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Convia

Turn WhatsApp into a complete sales operating system.

Convia brings customer conversations, AI sales assistance, commerce, inventory, workflows, and customer data into one connected platform.

WhatsApp Shared Inbox AI Sales Copilot In-Chat Commerce Atomic Inventory Locks Visual Workflow Builder Multi-Tenant RLS
Explore the Architecture
Convia Product UI — Shared Inbox
Convia shared inbox dashboard showing active customer conversations, CRM contact panel, order history, and AI copilot actions.

Shared Inbox • Central workspace showing customer conversations, AI assistance, and commerce context.

AI Copilot Tool Action

Queried real-time inventory for Size M. Reserved 1 unit for 15 minutes.

Atomic Inventory Lock PostgreSQL RPC
Status: ACID Transaction Locked
Origin Story

Why We Built Convia.

Connecting conversation directly with the underlying commerce engine.

Many modern businesses already handle their high-intent sales conversations over WhatsApp. However, the conversation itself almost always exists in isolation from the business's core systems.

Sales and support representatives constantly switch between messaging apps, spreadsheets, e-commerce admin panels, payment portals, and CRM databases. Customer messages live in one place; inventory levels live in another; orders are processed somewhere else entirely.

When businesses try to automate these conversations using traditional chatbots, they encounter rigid decision trees that break as soon as a customer asks a complex question. And when buyers are ready to purchase, they are forced out of the chat and onto an external website cart, creating immediate friction and drop-off.

We designed Convia to make the conversation itself part of the commerce system.

Instead of forcing buyers out of WhatsApp, Convia enables a natural progression from initial conversation to product discovery, cart creation, delivery details, inventory reservation, payment recording, and automated follow-up—all while preserving complete customer context across every interaction.

“The difference is not another chatbot. It is the underlying commerce and CRM system behind the conversation.”

— The Convia Engineering Team
Market Landscape

Conversational commerce is still fragmented.

Traditional sales tools disconnect customer messaging from backend inventory and order operations.

01 • Problem

Conversations Without Context

Customer messages live separately from purchase history, delivery addresses, order records, and backend inventory levels.

02 • Problem

Rigid Automation

Keyword bots and hardcoded decision trees fail whenever customer queries deviate from strict linear paths.

03 • Problem

Commerce Outside the Conversation

Buyers are repeatedly directed away from WhatsApp to load external website carts and fill out multi-step web forms.

04 • Problem

Operational Fragmentation

Sales teams constantly copy and paste data between WhatsApp, spreadsheets, payment apps, and external CRMs.

Architectural Comparison
✕ Traditional Disconnected Stack
WhatsApp Spreadsheets External CRM Payment App

Manual re-entry, lost context, and friction during checkout.

✓ Convia Connected Architecture
One Connected Commerce Layer

Unified inbox, AI copilot, inventory, orders, and payments in one system.

Platform Scope

One platform for conversations, commerce, and automation.

A quick overview of the platform we built and continue to evolve.

WhatsApp CRM

Shared inbox for sales and support teams with agent assignment, internal notes, tags, and routing.

AI Sales Copilot

Context-aware AI agents that can understand customer history, products, and real-time business data.

Conversational Commerce

Create carts, reserve inventory, collect address details, and prepare orders from customer conversations.

Commerce Engine

Products, variants, inventory, carts, orders, payments, and customer records in one system.

Workflow Automation

Visual automation builder for message triggers, customer events, stage changes, schedules, webhooks, and follow-ups.

Multi-Tenant SaaS

Independent merchant workspaces with tenant-isolated data and role-based access.

Headless Storefront

Dynamic storefronts mapped to merchant domains for customers who prefer traditional web browsing.

Developer Platform

Scoped REST APIs, webhook integrations, and event-based architecture for extending Convia.

Product Lifecycle

From conversation to confirmed order.

A continuous journey connecting customer interaction to order fulfillment.

Step 01

Inbound Message

Customer sends a WhatsApp message to the business.

Step 02

Context Load

Identifies customer, purchase history, and conversation context.

Step 03

Product Discovery

AI or human agent assists customer in finding relevant items.

Step 04

Cart Creation

Product variants and item quantities are added to draft cart.

Step 05

Stock Lock

Inventory is safely reserved via time-bound database lock.

Step 06

Order Confirmation

Customer confirms delivery address and order details.

Step 07

Payment Record

Payment details or gateway receipts are linked to order.

Step 08

Automation Trigger

Confirmation alerts and post-purchase workflows dispatch.

Inbox Engine Multi-Agent Workflow

A shared inbox built around customer context.

Equip your sales and support teams with a collaborative workspace connected to live customer profiles, purchase records, and order states.

✓ Multi-Agent Assignment ✓ Internal Team Notes ✓ Conversation Tags ✓ Contact & Order History ✓ WhatsApp Interactive Messages ✓ Human Takeover from AI
Illustrative Product UI — Anonymized Sample Data
Convia conversation detail view showing complete customer timeline, CRM profile, and order state.

Every customer conversation includes complete business context.

Orchestrated Intelligence

AI that can act on real business context.

The AI layer is designed as an orchestrated system rather than a standalone chatbot.

Contextual Memory, Tool Actions & Human Control

Rather than treating AI as an isolated conversational widget, Convia orchestrates LLMs directly with your database, customer history, and live inventory. The system executes validated CRM actions while preserving human oversight and seamless agent handoff.

● Customer Memory Recalls buyer history, preferences, and size choices.
● Conversation Context Understands multi-turn dialogue across sessions.
● Product & Stock Lookup Queries real-time catalog variants and stock.
● CRM Tools & Cart Actions Creates draft carts and updates contact fields.
● LLM Provider Abstraction OpenAI • Anthropic • Gemini • Groq • Ollama
● Token & Prompt Observability Tracks token usage, costs, and raw traces.
Human-in-the-Loop Safeguards AI actions run within defined business parameters. Complex negotiations, custom pricing, or flagged interactions automatically pause AI responses and hand off control to a human support agent.
Illustrative Product UI — Anonymized Sample Data
Convia AI sales copilot interface assisting sales representative with customer context and product recommendations.

AI Copilot • Context-aware AI assistant executing validated CRM actions.

Commerce Core

Commerce without losing the conversation.

Connecting WhatsApp interactions directly to product catalogs, carts, stock locks, and payment records.

01 • Catalog

In-Chat Variant Selection

Browse product options, sizes, and colors directly inside WhatsApp interactive list messages.

02 • Reservation

Database Stock Reservations

Checkout operations use database transactions instead of fragile client-side state mutations.

03 • Payments

Payment Link & Ledger

Collect delivery details and match gateway payment receipts directly to order records.

Illustrative Product UI — Anonymized Sample Data
Convia product catalog dashboard showing SKU items, price variants, and stock counts.

Product Catalog • Product variant management and catalog setup.

Engineering Rigor

Built to protect inventory under concurrency.

Solving inventory drift and race conditions at the database layer.

Commerce systems become unreliable when multiple customers attempt to purchase the same limited inventory at the same time. Convia solves this challenge at the database layer rather than relying on application-side logic.

PostgreSQL Atomic Concurrency Flow
Customer A Customer B
Order Transaction Request
PostgreSQL Row Lock (FOR UPDATE)
Inventory Validation
Time-Bound Reservation
Order Confirmation
● PostgreSQL Stored Procedures Encapsulated DB procedures
● ACID Transactions Atomic state changes
● FOR UPDATE Row Locking Prevents race conditions
● Time-Bound Stock Locks Auto-releasing reservations
● Signed Confirmation Tokens Single-use cryptographically signed
● Webhook Deduplication Payment gateway callback verification
Event Architecture

Reliable events after every transaction.

Eliminating silent message loss across asynchronous integrations.

Application-level event emitters can fail if a server restarts between committing data and dispatching a webhook. Convia writes commerce events into an outbox table inside the same database transaction.

Order Transaction PostgreSQL Commit outbox_events Table Worker Poller WhatsApp / Webhook / API

Transactional Outbox Pattern • Guarantees at-least-once event delivery for downstream notifications.

Automation Builder Visual Node Graph

Automate what happens after the conversation.

Design automated customer journeys using drag-and-drop workflow nodes triggered by inbound messages, deal stages, or order updates.

Supported Triggers:
Inbound Message Keyword Match Deal Stage Change Order Event
Supported Actions:
Send Message Time Delay Branch Condition Webhook Call
Illustrative Product UI — Anonymized Sample Data
Convia visual workflow builder showing automation node graph, triggers, conditions, and action nodes.

Workflow Builder • Visual automation engine for building sales and support workflows.

Tenant Security

Built as SaaS from the data layer upward.

Enforcing complete multi-tenant workspace isolation at the database tier.

Merchant Workspace A
Merchant Workspace B
Merchant Workspace C
Convia Application & Host-Header Router
PostgreSQL Row Level Security (RLS) Layer
Tenant-Isolated Database Tables (account_id Scoped)
Headless Storefront Dynamic Domains

Commerce can extend beyond WhatsApp.

Convia dynamically resolves custom merchant domains to serve a headless web browsing storefront for buyers who prefer traditional web browsing.

Host-Header Routing shop.brand.com
Account Domain Resolver Dynamic Lookup
Headless Storefront Server-Rendered Catalog
Illustrative Product UI — Anonymized Sample Data
Convia headless storefront desktop product catalog for custom merchant domain.

Headless Storefront • Desktop product catalog for custom merchant domain.

Security Specification

Security built into the platform.

Disciplined security protocols across data isolation, credential encryption, and API verification.

01 • Isolation

Tenant Isolation

PostgreSQL Row Level Security (RLS) policies and tenant-aware composite foreign keys.

02 • Encryption

Encrypted Credentials

Sensitive Meta access tokens, webhook secrets, and API keys encrypted at rest using AES-256-GCM.

03 • Verification

Verified Webhooks

Inbound Meta WhatsApp Cloud API webhooks and payment callbacks validated with HMAC signatures.

04 • Scopes

Scoped APIs

Cryptographically hashed API keys with limited permission scopes for third-party developer integrations.

Infrastructure Spec

System architecture & technology stack.

Layered architecture connecting messaging channels, web apps, AI orchestrators, database RPCs, and workers.

Application Layer

Frontend & App

Next.js 16 (App Router)
React 19, TypeScript
Tailwind CSS v4
Radix / Shadcn

Data & Storage

Database & Auth

Supabase PostgreSQL 15+
Row Level Security (RLS)
Atomic RPC Stored Procs
Outbox Events Queue

Intelligence Layer

AI Orchestrator

Vercel AI SDK Wrapper
OpenAI, Anthropic, Gemini
Groq & Local Ollama
Context Memory Engine

Messaging & Workers

Channels & Deploy

Meta WhatsApp Cloud API v20.0
@xyflow/react Workflow Builder
Hostinger Node.js / Vercel
Docker Self-Hostable

Product Evolution

Built, evolving, and actively developed.

Clear status breakdown across available modules, active development, and planned engineering initiatives.

● AVAILABLE

Core Platform Features

  • Multi-tenant workspaces
  • Shared WhatsApp inbox
  • CRM contact management
  • Commerce data model
  • AI orchestration engine
  • Visual workflow builder
  • Host-header domain routing
  • PostgreSQL RLS security
● IN DEVELOPMENT

Active Engineering Sprints

  • Dedicated outbox poller daemon
  • Razorpay webhook payment sync
  • Stripe gateway integration
  • Low inventory event alerts
● PLANNED ROADMAP

Planned Enhancements

  • Advanced broadcast campaign queues
  • Automated WhatsApp template sync
  • Multi-language AI prompt templates
Product Distinction

More than a WhatsApp inbox.

Connecting messaging directly with the underlying commerce system.

Typical Messaging Tool
Conversation → Agent → External Web Cart → Manual Data Re-Entry

Treats WhatsApp as an isolated messaging window, forcing buyers out of chat into external cart forms.

Convia Connected System
Conversation → Customer Context → AI / Agent → Commerce Engine → Inventory → Order → Payment → Automation

Unifies conversation, AI sales assistance, database inventory locks, and automated workflows into one system.

Engineering Philosophy

Building the foundation before chasing features.

We prioritize core data integrity, tenant security, and transactional reliability over superficial novelty.

✓ Data Integrity
✓ Tenant Isolation
✓ API Extensibility
✓ Reliable Transactions
✓ Observable AI
✓ Human-in-the-Loop
Active Development Partnership

Interested in Convia?

Convia is currently in active development. We are speaking with businesses that sell, support, and operate through WhatsApp.

Building something similar?