WhatsApp Automation

Respond Instantly. Engage Automatically.

Customers message on WhatsApp because they expect a fast answer. An automated assistant replies the moment they do — answers the routine questions, captures the enquiry, and hands the chat to your executive with the conversation already summarised.

How it works

From message to a briefed human, in one thread

The customer never leaves WhatsApp and never repeats themselves. Your team joins a conversation that is already halfway done.

Customer messages

From your website, an ad, a QR code or a saved number.

Bot replies at once

Seconds, not hours. Day, night, Sunday or festival.

Understands the enquiry

Product, service, price, timing, complaint or something else.

Provides information

Answers, catalogue, price list, location or booking link.

Captures the lead

Name, requirement and intent stored against the number.

Hands to a human

Executive picks up the same chat, summary already attached.

Instant response

The first reply decides the enquiry

Someone messaging your business at 9pm is usually messaging two others as well. Whoever answers first has the conversation. Nothing else on this page matters as much as that reply arriving in seconds.

What the first reply does

  • Acknowledges immediately — the customer knows they reached a real business, not a dead number.
  • Answers if it can — timings, location, availability and price ranges do not need a person.
  • Asks the useful question — one question that moves the enquiry forward rather than a menu.
  • Sets expectations — if a human is needed, it says when, instead of leaving silence.

Auto-responder and business hours

Different behaviour inside and outside working hours. During the day, the assistant handles what it can and passes the rest straight to your team. After hours, it answers fully, captures the enquiry, and tells the customer exactly when someone will follow up — then makes sure that follow-up appears on somebody's list in the morning.

Instant acknowledgementBusiness-hour rules After-hours captureHoliday messages Multi-language
Business Assistant typically replies instantly Sunday 9:14 PM Are you open tomorrow? Yes — 9 AM to 8 PM. Shall I book you a slot? replied in 2 seconds Yes, 11 AM please Booked for 11 AM tomorrow. May I have your name? Lead captured · appointment created Assigned to sales team for morning follow-up
Instant Reply — Demo Conversation

What it handles

The conversations that do not need a person

Roughly the same questions arrive every day. Automating those is what frees your team for the ones that actually need judgement.

Automated FAQ

The twenty questions your staff answer every single day, answered accurately and identically every time.

  • Timings, location and directions
  • Availability and lead times
  • Payment methods and terms
  • Warranty, service and returns policy

Product enquiries

Send the catalogue, the price list or a specific product card without anyone typing it out again.

  • Product and service information
  • Price lists and PDF brochures
  • Images, catalogues and spec sheets
  • Stock or availability checks

Lead capture

Every enquiry becomes a record instead of an unread message somebody meant to get back to.

  • Name, number and location captured
  • Requirement recorded in the customer's words
  • Source tagged — ad, website, QR or referral
  • Pushed into the CRM as it happens

Customer qualification

Two or three questions that separate a serious buyer from someone comparing prices — before your salesperson spends an hour.

  • Budget range or quantity required
  • Timeline — this week or next quarter
  • Location and serviceability
  • Scored and routed to the right person

Human handoff

The bot's most important job is knowing when to stop

An assistant that will not fetch a human is worse than no assistant at all. Handover rules are designed first, before any of the automated answers.

When the chat moves to a person

The customer asks

"I want to talk to someone" ends the automation immediately, every time.

Outside its scope

Anything the assistant is not configured to answer goes straight to a person.

High-value enquiry

Bulk orders, corporate enquiries and anything above a threshold you set.

Repeated confusion

After two failed attempts it stops guessing and escalates.

Complaint or frustration

Detected sentiment routes the chat to a senior executive, not a script.

Payment or dispute

Money conversations are never left to automation.

What the executive receives

  • The same thread — the customer is not asked to start again or repeat details.
  • Full history — every message the assistant exchanged, in order.
  • An AI summary — the four lines that matter, shown below.
  • A shared inbox — several executives, no chat answered twice or missed entirely.
Business Assistant I need 200 units — bulk rate? That needs our sales team. Connecting you now. Divya from customer care joined the chat Hello, this is Divya. I have your requirement for 200 units. SUMMARY SHOWN TO AGENT Bulk enquiry · 200 units · wants rate + delivery Status: needs sales follow-up · high value
Human Handoff — Demo Conversation

Message summary

Forty messages, read in ten seconds

Long WhatsApp threads are where enquiries go to die — nobody scrolls back through them. The assistant condenses the conversation into a structured note the moment it hands over.

The conversation

What the customer actually said

"Hi, I saw your ad. Interested in Product A. What is the price for a small quantity, and do you deliver to Tiruppur? Need it by month end if possible."

Spread across nine messages over twenty minutes, mixed with two voice notes and a photo — which is what a real enquiry looks like.

The summary

What the executive sees

Product
Product A
Intent
Purchase enquiry
Requirement
Pricing + delivery information
Location
Tiruppur
Timeline
By month end
Status
Needs sales follow-up

Written into the CRM record as well, so the summary survives after the chat scrolls away.

Faster pickup

The executive starts with context instead of "sorry, can you repeat what you need?"

Cleaner handovers

Shift changes and leave stop losing enquiries, because the summary travels with the chat.

Better reporting

Structured fields mean you can count what people actually ask for, month over month.

Campaigns & follow-ups

Messages you start, not just ones you answer

Order updates, appointment reminders, renewal notices and offers — sent through approved templates to customers who opted in.

Follow-up messages

The enquiry that went quiet three days ago, nudged automatically instead of forgotten.

Order & delivery updates

Confirmation, dispatch and delivery — the messages customers actually want to receive.

Appointment reminders

The day before, with a reply option to confirm or reschedule.

Renewal & expiry notices

Memberships, contracts and AMCs, flagged before they lapse rather than after.

Offers & announcements

Sent to opted-in customers only, with one-tap opt-out on every message.

Campaign integration

Click-to-WhatsApp ads land in the same automated flow, with the source tagged.

How the 24-hour window works — and why it shapes everything

When a customer messages you, a 24-hour service window opens during which you can reply freely with anything. Outside that window — starting a conversation, or following up two days later — you must send a message template that Meta approved in advance. Templates are categorised (marketing, utility, authentication, service) and priced accordingly.

This is not a limitation to work around; it is the rule that keeps WhatsApp usable and your number un-blocked. We design campaigns around templates, build opt-in collection into the flow, and put one-tap opt-out on every marketing message.

Capabilities

What a WhatsApp automation setup can include

Configured per business — you decide what the assistant answers and where it must fetch a person.

Instant response

Acknowledgement in seconds, whatever the hour.

Automated FAQ

Your standard answers, delivered consistently.

Product enquiries

Catalogues, price lists and spec sheets on request.

Lead capture

Every enquiry recorded with its source tagged.

Customer qualification

Budget, timeline and location asked up front.

Human handoff

Clear rules for when automation must stop.

Shared team inbox

Several executives, one number, nothing missed.

AI message summary

Structured note attached at handover.

Auto responder

Greeting, away and holiday messages.

Business-hour rules

Different behaviour during and outside working hours.

Follow-up messages

Template-based nudges on quiet enquiries.

Campaign integration

Click-to-WhatsApp ads feeding the same flow.

CRM integration

Records, owners and tasks created automatically.

Multi-language

Tamil, English and other regional languages.

Opt-in & opt-out

Consent collected, opt-outs honoured immediately.

Reporting

Volumes, response times, handovers and outcomes.

Works with

Better when it is not standing alone

WhatsApp is one channel. It is most useful connected to the others your enquiries arrive on.

Your website

A chat button and click-to-WhatsApp links that carry the page context into the conversation.

Website development

Cloud telephony

A missed call triggers a WhatsApp message, so the enquiry is caught on the other channel.

Cloud telephony

AI voice agent

The voice agent confirms a booking by WhatsApp; a WhatsApp chat can request a callback.

AI voice agent

CRM & automation

Zoho, HubSpot or a sheet — connected directly or through Zapier or n8n.

Workflow automation

The honest part

Built on the official platform, and only the official platform

There are cheaper tools that automate WhatsApp by driving the consumer app. They work until the number is banned — and the number is usually the most valuable asset the business has.

Meta Business verification

A verified Meta Business account with your business documents. This takes time and cannot be shortcut.

A dedicated number

A number not currently active in the WhatsApp consumer or Business app. Once on the API, it leaves the phone app.

A BSP or Cloud API

Access through Meta's Cloud API or a Business Solution Provider such as Gupshup, Interakt, AiSensy or Twilio.

Approved templates

Every message you initiate outside the 24-hour window must use a template Meta has reviewed and approved.

Opt-in records

Proof that customers agreed to be messaged, plus one-tap opt-out on marketing sends.

A webhook & flow builder

The service that receives messages, decides the reply, and hands over to your inbox and CRM.

Why unofficial automation tools are a bad trade

Tools that automate the consumer WhatsApp app violate its terms of service. The consequence is not a warning — it is the permanent loss of the number your customers have saved, along with the chat history on it. There is no appeal worth relying on.

Bans also follow legitimate-looking behaviour that customers dislike: messaging people who never opted in, high block-and-report rates, or template content that does not match its category. We build opt-in and opt-out into the flow and keep an eye on quality rating, because protecting the number matters more than any single campaign.

What we do and do not claim

We design the conversation flows, build and connect the automation, get templates drafted and submitted, integrate your CRM and inbox, and train your team. Meta and your BSP charge separately for conversations, and their pricing, message categories and policies change from time to time — we will show you the current rates for your expected volume rather than quote a number that ages badly. Template approval is Meta's decision, not ours, though we draft to their guidelines to make rejection unlikely.

Scope a WhatsApp setup

How we deploy it

From first message flow to a channel your team runs

Verification takes the longest and is outside anyone's control, so we start it first and build the flows while it processes.

Read real chats

What customers actually message about, in their own words, before writing a single reply.

Start verification

Meta Business verification and number selection kick off on day one.

Design the flow

Greeting, intents, answers, qualification questions and every handover rule.

Draft templates

Written to Meta's guidelines and submitted early, since approval takes time.

Build & connect

Automation, shared inbox, CRM and website entry points wired together.

Test end to end

Real phones, real questions, in every language the assistant will meet.

Soft launch

Live for a small audience first, with every conversation reviewed.

Tune & support

Fix what the transcripts reveal, watch quality rating, keep templates current.

Questions

WhatsApp automation questions

What businesses ask before putting automation on their WhatsApp number.

Yes, through the official WhatsApp Business Platform. An automated assistant can reply instantly, answer common questions, share product or pricing information, capture the enquiry, and then hand the conversation to a human executive with an AI-written summary of what the customer wants. Your team continues the same chat from a shared inbox.

The free WhatsApp Business app supports basic greeting and away messages on a single phone, which suits a very small business. Automation, a shared inbox for several agents, CRM integration and template campaigns require the WhatsApp Business Platform, usually accessed through a Business Solution Provider. Moving to the API also means the number is no longer used inside the phone app, so the choice needs to be made deliberately.

When a customer messages your business, a 24-hour service window opens during which you can reply freely with any content. Outside that window — for example when you want to start a conversation, or follow up two days later — you must use a message template that Meta has approved in advance. This is why campaigns and reminders are built from templates while live conversations are not.

Yes, and it should. The assistant hands over when the customer asks for a person, when the question falls outside what it is configured to answer, when the enquiry is high value, or after a set number of failed attempts. The chat moves to a shared inbox where an executive continues the same conversation, with the history and an AI summary already attached.

A short structured note generated from the conversation so the executive taking over does not have to read forty messages. A typical summary records the product or service discussed, the customer's intent, their specific requirement, and the current status — for example: Product A, purchase enquiry, wants pricing and delivery information, needs sales follow-up.

Not when you use the official WhatsApp Business Platform and follow its rules on opt-in, approved templates and message quality. Bans typically follow unofficial automation tools that drive the consumer app, bulk messaging to people who never opted in, or a pattern of users blocking and reporting the number. We only build on the official platform, and we design opt-in and opt-out handling into the flow from the start.

There are two separate costs: our setup and integration work, and the ongoing platform charges billed by Meta and your Business Solution Provider. Meta prices conversations by category — marketing, utility, authentication and service — and those rates and category rules change from time to time. We show you the current pricing for your expected volume before you commit, rather than quoting a figure that dates.

Yes. An enquiry can create or update a CRM record with the customer's details, attach the conversation summary, assign an owner and raise a follow-up task. Where a direct integration is unavailable, the same result can be achieved through a webhook or an automation tool such as Zapier or n8n.

Get started

Answer in Seconds, Not Hours.

Send us the last twenty messages your business received on WhatsApp. We will show you which ones an assistant could have answered instantly, and which ones should always reach a person.

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