Reply fast, follow every order and quote
AI handles the routine, your team closes the sale
Zalo OA, Messenger, WhatsApp and website messages land in one inbox. AI answers from the price lists and documents you upload, qualifies new leads, and drafts orders or quotes. Staff open their screen to today’s task list, and managers get a morning briefing on deals that need attention and expected revenue.
3 product lines: RetailFlow, BizFlow, ServiceFlow. Paid plans from 1,490,000₫/month
Zalo OA, Messenger, Instagram, WhatsApp, website. Staff step in whenever needed
Customer and company profiles, deal pipeline, online quotes customers can accept and sign
Virtual livestream host, Facebook ad leads, in-store camera AI counting visitors
AI qualifies new leads, reads orders and RFQs, summarises meetings; key actions wait for approval
Select a module to inspect the live workspace interface
Omnichannel Inbox & Today Workspace
24/7 AI + StaffAI replies from your knowledge base · Automatic task and quote suggestions
Zalo OA & Messenger conversation stream
Minh · An Phat Packaging Co.
Could you quote 2,000 5-ply BC carton boxes (60x40x40cm) for delivery next Friday?
Based on our 2026 wholesale price list, 2,000 5-ply boxes (60x40x40cm) are 18,500₫/unit. I am notifying a specialist to send your formal PDF quote right away.
Waiting for handoff
0 waiting · 94% resolved by AI
Applied AI suggestions
+28 tasks & quotes this week
AI Conversation Suggestions (Sales Assist)
Backed by message quotes- Ready to review
Draft quote: 2,000 5-ply BC carton boxes
New opportunity · Estimated value 37,000,000₫
- Due today
Follow-up call to confirm print die before 15:00
Task assigned to: Minh Anh (Sales)
- Verified
Knowledge Base match: Carton_Price_List_2026.pdf
98% document match · Responded in 1.2s
Each business model gets its own menu and tools
A retail shop does not need a factory’s screens. When you create a workspace, pick your product line and Aegis Flow arranges the menu around how your team sells.
Retail and online shops
Fashion, cosmetics, electronics, home goods, accessories, food
For shops that need to reply fast, check exact styles, colours and sizes in stock, and place orders right inside the chat.
- AI advises from your product table and creates orders with shipping fees in chat
- AI follows up with shoppers who asked but have not bought, then assigns a staff call if they stay quiet
- VIP and lapsed-buyer groups that automatically send offers when customers enter a group
- Livestream with a virtual host, plus a sales funnel from chat to order for each channel
- In-store camera AI counting visitors and comparing footfall against orders sold
Manufacturing, distribution and wholesale (B2B)
Packaging factories, mechanical workshops, building materials, furniture, wholesale
For sales teams running multi-round quotes: receive requests from chat or files, meet buyers, track every deal and client company, and see this month’s expected revenue ahead of time.
- AI reads RFQ files and purchase orders, extracting each line item
- AI qualifies new leads: scores with reasons, assigns the right owner and suggests the next task
- Company profiles; AI prepares pre-meeting briefs and summarises notes after the meeting
- Quotes built from pricing rules, online quote acceptance and contract signing; discounts above your limit wait for manager approval
- Sales forecasting, a morning briefing for managers and alerts on stalled deals
Spas, clinics and service businesses
Beauty clinics, dental practices, medical clinics, training centres, restaurants
For service businesses that advise from approved price lists, book appointments and remind clients to return.
- AI advises on services and prices from the documents you approve
- Books appointments in chat and reminds clients before their visit
- Customer profiles storing consultation history, appointments and past services
- Post-service check-ins and return reminders by customer group
AI model clips for fashion shops
From a shop's product photos, the Aegis team produces clips of an AI model wearing the actual pieces, for Live AI streams, Reels and ads.
- Played in Live AI streams when each piece is introduced
- Posted to Reels and TikTok, and used in Facebook ads
- No model or studio booking for every new piece
Sample video: the model, the outfit and the setting are all AI-generated.
A customer messaged to buy, but what happens next?
Messages sit in Zalo, quotes live in Excel files and call-back reminders are on paper notes. Reply late once or forget a follow-up call and the buyer moves on.
Customer history is scattered
A buyer messages on Zalo, then Facebook, then calls. The next shift does not know what was advised, what price was quoted or what they bought before.
Quotes go out and get forgotten
Nobody reminds sales to call after sending a quote. Managers cannot see how many deals are stuck or which new leads nobody has contacted yet.
Retyping all day
Staff open every order file to retype lines by hand, answer the same price questions all day and rewrite posts for each channel.
What your team uses every day
Every module shares one customer list and one knowledge base, so information flows from the first message to the completed order.
Today page
Open it to see due tasks, customers waiting for staff, ad alerts and AI suggestions pulled from chat alongside the original message.
Omnichannel inbox
Zalo OA, Messenger, Instagram, WhatsApp and website chat on one screen. AI replies after hours and staff can take over at any time.
AI assistant and knowledge base
AI learns from your PDFs, Word files and product tables. Includes rules that block out-of-scope answers and a test question set to grade AI before launch.
AI lead intake
For new leads from chat, forms or ads, AI fills in missing details, asks about needs, scores them with reasons and assigns the right owner with the next task.
Customer and company profiles
One profile per customer: chat history by day, orders, quotes, appointments, sent messages and groups. B2B contacts roll up under their company with revenue per company.
Sales opportunities and tasks
Drag-and-drop board by stage with required fields on stage moves and call-back reminders. AI points out at-risk deals, missing decision-makers and the next step.
Customer meetings
Syncs with Google Calendar and Outlook. Before a meeting, AI prepares a brief on the customer and deal. After, AI summarises notes, creates follow-up tasks and updates the deal.
Quotes, contracts and orders
Quotes follow pricing rules, specs and minimum order quantities, sent as PDF or link. Customers click accept and sign the contract online, turning the quote into an order. Shops place orders in chat with area shipping fees.
Document extraction
AI reads purchase orders, invoices and RFQ files customers send in chat. Staff check them side by side with the original file and turn them into quotes without retyping.
Manager briefings and reports
Each morning, managers get a briefing on 10 deals needing attention, forecast risks and inactive reps. Reports cover sales forecast, funnel, win rate, monthly cohort retention and customer lifetime value.
Livestream with virtual host
Stream product clips with AI voice. When a viewer comments an item code, the screen switches to that product and Messenger sends a checkout message, with stats per session.
In-store camera AI
Counts passers-by and store entries, dwell time per zone and staff approaches. Compares store visits against orders and alerts when traffic is high but sales are low.
Ads, leads and campaigns
View Facebook campaigns, collect form leads into a deduplicated review inbox, get alerts on unusual spend and require approval for budget changes. B2B teams run campaigns for target company lists.
Social posts and media library
AI drafts posts, stores product photos and videos, routes posts for approval and schedules publishing to Facebook, Instagram and Zalo OA.
Automated care and group broadcasts
Post-purchase check-ins, reorder reminders, return invites and B2B templates for unanswered quotes or stalled deals. AI follows up with shoppers who asked but have not bought.
Automated workflows and approvals
Workflows run on business events like new leads, accepted quotes or confirmed orders to create tasks, update records and send messages. Key steps wait for approval; AI asks permission before emailing or calling external systems.
As the customer moves forward, their data moves with them
Each step has a module handling it. Context stays attached to the customer so staff never retype it.
1. Customer messages or submits an ad form
Workspace module: Conversations, Customers
- Incoming data
- Zalo or Messenger chat, live comment, ad form
- AI & System assistance
- AI answers from documents, merges duplicate phone numbers, scores the lead and assigns the right owner
2. Customer sends an order file or quote request
Workspace module: Document Extraction
- Incoming data
- PDF file, order photo, specification table
- AI & System assistance
- AI reads the file and extracts each line item for staff to check against the original
3. Meet the customer, advise, send a quote or place an order
Workspace module: Meetings, Opportunities, Quotes, Orders
- Incoming data
- Meeting time, meeting notes, quantities, specs, delivery address
- AI & System assistance
- AI prepares pre-meeting briefs and summarises notes after; builds quotes from pricing rules or creates orders with shipping fees
4. Wait for customer reply, request discount approval
Workspace module: Today, Approvals
- Incoming data
- Customer opens link, accepts or declines, signs contract, asks for a discount
- AI & System assistance
- Alerts when the link is opened or accepted; customer signs the contract online; discounts above the limit wait for manager approval; slow first responses are flagged
5. Post-sale care, repeat purchases
Workspace module: Automated Care, Group Broadcasts
- Incoming data
- Delivered orders, purchase history
- AI & System assistance
- Automatically sends check-in messages, reorder reminders and offers by customer group
Bring the system into daily work without disrupting your team
Turn on Conversations and Customers on day one, then add Quotes, Document Extraction, Live AI or Automated Workflows whenever you are ready.
Pick your edition & connect channels
Choose RetailFlow, BizFlow or ServiceFlow. Connect Zalo OA, Facebook Messenger, Website chat and ad accounts.
Upload products, price lists & docs
Import customers, product tables and reference documents into the Knowledge Base. Set up extraction templates if you read order files.
Set team permissions & pipeline stages
Invite staff to the workspace, set your opportunity stages, define when chat hands off from AI to a person and choose which actions need approval.
Test, run & turn on automation
Test AI replies, work from the Today page, then gradually turn on automated care, scheduled posts or livestreaming.
Wherever customers message, you reply from the same inbox
Every message lands in one place, keeps its source channel and links to the customer profile. AI answers repetitive questions and hands tough ones to your staff.
Zalo OA
Chat & Broadcasts
Messenger
Pages & Comments
Website Chat
1-line embed widget
Global & B2B buyers
AEGIS FLOW CORE
360° CRM · Knowledge Base · Workflows
Live AI 24/7
Stream & Auto-order
Facebook Ads
Lead Inbox & Budget
Document AI
PDF / RFQ Extraction
Webhook & API
Two-way ERP sync
Zalo Official Account
Receive and reply to Zalo OA messages, automatically link them to customer profiles and send care messages by group.
Facebook Messenger and Instagram
Page and Instagram messages, livestream comments and leads from Facebook ad forms all arrive in one place.
Website chat widget
Embed on your website with one code snippet. Match your brand colours and greeting, and ask for a phone number when visitors want advice.
WhatsApp Business
Talk with overseas buyers, distributors and partners through WhatsApp Business.
Connect two-way with external systems via Webhooks, REST API and Email. Our team assists with scoping ERP, accounting or inventory integrations.
Built around how businesses in Vietnam actually sell
Each sector advises and closes differently. Aegis Flow pairs structured product data with follow-up workflows that fit your line of work.
Retail, Fashion & Cosmetics
AI checks product tables for exact styles, colours and sizes in stock; streams 24/7 with a virtual host on Facebook; creates orders with shipping fees from chat.
Manufacturing & B2B Wholesale
Receive RFQ files over Zalo or email, extract specs and quantities with AI, build quotes from pricing rules, track online acceptance and forecast revenue.
Spas, Aesthetics & Clinics
Advise on treatments and prices from approved documents, book appointments for technicians or doctors and automatically send return reminders.
Restaurants, Hotels & Hospitality
Answer menu, room availability and deposit questions 24/7; hand group bookings to staff and save guest preferences.
Education & Training Centres
Collect student leads from ads, assign advisers by course, remind students of placement tests and send class schedules by group.
Real Estate, Interiors & Construction
Group buyers by budget and area, track floorplan and quotation milestones and remind staff of site visits.
Test the Aegis Flow assistant right here
This assistant answers directly from a sample knowledge base. Ask how customer management, document extraction, B2B quotes, Live AI or multi-channel messaging work.
AI answers from configured documents. Staff can step in and take over any chat at any time. Request a trial
Staff know what to do first, owners know what this month will bring
Staff get an ordered task list. Owners get a morning briefing, see expected revenue, compare channel performance and check how many AI replies have been used.
Due tasks, customers waiting in chat, new quote requests and AI suggestions, ordered by priority
Expected revenue weighted by stage probability, morning briefings on deals needing attention and on-time lead response rate
AI replies used in your plan and the activity log across the whole team
Every AI reply, stage change and approval decision is recorded so you can review it whenever needed.
Three tiers per product line, billed monthly
Pick the product line that matches how you sell. Each tier has a one-time implementation fee (data import, channel connection, team onboarding) and a monthly subscription.
RetailFlow Start
Online shops and small stores with one person on chat
Implementation: 990,000₫
- AI advises the right style, colour and size from your product table, on 1 channel
- Orders placed in chat, shipping fee calculated by area
- Customer profiles, tasks and the Today page
- Automated care from templates after order and delivery
- 1 AI assistant · 10 members · 2,000 AI replies per month
RetailFlow Growth
Shops running ads and livestreams with a closing team
Implementation: 3,000,000₫
- Everything in Start, plus Zalo OA, Messenger, Instagram, WhatsApp and website
- Livestream with virtual host: reads prices, switches items on comments, closes in DMs, session stats
- AI follows up with shoppers who asked but have not bought; VIP and lapsed-buyer groups, reorder reminders
- Facebook ads, content calendar and group broadcasts
- Event-triggered workflows, approvals and AI document extraction
- Sales funnel by channel, revenue by source and ROAS, monthly cohort retention
- Two-way product and order sync with KiotViet
- 3 AI assistants · 50 members · 6,000 AI replies per month
RetailFlow Vision
Store chains measuring visitors at the point of sale
Implementation: Quoted per project
- Everything in Growth, unlimited AI assistants and members
- 12,000 AI replies per month, more on request
- In-store camera AI: counts passers-by and store entries, zone dwell time and staff approaches
- Compares store visits against orders, alerts when traffic is high but sales are low, customer lifetime value
- Custom branding and domain
- ERP, accounting and inventory connections over API
- Dedicated specialist and support response SLA
Excludes channel messaging fees (Zalo OA, WhatsApp), camera hardware and custom connectors. More AI replies: 1,000 for 390,000₫. Prepay 6 months for 5% off, 12 months for 10% off.
Test with your real data and team workflow before scaling
No need to replace everything overnight. Start with the step costing your team the most time and turn on more modules once staff are comfortable.
Start with your business edition
Select RetailFlow (retail), BizFlow (manufacturing, B2B) or ServiceFlow (services) for a clean workspace tailored to your terminology.
Upload documents and test first
Load price lists and policies into the knowledge base, then run sample test questions to check AI answers before opening it to customers.
Clear AI-to-human handoff
AI suggests tasks and answers routine questions while staff control handoffs, pipeline stages and final orders.
The Aegis team sets it up with you
We help organise documents, connect channels, set up document extraction templates and guide your staff.
AI moves fast, people decide
Role-based permissions, two-factor sign-in, encrypted connection keys and human approval for important actions.
Permissions by role and scope
Owners, Admins and Members have distinct permissions down to each action. Members only see the customers and chats assigned to them and cannot change settings, rules or budgets.
Approve before acting
Ad budget changes, social posts, discounts above your limit and key workflow steps wait for approval. You choose which actions AI can run on its own and which require permission.
Secure sign-in, isolated data
Two-factor authentication (2FA) and single sign-on (SSO) for businesses. Each company’s data lives in its own workspace, with connection keys encrypted at rest and backed up nightly.
Activity log
Changes to customers, quotes, orders, campaigns and every AI run record who did it and when. Owners and admins can view and export the log.
Answers before you get started
What modules are included in Aegis Flow?
Today page, omnichannel inbox, AI assistant and knowledge base, AI lead intake, customer and company profiles, sales opportunities, customer meetings, quotes, contracts and orders, document extraction, manager briefings and reports, livestream with virtual host, in-store camera AI, ads and campaigns, social posts and media library, automated care, and automated workflows and approvals. Each product line shows the parts that fit how you sell.
How do RetailFlow, BizFlow and ServiceFlow differ?
Same platform, different menus and tools. RetailFlow focuses on orders, stock, livestreaming, customer groups and in-store camera AI. BizFlow focuses on quote requests, document extraction, AI lead intake, client companies, customer meetings, quotes, contracts and sales forecasting. ServiceFlow focuses on service advice, appointments and post-service care.
How do conversation suggestions work?
As customers chat, the system spots promised call-backs, quote requests or questions missing from your knowledge base. Suggestions appear on the Today page with the original chat message so you can create a task or quote in one click.
How does AI document extraction help?
Customers send PDF files, purchase order photos or RFQ sheets in chat, or staff upload them. AI extracts item names, specs and quantities using your template. Staff review them side by side with the original file and turn them into an opportunity and quote without retyping.
What does AI lead intake do?
When a new lead arrives from chat, a form or an ad, AI fills in missing details, asks about their needs and scores them with reasons. The lead is assigned to the right owner along with the next suggested task.
How does livestreaming with a virtual host work? Does someone need to sit on camera?
No. You upload product clips, write the script, and pick an AI voice and virtual host. The system streams the live video, shows prices and sizes on screen, switches to whichever product code a viewer comments and sends a Messenger message to close the order.
What does in-store camera AI do?
Included in RetailFlow Vision. Cameras count passers-by and store entries, measure how long shoppers stop in each zone and log staff approaches. The system compares visits against orders and alerts you when footfall is high but sales are low. Camera hardware and installation are quoted separately.
How do I stop AI from quoting wrong prices or making up policies?
AI only answers from the knowledge base and product tables you upload, with rules blocking out-of-scope replies. Before opening it to customers, you run a sample question set to check its answers. Anything outside your documents is handed to staff.
Who decides on stage moves, quotes and ad approvals?
People do. Staff move deal stages and send quotes. Ad budget changes, social posts, discounts above your limit and approval steps in workflows wait for an owner or admin to approve. For AI actions like sending emails or calling external systems, you choose per action: run automatically, ask for approval, or suggest only.
How do we manage repeat buyers or clients with multiple projects?
Each customer has one profile. Every purchase or project is an opportunity or order linked to that profile. For B2B clients, multiple contacts roll up under one company so you see total revenue per company.
How does AI help with customer meetings?
Meetings sync with Google Calendar and Outlook. Before the meeting, AI prepares a brief on who the customer is, what was quoted and where the deal stands. Afterwards, paste your notes or transcript and AI summarises it, pulls out action items and updates the deal.
How is the sales forecast calculated?
Each pipeline stage has a win probability that rises closer to closing and can be adjusted in pipeline settings. The forecast multiplies each deal’s quote value (or budget if not quoted yet) by its probability, totalled by expected close month and owner. Reps can set a custom probability on a deal when they know more.
What briefing do managers get each day?
Each morning, managers receive a briefing on the 10 deals that need attention most, deals at risk of missing the forecast and reps with no recent activity. On Monday mornings it also sums up the past seven days.
Can customers accept quotes and sign contracts online?
Yes. Customers open the quote link, click Accept and enter their name, or click Decline and pick a reason. After accepting, they digitally sign the contract online. The assigned rep immediately gets a task to fulfil the order or send a revised offer.
Can we tell when staff are slow to contact a new lead?
Yes. Set a response deadline, such as 60 working minutes. Any new lead from chat, forms or ads not messaged, called or quoted within the deadline is flagged, the manager you choose gets a follow-up task and reports show each rep’s on-time contact rate.
Can it connect to our ERP, accounting or inventory software?
Yes. Aegis Flow provides webhooks, a REST API, API keys and HTTP workflow steps to sync customers, orders and quotes with software that has an API. For KiotViet, products sync into data tables and quotes push over as orders in KiotViet. Custom connectors are scoped on survey.
How long does it take to get started?
Creating a workspace and connecting your Facebook Page and Zalo OA takes about 30 to 60 minutes. Uploading price lists, documents and training staff depends on how much data you have; the Aegis Flow team does this part with you.
Want to try it on your own customers and price list?
Leave your details and the Aegis Flow team will set up a trial account on RetailFlow, BizFlow or ServiceFlow for your business.