FreeLive online
Dates on request
Free: WhatsApp Lead Automation Demo
with DAIDU faculty
- Duration
- 45 minutes
- Location
- Online
- Audience
- For business owners, sales teams
See a complete WhatsApp lead flow and decide whether it fits your business.
Customer Service automation
WhatsApp and SMS Auto-Replies
Replies instantly to WhatsApp and SMS enquiries, answers simple questions, captures lead details, shares booking or payment links and passes complex conversations to the right salesperson.
The business problem
Customers expect a quick reply on WhatsApp, but staff are not always available, especially after hours. Slow replies lose enquiries to faster competitors. Conversations on personal phones are not recorded.
The manual process today
Where the time goes before automation:
- Staff answer WhatsApp messages from their phones
- Enquiries after hours wait until morning
- Lead details are not saved in the CRM
- Messages are forwarded between colleagues
The AI workflow
How the automation runs
Each step below runs on its own; a person steps in only where the workflow says so.
WhatsApp and SMS Auto-Replies
A customer messages your WhatsApp Business number or SMS line.
- 01
Message received
A customer messages your WhatsApp Business number or SMS line.
WhatsApp Business API, SMS gateway
- 02
Detect intent
AI identifies what the customer wants and the language they are using.
LLM
- 03
Answer simple queries
Pricing, location, hours and similar questions are answered with links or documents.
Chatbot, knowledge base
- 04
Capture lead details
Name, interest and contact details are saved in the CRM.
HubSpot, Zoho, Salesforce, GoHighLevel
- 05
Route complex chats
Complex or high-value conversations are passed to the right salesperson with context.
Shared inbox, CRM
- 06
Send follow-ups
Booking links, payment requests or reminders are sent automatically where needed.
WhatsApp templates
Recommended technologies
What it is built with
Typical choices; we adapt the stack to the tools you already use.
- WhatsApp Business API
- SMS gateway
- Chatbot with LLM
- CRM
- Shared team inbox
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What changes
Qualitative benefits. We measure the real effect on your process during the first weeks.
- Every enquiry gets an immediate reply
- After-hours enquiries are captured
- Conversations recorded in one place
- Sales staff handle only the conversations that need them
How we implement it
Timelines depend on your systems and are confirmed after discovery.
- 01Move to the WhatsApp Business API with a verified number
- 02Write replies and templates in English and Arabic
- 03Connect the CRM
- 04Define routing and handover rules
- 05Monitor response times and conversions
FAQ
Questions about this automation
Can we keep using our existing WhatsApp number?
Usually yes. A number can be migrated to the WhatsApp Business API, although it then works through the API platform rather than the phone app.
Are there rules on automated WhatsApp messages?
Yes. Messages outside a 24-hour customer-initiated window must use approved templates, and customers must opt in.
Learn to build this
Workshops that teach it
Prefer to build it in-house? These workshops cover the skills and tools behind this workflow.
- Proposed
HealthcareHybridProposedDates on requestAI for Healthcare Admin
with DAIDU faculty
- Duration
- 1 day
- Location
- Dubai
- Audience
- For clinic managers, front-office and admin teams
Design an appointment and reminder workflow and a non-clinical FAQ assistant for your clinic.
Consultation
Discuss this automation
Want WhatsApp and SMS Auto-Replies running in your business? Tell us about your tools and volumes and we will scope it with you.
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
Discuss This Automation
Replies within working hours