WhatsApp Automation
Route enquiries, send approved messages and connect chats to your team or CRM.
WhatsApp automation ranges from simple click-to-chat buttons to official Business Platform workflows—templates, routing, notifications and CRM capture—within WhatsApp’s policies and opt-in rules.
- ✓ Faster first response
- ✓ Structured enquiries
- ✓ Optional CRM sync
What is this service?
WhatsApp is often the preferred contact channel for Indian customers. Basic setups use click-to-chat links. Advanced automation uses the official WhatsApp Business Platform with approved message templates, conversation routing and integrations. Policies, opt-in and template approval apply.
Who should consider it
Service businesses, real estate, education, retail and any team receiving high enquiry volume on WhatsApp.
When it may not be priority
If you only need a simple chat link with no routing, a basic button may be enough.
Where this helps
Problem
Messages lost in personal phones
How we address it
Business inbox or platform routing to a team.
Problem
Slow replies outside hours
How we address it
Approved auto-replies and clear expectations.
Problem
No record of chats in CRM
How we address it
Lead capture integrations where supported.
Problem
Staff share one personal number
How we address it
Official business setup with access control.
Delivery process
Scope
Link-only vs API automation needs.
Setup
Number, templates and opt-in flows.
Integrate
Website CTAs and optional CRM.
Train
Team handoff and rules.
Illustrative scenarios
Fictional examples for clarity—not verified client results.
Example restaurant
- Problem
- Reservation questions overwhelm staff
- Approach
- Menu FAQ auto-reply + human takeover
- Practical benefit
- Fewer repeated questions (illustrative)
Example realtor
- Problem
- Leads scattered across phones
- Approach
- Central inbox and lead logging
- Practical benefit
- Shared visibility (illustrative)
Example coaching institute
- Problem
- Batch enquiry spikes
- Approach
- Template updates and routing
- Practical benefit
- Orderly follow-up (illustrative)
What is typically included
Scope is confirmed in your quotation after discovery.
Click-to-WhatsApp CTAs
Site buttons with pre-filled messages.
Routing design
Who receives which enquiry type.
Template guidance
Approved message patterns where API is used.
Opt-in & privacy notes
Consent-aware messaging practices.
CRM options
Lead fields and sync approach when in scope.
Team handover
How staff take over conversations.
Optional enhancements
- Official API provider fees
- Advanced chatbot flows
- Broadcast campaigns
Third-party costs
- Meta/WhatsApp Business Platform fees
- BSP provider charges
Tools & compatibility
Supported integrations depend on your stack and may require technical verification or extra scope.
How pricing is scoped
We quote after understanding complexity, integrations, content volume and whether ongoing support is needed. Third-party subscriptions (AI APIs, messaging platforms, SaaS tools) are usually billed by those providers.
Request a custom quoteCommon questions
Is a simple WhatsApp button automation?+
Do you guarantee template approval?+
What about privacy?+
Can this replace staff entirely?+
Ongoing costs?+
Timeline?+
Ready to discuss WhatsApp Automation?
Tell us about your goals. We will confirm fit, scope and a clear quotation.