Octadesk
Octadesk is a Brazilian SaaS company providing an AI-powered omnichannel customer service and helpdesk platform that centralizes WhatsApp, Instagram, Messenger, email, and chat for over 2,500 B2B customers, with a generative AI agent (WOZ) bundled across all subscription tiers.
- Company typePrivate
- Founded2015
- HeadquartersSão Paulo, Brazil
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Octadesk does
Octadesk is a Brazilian SaaS company, founded in 2015 in São Paulo by Rodrigo Ricco and Leandro Ueda, that provides a multi-channel customer service, help desk, and service desk platform for B2B customers (Firmographics). Since 2021 it has operated within LWSA, a Brazilian digital ecosystem that also includes ERP, e-commerce, and digital marketing brands. The platform centralizes WhatsApp (via official Meta Business Partner API), Instagram Direct, Facebook Messenger, email, and web chat into a single inbox, with a natively integrated helpdesk module covering SLA management, ticketing, and no-code automations, and a generative AI layer branded WOZ (WOZ AI Agent, WOZ Copiloto, WOZ Transcrição) that autonomously handles up to 50% of contacts, suggests responses to human agents from internal knowledge bases, and transcribes WhatsApp voice messages.
The product is delivered through three subscription tiers—One (R$2,499/month, 3,000 DAUs), Flow (R$4,399/month, 5,500 DAUs), and Nexus (enterprise, 9,000 DAUs)—with a Daily Active User consumption overlay that only bills when a customer initiates or responds to a conversation, plus a mandatory one-time onboarding service and per-user Helpdesk add-on (R$100-130/user/month). All plans include WOZ AI features at no extra cost. The go-to-market is product-led with a sales-assisted motion, using WhatsApp itself as the primary sales touchpoint alongside website CTAs (schedule demo, personalized diagnosis) and an ROI calculator for lead capture.
Octadesk serves over 2,500 active B2B companies across verticals including technology, e-commerce, education (FGV), financial services (Sicoob), real estate (QuintoAndar), healthcare (Pfizer), and manufacturing (Eucatex), exchanging more than 2 million messages per day through the platform. Case studies quantify a 30-50% reduction in contact volume and operational cost (Locaweb), 70% reduction in attendance time, and 48,000 monthly attended requests (Grupo PMZ). The company maintains native integrations with Salesforce, HubSpot, Pipedrive, RD Station, VTEX, Nuvemshop, and Shopify, plus a public REST API and webhooks.
Octadesk firmographics
Firmographics- Name
- Octadesk
- Legal name
- OCTADESK DESENVOLVIMENTO DE SOFTWARE LTDA.
- Website
- https://octadesk.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Octadesk is a Brazilian SaaS company providing an AI-powered omnichannel customer service and helpdesk platform that centralizes WhatsApp, Instagram, Messenger, email, and chat for over 2,500 B2B customers, with a generative AI agent (WOZ) bundled across all subscription tiers.
- Ownership category
- akta.pro rank
Octadesk industry classification
Industry- Product category
- Customer Service Software (Omnichannel Helpdesk / CCaaS)
- NAICS
- Advertising Agencies (54181)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Technology, AdTech & MarTech Services (BPAFAAAN)
- akta.pro secondary industry
- Messaging APIs, CPaaS & Programmable Communications (BPAMACAL)
Keywords
Where Octadesk is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Octadesk business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription - Base Plans: Monthly subscription plans (One, Flow, Nexus) providing platform access with bundled DAU allowances. Includes omnichannel inbox, WhatsApp API, unlimited users, mass dispatch, API/webhooks, satisfaction surveys, real-time reports, and custom access profiles. Helpdesk module priced per user on top of base plan.
- Usage-based (DAU): DAU (Daily Active User) consumption model - a DAU is a unique contact with an active conversation within a 24-hour window. DAU is only consumed when the customer responds or initiates conversation. Additional DAU packets of 500 available for purchase. Pre-paid model with avulsive or recurring recharge options.
- Professional Services - Onboarding: Mandatory Octadesk Consulting onboarding at contract start (one-time fee, price under inquiry). Includes implementation, configuration, and kickoff support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Entry plan for operations structuring with AI - 3,000 DAUs/month |
| Subscription | Monthly | Mid-tier plan for scaling conversations with AI - 5,500 DAUs/month |
| Subscription | Monthly | Enterprise tier for large operations requiring scale and executive visibility - 9,000 DAUs/month |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels10 records
Octadesk product offering
Product offeringCore offering
Octadesk is a Brazilian SaaS customer service and sales platform that centralizes WhatsApp, Instagram, Facebook, Telegram, and Mercado Livre conversations in a single omnichannel inbox, augmented by a built-in helpdesk ticketing system and a conversational AI suite (WOZ AI Agent, WOZ Copilot, WOZ Transcription). The product is sold as tiered monthly subscriptions (One, Flow, Nexus) priced per Daily Active User, with optional Helpdesk agent add-ons and professional onboarding services for businesses that need omnichannel customer support, sales conversations, mass WhatsApp dispatches, and AI-assisted agent productivity.
Product overview
Octadesk is a unified SaaS platform for AI-powered customer service and sales with a modular architecture. The core Octadesk platform serves as the central hub, complemented by three AI modules under the WOZ brand (WOZ AI Agent for autonomous resolution, WOZ Copiloto for agent assistance, and WOZ Transcrição for audio processing). Two operational modules handle messaging (Octa Conversas for omnichannel chat-commerce) and ticketing (Octadesk Helpdesk for ticket management with SLA and automation). All products integrate within a single ecosystem, with pricing offered in three tiers: One (3,000 conversations/month starting at R$2,499/month), Flow (5,500 conversations/month at R$4,399/month), and Nexus (9,000 conversations/month, enterprise pricing). AI features are included in all plans without additional fees. The platform operates on a Daily Active User (DAU) consumption model where billing occurs only when customers initiate or respond to conversations.
Differentiator
Problem solved
Functional benefit
Brands
- WOZ: AI Agent that provides autonomous customer service 24/7, resolves half of repetitive queries, and suggests responses to human agents.
- WOZ Copiloto
- WOZ Transcrição
- Octa Hub
- Octa Conversas
- Octadesk Helpdesk
Products and services
- Octadesk Platform SaaS customer service and sales platform that unifies WhatsApp, Instagram, Facebook, Telegram and Mercado Livre conversations in a single omnichannel inbox, with mass dispatch, automation rules and native Portuguese AI. Sold as monthly subscriptions (One, Flow, Nexus) priced per Daily Active User to Brazilian B2B clients of all sizes.
- WOZ AI Suite (AI Agent, Copilot and Transcription) Conversational AI suite branded "WOZ" that delivers three capabilities to customer service teams: an autonomous AI Agent that resolves customer inquiries end-to-end, a Copilot that assists human agents in real time, and audio transcription for calls and voice messages. Included with every Octadesk subscription tier.
- Octa Conversas Omnichannel messaging module that aggregates conversations from WhatsApp, Instagram, Facebook, Telegram and Mercado Livre into a single inbox, with team inbox, distribution rules and chat automation for customer service and sales teams.
- Octadesk Helpdesk Ticketing and case management module with Kanban board, custom fields, SLA management, filters, tags and reporting. Sold as a per-agent add-on (R$ 99/agent) for businesses that need formal ticket workflows alongside the conversational inbox.
Quantifiable outcome
- 50% reduction in contact volume (Locaweb)
- +6 more outcomes
Companies that use Octadesk
Customer profileNamed customers10 records
Segments10 records
Ideal customer profiles4 records
Octadesk technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability9 records
Feature7 records
Octadesk partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered flagship and core.
- LWSAflagshipOctadesk was incorporated into LWSA in 2021. LWSA is a major Brazilian digital ecosystem encompassing ERP, E-commerce, and Digital Marketing brands. This integration enables Octadesk to offer a 360-degree business view combining operational systems with conversational intelligence.
- NuvemshopcoreNative integration with Nuvemshop e-commerce platform to centralize customer service across the shopping journey. Allows merchants to manage orders, handle post-sale inquiries, and automate support directly within Octadesk.
- ShopifycoreNative integration with Shopify enabling e-commerce retailers to provide agile support for orders, exchanges, and product inquiries directly through Octadesk's unified inbox.
- VTEXcoreNative integration with VTEX commerce platform to transform post-sale interactions into experiences that build loyalty and drive additional sales.
- RD StationcoreNative CRM integration with RD Station to connect marketing and customer service operations, converting leads into customers through unified conversation management.
- PipedrivecoreNative CRM integration with Pipedrive enabling sales pipeline management without losing any conversation along the way.
- HubSpotcoreNative CRM integration with HubSpot to build a multichannel sales machine from first contact to deal closure.
- SalesforcecoreNative CRM integration with Salesforce for enterprise customers requiring Salesforce ecosystem connectivity alongside Octadesk's customer service capabilities.
- Meta (WhatsApp)flagshipOctadesk is authorized by Meta to provide WhatsApp Business API products and features through its software. The relationship includes official WhatsApp Business API access and Meta Business Partner status. Changes made by Meta affecting Octadesk services are automatically passed to customers.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Octadesk competitors and assessment
Company assessmentDirect peers
- Take Blip: Brazilian-born conversational AI and customer service platform, also a Meta WhatsApp Business API partner. Direct competitor to Octadesk in Brazilian enterprise and mid-market WhatsApp-first CX deployments with comparable AI agent capabilities.
- Zenvia: Brazilian CPaaS and customer engagement platform offering omnichannel messaging, chatbots, and CX automation. Competes head-to-head with Octadesk for WhatsApp and voice-led customer service contracts across Brazilian enterprise customers.
- Huggy: Brazil-based digital marketing and customer service platform with WhatsApp, live chat, and chatbot tooling targeted at SMB and mid-market. Overlaps directly with Octadesk's Octa Conversas and WOZ Agent offering for Brazilian customers.
- Intercom: AI-first customer service platform featuring the Fin AI Agent for autonomous resolution, omnichannel inbox, and helpdesk ticketing. Closely comparable to Octadesk's WOZ Agent + Helpdesk + Octa Conversas combination.
- Freshdesk (Freshworks): Multichannel customer service SaaS with Freddy AI for automated ticket resolution, helpdesk, and chat. Comparable to Octadesk on SMB/mid-market omnichannel support with AI assistance, though not WhatsApp-native for LATAM.
- HubSpot Service Hub: CRM-native customer service and helpdesk product with conversational tools, ticketing, and AI assistance. Direct overlap with Octadesk for CRM-adjacent CX use cases; HubSpot integration is already highlighted as core by Octadesk.
Broad incumbents
- Zendesk: Global leader in customer service software with omnichannel messaging, ticketing, and Zendesk AI for agent assistance. Competes in the same category as Octadesk but at larger enterprise scale and serves customers worldwide.
- Salesforce Service Cloud: Enterprise CRM-integrated customer service suite with Einstein AI agents and omnichannel routing. Competes with Octadesk for large enterprise deals, particularly those already on Salesforce (one of Octadesk's native integration partners).
- Twilio (Twilio Flex / Segment): Communications platform whose Twilio Flex product offers programmable contact center and messaging APIs. Comparable to Octadesk's messaging API/CPaaS underpinnings and competing on the omnichannel programmable CX layer.
- Genesys: Enterprise customer experience platform with AI-powered omnichannel routing, workforce engagement, and conversational AI. Competes with Octadesk at the large enterprise CX tier with broader portfolio offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Octadesk social profiles
Digital presenceOctadesk financial estimates
Financial estimateRevenue estimate
Valuation estimate
Octadesk leadership team
Management profileNumber of profiles
Profiles2 records
Octadesk funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Octadesk M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Octadesk
What does Octadesk do?
Octadesk is a Brazilian SaaS customer service and sales platform that centralizes WhatsApp, Instagram, Facebook, Telegram, and Mercado Livre conversations in a single omnichannel inbox, augmented by a built-in helpdesk ticketing system and a conversational AI suite (WOZ AI Agent, WOZ Copilot, WOZ Transcription). The product is sold as tiered monthly subscriptions (One, Flow, Nexus) priced per Daily Active User, with optional Helpdesk agent add-ons and professional onboarding services for businesses that need omnichannel customer support, sales conversations, mass WhatsApp dispatches, and AI-assisted agent productivity.
Is Octadesk a public or private company?
Octadesk is a private company. It is classified as corporate owned and is currently operating.
When was Octadesk founded?
Octadesk was founded in 2015. It employs 101 to 250 people.
Where is Octadesk based?
Octadesk is headquartered in São Paulo, Brazil, in the Latin America region.
How does Octadesk make money?
Three revenue lines are on record. Subscription - Base Plans are the primary driver. The others are usage-based (DAU) and professional Services - Onboarding.
Who are Octadesk's main competitors?
Direct peers on record are Take Blip, Zenvia, Huggy, Intercom, Freshdesk (Freshworks) and HubSpot Service Hub. Broad incumbents are Zendesk, Salesforce Service Cloud, Twilio (Twilio Flex / Segment) and Genesys.
Does Octadesk have an API?
Yes. Octadesk provides a public API that developers can use to build integrations and automate workflows. The platform offers API and webhooks access across all plans. The API documentation is available at developers.octadesk.com/reference/tickets. No API call volume limits are imposed on any plan. Developer documentation is at developers.octadesk.com/reference/tickets.
What industry is Octadesk in?
Octadesk's product category is Customer Service Software (Omnichannel Helpdesk / CCaaS). Its primary akta.pro industry code is BPAFAAAN, Marketing Technology, AdTech & MarTech Services, with a secondary code of BPAMACAL, Messaging APIs, CPaaS & Programmable Communications. Its NAICS code is 54181 and its SIC code is 7372.