GitHub - Sapheron/AgenticCRM: Open-source, self-hosted AI CRM with WhatsApp integration, automation, inbox, leads, deals, and multi-agent workflows.

Self-hosted AI CRM that runs on WhatsApp.
_{Connect your number. Configure an AI. Your agent handles the rest.}

Website · Install · AI Providers · WhatsApp · Dashboard · AI Tools

AgenticCRM is a full-stack, self-hosted CRM built around WhatsApp. Your AI agent handles customer conversations, creates leads, manages deals, sends payment links, and controls the entire CRM — from WhatsApp or the dashboard. One curl to install. MIT licensed.

_{A Sapheron Project · TechnoTaLim Platform and Services LLP}

⚠️ A friendly note. AgenticCRM is early-stage software under active development. You will find bugs. As a rule, we treat them as undocumented features — if one particularly annoys you, open an issue and we'll graduate it from "feature" to "fixed." 🐛 → ✨

A peek inside


_{Analytics — one board. Every number that matters.}	_{AI Assistant — run the CRM from a chat thread. Tool calls rendered inline.}

Highlights

WhatsApp AI agent — 8 registered tools, 5-iteration tool chains, circuit breaker with auto-escalation, fallback providers
Staff AI control — message your own WhatsApp number to run the entire CRM via natural language
Full CRM pipeline — Contacts → Leads → Deals → Quotes → Invoices → Payments
Engagement suite — Broadcasts, Campaigns, Sequences, Templates, Forms
Support tools — Tickets with SLA tracking, Knowledge Base, Documents with e-signatures
No-code automation — Workflows with triggers and actions, recurring tasks, form auto-actions
Analytics — Revenue trends, conversion funnels, agent performance, custom reports (table, chart, funnel, metric, cohort)
15 AI providers — Gemini, OpenAI, Anthropic, Groq, DeepSeek, xAI, Mistral, Together, Moonshot, GLM, Qwen, StepFun, Ollama, OpenRouter, Custom
5 payment gateways — Razorpay, Stripe, Cashfree, PhonePe, Payu
24/7 WhatsApp — keepalive ping, auto-reconnect, stale watchdog, session persistence in PostgreSQL
11 Docker services — one-command deploy with nightly backups and Prometheus + Grafana monitoring
In-app updates — semver-based checking, one-click update from Settings

Tech Stack

API            NestJS 11 · TypeScript 6        Dashboard      Next.js 16 · React 19 · Tailwind 3
WhatsApp       Baileys 6 (multi-session)        Job Queue      BullMQ 5 · Redis 7
Database       PostgreSQL 16 + pgvector         ORM            Prisma 7
Pool           PgBouncer (transaction mode)     Media          MinIO (S3-compatible)
AI SDKs        OpenAI 6 · Anthropic 0.86 · Gemini 0.24       Circuit Breaker   Opossum 9
Realtime       Socket.io 4                      Monitoring     Prometheus · Grafana
Validation     Zod 4                            Monorepo       Turborepo · pnpm 10
Deploy         Docker Compose (11 services)     Backup         Nightly PostgreSQL dump

AI Providers

Configure from Settings → AI. Supports fallback chains (up to 5) — if the primary fails, retries with the next provider automatically. Each provider has native SDK integration or OpenAI-compatible routing.

Provider	Integration	Models
Google Gemini	Native SDK	`gemini-2.5-pro`, `gemini-2.5-flash`, `gemini-2.5-flash-lite`, `gemini-3.1-pro-preview`, `gemini-3.1-flash-preview`, `gemini-3.1-flash-lite-preview`, `gemini-3-pro-preview`, `gemini-3-flash-preview`
OpenAI	Native SDK	`gpt-4.1`, `gpt-4.1-mini`, `gpt-4.1-nano`, `gpt-4o`, `gpt-4o-mini`, `o4-mini`, `o3`, `gpt-5.4`, `gpt-5.4-mini`, `gpt-5.4-nano`, `gpt-5.4-pro`
Anthropic	Native SDK	`claude-opus-4-6`, `claude-sonnet-4-6`, `claude-sonnet-4-5`, `claude-haiku-4-5-20251001`
Groq	OpenAI-compat	`llama-3.3-70b-versatile`, `deepseek-r1-distill-llama-70b`, `qwen-qwq-32b`, `llama-3.1-8b-instant`, `mixtral-8x7b-32768`, `gemma2-9b-it`
DeepSeek	OpenAI-compat	`deepseek-chat`, `deepseek-reasoner`
xAI (Grok)	OpenAI-compat	`grok-4`, `grok-4-fast`, `grok-4-1-fast`, `grok-3`, `grok-3-mini`, `grok-3-fast`
Mistral	OpenAI-compat	`mistral-large-latest`, `mistral-medium-latest`, `mistral-small-latest`, `codestral-latest`
Together AI	OpenAI-compat	`Llama-3.3-70B-Instruct-Turbo`, `Llama-4-Scout-17B`, `Llama-4-Maverick-17B`, `DeepSeek-V3.1`, `DeepSeek-R1`, `Kimi-K2.5`
Moonshot (Kimi)	OpenAI-compat	`kimi-k2.5`, `kimi-k2-thinking`, `kimi-k2-thinking-turbo`, `kimi-k2-turbo`
GLM (ZhipuAI)	OpenAI-compat	`glm-5.1`, `glm-5`, `glm-5-turbo`, `glm-4.7`, `glm-4.7-flash`, `glm-4.6`, `glm-4.5`, `glm-4.5-flash`
Qwen (Alibaba)	OpenAI-compat	`qwen-max`, `qwen-plus`, `qwen3.5`, `qwen-2.5-vl-72b-instruct`
StepFun	OpenAI-compat	`step-2-16k`, `step-1-200k`, `step-1-32k`
Ollama	Local	Any self-hosted model — no API key needed. Default: `llama3.3`, `mistral`, `phi4`, `gemma3`, `deepseek-r1`, `qwen2.5`
OpenRouter	OpenAI-compat	`auto`, `openrouter/hunter-alpha`, `google/gemini-3.1-pro`, `openai/gpt-5.4`, `anthropic/claude-sonnet-4-6`, `deepseek/deepseek-r1`, + any model
Custom	OpenAI-compat	Any endpoint that speaks the OpenAI chat completions format

Installation

Works on Linux, macOS, and Windows. One command installs everything.

Linux / macOS

curl -fsSL https://agenticcrm.sapheron.com/install.sh | bash

Windows (PowerShell)

irm https://agenticcrm.sapheron.com/install.ps1 | iex

What the installer does

Detects OS, installs Docker if missing
Clones repository to /opt/agenticcrm (Linux/macOS) or C:\agenticcrm (Windows)
Asks for company name, admin email, admin password
Auto-generates all secrets (JWT, encryption key, MinIO credentials, database password)
Builds all Docker images
Starts infrastructure (PostgreSQL, Redis, MinIO, PgBouncer)
Runs Prisma migrations, seeds admin user
Starts all 11 services, verifies API health
Auto-patches nginx timeouts if detected
Prints reverse proxy setup instructions

After install: http://localhost:3001 → set up reverse proxy for HTTPS (instructions printed by installer).

Updating: Settings → System → Update Now or re-run the install command.

Services

┌─────────────────────────────────────────────────────────────────┐
│                       Docker Compose                            │
│                                                                 │
│  ┌──────────┐  ┌───────────┐  ┌───────────┐  ┌──────────┐     │
│  │   API    │  │ Dashboard │  │ WhatsApp  │  │  Worker  │     │
│  │  :3000   │  │   :3001   │  │  Baileys  │  │  BullMQ  │     │
│  └────┬─────┘  └─────┬─────┘  └─────┬─────┘  └────┬─────┘     │
│       │              │               │              │           │
│  ┌────┴──────────────┴───────────────┴──────────────┴─────┐    │
│  │                Redis 7 · PgBouncer                      │    │
│  └─────────────────────────┬──────────────────────────────┘    │
│                            │                                    │
│  ┌─────────────────────────┴──────────────────────────────┐    │
│  │            PostgreSQL 16 + pgvector                     │    │
│  └────────────────────────────────────────────────────────┘    │
│                                                                 │
│  ┌──────────┐  ┌───────────┐  ┌────────────┐  ┌──────────┐    │
│  │  MinIO   │  │  Grafana  │  │ Prometheus │  │  Backup  │    │
│  │ :9000/01 │  │   :3002   │  │   :9090    │  │  Nightly │    │
│  └──────────┘  └───────────┘  └────────────┘  └──────────┘    │
└─────────────────────────────────────────────────────────────────┘

Service	Port	Purpose
API	3000	NestJS REST API + WebSocket gateway (Socket.io)
Dashboard	3001	Next.js 16 frontend with React 19
WhatsApp	—	Baileys multi-session handler, QR streaming via Redis
Worker	—	BullMQ job processor, AI agent loop, circuit breaker
PostgreSQL	5432 (internal)	Primary database with pgvector extension
PgBouncer	5432	Connection pooling (transaction mode)
Redis	6379 (internal)	Job queue, QR pub/sub, caching (256MB, AOF)
MinIO	9000 / 9001	S3-compatible media storage (API / console)
Prometheus	9090	Metrics collection
Grafana	3002	Monitoring dashboards
Backup	—	Nightly PostgreSQL dump to `/backups`

WhatsApp

Connect

Settings → WhatsApp → Add Account → scan QR
Your number is auto-added to the allowlist
Done — AI starts handling messages

Multi-account

Each WhatsApp number runs an isolated Baileys session with auth state encrypted and stored in PostgreSQL. QR codes stream in real-time via Redis pub/sub to the dashboard.

Staff AI control

Message your connected number (self-chat) to control the CRM:

You:  How many open deals do we have?
AI:   You have 12 open deals worth $184,500. Top 3:
      1. Acme Corp — Proposal Sent — $45,000
      2. Widget Inc — Negotiating — $32,000
      3. DataFlow — Qualified — $28,000

You:  Move Acme to Won
AI:   Done! Deal "Acme Corp" moved to Won. Revenue: $45,000.

You:  Create a follow-up task for Widget Inc next Monday
AI:   Created task "Follow up with Widget Inc" due Monday Apr 21.

Allowlist

Only numbers in the allowed list trigger the AI. Settings → WhatsApp → Allowed Numbers. Allowlisted numbers get full admin AI access (same as self-chat). Daily message limits and warmup stage tracking per account.

24/7 uptime

Layer	What it does
WebSocket keepalive	Ping every 30s prevents silent drops
Auto-reconnect	Exponential backoff (up to 60s), unlimited retries, resets on success
Stale watchdog	Checks every 2 min, force-reconnects if no activity for 5 min
Session persistence	Encrypted auth state in PostgreSQL — survives container restarts
Presence update	Sends "available" on connect so WhatsApp delivers messages
Status tracking	DISCONNECTED → QR_PENDING → CONNECTING → CONNECTED (with error/ban detection)

Dashboard Pages

AI

Page	Description
`/chat`	Chat with AI — full CRM control via natural language
`/memory`	Manage AI's persistent memory files
`/docs`	Browse all registered AI tools and commands

Analytics

Page	Description
`/analytics`	Revenue trends, conversion funnel, agent performance, message volume
`/reports`	Custom report builder (table, chart, funnel, metric, cohort) with scheduling and export

CRM

Page	Description
`/contacts`	Contact list with search, tags, CSV import/export
`/contacts/[id]`	Contact detail — activity timeline, notes, linked deals
`/leads`	Lead pipeline with score, status, source, duplicate detection
`/leads/[id]`	Lead detail with conversion to deal
`/leads/integrations`	Lead intake integrations (Meta Ads, webhooks)
`/leads/api-keys`	API key management for lead capture
`/leads/api-docs`	Lead API documentation
`/deals`	Deal pipeline — stages: Lead In → Qualified → Proposal → Negotiation → Won/Lost
`/deals/[id]`	Deal detail with line items and linked payments
`/pipelines`	Pipeline stage configuration
`/tasks`	Task list with Kanban view, subtasks, comments, time logging
`/tasks/[id]`	Task detail
`/tasks/recurrences`	Recurring task templates (daily, weekly, monthly, quarterly, yearly, custom)
`/products`	Product catalog with pricing

Engage

Page	Description
`/broadcasts`	One-time WhatsApp blasts with audience targeting, throttle control
`/templates`	Reusable message templates — 10 categories (greeting, follow-up, promotion, payment reminder, etc.), A/B testing, usage stats
`/sequences`	Multi-step automated sequences with delays, conditions, and webhooks
`/campaigns`	Targeted campaigns with audience builder and recipient tracking
`/forms`	Lead capture forms with auto-actions (create lead, send sequence, webhook), public shareable links

Sales

Page	Description
`/quotes`	Quote builder with line items, discount, tax — accept/reject workflow
`/invoices`	Invoicing with auto-generated numbers (`INV-YYMMDD-XXX`), payment status tracking
`/payments`	Payment links, manual recording, refunds — supports Razorpay, Stripe, Cashfree, PhonePe, Payu

Support

Page	Description
`/tickets`	Support tickets — status (open → in progress → waiting → escalated → resolved → closed), SLA tracking with breach flags, auto-generated numbers (`TKT-YYMMDD-XXX`)
`/kb`	Knowledge base articles — internal and public-facing, markdown, categories, view tracking
`/documents`	Document management with e-signature requests
`/workflows`	No-code automation — trigger on events (form submission, lead created, deal won), chain actions

Settings & More

Page	Description
`/inbox`	Message inbox — all WhatsApp conversations
`/integrations`	Third-party connections — Google Calendar, Google Sheets, Slack, Zapier, webhooks, SMTP
`/settings/company`	Company name, logo, timezone, branding
`/settings/whatsapp`	WhatsApp accounts, QR scanning, allowlist, warmup, daily limits
`/settings/ai`	AI provider, model, API key, system prompt presets, temperature, tool calling, fallback chain
`/settings/payments`	Payment gateway setup (5 gateways), currency, test mode
`/settings/team`	Team members, roles (Super Admin, Admin, Manager, Agent), permissions
`/settings/webhooks`	Webhook endpoint management with event selection
`/settings/system`	Version info, update check, one-click update, backup retention

AI Agent Tools

The agent has 8 registered tools and can chain up to 5 tool calls per message. Tools are executed via the worker's agent loop with Opossum circuit breaker protection.

Tool	What it does
`create_lead`	Create a lead when a customer shows buying intent (title, estimated value, source)
`update_deal_stage`	Move a deal between pipeline stages (Lead In → Qualified → Proposal → Negotiation → Won/Lost)
`create_task`	Create follow-up tasks with priority and due date
`search_contacts`	Search CRM contacts by name or phone number
`send_payment_link`	Generate and send a payment link for an amount (links to deals)
`get_conversation_history`	Retrieve recent messages for context (up to 20)
`add_note`	Add a note to the contact record
`escalate_to_human`	Hand off conversation to a human agent with reason

Circuit breaker — if the AI provider fails repeatedly, the Opossum circuit opens and conversations auto-escalate to human.

Fallback chain — retries with up to 5 backup providers (using primary or separate API keys) before escalating.

System prompt presets — Sales Assistant, Customer Support, Lead Qualifier, Appointment Setter, or Custom.

Memory System

Type	How it works
Structured	Named entries by category (general, product, policy, FAQ, instruction). CRUD from `/memory` dashboard. Survives restarts.
File-based	Markdown files chunked and embedded with pgvector (1536-dim vectors). Hybrid search: semantic (vector similarity) + keyword (PostgreSQL tsvector).
Recall tracking	Tracks recall frequency, scores, concept tags. Promotes short-term recalls to long-term memory.

Roles & Permissions

Role	Access
`SUPER_ADMIN`	Full system access
`ADMIN`	Company-level admin including settings
`MANAGER`	Team lead / supervisor
`AGENT`	Only assigned modules (default role)

Per-user permissions array from Settings → Team.

Settings

All settings

Company — name, slug, email, phone, website, logo, timezone, public webhook URL
AI — provider (15 options), model, API key (encrypted in DB), system prompt presets, temperature, tool calling toggle, fallback chain (up to 5), test connection
WhatsApp — add/remove accounts, QR scanning, allowed numbers, daily message limits, warmup stages
Payments — gateway (Razorpay, Stripe, Cashfree, PhonePe, Payu), API keys (encrypted), webhook secret, currency, test mode
Team — invite members, assign roles (Super Admin, Admin, Manager, Agent), custom permissions, track last login
Webhooks — endpoint management, event selection, active/inactive toggle
System — version info, semver update check, one-click update, backup retention (default 30 days)

In-App Updates

Settings → System → Update Now

Compares package.json version against remote (semver)
Pulls latest code from GitHub
Rebuilds Docker images (cached layers — fast)
Runs Prisma migrations
Restarts all services
Logs to /tmp/agenticcrm-update.log

Update banner only appears when package.json version is bumped — test commits don't trigger it.

Environment Variables

Key variables in .env

# Core
NODE_ENV=               # production
DOMAIN=                 # crm.yourcompany.com

# Database
DATABASE_URL=           # PostgreSQL via PgBouncer
DIRECT_DATABASE_URL=    # Direct PostgreSQL (for migrations)
DB_USER=                # Database user
DB_PASSWORD=            # Database password

# Auth
JWT_SECRET=             # JWT signing (auto-generated)
JWT_EXPIRES_IN=         # Token TTL (default: 7d)
JWT_REFRESH_EXPIRES_IN= # Refresh TTL (default: 30d)
ENCRYPTION_KEY=         # AES key for encrypting API keys in DB

# Infrastructure
REDIS_URL=              # Redis connection
MINIO_ENDPOINT=         # MinIO host
MINIO_ACCESS_KEY=       # MinIO access key
MINIO_SECRET_KEY=       # MinIO secret key
MINIO_BUCKET=           # Media bucket name

# Dashboard
NEXT_PUBLIC_API_URL=    # Dashboard → API URL

# Optional
SENTRY_DSN=             # Error tracking
BACKUP_RETENTION_DAYS=  # Backup retention (default: 30)
API_RATE_LIMIT_MAX=     # Rate limit per window (default: 100)

AI provider keys and payment gateway keys are configured via Settings in the dashboard — encrypted in the database, not in .env.

Project Structure

agenticcrm/
├── apps/
│   ├── api/                NestJS 11 REST API + WebSocket gateway
│   ├── dashboard/          Next.js 16 frontend (React 19, Tailwind)
│   ├── whatsapp/           Baileys 6 WhatsApp session manager
│   └── worker/             BullMQ job processor + AI agent loop
├── packages/
│   ├── database/           Prisma 7 schema + migrations (67+ models)
│   └── shared/             Shared utilities, types, encryption helpers
├── deploy/
│   ├── docker-compose.yml  Production stack (11 services)
│   ├── docker-compose.dev.yml
│   ├── install.sh          Linux/macOS installer
│   ├── install.ps1         Windows installer
│   ├── update.sh           In-app update script
│   ├── uninstall.sh        Clean removal
│   ├── prometheus/         Prometheus config
│   ├── grafana/            Grafana dashboards
│   ├── loki/               Log aggregation config
│   ├── pgbouncer/          Connection pool config
│   └── traefik/            Reverse proxy config
├── docs/
├── scripts/
├── turbo.json              Turborepo pipeline
└── pnpm-workspace.yaml     pnpm monorepo config

License

MIT

Sapheron
_{TechnoTaLim Platform and Services LLP}

Name		Name	Last commit message	Last commit date
.github/workflows		.github/workflows
apps		apps
deploy		deploy
packages		packages
.dockerignore		.dockerignore
.env.example		.env.example
.gitignore		.gitignore
LICENSE		LICENSE
README.md		README.md
full_logo.png		full_logo.png
full_logo_w.png		full_logo_w.png
headerlogo.png		headerlogo.png
logo_nobg.png		logo_nobg.png
logo_w.png		logo_w.png
package.json		package.json
pnpm-lock.yaml		pnpm-lock.yaml
pnpm-workspace.yaml		pnpm-workspace.yaml
ss1.png		ss1.png
ss2.png		ss2.png
test-copy.Dockerfile		test-copy.Dockerfile
tsconfig.base.json		tsconfig.base.json
turbo.json		turbo.json

Navigation Menu

Uh oh!

Repository files navigation

A peek inside

Highlights

Tech Stack

AI Providers

Installation

Linux / macOS

Windows (PowerShell)

Services

WhatsApp

Connect

Multi-account

Staff AI control

Allowlist

24/7 uptime

Dashboard Pages

AI Agent Tools

Memory System

Roles & Permissions

Settings

In-App Updates

Environment Variables

Project Structure

License

About

Releases

Packages

Used by

Contributors

Languages

Uh oh!

Latest commit

History

Folders and files

Repository files navigation

A peek inside

Highlights

Tech Stack

AI Providers

Installation

Linux / macOS

Windows (PowerShell)

Services

WhatsApp

Connect

Multi-account

Staff AI control

Allowlist

24/7 uptime

Dashboard Pages

AI Agent Tools

Memory System

Roles & Permissions

Settings

In-App Updates

Environment Variables

Project Structure

License

About

Resources

Stars

Watchers

Forks

Releases

Packages

Used by

Contributors

Languages