WhatsApp Automation
WhatsApp Business Automation & Chatbots
Meet your customers on the app they already use — and make sure every conversation lands in your CRM.
Discuss your projectIn the Middle East and many other markets, customers would rather send a WhatsApp message than fill in a form or call. Without the right setup, those conversations live on individual phones and leads get lost.
We connect the WhatsApp Business Platform to Salesforce and other CRMs so every message creates or updates a lead, conversations are routed to the right team, and routine questions are answered automatically — by rules or by AI.
What we deliver
Lead capture into the CRM
Incoming WhatsApp messages create or match leads and contacts automatically, with source tracking for your marketing reports.
Two-way conversations in Salesforce
Agents reply to customers from inside Salesforce with full conversation history on the record.
Chatbots & AI replies
Guided menus, FAQ answering and AI assistants that qualify leads before handing over to a human.
Notifications & templates
Approved template messages for quotes, renewals, reminders and status updates triggered from your business processes.
Routing & assignment
Assign conversations by product, language or region, with queues and escalation rules.
Related case studies
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Insurance Customer Engagement Platform
Salesforce sales and service for an insurance business: lead APIs from digital channels, telesales assignment, WhatsApp messaging, policy data sync, case SLAs and an ongoing enhancement retainer.
Artificial Intelligence
Multimodal Conversational AI Platform
A multi-tenant platform for building, routing and running enterprise virtual assistants across web chat, WhatsApp, SMS, voice and digital humans, powered by IBM Watson Assistant, Azure OpenAI and Azure Speech.
How we work
A clear process, from idea to production
- 01
Discover
We learn your process, systems and goals, then agree on scope, priorities and success measures.
- 02
Design
Solution architecture, data model and user flows reviewed with your team before we build.
- 03
Build & test
Iterative delivery with regular demos, automated tests and a staging environment you can try.
- 04
Launch & support
Deployment, training, documentation and ongoing support or retainers after go-live.
- ✓ Reply within 1 business day
- ✓ Client confidentiality by default
- ✓ You own the code & documentation
- ✓ Fixed-scope or monthly retainer
FAQ
Frequently asked questions
Do we need the WhatsApp Business API?
For CRM integration and automation, yes. We help you set up the WhatsApp Business Platform through a provider such as Twilio and handle template approvals.
Can WhatsApp messages create leads in Salesforce automatically?
Yes. That is one of our most common projects: every new WhatsApp conversation becomes a lead or is linked to an existing contact, with the conversation stored on the record.
Can we use AI on WhatsApp?
Yes. An AI assistant can answer common questions from your knowledge base and collect details, then pass the conversation to your team.
Contact
Let’s discuss your next solution.
Tell us what you want to automate, build, or improve. We’ll help you turn the idea into a practical business system.