WhatsApp Business automation that captures enquiries, confirms orders, sends reminders and hands over to your team.
About WhatsApp Business Automation
WhatsApp is where many customers prefer to talk. Automation on the WhatsApp Business platform can answer common questions, collect details, send order and appointment updates and route conversations to your team.
Message rules matter. Business-initiated messages use approved templates and need customer consent, so the design includes opt-in, template approval and sensible limits.
What is included in WhatsApp Business Automation
The typical building blocks. Scope is agreed with you in writing and tailored to your situation.
Use case and flow design
Conversation paths for enquiries, orders and reminders.
WhatsApp Business API setup
Number, account and template approval.
Chatbot and auto replies
Answers to common questions.
CRM and order integration
Conversations and leads saved to your systems.
Human handover
Passing complex chats to your team.
Consent and opt-out
Respecting customer preferences.
Why teams choose WhatsApp Business Automation
Instant replies
Customers get a response at any hour.
No copy and paste
Enquiries flow into your CRM.
Timely updates
Order and appointment messages send automatically.
This is a good fit if
- Customers message you on WhatsApp.
- Orders and enquiries are tracked by hand.
- You send reminders manually.
Does this sound familiar?
Teams copy data between tools every day
Leads go cold waiting for a reply
Reports are assembled by hand
Works well with
Other Automation & Integration services that often come with WhatsApp Business Automation.
How it fits together
A typical reference architecture, from your data to the people who use it.
- Layer 1Trigger
- Layer 2Workflow engine
- Layer 3Connected apps
- Layer 4Logs and alerts
Technology we typically work with
Six stages, the same every time
You always know which stage you are in and what comes next.
- Stage 1
Discover
Workshops and stakeholder interviews to define goals and constraints.
- Stage 2
Assess
Current-state review of systems, data, security and spend.
- Stage 3
Architect
Target design, integration map and phased plan with owners.
- Stage 4
Implement
Build in short releases with demos, tests and staging sign-off.
- Stage 5
Optimize
Measure against agreed KPIs and tune performance and cost.
- Stage 6
Manage
Monitoring, support and a monthly review with an account manager.
Security and governance
How the work is kept safe and accountable.
- Every run logged and replayable
- Failures alert a named owner
- Consent captured before messaging customers
Industries we have worked in
Ways to work together
Scope and price are confirmed in writing by a consultant after discovery.
Assessment
A fixed-scope review that ends in a written roadmap you can keep, with or without us.
- Current-state review
- Ranked priorities
- Written roadmap
Project
Defined scope, milestones and acceptance criteria for building or migrating something specific.
- Phased plan with owners
- Short releases and demos
- Handover and training
Managed
A monthly retainer once it is live: monitoring, support and a regular review.
- Monitoring and backups
- Named account manager
- Monthly review
What clients say about working with us
We needed WhatsApp Business Automation and did not have the time to figure it out ourselves. The plan was clear enough to share with our board. It felt like working with our own team.
Our team had tried to sort out WhatsApp Business Automation alone. The work was split into small steps we could review. The documents they left behind are still useful.
Our team had tried to sort out WhatsApp Business Automation alone. They asked about our goals before talking about tools. We would happily work with them again.
We were comparing options for WhatsApp Business Automation. Communication was steady and honest throughout. Handover was thorough and our people could run it afterwards.
We needed WhatsApp Business Automation and did not have the time to figure it out ourselves. The work was split into small steps we could review. It removed a lot of stress for us.
We were comparing options for WhatsApp Business Automation. They told us when something was not a good fit for us. The documents they left behind are still useful.
Business-initiated messages must follow WhatsApp's template and consent rules, so campaigns are planned within them.
For automation at scale, yes. It is set up through an approved provider.
Yes. Conversations can be handed from automation to a person.
It depends on scope. The Assess stage produces a timeline you can review before committing.
You do. Domains, cloud accounts and data stay in your name wherever possible.
Usually yes. The Architect stage lists connectors and any limits.
Ready to scope WhatsApp Business Automation?
Tell us the outcome you want. We will bring the plan.