WhatsApp and chat agents

Chat agents on WhatsApp, website chat, Instagram and Messenger answer questions, share catalogs, take orders and follow up, using your real product, pricing and policy data.

01Message

A customer sends a message on any channel.

02Understand

The agent identifies the intent and retrieves answers from your data.

03Act

It completes the action: an order, a booking or a lead.

04Update

It updates your CRM or order system.

05Follow up

It follows up and hands over when needed.

WhatsApp chatWhatsAppCRMCatalogYour teamAI agentGuardrailsLive and monitored
How whatsApp and chat agents work, step by step

What are WhatsApp and chat agents?

WhatsApp and chat agents are AI assistants for WhatsApp Business, website chat, Instagram and Messenger. They answer questions, share product information, take orders and capture leads using your real catalog, prices and policies.

Because most customers already use WhatsApp every day, a WhatsApp chatbot is often the fastest way to respond instantly and turn more conversations into sales.

WhatsApp and chat agentsExample

Do you deliver to my area, and how long does it take?

Yes. Delivery to your area takes 2 to 3 business days. Shall I place the order?

Yes, the medium size.

Done. Your order is confirmed and tracking details are on the way.

What it handles

  • Product and pricing questions
  • Order taking and tracking
  • Lead capture and follow-up
  • Replies to promotions and broadcasts
  • Handover to human agents

How it works

  1. A customer sends a message on any channel.
  2. The agent identifies the intent and retrieves answers from your data.
  3. It completes the action: an order, a booking or a lead.
  4. It updates your CRM or order system.
  5. It follows up and hands over when needed.

What to measure

We agree on these numbers before launch and report on them every month.

Response time

How quickly every message is answered.

Conversion rate

Conversations that become orders, bookings or leads.

Handover rate

Conversations that needed a person.

Customer satisfaction

Ratings collected at the end of conversations.

Guardrails

  • Approved answers and tone of voice
  • Opt-in and messaging policy compliance
  • Human handover on request
  • Conversation analytics and review

Integrations

WhatsApp Business PlatformInstagramMessengerShopifyWooCommerceHubSpot

Where it fits

Common questions

Straight answers. If yours is not here, ask us directly.

Ask a question
Do you use the official WhatsApp Business Platform?

Yes. We build on the official WhatsApp Business Platform and follow its messaging and opt-in policies.

Can the agent send order updates?

Yes. It can send confirmations, shipping updates and reminders using approved message templates.

Can my team reply in the same inbox?

Yes. Staff can take over any conversation from a shared inbox.

Put whatsApp and chat agents to work.

A free 30-minute discovery call, an honest read on scope and cost, and a clear next step.