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
Map requests and process
We identify which requests come in, the business goal and when a person is needed.
Scope the flow and integrations
We define the flow, CRM fields, triggers and escalation rules.
Build and test
We build the bot and test it against real phrasing and conversations from your business.
Pilot and measure
We launch on limited volume, measure and improve before expanding.
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.
Related articles
- WhatsApp Bot and AI Agent with CRM Integration for Businesses
- AI WhatsApp Bot vs. Meta's Built-In Agent: Which Is Better?
- How Much Does a WhatsApp Bot Cost for Businesses? Pricing Guide
- WhatsApp as a Business Platform for Automation and Customer Service
- WhatsApp Service Message Pricing After Meta’s 2026 Update in Israel