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WhatsApp auto-reply and CRM deployment

WhatsApp is often the first real customer channel. Automation should acknowledge enquiries, collect context, and create a review task without pretending to replace human judgement.

Expected outcomes

  • Automatic acknowledgement for new enquiries
  • Lead capture into a CRM or review queue
  • Follow-up reminders within WhatsApp policy rules

Included scope

  • WhatsApp Business Platform or Twilio sender planning
  • Webhook endpoint and auto-reply logic
  • Lead storage and daily review workflow
  • Template and 24-hour window guidance

Boundaries

  • A personal WhatsApp app or WhatsApp Web should not be scraped or automated.
  • Meta approval, templates, and API fees are outside the fixed project fee.

FAQ

Do I need WhatsApp Business Platform?

For official API auto-replies, yes. Click-to-chat works before API approval, but webhook automation needs an approved sender.

Can a sole trader apply?

A sole trader can apply, but Meta and the provider control verification, sender approval, and templates.

Can the bot answer everything?

No. The first safe version acknowledges, qualifies, and queues the lead for human review.

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