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WhatsApp automation

WhatsApp automation. Connected to your business.

Bring structure to your WhatsApp conversations. We connect the WhatsApp Business Platform to your customer journey, with automation for routine work and a clear route to your team.

WHAT WE BUILD

Turn everyday messages into forward momentum.

  • Enquiry capture and qualification
  • Appointment and order notifications
  • CRM-connected follow-up workflows
  • Opt-in, template, and handover flows

POSSIBLE APPLICATIONS

What this could look like for your team.

Illustrative scenarios. We shape the solution around your requirements.

01

A clinic receives appointment enquiries and routes availability requests to its scheduling system.

02

A retail team answers product and order questions using approved catalog and order data.

03

An agency delivers a branded lead qualification flow for its client.

A CLEAR SCOPE

A working system. A proper handover.

Your proposal defines the deliverables, acceptance criteria, dependencies, and ongoing support.

  • Business account and integration readiness review
  • Conversation flows and template preparation
  • CRM or scheduling integration
  • Testing, handover, and operating guidance

WHAT WE ASSESS FIRST

The context behind a useful implementation.

These are discovery inputs, not prerequisites for your first conversation. We identify gaps and dependencies with you.

  • Current WhatsApp account and number setup
  • Customer journey, templates, and handover rules
  • CRM, scheduling, or order-system access

A clear path to production

Good engineering starts with understanding.

Your workflow comes first. The technology follows.

01

Understand your business

We learn how your team works, where the friction is, and what a useful outcome looks like.

02

Design the right solution

We map the workflow, assess your data, and agree the scope, integrations, and success criteria.

03

Build, test, refine

You see working progress. We test with real scenarios, including the exceptions and human handovers.

04

Launch with a plan

We deploy, document, and hand over your system, with support and improvement options agreed together.

BEFORE YOU BUILD

WhatsApp chatbot and CRM integration: a launch checklist

Plan WhatsApp chatbot development with a practical checklist for account ownership, CRM actions, messaging permissions, human handover and launch testing.

Use the readiness guide
Do we need a WhatsApp Business account?

Production automation requires an appropriate WhatsApp Business Platform setup. We review your existing account, number, permissions, and integration options during discovery. Platform approvals, messaging rules, and provider charges are scoped separately from development.

Let’s make it work for you

Big possibilities. A practical first step.

Tell us where you want your business to go. We’ll explore how AI can help you get there.

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