waba·index

Octadesk

Octadesk is a customer-service platform that combines a shared WhatsApp, Instagram, Messenger and web-chat inbox (Octa Conversas), a ticket helpdesk and the WOZ AI agent; current plans connect WhatsApp only through the official WhatsApp Business Platform and are priced in BRL by a monthly allowance of conversations (DAUs).

Office or company in Brazil

Scored plan: One · Checked 24 September 2026

Visit websiteView docs

Rated

51.4 of 100

Upper bound
88.9

Strengths · Weaknesses · Not a fit if…

Strengths

  • Office or team in Brazil[1][5]
  • Subscription billed in reais[2][29]
  • Subscription can be paid by Pix or boleto[29][30][31]
  • Issues a Brazilian nota fiscal[29]
  • Support in Portuguese during Brazilian business hours[5][7][60]
  • The WhatsApp Business Account stays in your name[20][22]
  • No-code flow builder[36][37]
  • Shared inbox with routing between operators[3][37][39]
  • AI agent answers customers from your own documents[2][42][44][45]
  • Payment confirmation continues the conversation flow[41]
  • Built-in CRM with a deal pipeline[48]
  • Unlimited operators on this plan[2][24][25][63]

Weaknesses

  • Pix charges are not created from the chat[40][45]
  • Minimum commitment required[2][5][28]
  • Mandatory one-time setup fee, priced on request[2][24][25][63]
  • Monthly cost cannot be worked out from public prices (Meta fees, per-message prices)[2][24][25][63]

Not a fit if…

  • You need to charge by Pix inside the WhatsApp conversation[40][45]
  • You want to be able to cancel in any month[2][5][28]

Listed by fixed rules from the data on this page: confirmed facts, prices, the monthly cost and review snapshots. Numbers in brackets point to the sources below.

Score by criterion

  • Pricing & Free Trial3.8 / 20
  • Brazilian Localization14.5 / 16
  • WhatsApp API & Automation10.8 / 15
  • Market Reputation2.5 / 12
  • AI Chatbots & Agents10.0 / 12
  • Pix & Local Payments2.0 / 10
  • Developer API & MCP2.9 / 10
  • CRM & Sales5.0 / 5

Plans and prices

PlanPriceOperators includedMeta feesPer-message markupAISetup fee
OnescoredR$2,499.00 / monthUnlimitedNot publishedNot publishedIncluded+ one-time setup fee on request
FlowR$4,399.00 / monthUnlimitedNot publishedNot publishedIncluded+ one-time setup fee on request
NexusCustom quoteUnlimitedNot publishedNot publishedIncluded+ one-time setup fee on request

Monthly cost, small-business scenario

2 operators, 1 number, 1,000 service replies and 1,000 utility templates a month. Rates in force on 24 September 2026; foreign prices converted at the Central Bank PTAX rate.

PlanR$2,499.00
Extra operatorsIncluded
Meta feesNot published
Provider's per-message pricesNot published
Core monthly costQuote needed

Pricing terms

Free access to test
Not verified
Not verified[2][1]
Meta fees shown separately from the plan
Yes
Official documentation[2][24][25]24 September 2026
Per-message markup disclosed (or none)
Yes
Official documentation[2][24][63][25]24 September 2026
Price of extra operator seats is public
Yes
Official documentation[2]24 September 2026
AI charges appear in the price list
Yes
Official documentation[2][25][26][42][47]24 September 2026
Monthly billing available
Yes
Official documentation[2][27][5]24 September 2026
No minimum commitment
No
Official documentation[2][5][28]24 September 2026
Cancellation terms are public
Yes
Official documentation[5][28][27]24 September 2026

Brazilian localization

Interface in Brazilian Portuguese
Yes
Official documentation[37][36][60]24 September 2026
Substantive documentation in PT-BR
Yes
Official documentation[60]24 September 2026
Customer support in PT-BR
Yes
Official documentation[7][5][60]24 September 2026
Support hours cover Brazilian business hours
Yes
Official documentation[7][5]24 September 2026
Office or representation in Brazil
Office or company in Brazil
Official documentation[5][1]24 September 2026
Local contact channel
Verified local messaging channel
Official documentation[7][1]24 September 2026
Subscription billed in BRL
Yes
Official documentation[2][29]24 September 2026
Subscription payable by Pix or boleto
Yes
Official documentation[30][29][31]24 September 2026
Brazilian invoice (nota fiscal) issued
Yes
Official documentation[29]24 September 2026
Onboarding in PT-BR
Yes
Official documentation[2][60]24 September 2026
LGPD documentation (privacy policy, DPA)
Yes
Official documentation[6]24 September 2026
Subprocessors and data location disclosed
No
Official documentation[6][3]24 September 2026

WhatsApp API and automation

Official WhatsApp Business Platform path
Meta Cloud API (own integration)
Official documentation[2][3][18][19][21][65]24 September 2026
Automation of inbound messages
Yes
Official documentation[2][36][37][42]24 September 2026
Embedded Signup onboarding
Yes
Official documentation[20][22]24 September 2026
WABA owned by the customer
Yes
Official documentation[20][22]24 September 2026
Template create/edit/submit by API
Dashboard only
Official documentation[32][10][13]24 September 2026
Template status by API or webhook
Provider API or webhook
Official documentation[13][10]24 September 2026
Rejection reason returned
Not verified
Not verified[13][33][32]
No-code flow builder
Yes
Official documentation[37][36]24 September 2026
Triggers and scenarios
Yes
Official documentation[3][42][37]24 September 2026
Inbound auto-replies
Yes
Official documentation[36][38]24 September 2026
Shared team inbox
Yes
Official documentation[3][39]24 September 2026
Operator routing
Yes
Official documentation[39][37]24 September 2026
Handoff from bot to a person
Yes
Official documentation[37][42][3]24 September 2026
Message status webhooks
Not verified
Not verified[14][58][10]
Delivery error details
Yes
Official documentation[14][15][34]24 September 2026
Rate limits and retries documented
Yes
Official documentation[35][34]24 September 2026

AI chatbots and agents

AI in conversations
AI agent that takes actions
Official documentation[42][45][2]24 September 2026
AI answers in PT-BR
Yes
Official documentation[43]24 September 2026
Knowledge base from documents (RAG)
Yes
Official documentation[44]24 September 2026
Knowledge sources update (sync)
Yes
Official documentation[44][16]24 September 2026
Agent actions (CRM, order, payment status)
Custom tools / API calls
Official documentation[45][42]24 September 2026
AI hands over to a person
Yes
Official documentation[42]24 September 2026
AI guardrails and logs
Yes
Official documentation[42][46]24 September 2026
AI scenario editable by a person
Yes
Official documentation[42][37]24 September 2026
AI limits per plan documented
Not verified
Not verified[2][25][26]
AI model and settings disclosed
No
Official documentation[6][42]24 September 2026

Pix and payments

Where the buyer pays
Not verified
Not verified[59][9]
Payment link generation by API
Manual setup through an external API
Official documentation[40][45]24 September 2026
Dynamic Pix (QR / Copia e Cola) by API
Manual setup through an external API
Official documentation[40][45]24 September 2026
Payment data in the WhatsApp message
Inserted as a manual variable
Official documentation[40][41]24 September 2026
Payment confirmation webhook
Confirmation starts the next step
Official documentation[41]24 September 2026
Pix through a Brazilian PSP
Not verified
Not verified[9][60]
Boleto
Not verified
Not verified[9][40]
Cards
Not verified
Not verified[9][60]
Payment linked to order, contact and CRM
Not verified
Not verified[59]
Webhook signature and idempotency documented
Not verified
Not verified[41][10]
Payment flow without code
Not verified
Not verified[40][41][59]

Developer API and MCP

API coverage level
Customer management
Official documentation[10][17]24 September 2026
Versioning and error codes documented
No
Official documentation[12][10]24 September 2026
API rate limits documented
Not verified
Not verified[10][2]
Provider's official MCP server
Not verified
Not verified[10][6][50]
OpenAPI / JSON Schema published
Yes
Official documentation[13][15]24 September 2026
Official agent skills
Not verified
Not verified[10]
Docs for AI tools (llms.txt or similar)
Yes
Official documentation[10]24 September 2026
API authentication
API key / Bearer token
Official documentation[11][55][57]24 September 2026
Official SDKs
Not verified
Not verified[10][57]

CRM and sales

Built-in CRM
Contacts, deals and pipeline
Official documentation[48]24 September 2026
Tasks, permissions and ownership
Yes
Official documentation[61][51][2]24 September 2026
Segments and CRM automation
Yes
Official documentation[3][2]24 September 2026
Contact import and export
Yes
Official documentation[52][53]24 September 2026
Integrations with external CRMs
Yes
Official documentation[9][54]24 September 2026

Reviews

Brazilian users

No review data captured yet.

Global

  • capterra4.0 / 5 · 6 reviews24 September 2026

Sources

  1. Octadesk homepage (footer CNPJ, WhatsApp link) · 24 September 2026
  2. Preços Octadesk — One, Flow, Nexus and FAQ · 24 September 2026
  3. Octa Conversas — Plataforma Omnichannel · 24 September 2026
  4. Agente de IA da Octadesk (WOZ) · 24 September 2026
  5. Termos de Uso Octadesk (V01.2026, atualizado em 06/07/2026) · 24 September 2026
  6. LWSA Aviso de Privacidade (atualizada em agosto de 2026) · 24 September 2026
  7. Octadesk — Contato · 24 September 2026
  8. Meta Business Partner Directory (not readable: login wall / HTTP 400) · 24 September 2026
  9. Octadesk — Integrações · 24 September 2026
  10. Octadesk API documentation index (llms.txt) · 24 September 2026
  11. API — Authentication · 24 September 2026
  12. API — Errors (placeholder page) · 24 September 2026
  13. API — GET /chat/templates-message · 24 September 2026
  14. API — GET /chat/{id}/messages · 24 September 2026
  15. API — POST /chat/send-template · 24 September 2026
  16. API — POST /woz/documents/content · 24 September 2026
  17. API — Contacts · 24 September 2026
  18. Help: WhatsApp Web — Boas práticas de uso (planos antigos) · 24 September 2026
  19. Help: Como conecto um número no meu Octadesk? · 24 September 2026
  20. Help: Cadastro e Ativação do WhatsApp Oficial · 24 September 2026
  21. Help: Migração de número no WhatsApp Oficial (360dialog → BSP Octadesk) · 24 September 2026
  22. Help: Downgrade do número de WhatsApp Oficial · 24 September 2026
  23. Help: FAQ Precificação WhatsApp Business API (Meta vs. Octadesk) · 24 September 2026
  24. Help: Como funciona a precificação do WhatsApp Oficial? · 24 September 2026
  25. Help: Comercialização e consumo de créditos · 24 September 2026
  26. Help: Cobrança de créditos no WOZ · 24 September 2026
  27. Help: Política de faturamento — Planos Novos · 24 September 2026
  28. Help: Como cancelar meu Octadesk? · 24 September 2026
  29. Help: Guia sobre a Gestão Financeira · 24 September 2026
  30. Help: Como baixo meu boleto? · 24 September 2026
  31. Help: Pix para créditos avulsos · 24 September 2026
  32. Help: Como crio e configuro Modelos de Mensagem · 24 September 2026
  33. Help: Boas práticas na criação de modelos de mensagem · 24 September 2026
  34. Help: Principais erros da Meta · 24 September 2026
  35. Help: Qualidade do número de WhatsApp Oficial · 24 September 2026
  36. Help: Como crio um Bot na Octadesk? · 24 September 2026
  37. Help: Construtor de Bots · 24 September 2026
  38. Help: Mensagens de ausência · 24 September 2026
  39. Help: Roleta de chat · 24 September 2026
  40. Help: Superintegração do Bot · 24 September 2026
  41. Help: Aguardar Evento Externo nos bots · 24 September 2026
  42. Help: Como configurar o WOZ Agente? (atualizado 18/09/2026) · 24 September 2026
  43. Help: O WOZ atende em outros idiomas? · 24 September 2026
  44. Help: Conteúdos do WOZ · 24 September 2026
  45. Help: Tarefas automatizadas · 24 September 2026
  46. Help: Oportunidades de conteúdo no WOZ · 24 September 2026
  47. Help: Como contrato o WOZ? · 24 September 2026
  48. Help: Quadro de Conversas · 24 September 2026
  49. Octa Novidades: Quadro de Conversas (22 May 2026) · 24 September 2026
  50. Octa Novidades: WOZ 4 (03 August 2026) · 24 September 2026
  51. Help: Responsável pelo contato · 24 September 2026
  52. Help: Importação de dados · 24 September 2026
  53. Help: Perfil de contatos (exportar contatos) · 24 September 2026
  54. Help: Integração RD Station CRM · 24 September 2026
  55. Help: API de conversas · 24 September 2026
  56. Help: Notificações de WhatsApp via API e apiKey · 24 September 2026
  57. Help: Como trabalhar com a API da Octadesk? · 24 September 2026
  58. Help: Webhooks (Tickets) · 24 September 2026
  59. Help: Chat-Commerce · 24 September 2026
  60. Octadesk help center (Base de conhecimento) · 24 September 2026
  61. Help: Perfis de Acesso · 24 September 2026
  62. Help: Nova cobrança de mensagens da Meta a partir de outubro de 2026 · 24 September 2026
  63. Help: Como funciona o WhatsApp Oficial? — Critérios importantes · 24 September 2026
  64. Help: Gerenciamento de chaves de API (tokens externos) · 24 September 2026
  65. Help: WhatsApp usernames e BSUID (mensagens via Cloud API) · 24 September 2026