Service 03 · AI + WhatsApp Agent
Make customer conversations easier to manage.
A WhatsApp AI agent replies to common questions from your approved knowledge, captures and qualifies leads, takes service enquiries and appointment requests, and hands complex conversations to your team with the context already collected.
Workflow
From incoming message to next action
Every conversation follows a defined path that ends with a clear next step for your team.
- 01
Incoming Message
A customer messages your WhatsApp Business number.
- 02
AI Understanding
Intent and key details are identified.
- 03
Response
Reply from approved knowledge or ask a question.
- 04
Lead Capture
Details are structured into a lead record.
- 05
Next Action
Notify the team, book, follow up or hand off.
Capabilities
Everything a front-line chat assistant needs
01
Automated responses
Timely replies to incoming messages, including outside business hours.
02
Approved knowledge FAQs
Answers drawn only from the information you approve.
03
Lead capture
Name, need, budget or other fields you define, collected naturally.
04
Lead qualification
Ask qualifying questions and tag enquiries before your team steps in.
05
Service enquiries
Guide customers to the right service, package or next step.
06
Follow-ups
Configured reminders and follow-up messages within platform rules.
07
Appointment intake
Collect preferred dates and details for booking requests.
08
Human handoff
Pass conversations to a person when needed, with full context.
09
Database and CRM integrations
Send captured leads to your CRM, sheet or database when configured.
Approved knowledge
It answers from what you approve — nothing else.
The assistant is configured with your business information. When a question falls outside it, the conversation goes to your team.
Services and pricing rules
What you offer, how it is priced and what is included.
Policies
Hours, locations, cancellations, delivery and payment terms.
Approved FAQs
Answers your team has written or reviewed.
Escalation topics
Subjects that always go straight to a person.
Demo
WhatsApp AI Agent Demo
An example conversation and the lead summary it produces. This is a simulated conversation — no live WhatsApp account is connected.
Example conversation only. No live WhatsApp Business API is connected on this website.
Demo coming soon — request a walkthrough
Integrations
Where captured leads can go
Possible destinations, configured and tested for each project — not pre-connected systems.
CRM
Create or update a contact and log the conversation.
Spreadsheet or database
Append a structured lead row for your team.
Team workflow
Notify the right person and assign the next step.
Use cases
Where it fits
Illustrative situations where this service is commonly useful. We confirm the fit for your business during discovery.
- 01
Daily product and price questions
Shops and service providers answering the same questions every day.
- 02
Admissions and course enquiries
Institutes sharing course details and collecting applications.
- 03
Click-to-WhatsApp campaigns
Turning ad traffic into qualified, organised conversations.
FAQ
Frequently asked questions
Yes. Automated assistants run on the WhatsApp Business Platform, which has its own approval process and messaging policies. We guide you through setup.
Yes. Conversations can be handed to your team, who continue with the context the assistant collected.
Wherever you need them — a CRM, spreadsheet or database — once that integration is configured and tested.
No. The conversation shown on this site is an example, not a connected WhatsApp agent.
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