WhatsApp

Automation — Messaging

WhatsApp Automation

Conversational automation on the channel your customers already use — enquiries, updates, reminders and payments.

Trigger

A customer messages your WhatsApp number

The journey

Step by step, in the open.

Step 01

Message received

Inbound message enters the automated inbox.

Step 02

AI understands

Intent detected: enquiry, support, order or booking.

Step 03

Respond

Answers from your approved knowledge base.

Step 04

Act

Books, quotes, updates or raises a ticket.

Step 05

Record

Conversation and outcome saved to the CRM.

Step 06

Handover

Human takes over the moment judgement is needed.

Connected systems

WhatsApp Business APICRMBookingPayments

Outcome

24/7 conversation without a 24/7 team.

Common questions

Designing a dependable handoff.

Does the agent make every decision on its own?

No. The workflow can include approval points and human handoffs for ambiguous, sensitive or consequential decisions.

Can this automation connect to our current tools?

Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.

What happens when the workflow cannot complete a task?

Exceptions can be routed to a team member with the available context. The routing and notification rules are defined during implementation.

15 — Start

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