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WHATSAPP AGENTS

Put the workflow
where customers already message.

AI agents for WhatsApp that answer, qualify, book, route and update customers while keeping human takeover available.

Messaging-first workflowHuman takeover built in
WHY WHATSAPP BECOMES CHAOTIC

The channel is convenient.
The workflow behind it is not.

WhatsApp is easy for customers, but businesses often manage the resulting work manually.

01

Every message lands in the same queue

Sales, support and booking requests are mixed together.

“We do this every day”“Can this be automated?”“Why is this manual?”
02

Customers wait for simple answers

Basic information still depends on staff availability.

“I already shared this”“Can you check again?”“Where is the context?”
03

Lead details are incomplete

The team has to ask the same qualification questions repeatedly.

“Who owns this?”“Can you route this?”“Who is next?”
04

Bookings are handled manually

Availability and confirmation create long message threads.

“Is it done yet?”“What is the status?”“Can I get an update?”
05

Customer context stays in chat

Important data never reaches the CRM or operational system.

“I need a person”“This bot is stuck”“Can someone help?”
06

Automation blocks human service

Customers get stuck when the bot cannot understand the request.

“Which answer is right?”“Where is the source?”“Why is this different?”
WHATSAPP WORKFLOW

Keep the conversation simple.
Make the backend structured.

The customer gets a natural chat experience while the system captures data and triggers the right workflow.

Map my WhatsApp flow

Conversation

Natural customer-facing interaction.

Intent detection

Identify support, sales, booking or other needs.

Structured data

Turn messages into usable records.

Booking

Connect availability and appointment flows.

Integrations

Send data to CRM or internal systems.

Human takeover

Transfer the conversation with context.

COMMON WHATSAPP FLOWS

One channel can support
multiple business journeys.

We route each conversation into the right flow instead of forcing every customer through the same bot.

POSSIBLE FLOWS

Lead qualification

Customer support

Appointment booking

Order or case status

Reminders and confirmations

Human escalation

HOW WE WORK

From first message to
structured outcome.

We design both the chat experience and the workflow behind it.

01

Define intents

Map the main reasons customers message.

02

Design flows

Create a short path for each use case.

03

Connect systems

Integrate CRM, calendar or data sources.

04

Set handoff rules

Define when a person takes over.

05

Test conversations

Cover ambiguity, language and edge cases.

06

Improve from traffic

Use real message patterns to refine the agent.

CHANNEL IMPACT

Measure what happens
after the message.

Useful WhatsApp automation should improve response speed and workflow completion.

Response timeSpeed to first useful answer.

Intent routingAccuracy of sending customers into the right flow.

Booking or conversionCompleted next steps from messaging.

Handoff qualityHuman agents receive the conversation context.

FREQUENTLY ASKED QUESTIONS

Questions about
WhatsApp agents?

The exact setup depends on the WhatsApp business integration and the actions your workflow needs.

Yes, with the appropriate WhatsApp business setup and integration.

YOUR NEXT STEP

Turn WhatsApp into
a working business channel.

We’ll design the conversation and connect it to the workflow that should happen behind the scenes.

Intent routing

Lead and support flows

Booking integration

Human takeover