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Solution

WhatsApp Business Automation

Using the WhatsApp Business API for enquiries, notifications and support, within the rules.

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How does WhatsApp business automation work?

It uses the WhatsApp Business API to send and receive messages programmatically — order updates, appointment reminders, enquiry handling and support. Business-initiated messages must use approved templates and require opt-in. Personal WhatsApp accounts cannot be automated this way, and messaging people without consent risks the number being blocked.

The problem this solves

In much of the Indian market WhatsApp is where customers actually talk to businesses, but it is handled on personal phones with no record, no routing and no continuity when staff change.

Signs this applies to you

  • Customer conversations live on a staff member's personal phone.
  • Nobody can see the conversation history when someone is away.
  • Enquiries arrive on WhatsApp and never reach the CRM.
  • Notifications are sent manually, one at a time.

How we approach it

  • Move to the WhatsApp Business API so conversations belong to the business.
  • Get opt-in properly and record it.
  • Use approved templates for business-initiated messages.
  • Route incoming messages to the right person with shared history.
  • Connect conversations to the CRM so enquiries are not lost.
  • Automate transactional notifications, keeping conversations human.
Deliverables

What you get

Included in the work

  • Business API setup and verification
  • Template design and approval
  • Opt-in capture and records
  • Routing and shared inbox
  • CRM integration
  • Notification automation

What changes afterwards

  • Conversations owned by the business
  • History visible to whoever picks it up
  • Notifications sent reliably

Services this draws on

API DevelopmentAPIs and integration layers that connect systems reliably, with documentation and error handling.CRM DevelopmentCustom CRM systems shaped around a real sales process, so the team actually uses them.AI Chatbot DevelopmentChatbots grounded in your own content, that say what they do not know and hand over to a person.Custom Web Application DevelopmentSoftware built for one business's process, when ready-made products cannot express the rules.

WhatsApp Business Automation — frequently asked questions

Only by migrating it to the Business API, which changes how it is accessed. Personal and Business app accounts cannot be automated programmatically.

Yes for business-initiated messages. Messaging without opt-in risks your number being blocked, and it annoys the people you most want to keep.

Providers charge per conversation with rates varying by type and country. Model expected volume before committing, as costs scale with usage.

Related services

API DevelopmentAPIs and integration layers that connect systems reliably, with documentation and error handling.CRM DevelopmentCustom CRM systems shaped around a real sales process, so the team actually uses them.AI Chatbot DevelopmentChatbots grounded in your own content, that say what they do not know and hand over to a person.Custom Web Application DevelopmentSoftware built for one business's process, when ready-made products cannot express the rules.

Related industries

E-commerceStore builds, catalogue structure and organic growth for retail businesses selling online.Real EstateProject sites, listing structures and lead handling for developers, brokers and property consultants.HealthcareClinic and hospital websites with accurate information, accessible design and compliant marketing.EducationSchool, college and coaching websites built around the admission decision.

Related solutions

Lead Generation WebsiteA website built to produce qualified enquiries, with measurement wired in from the start.AI Business AutomationRemoving repetitive reading, sorting and drafting work from daily operations.AI Customer SupportHandling repeat questions automatically while routing real problems to people quickly.Marketing AutomationAutomated follow-up and nurture sequences that behave like a person would, at scale.

Related resources

How to Choose a Web Development CompanyThe questions that separate suppliers who will serve you from those who will not.What Is an AI Agent?What distinguishes an agent from a chatbot, and where each belongs.AI for Small Business: What Is Actually UsefulWhere AI genuinely saves a small business time, and where it is a distraction.What Is RAG (Retrieval-Augmented Generation)?How AI systems answer from your own documents, and why it is the default for business use.

Related reading

If You Only Track Forms, You Are Measuring the MinorityWhy call and WhatsApp tracking changes which channels look profitable, and how to set it up.Why Most CRM Rollouts FailAdoption is a design problem, not a training problem. What that means in practice.

Talk to us about whatsapp business automation

A short conversation is usually enough to tell whether we are the right fit, and what the work would realistically involve.

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