM, a cloud CRM for businesses in Kazakhstan, has two kinds of AI. The AI agent handles chats with customers in WhatsApp: it answers from the company's knowledge base, picks products from the catalog, creates deals and, with the Booking module, books customers for services. The AI assistant helps employees inside the CRM. Both are included in the plan. On Start, at 12 900 ₸ per month, a company gets 1 AI agent and 1 000 AI credits every month (prices as of 4 October 2026).
- AI agents on Start, Pro and Business
- 1 · 3 · 5
- AI credits per month on Start
- 1 000
- AI credits per month for the AI assistant on Free
- 300
- AI credits for the 30-day free trial
- 3 500
AI agent
What the AI agent does in a chat
It talks to the customer in WhatsApp the way you set it up. It hands complex questions to a person.
Answers questions
Takes services, prices, addresses and common questions from the company's knowledge base.
Shows products
Picks items from the CRM catalog and sends the customer photos.
Creates a deal
Finds the customer in the database or opens a new deal, and the manager sees it in the pipeline.
Books a service
With the Booking module, it offers free time slots and books the customer, if you have allowed it.
Issues an invoice
With the Kaspi Payments module, it sends the customer a Kaspi invoice by phone number or QR, if you have allowed it.
Hands over to a person
A complex question goes to an employee, and a manager can take over the conversation at any time.
1 AI agent on Start, 3 on Pro, 5 on Business. The Free plan has no AI agents.
Setup
It replies the way you taught it
Each AI agent has its own instructions, working hours, knowledge base and WhatsApp number.
- Your text
Instructions
Describe how it greets people, what it talks about and when it calls a person.
- 19:00–09:00
Working hours
For example, evenings, nights and weekends, while the team is off.
- Word · PDF · TXT
Knowledge base
Questions and answers, Word, PDF and TXT files. When prices change, you update the article.
- What is allowed
Permissions
It does only what you allowed, and every action it takes is written to the log.
We set up the AI agent for you, 29 900 ₸
Reply script, a knowledge base of up to 20 articles, rules for handing over to a person and a test on 20 conversations. Done in 2 business days.
Services and pricesA person can step in
A manager can take over the conversation at any time
Every AI reply is visible in the customer record. If the conversation needs a person, the manager writes to the customer and leads the conversation from then on.
- Customer: Hello. I need an equipment kit for a coffee shop, can you help me choose?
- AI agent: Hello. Of course. How many seats does the coffee shop have?
- Customer: 24 seats. Can you deliver and set it up?
- A manager took over the chat
- Manager: I have put together a kit for 24 seats: 420 000 ₸, delivery and setup included.
- Customer: Great, I am waiting for the invoice.
The whole conversation in the CRM
The AI's chat with the customer sits next to the deal and tasks.
Takeover
After a takeover the manager leads the conversation, and the AI does not return to it on its own.
Kaspi or an employee confirms payment
If a customer writes “I've paid”, the AI does not count it.
AI assistant
Tell it what needs doing
The assistant finds customers and deals, creates tasks and drafts texts. It works with the permissions of whoever asked it.
SotaCRM · AI assistantDemo data- You: Show the deals in progress and create a task to contact the customer
- AI assistant: Found 2 deals at the “In progress” stage:
- Supplies for a restaurant
- Equipment for a shop
- 2 tasks created · due tomorrow
Data on request
Finds deals, updates a record, creates tasks. Before making changes it can ask for confirmation.
Texts and figures
Drafts a reply to a customer, gathers sales figures and builds a chart.
Automation in words
Describe a process, and the assistant suggests a flow. You switch it on.
Management from your phone
On Start and above, the assistant has its own WhatsApp number, and the head of the company writes to it like in a regular chat.
On every plan
On Free, the assistant works inside the CRM with 300 AI credits per month.
AI answers may contain inaccuracies. Check anything important before you send it to a customer.
Examples
How the AI agent works in different industries
Demo examples. Names, times and prices are made up.
Salon
Can I book a haircut for tomorrow?
The AI agent offers 11:00 or 15:30 and, if Booking is connected, books the customer.
For salons and studiosShop
Do you have a coffee grinder for home use? Please send a photo.
The AI agent sends a photo from the catalog, adds the product to the deal and, if you have allowed it, issues a Kaspi invoice.
For shops and wholesaleClinic
How much is an appointment and where are you located?
The AI agent answers from the knowledge base and offers to book.
For clinics
AI credits
How many AI credits the plan includes
AI agents and the AI assistant use credits, and complex tasks use more. The balance is shown in the CRM.
| Price per month for the company | Free0 ₸ | Start12 900 ₸ | Pro39 900 ₸ | Business89 900 ₸ | Free trial30 days, 0 ₸ |
|---|---|---|---|---|---|
| AI in the plan | |||||
| AI agents reply to customers in WhatsApp | no | 1 | 3 | 5 | 3 |
| AI assistant helps the team in the CRM | yes | yes | yes | yes | yes |
| AI credits shared by AI agents and the assistant | 300 per month | 1 000 per month | 3 500 per month | 5 000 per month | 3 500 for 30 days |
Top-ups on paid plans
- 1 000 credits4 900 ₸4.9 ₸ per credit
- 5 000 credits19 900 ₸4.0 ₸ per credit
- 20 000 credits69 900 ₸3.5 ₸ per credit
Monthly allowance
Plan credits are added every month, and whatever is left at the end of the month expires.
Purchased credits do not expire
A top-up is used after the monthly allowance and carries over to the following months.
When credits run out
The AI stays silent until you top up or a new month starts. Customer messages go to employees, and the rest of the CRM keeps working.
Prices as of 4 October 2026, in tenge, not subject to VAT. An extra AI agent costs 9 900 ₸ per month, up to 5 per company. Purchased AI credits are not refundable.
Limits
Where the AI's abilities end
Worth knowing before you connect it.
WhatsApp only
The AI agent works in WhatsApp. Other messengers are not connected.
By schedule and credits
It replies during the hours you set, while you have AI credits and the service is available.
It can make mistakes
The AI replies automatically, so important answers are worth checking.
The customer knows who is replying
The company tells customers that the AI is replying and gives them a way to write to an employee.
Free trial
Three AI agents for 30 days
During the free trial the company has 3 AI agents and 3 500 AI credits for the whole period. No bank card required.
Questions
Frequently asked questions
It is included in the plan. Start has 1 AI agent, Pro 3, Business 5. An extra one costs 9 900 ₸ per month, up to 5 per company.
An AI model. The AI agent reads the customer's message and replies in its own words, following your instructions and knowledge base.
Yes. Under clause 13.3 of the public offer, the company tells customers that the AI is replying and gives them a way to contact an employee. You can say this in the AI agent's greeting.
Take over the conversation and reply to the customer yourself. Then correct the knowledge base article or the instructions so the next answer is more accurate.
On a paid plan, buy 1 000 credits for 4 900 ₸ or 5 000 for 19 900 ₸. Purchased credits do not expire and are used after the monthly allowance.
No. During the 30-day free trial, the company has 3 AI agents and 3 500 AI credits for the whole period.
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Business days, 9:00–18:00 Astana time
What works together with AI
WhatsApp for the whole team
The company number connects by QR code, and chats sit in the customer record.
Booking
With this module the AI agent books customers into free time slots.
Kaspi Payments
With this module the AI agent issues a Kaspi invoice, and the payment shows in the deal.