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Business WhatsApp

A WhatsApp bot with an AI agent, connected to your CRM

We build WhatsApp bots with an AI agent connected to your CRM: lead capture, natural replies, appointment booking and human handoff. From scoping to launch.

We build WhatsApp bots with an AI agent that answer customers, collect details, log every conversation in your CRM and hand off to a person when needed. The bot runs on the official WhatsApp Business Platform and connects to the systems you already use, so a WhatsApp chat becomes a lead, a task or a meeting instead of staying inside the app.

Who it is for

  • Businesses whose customers reach out on WhatsApp first: clinics, real estate, professional services and retail
  • Teams losing leads because replies arrive late
  • Businesses whose CRM stays empty because conversations live in WhatsApp
  • Anyone who tried Meta's built-in agent and found it too limited

What we build

  • First response and triage

    The bot asks clarifying questions, classifies by intent and urgency, and routes to the right path.

  • Two-way CRM connection

    Identifies the customer by phone number, pulls history, and creates or updates the lead and task.

  • Booking and reminders

    Checks calendar availability, sends confirmation and reminders, and records confirmations or cancellations.

  • A clean handoff to a person

    Clear escalation rules for angry customers, unusual requests or sensitive topics, with a conversation summary for the agent.

  • Control and reporting

    Response time, share of requests handled automatically, handoffs and CRM sync failures.

How the work goes

  1. Map requests and process

    We identify which requests come in, the business goal and when a person is needed.

  2. Scope the flow and integrations

    We define the flow, CRM fields, triggers and escalation rules.

  3. Build and test

    We build the bot and test it against real phrasing and conversations from your business.

  4. Pilot and measure

    We launch on limited volume, measure and improve before expanding.

See our full process

Frequently asked questions

The built-in agent suits basic answers and a quick start. A custom bot connects to your CRM, calendar and internal systems and takes actions, such as creating a lead or booking a meeting. The full comparison is in our article on a WhatsApp AI bot versus Meta's built-in agent.

In most cases yes. Deep automation, a CRM connection and AI agents need the official infrastructure rather than a regular app. We plan the connection during scoping.

We define handoff rules in advance: an angry customer, an unusual request, a sensitive topic or low confidence. The agent gets the conversation context, so the customer does not have to explain everything again.

We test natural phrasing, typos, abbreviations and slang against real conversations from your business before going live.

There is no fixed package. Price depends on the number of integrations, conversation volume and the level of the bot, and is set after scoping. For general market ranges and the cost components, see our article on what a WhatsApp bot costs for a business.

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