WhatsApp Business Automation
Sales, support, bookings and notifications on the channel your customers already use.
What this is
For many markets WhatsApp is where customers actually are, and an unanswered message there costs more than an unanswered email. We build on the WhatsApp Business API: conversational sales and support, booking and order flows, and template notifications sent within the platform policy.
What this solves
If more than one of these is familiar, there is usually a case worth scoping.
- WhatsApp enquiries arrive on a personal phone and get lost.
- One shared number cannot be worked by a team.
- Nothing connects WhatsApp conversations to the CRM or order system.
- Notifications are sent manually, one message at a time.
The shape of the build
Indicative. The final design follows your systems, data and constraints.
- Set up properly
WhatsApp Business API access on a number you own, with a verified business profile.
- Converse
A grounded agent handling enquiries, support and bookings in natural conversation.
- Act
Order lookup, booking and account actions through scoped API access.
- Notify
Approved message templates for confirmations, reminders and updates.
- Hand over
Escalation to a team inbox with the full conversation and a summary.
What is included
Deliverables you receive, in your own infrastructure and repositories.
- WhatsApp Business API setup on your own number
- Conversational agent for sales, support and booking
- Message templates submitted for approval and managed
- CRM, helpdesk and order system integration
- Team inbox with assignment and escalation
- Opt-in capture and opt-out handling
What changes once it is live
Operational changes you should expect. We measure the specific numbers for your business rather than quoting generic figures.
- Messages answered in seconds instead of whenever someone checks the phone
- Conversations recorded against the customer in your CRM
- Notifications sent reliably rather than by hand
- A channel a team can work, with handover and history
Worth knowing: WhatsApp Business API access, message template approval and per-message pricing are governed by Meta policy. Template approval timelines and messaging costs are outside our control and we confirm them with you during setup.
Products that already cover this ground
Where one of our commercial platforms fits your model, starting there is faster and cheaper than a bespoke build. We assess fit honestly first.
How we run the engagement
Discovery
Process walkthroughs, data review, constraints and a written scope you sign off before build.
Architecture
Data model, integration boundaries, hosting and the security model, agreed up front.
Proof of concept
A narrow build on your real data against an agreed quality bar, so the go-ahead is evidence-based.
Development
Two-week increments, each ending in a working deployment and a review.
Testing
Automated coverage on critical paths, evaluation sets for AI behaviour, acceptance testing with your users.
Deployment
Staged rollout into your infrastructure with monitoring and a tested rollback path.
Monitoring & support
Quality, cost and latency tracking after launch, with handover documentation or an ongoing retainer.
WhatsApp Business Automation — FAQs
Can we keep our existing number?
Usually, if it is not already registered to a consumer WhatsApp account. We check this during setup and advise on migration.
What does WhatsApp itself cost?
Meta charges per conversation and rates vary by country and message category. We confirm current rates for your markets during setup; this is separate from our build.
Can we send marketing messages?
Only to opted-in recipients using approved templates, within Meta policy. We build opt-in capture and opt-out handling into the flow.
The services behind this solution
AI Chatbots & Conversational AI
Conversational systems that answer from approved content, take real actions and hand over cleanly.
Read moreAI for Customer Support
Support automation that resolves from approved content, assists agents and escalates with context.
Read moreAI for Sales & Lead Generation
Instant enquiry response, qualification against your criteria and booked meetings in your CRM.
Read moreAPI Development & System Integration
Documented APIs and integration layers that keep your systems consistent without manual re-entry.
Read more