01
Message journey
Map the questions, consent points, response rules and human handovers for the agreed use case.
02 / Custom automation
Give WhatsApp conversations a clearer path.
A scoped workflow for incoming messages, useful follow-ups and the moments your team should take over.
A good fit for
Begin with the work that needs to change.
For teams handling repeated WhatsApp enquiries that need consistent routing and follow-up.
- Incoming messages arrive without the context needed to respond.
- Follow-ups depend on someone remembering every conversation.
- Customers need a smooth handover when a request is not routine.
What we can build
A scope built around your team.
02
WhatsApp workflow
Build eligible routing, information capture or follow-up steps with the approved account connection.
03
Operating guidance
Document how your team reviews conversations, updates content and handles exceptions.
Illustrative workflow · not completed work
How it could work.
The final flow depends on your systems, permissions and agreed scope.
01
Receive
A customer sends a message through your approved WhatsApp channel.
02
Organize
The agreed flow captures useful context and routes the request.
03
Prepare
An eligible response or follow-up is prepared under your rules.
04
Hand over
Your team takes over when a person or approval is needed.
Clear boundaries make the work useful.
Human review
Your business controls message content and outgoing actions. We agree which steps need review rather than assuming every reply should be automatic.
Feasibility & costs
Account eligibility, customer consent, approved templates, messaging permissions and provider costs are checked before implementation.
Before we build
Good questions first.
Can you connect our current WhatsApp number?
We first review your account and the connection options available to it. The build scope depends on that assessment.
Does it send messages without review?
Only actions explicitly agreed in the scope are automated. Sensitive or unclear conversations can be routed to your team.
Can it support follow-up workflows?
Potentially, where consent, template rules and account permissions allow them. We define the timing and handover before building.
Explore another starting point.
Project packages and the development process are on the AI Agents & Automation overview.
Start with your brief