WhatsApp Business AI Chatbot

Overview

What we deliver

We build AI chatbots on the WhatsApp Business API that handle sales, support, and onboarding with CRM sync and human handoff.

We deliver WhatsApp Business AI chatbots that work as a real channel for sales and support, not a one-off broadcast tool. The bot is connected through the official WhatsApp Business API, grounded in your content, and trained to handle product questions, order updates, appointment booking, and onboarding. We design template messages for outbound flows, set rules for the 24-hour session window, and add human handoff when conversations need it. The bot syncs leads, tags, and conversation history to your CRM and help desk so your team always has context. We monitor delivery, response rates, and intent accuracy after launch, then tune flows each month. This service fits brands that get heavy WhatsApp traffic and want one system that handles it without slowing response times or breaking platform rules.

Fit Check

Built for teams like yours

Who it's for

DTC and retail brands
Real estate firms
Clinics and wellness providers
Financial services firms
B2B sales teams in WhatsApp-first markets

Pain points we solve

Slow replies on WhatsApp
High agent load for repeat questions
Manual order and booking updates
Lost context between agents and shifts
Compliance risk with broadcast tools

What's included

Capabilities

Everything we cover in this engagement.

WhatsApp Business API setup
Template message design
Intent and flow design
CRM and help desk integration
Order and booking workflows
Human handoff rules
Opt-in and compliance controls
Analytics and tuning

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We review use cases, volumes, and current tools.

02

Design

We draft flows, templates, and qualification logic.

03

Build

We connect WhatsApp, AI, and backend systems.

04

Pilot

We run a pilot with a subset of contacts and tune.

05

Operate

We monitor and improve flows each month.

What you get

Deliverables & outcomes

What you get

WhatsApp Business API setup
Approved message templates
AI conversation flows
CRM and help desk integration
Pilot and launch report
Monthly performance review

Outcomes you can expect

Faster WhatsApp response times
Higher conversion from chat
Lower support cost per contact
Cleaner CRM data
Compliant outbound messaging

Timeline

4 to 8 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

WhatsApp Business API, OpenAI, HubSpot, Zendesk, n8n

KPIs we track

First response time, Containment rate, Conversion rate, Template approval rate, CSAT

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof