WhatsApp Automation: capturing and following up customers on WhatsApp
Lead capture and follow-up on WhatsApp, organised and independent of anyone’s phone.
Many customers prefer to message on WhatsApp. The problem comes when everything depends on one phone: unanswered messages, details that never get noted down and follow-ups that stay at “I’ll message them tomorrow”.
WhatsApp Automation automates lead capture and follow-up on WhatsApp through flows with clear rules: welcome messages, predefined replies, questions to collect details, reminders and recording the contact in your sales process. It works with messages and steps we define with you.
It makes sense when WhatsApp is an important sales channel and follow-up depends on manual tasks. The aim is to organise the process: every new contact gets a reply, their details are saved and they are followed up at the planned moment.
Key difference: this service works with defined flows. If you need an AI (artificial intelligence) assistant that understands open questions, holds conversations and qualifies leads on its own, that is the AI WhatsApp / Instagram Assistant (AI-03). The two can be combined.
- WhatsApp message
- Automatic reply
- Collecting details
- Contact recorded
- Follow-up
- Sale
We analyse your conversations
We look at what people usually ask you, what details you need from each contact and when it makes sense to follow up.
We design the flows
We define the automatic messages, the options the customer will see, the reminders and who each conversation is routed to.
We connect and configure
We set up the automation with the WhatsApp Business API (Application Programming Interface, the official technical connection) through the chosen provider and connect it to your CRM (Customer Relationship Management) if you have one.
We test and switch it on
We run test conversations, review the copy and activate the flows.
- Analysis of your WhatsApp lead-capture and follow-up process
- Design of the automated message flows
- Automated lead capture: welcome, questions and collecting details
- Automated follow-up: reminders and scheduled messages
- Testing before launch
- WhatsApp provider or API costs: paid directly to the provider
- Conversational AI assistant: a separate service (AI-03)
- Setting up the CRM from scratch: available as an additional service (CRM-01)
- Bulk messages to lists without consent: we don’t send them, under WhatsApp’s rules and data protection law
Imagine a beauty salon that receives almost all its appointment enquiries on WhatsApp.
Before
The receptionist replies between clients. Some conversations are left half-finished and nobody gets back to people who asked about a treatment.
After
Each new message gets a welcome with options, the name and treatment of interest are collected, the contact is recorded and, if they don’t book, they receive a scheduled reminder.
- An immediate reply to every new contact, even outside opening hours
- Each prospect’s details stored in an orderly way
- Follow-ups that always happen, not only when there is time
- A sales channel that doesn’t depend on a single phone
- It can reduce the hours spent answering the same initial questions
- It can avoid copying WhatsApp details by hand into a spreadsheet or the CRM
- It lets the team handle only the conversations that need a person
- WhatsApp flows live and tested
- Map of the flows and their messages
- Connection to your CRM when you have one and it is included in the scope
- Explanation of how to review and edit the messages
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
How is it different from the AI WhatsApp / Instagram Assistant (AI-03)?
WhatsApp Automation follows flows and messages we define. The AI-03 assistant uses AI to understand free-form questions, hold conversations and qualify leads. Many businesses start with flows and add AI later.
Are WhatsApp costs included?
No. The WhatsApp Business provider and the use of its API have their own costs, which you pay directly. We explain them before we start.
Can I keep using my current number?
It depends on how it is set up now. We check it in the initial analysis and explain the options.
Can I send promotional messages to all my contacts?
WhatsApp has strict rules and only allows messaging people who have given their consent. We design the flows in line with those rules.
Why is the price “from”?
Because it depends on the number of flows and the connections needed. After the analysis we give you the final price.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.