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WhatsApp AI Agent

Turn WhatsApp into a 24/7 sales and service channel.

Your WhatsApp AI Agent answers inbound enquiries, follows up personally, books appointments and hands the conversation to a colleague with a complete summary—inside the app your customers already use.

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Free 30-minute consultation · No obligation · Built around your workflow

Works across

  • WhatsApp
  • Calendar
  • CRM
  • Slack

What it can do

What the WhatsApp AI Agent can do

Every capability below is configured around your content, your rules and the systems you already use. Switch on what you need; add the rest when it proves useful.

  • Inbound enquiry handling

    Answers new messages immediately, day or night, using your approved information about products, services and availability.

  • Personalised follow-ups

    Re-opens a conversation with a relevant message when a customer goes quiet, using templates approved for use outside the 24-hour window.

  • Qualification questions

    Asks the two or three questions that tell your team whether this is a serious enquiry and what it needs next.

  • Appointment booking

    Offers real slots from your calendar and confirms the booking without leaving the chat.

  • Photos, documents and voice notes

    Receives photos and PDFs, transcribes voice notes and attaches them to the conversation record so nothing is lost.

  • Human takeover with summary

    A colleague can take over any conversation in one step and sees a summary of what was said and captured.

  • Team routing

    Routes conversations to the right person or team by topic, language, location or working hours.

  • Confirmations and reminders

    Sends booking confirmations, reminders and preparation information at the times you choose.

  • Opt-in and opt-out handling

    Records consent, honours stop requests immediately and never messages people who haven't started a conversation or agreed to hear from you.

  • CRM synchronisation

    Every conversation, captured field and outcome is written to your CRM against the right contact.

  • Multilingual conversations

    Replies in the customer's language and keeps the internal summary in yours.

Example conversation

A rental enquiry becomes a viewing—and a clean handoff to the letting agent

An illustrative example with two synchronised layers: what the customer sees, and what the agent does in the background. Your agent is built around your questions, rules, tools and customer journey.

What the customer sees

WhatsApp
Hi! Is the 2-bedroom flat in Campo de Ourique still available to rent? I saw it on your website this morning.
09:12
Good morning! Yes, it's still available. When are you hoping to move in, and will it be just you or a family?
AI Agent · 09:12 · Delivered
Two of us, from 1 November. Do they accept a small dog?
09:14
The landlord accepts small pets with an additional deposit—the details are in the listing notes, which I can send you. Would you like to see the flat? There are viewings on Saturday at 11:00 and 12:30.
09:14 · Read
Saturday 11:00 works. Is the rent negotiable at all?
09:16
I've booked Saturday at 11:00 for you. Questions about the rent are best answered by Rita, the letting agent for this property. I'm passing our conversation to her now so you won't need to repeat anything.
09:16 · Read
Handed to Rita C. · Lettings · Summary attached
Hi, Rita here. Looking forward to Saturday. The landlord prefers a 12-month term—let's talk about the rent once you've seen the flat. Anything you'd like me to check before then?
Rita C. · 09:31 · Read

What the agent does in the background

Familiar business steps, not technical nodes.

  1. Checked listing status and pet policy

    Approved listing notes: available, small pets with deposit.

  2. Captured tenant details

    Two adults, move-in 1 November, small dog.

  3. Booked the viewing

    Saturday 11:00 · Campo de Ourique · Rita C.

  4. Updated the lead

    Property, viewing, requirements and transcript attached.

  5. Applied the negotiation rule

    Questions about rent always go to the letting agent.

  6. Notified Rita with a summary

    Agent paused; Rita continues in the same chat.

Systems it can use

Connected to the tools your team already uses

Neutral labels, grouped by what each system does. If it has an API, we can usually connect it.

  • Messaging

    • WhatsApp Business Platform
    • Website chat

  • Calendar

    • Google Calendar
    • Microsoft Outlook

  • CRM

    • HubSpot
    • Zoho CRM

  • Data

    • Google Sheets

  • Team chat

    • Slack
    • Microsoft Teams

  • Custom

    • Custom API

Good to know before you start

  • Requires WhatsApp Business Platform access, obtained directly or through an approved business solution provider. The consumer WhatsApp Business app is not sufficient.
  • WhatsApp messaging and template costs are charged separately by the platform provider and vary by country and conversation category.
  • Message templates used outside the 24-hour customer-service window must be approved by the platform before they can be sent.
  • META MARKETING is an independent company and is not affiliated with, or endorsed by, WhatsApp or its parent company.

Human control and escalation

Automated where it helps. Human where it matters.

The WhatsApp AI Agent follows approved instructions, works within permissions you define and hands the conversation to your team whenever confidence is low, a customer asks for a person, or the situation calls for judgement.

  • Consent before contact

    The agent only writes to people who have messaged you or given consent, and it honours a stop request immediately and permanently.

  • Takeover in one step

    Anyone on your team can take over a conversation. The agent pauses at once and stays paused until the colleague hands it back.

  • Rules for sensitive topics

    Price negotiation, complaints, legal or medical questions and anything you list go straight to a person, with the conversation summarised.

  • Template discipline

    Messages sent outside the 24-hour customer-service window use templates approved by the platform. No cold lists, no bulk blasts.

  • Honest about hours

    The agent answers around the clock but only promises what your team can deliver, and tells customers when a person will be available.

Industry use cases

Where the WhatsApp agent earns its place

Each industry page shows the full workflow, an example conversation, the before-and-after and a recommended package.

Implementation

From first call to working agent, in four stages

Each stage ends with your approval before the next begins. See the full process.
  1. Stage 1

    Platform access and number

    We help you obtain WhatsApp Business Platform access, connect or migrate your number, and submit the message templates you'll need.

  2. Stage 2

    Content and rules

    We load your approved answers, qualification questions, booking rules and handoff triggers, and connect the calendar and CRM.

  3. Stage 3

    Test on real phones

    Your team tests conversations end to end—including a takeover and a stop request—before any customer sees the agent.

  4. Stage 4

    Launch and refine

    We monitor the first weeks of conversations with you, review handoffs and adjust wording, routing and templates.

How long does it take?

Simple agents can often be launched quickly once we receive the required content and access. More complex, voice, custom or regulated workflows require additional design and testing. After the discovery call, we provide a clear implementation plan.

Pricing entry point

Where to start: the Pro package

WhatsApp agents usually start on Pro, which pairs WhatsApp with your website chat and connects the calendar and CRM. If WhatsApp is your only channel and you need answers and lead capture without a CRM, Starter can be enough.
Book a DemoCompare all packages
Most Popular

Pro

Website and WhatsApp working together with your calendar and CRM.

From €1,990 setup + €299/month

  • Website + WhatsApp
  • Advanced qualification
  • CRM integration
  • Calendar booking
  • Automated follow-up
  • Human handoff
  • Monthly optimisation

Prices are starting points and exclude third-party usage fees such as AI model, WhatsApp, telephony, email, and external software charges. Final pricing depends on workflow complexity, integrations, volume, languages, and support requirements.

FAQ

Common questions, answered honestly.

What people ask before adding the WhatsApp AI Agent.

Yes. The agent runs on the WhatsApp Business Platform, the API version of WhatsApp for companies, obtained directly from the platform or through an approved business solution provider. The free WhatsApp Business app on a phone isn't sufficient. We guide you through the application.

In most cases, yes. The number is migrated to the Business Platform, which means it can no longer be used in the phone app at the same time. If you'd rather keep the app, a separate number for the agent is the alternative.

The platform charges per conversation, with rates that depend on the country and the conversation category (for example marketing or service). These costs are billed separately from META's fees and vary over time, so we estimate them for your volume during scoping.

Yes, provided the customer has consented and the message uses a template approved by the platform. Within 24 hours of the customer's last message, the agent can reply freely.

Voice notes are transcribed so the agent can understand and respond; photos and documents are attached to the conversation record and passed to your team. The agent can ask for a photo when it helps, for example to describe a repair.

Your team sees conversations in a shared inbox or in your CRM. Taking over pauses the agent immediately; the colleague sees a summary and the full transcript and replies from the same business number.

No. META MARKETING is an independent company. We build agents that use the WhatsApp Business Platform under its terms, and we're not affiliated with or endorsed by WhatsApp or its parent company.

See the WhatsApp AI Agent working on your real workflow.

Bring one process or a handful of real conversations to a free 30-minute demo. We'll map how the agent would handle them—and where your team stays in control.

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Free 30-minute automation assessment.