We design WhatsApp automation workflows so your business can capture leads, classify requests, notify the right team, update CRM records, and follow up faster.
Business Impact
Collect the information your team needs before a person spends time reviewing the request.
Route WhatsApp requests to sales, support, operations, or management based on rules and priorities.
Keep conversations connected to leads, customer records, follow-up tasks, dashboards, and reports.
Use Cases
WhatsApp is often where the sale starts. Automation helps make that first contact more organized and measurable.
Ask key questions, classify the request, identify the service needed, and create a clean record for follow-up.
Route appointment requests, quote inquiries, and customer details to the correct team with alerts and tasks.
Create support tickets, categorize requests, notify responsible users, and keep a traceable history.
Measure response times, lead sources, request types, pending follow-ups, customer service volume, and team activity.
Work Method
We start by mapping the real conversations your customers have with your team and where the process slows down.
We review common questions, lead types, service categories, response times, team responsibilities, and manual steps.
We define triggers, rules, user assignments, CRM fields, alerts, dashboards, and reporting needs.
We build the workflows, connect systems, test scenarios, validate notifications, and prepare monitoring.
We monitor real conversations, adjust rules, train your team, and improve the workflow based on results.
FAQ
We automate lead capture, first-response flows, routing by service type, internal notifications, follow-up reminders, CRM updates, appointment requests, support tickets, and reporting.
Yes. We can connect WhatsApp workflows with a custom CRM, existing CRM, spreadsheets, dashboards, forms, email alerts, and other internal systems.
Yes. WhatsApp automation can collect key information, classify the request, notify the right person, create tasks, and reduce the time between first contact and follow-up.
No. It can support sales, customer service, appointment coordination, order updates, internal requests, support cases, and operational notifications.