01
Instant replies
Respond to common WhatsApp questions before a warm lead loses interest.
Ready-to-install WhatsApp automation agent
REPLY. QUALIFY. HAND OFF.
A WhatsApp conversation receives an approved reply, routing questions, and a human handoff when needed.
The diagnosis
WHERE TO
START.
Start with the part of the workflow creating the most friction. The first build should make one important next step clearer, faster, and easier to own.
Selected starting point
Instant replies
Respond to common WhatsApp questions before a warm lead loses interest.
What startsA clear input and trigger
What changesThe system applies the right logic
What you getA visible owner and next action
Input arrives
System applies logic
Next step is visible
Fast RepliesLeads get answers fast
Lead IntakeNeed, timing, fit
CRM UpdatesCleaner pipeline context
Human HandoffTeam takes over cleanly
WhatsApp Automation Agent walkthrough
See the system
A static walkthrough of how WhatsApp replies, intake, handoff, and follow-up connect before your team starts using the system.
WhatsApp Automation AgentReply MapLead CaptureIntake QuestionsAuto RepliesBooking HandoffWhatsApp HandoffMessage LogicFollow-up FlowLaunch SupportWhatsApp Automation AgentReply MapLead CaptureIntake QuestionsAuto RepliesBooking HandoffWhatsApp HandoffMessage LogicFollow-up FlowLaunch Support
What gets installed
A real system, not a demo
A WhatsApp automation system should reply quickly, ask useful questions, qualify intent, capture clean context, and route the right conversations to your team without constant manual chasing.
02
Intake questions
Collect name, service need, timing, urgency, location, and the details your team needs next.
03
Lead capture
Capture service fit, intent, urgency, budget signals, and context without making the conversation feel heavy.
04
Booking routes
Send qualified leads to Calendly, a person, a form, CRM, email, or a callback path.
05
Follow-up logic
Send reminders, confirmations, nudges, and next-step messages around the workflow you approve.
06
Conversation summaries
Keep useful summaries so your team knows what happened before they step in.
Why it matters
Your WhatsApp should respond while you work
Most WhatsApp leads expect a fast reply. This build gives every new conversation a cleaner path: answer the first question, collect the right details, qualify the need, route the handoff, and keep follow-up moving.
The process
From map to live system
01
Map messages
DiscoveryClarify FAQs, lead types, intake details, reply tone, follow-up needs, and when a human should take over.
/
02
Write flow
DesignDesign the WhatsApp conversation so it feels natural, short, useful, and easy to complete.
/
03
Connect tools
AI setupConnect WhatsApp, calendar, forms, CRM, email, spreadsheets, or the simple handoff your team already uses.
/
04
Test scenarios
AutomationTest new leads, repeat questions, urgent requests, bilingual messages, reminders, and human escalation.
/
05
Launch & tune
Go liveReview real conversations after launch and tune replies, questions, handoff rules, and follow-up timing.
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These are illustrative workflow patterns. The installed scope, owners, and handoff rules are agreed before build.
Reply, qualify, hand over
Illustrative operating example. Agree the fields, rules and owner before implementation.
Reply, qualify, hand over
Example step
The customer asks for a person or the request exceeds the approved flow.
Review
Example step
Prepare the transcript or concise summary, the customer's question, captured fields and the reason automation is handing over.
Handoff
Example step
Assign a person or queue and pause automated replies. If nobody is available, provide the approved expectation and retain the unresolved task.
A transfer is not complete until responsibility is accepted or a visible fallback owns the task.
Example staff / work record
Handoff: trigger; summary; assigned owner; bot paused; staff reply pending; customer informed; closure state.
Build options
Choose the right start
Start with the WhatsApp flow your business needs now, then expand once the first automation is live.
WhatsApp Automation Foundation
from $999Monthly fee: $199.99
Best for one clear WhatsApp flow that replies, qualifies, captures details, and hands off cleanly.
- One main WhatsApp flow
- Reply scripts and approved message logic
- FAQ, intake, and lead capture setup
- Calendly, human, form, CRM, or email handoff
- Launch support and reply map
USD. Review the included scope and confirm third-party usage and support limits before purchase.
WhatsApp + Follow-up System
from $1,499Monthly fee: $299.99
For teams that need follow-up, reminders, booking links, and cleaner routing after the first reply.
- WhatsApp replies plus follow-up messages
- Lead qualification and intake questions
- Reminder and confirmation logic
- Booking, CRM, form, or email handoff
- Conversation summary and launch setup
Multi-channel Automation System
Custom scopeCurrent custom buildMonthly fee: from $374.99
For businesses that need WhatsApp plus email, forms, CRM, booking, dashboards, or multi-channel handoff logic.
- WhatsApp, email, form, and CRM routes
- Advanced qualification across channels
- Dashboard or CRM reporting layer
- Custom booking, dashboard, or data handoff
- Ongoing optimisation support
Review the work
Illustrative WhatsApp workflow
Review the documented work, its context and the evidence available. It is not a promise of the same result for another project.
Read the evidenceCommon questions
Frequently asked
What does the WhatsApp automation agent do?+
It replies to common WhatsApp questions, collects useful lead details, qualifies interest, sends the right next step, and routes conversations to your team when needed.
Can it replace manual WhatsApp replies?+
It can handle repeatable replies and intake, but it should not replace your team for sensitive, urgent, or high-value conversations. Those get handed off.
Can it work in English and Spanish?+
Yes. Replies, intake questions, reminders, and handoff messages can be prepared for English, Spanish, or bilingual audiences.
What monthly costs should I expect?+
The build price is separate from monthly WhatsApp provider costs, automation tools, AI usage, CRM, email, or other third-party services. We confirm the expected monthly costs before build.
Can it connect to Calendly, CRM, email, or forms?+
Yes. The WhatsApp flow can route leads to Calendly, forms, CRM tools, spreadsheets, email, dashboards, or a human handoff depending on how your team works.
Can it send reminders and follow-ups?+
Yes. The follow-up build can include reminders, confirmations, no-response nudges, booking links, and next-step messages.
WhatsApp automation fit guide
WHEN WHATSAPP AI
IS THE RIGHT FIT
Use this guide to decide whether WhatsApp automation should be your first system, what it should answer, and when it should hand off to a person.
01
Best use cases
WhatsApp AI is strongest when most inquiries arrive through chat and the team repeats the same intake, FAQ, booking, or follow-up messages.
- Fast first replies
- Lead intake
- Booking handoff
- Follow-up prompts
02
Safe automation rules
The agent should make the first response faster, not pretend to be a person or trap sensitive conversations in automation.
- Human handoff
- Approved tone
- No fake certainty
- Clear next step
03
Connected systems
WhatsApp works best when connected to booking, lead pipeline, website intake, voice calls, or internal notifications.
- Booking agent
- Lead pipeline
- Website assistant
- Voice agent
Ready to start?
Let us build your WhatsApp Automation Agent.
Book a free demo and we will show you the first workflow your business should automate.